DFX Intelligence

This allocator's name, 2 more advisers, 18 more commitments and 2 more dated events

Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.

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Corporate pension in New York

Corporate pension· Bethpage, New York

Corporate pension, based in Bethpage, New York, reporting $513M in assets, for 2,533 participants.

Composed from this allocator's classification, location and filed figures.

As of 2024-12-31 · the latest dated event for this allocator; each figure carries its own filing or report date

Assets: $513M
Funded ratio: 91.0%
Fund commitments: 7
Managers: 2

Open searches Plans backing its top manager Similar plans, same strategy

Commitments (7)Allocation policy Managers

As of 2024-12-31 · the latest dated event for this allocator; each figure carries its own filing or report date

Nothing material in the last 90 days. Last change: 31 Dec 2024, Total assets changed.

Capital path

who backs this record, through what, into what; each name opens its own path

Corporate pension in New York

Funds committed to

EB Temporary Investment3 commitments
Bnym Mellon Db Nsl Large Cap Stock3 commitments
Bnym-M Db Nsl Sc Sif3 commitments

All 7

Managers

BNY Mellon15 commitments
Legal and General3 commitments

Size, funding, policy and commitments, with their basesCorporate pensionShow

Corporate pension

Assets

$513M

Total assets, Dec 31, 2024 reported

Funded

91.0%

Jan 1, 2024

Private markets target

no policy read

policy Dec 31, 2024

Commitments

2 managers on Schedule C

Plan sponsor: this allocator

Allocation policy

Form 5500, as of Dec 31, 2024

Actual allocation lines without a target (as filed)

103-12 investment entities 23.2%
Common/collective trusts 65.5%
Common stock 6.7%

Consultants and advisers

5 firms

Principal Global Investors LLC Investment adviser (plan)through Dec 31, 2022 Form 5500
Bank of New York Mellon Custodianthrough Dec 31, 2022 Form 5500
Blackrock Institutional Trust Co,na Trusteethrough Dec 31, 2022 Form 5500

+2 more consultants and advisers advise this allocator

Every name, record and relationship behind this count, with the source on each.

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.

People

No investment staff or executives have been read for this allocator yet.

Manager roster

2 managers on the commitment tape

From the plan’s own commitment disclosures

BNY Mellon15 rows, latest Dec 31, 2024
Legal and General3 rows, latest Dec 31, 2024

From Schedule C (investment management, code 28)

Income Research & Mgmt. Inc.plan years 2022
Principal Global Investors LLCplan years 2024
BNY Mellonplan years 2022

+1 more Schedule C manager

Every name, record and relationship behind this count, with the source on each.

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.

What changed

7 events

Dec 31, 2024Assets changed
$54.8Maskebsa.dol.gov
Jan 1, 2024Funded status changed
down 3 pointsaskebsa.dol.gov
Jan 1, 2024Assets changed
$69.7Maskebsa.dol.gov
Dec 31, 2023Manager relationship endedinference
with Blackrock Institutional Trust Co,naaskebsa.dol.gov
Dec 31, 2023Assets changed
$69.9Maskebsa.dol.gov

+2 more dated events

Every name, record and relationship behind this count, with the source on each.

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.

Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.

Commitments

21 rows, 0 dated closings

Date	Fund	Manager	Bucket	Amount	Status	Source
as of Dec 31, 2024	EB Temporary Investmentcollective trust	BNY Mellon	Pooled vehicles	$1.8M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Bnym Mellon Db Nsl Large Cap Stockcollective trust	BNY Mellon	Public equity	$175M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Bnym-M Db Nsl Sc Sifcollective trust	BNY Mellon	Pooled vehicles	$27.0M held	Disclosed holding	askebsa.dol.gov

+18 more commitments

Every fund and manager this allocator committed to, with the amount, date and source on each.

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.

Size and funding

33 readings

Total assets

$513M Dec 31, 2024 reported Form 5500

$458M (2023-12) · $389M (2022-12)

Plan assets

$458M Jan 1, 2024 reported Form 5500

$388M (2023-01) · $452M (2022-01)

Net assets

$513M Dec 31, 2024 reported Form 5500

$458M (2023-12) · $389M (2022-12)

Funded ratio

91.0% Jan 1, 2024 reported Form 5500

94.0% (2023-01) · 104.3% (2022-01)

Funding target

$432M Jan 1, 2024 reported Form 5500

$378M (2023-01) · $330M (2022-01)

Discount rate

5.28% Jan 1, 2024 reported Form 5500

5.36% (2023-01) · 5.54% (2022-01)

Participants

2,533 Jan 1, 2024 reported Form 5500

2,461 (2023-01) · 2,418 (2022-01)

Contributions

$23.4M Dec 31, 2024 reported Form 5500

$25.2M (2023-12) · $18.4M (2022-12)

Benefits paid

$13.8M Dec 31, 2024 reported Form 5500

$11.2M (2023-12) · $9.6M (2022-12)

Net investment income

$54.8M Dec 31, 2024 reported Form 5500

$69.9M (2023-12) · -$63.8M (2022-12)

Investment management fees

$613,080 Dec 31, 2024 reported Form 5500

$440,562 (2023-12) · $541,765 (2022-12)

Form 5500 filings

3 plan years

Plan year	Participants	Assets (SB market)	Funding target	FTAP	Total assets (H)	Partnerships / JV	Master trust	Real estate
2024 to Dec 31, 2024	2,533	$458M	$432M	91.0%	$513M	Not disclosed	Not disclosed	Not disclosed
2023 to Dec 31, 2023	2,461	$388M	$378M	94.0%	$458M	Not disclosed	Not disclosed	Not disclosed
2022 to Dec 31, 2022	2,418	$452M	$330M	104.3%	$389M	Not disclosed	Not disclosed	Not disclosed

Service providers and investment entities as filed (Schedule C and D, latest year first)

Willis Towers Watson US LLC codes 11 15 16 17 50 65 $821,036 PY2024
Income Research & Management codes 28 51 $241,612 PY2024
Principal Real Estate Investors LLC codes 28 51 68 $176,130 PY2024

+46 more service providers

Every name, record and relationship behind this count, with the source on each.

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.

Provenance

Identifiers: none on file

Cross-graph: no entry on another DFX graph

First observed Sep 15, 2026, last observed Sep 29, 2026. Classification confirmed. Every row above carries its source; a reported figure is the subject’s own, a derived one is arithmetic on reported figures, an estimated one is a model or a survey imputation and is never summed into a headline.

Capital chain

This record sits on 2 traced paths of capital across the graphs.

Consultant to allocator to manager

DFX traced 2 paths of capital through this record

Every record on each path, what it committed or lent, and as of when.

Includes 3 days of DFX Intelligence. Then $299/month unless canceled.

Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.

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Record history

7 dated events on the change ledger, latest first

Funded status changed
2023-01-01source
Funded status changed
2024-01-01source
Manager relationship ended
2023-12-31source

+4 more changes on this record's ledger

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The ledger records every merge, rename and reclassification this record went through and the dated filings observed on it, so the identity on this page can be traced to the records it was built from. The ledger's own sentences name other records, so they show with the names.

›Connections

every published relationship on the graph

+11 connections on the graph

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