DFX Intelligence

This allocator's name, 1 more adviser, 1 more commitment and 6 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· Yonkers, New York

Corporate pension, based in Yonkers, New York, reporting $63,913 in assets, for 181 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: $63,913
Funded ratio: 81.6%
Fund commitments: 2
Managers: 1

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Commitments (2)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, Changed investment consultant to The Angell Pension Group, Inc.

Capital path

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

Corporate pension in New York

Funds committed to

ASB Allegiance Real Estate Fund2 commitments
Schroder Collective Investment Trus2 commitments

Managers

ABS Allegiance Real Estate2 commitments
Schroder2 commitments

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

Corporate pension

Assets

$63,913

Total assets, Dec 31, 2024 reported

Funded

81.6%

Jan 1, 2023

Private markets target

no policy read

policy Dec 31, 2024

Commitments

1 manager on Schedule C

Plan sponsor: this allocator

Allocation policy

Form 5500, as of Dec 31, 2024

Actual allocation lines without a target (as filed)

Non-interest-bearing cash 75.7%

Consultants and advisers

4 firms

The Angell Pension Group, Inc. Pension consultantthrough Dec 31, 2023 Form 5500
BCG Pension Risk Consultants Inc Pension consultantthrough Dec 31, 2023 Form 5500
Gallagher Fiduciary Advisors Investment adviser (plan)through Dec 31, 2022 Form 5500

+1 more consultant or adviser 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

ABS Allegiance Real Estate2 rows, latest Dec 31, 2023
Schroder2 rows, latest Dec 31, 2023

From Schedule C (investment management, code 28)

Schroderplan years
Amalgamated Bankplan years 2022
ABS Allegiance Real Estateplan years 2022

What changed

11 events

Dec 31, 2024Manager relationship started
with ABS Allegiance Real Estateaskebsa.dol.gov
Dec 31, 2024Manager relationship endedinference
with Amalgamated Bankaskebsa.dol.gov
Dec 31, 2024Consultant changedinference
with The Angell Pension Group, Inc.askebsa.dol.gov
Dec 31, 2024Consultant changedinference
with BCG Pension Risk Consultants Incaskebsa.dol.gov
Dec 31, 2024Assets changed
down $33.8Maskebsa.dol.gov

+6 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

4 rows, 0 dated closings

Date	Fund	Manager	Bucket	Amount	Status	Source
as of Dec 31, 2023	ASB Allegiance Real Estate Fundcollective trust	ABS Allegiance Real Estate	Real estate	$2.9M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Schroder Collective Investment Truscollective trust	Schroder	Pooled vehicles	$11.7M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	ASB Allegiance Real Estate Fundcollective trust	ABS Allegiance Real Estate	Real estate	$3.8M held	Disclosed holding	askebsa.dol.gov

+1 more commitment

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

30 readings

Total assets

$63,913 Dec 31, 2024 reported Form 5500

$33.9M (2023-12) · $62.1M (2022-12)

Plan assets

$61.9M Jan 1, 2023 reported Form 5500

$68.8M (2022-01)

Net assets

$54,163 Dec 31, 2024 reported Form 5500

$33.8M (2023-12) · $62.0M (2022-12)

Funded ratio

81.6% Jan 1, 2023 reported Form 5500

91.9% (2022-01)

Funding target

$0 Jan 1, 2024 reported Form 5500

$59.2M (2023-01) · $61.2M (2022-01)

Discount rate

5.31% Jan 1, 2023 reported Form 5500

5.48% (2022-01)

Participants

181 Jan 1, 2024 reported Form 5500

498 (2023-01) · 522 (2022-01)

Contributions

$0 Dec 31, 2024 reported Form 5500

$7.8M (2023-12) · $13.8M (2022-12)

Benefits paid

$29.9M Dec 31, 2024 reported Form 5500

$37.0M (2023-12) · $9.4M (2022-12)

Net investment income

-$33.7M Dec 31, 2024 reported Form 5500

-$28.2M (2023-12) · -$6.8M (2022-12)

Investment management fees

$59,213 Dec 31, 2024 reported Form 5500

$80,545 (2023-12) · $134,163 (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	181	Not disclosed	$0	n/a	$63,913	Not disclosed	Not disclosed	Not disclosed
2023 to Dec 31, 2023	498	$61.9M	$59.2M	81.6%	$33.9M	Not disclosed	Not disclosed	Not disclosed
2022 to Dec 31, 2022	522	$68.8M	$61.2M	91.9%	$62.1M	Not disclosed	Not disclosed	Not disclosed

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

I.E. Shaffer & Co. codes 13 50 $40,625 PY2024
Gallagher Fiduciary Advisors LLC codes 27 28 50 $29,213 PY2024
Chevy Chase Trust Company codes 28 $26,381 PY2024

+34 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 4 traced paths of capital across the graphs.

Consultant to allocator to manager

DFX traced 4 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

11 dated events on the change ledger, latest first

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

+8 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

+8 connections on the graph

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