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Allocators
North Brunswick, NJ
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| Vehicle | Manager | Bucket | Value | As of | Kind | Source |
|---|---|---|---|---|---|---|
| B••• M••••• A•••••• S• S•••• I•••• | B•• M••••• | Public equity | $1.7M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| B••• M••••• A•••••• S• S•••• I•••• | B•• M••••• | Public equity | $1.5M |
| Bucket | Target % | Range low | Range high | Actual % | Actual | Period end | Basis |
|---|---|---|---|---|---|---|---|
| Interest-bearing cash | n/a | n/a | n/a | 1 | $48,421 | Dec 31, 2024 | Derived |
| Non-interest-bearing cash | n/a | n/a | n/a | 1 |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| F•••• A•••••••• C••••••••• L•• | actuary | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Manager | Mandate | From | To | Current | Evidence |
|---|---|---|---|---|---|
| H•• A•••• M••••••••• | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| Dec 31, 2023 |
| Collective trust |
| Dol form 5500 pension |
| B••• M••••• A•••••• S• S•••• I•••• | B•• M••••• | Public equity | $1.4M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Dec 31, 2024 |
| Derived |
| U.S. Government securities | n/a | n/a | n/a | 23 | $752,433 | Dec 31, 2024 | Derived |
| Corporate debt instruments (other) | n/a | n/a | n/a | 22 | $722,727 | Dec 31, 2024 | Derived |
| Common/collective trusts | n/a | n/a | n/a | 52 | $1.7M | Dec 31, 2024 | Derived |