This allocator's name, 5 more commitments and 7 more dated events

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Corporate pension in New York

Corporate pension· NEW York, New York

Corporate pension, based in NEW York, New York, for 496 participants.

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

Funded ratio
106.8%
Fund commitments
8
Managers
3
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Commitments (8)Allocation policyManagers
As of · 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: 22 Nov 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
All 8
Managers
Size, funding, policy and commitments, with their basesCorporate pensionShow
Corporate pension
Assets
not established
Total assets, Nov 22, 2024 reported
Funded
106.8%
Jan 1, 2023
Private markets target
no policy read
policy Dec 31, 2023
Commitments
8
3 managers on Schedule C
Plan sponsor: this allocator
Allocation policy
Form 5500, as of Dec 31, 2023
Actual allocation lines without a target (as filed)
  • Pooled separate accounts 100.0%
Consultants and advisers
1 firm
People
No investment staff or executives have been read for this allocator yet.
Manager roster
3 managers on the commitment tape
From the plan’s own commitment disclosures
From Schedule C (investment management, code 28)
What changed
12 events
  • Nov 22, 2024Assets changed
    down $2.6Maskebsa.dol.gov
  • Dec 31, 2023Holding endedinference
    with Prudential Retirement & Annuity Ins$11.2Maskebsa.dol.gov
  • Dec 31, 2023Holding started
    with Prudential Retirement & Annuity Ins$2.6Maskebsa.dol.gov
  • Dec 31, 2023Holding endedinference
    with Prudential Retirement & Annuity Ins$14.1Maskebsa.dol.gov
  • Dec 31, 2023Holding endedinference
    with Prudential Retirement & Annuity Ins$2.4Maskebsa.dol.gov

+7 more dated events

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Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
8 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2023Prudential Short-Termseparate accountPrudentialCash$2.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Eagle M Cap Growth (isp)separate accountPrudential Retirement Insurance and Annuity CompanyPooled vehicles$1.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Mid Cap Value/integrityseparate accountPrudential Retirement Insurance and Annuity CompanyPooled vehicles$2.4M heldDisclosed holdingaskebsa.dol.gov

+5 more commitments

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

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Size and funding
26 readings
Total assets
$0 Nov 22, 2024 reported Form 5500
$2.6M (2023-12) · $65.4M (2022-12)
Plan assets
$65.4M Jan 1, 2023 reported Form 5500
$84.0M (2022-01)
Net assets
$0 Nov 22, 2024 reported Form 5500
$2.6M (2023-12) · $65.4M (2022-12)
Funded ratio
106.8% Jan 1, 2023 reported Form 5500
114.8% (2022-01)
Funding target
$67.4M Jan 1, 2023 reported Form 5500
$65.8M (2022-01)
Discount rate
5.07% Jan 1, 2023 reported Form 5500
5.38% (2022-01)
Participants
496 Jan 1, 2024 reported Form 5500
663 (2023-01) · 670 (2022-01)
Contributions
$948,165 Nov 22, 2024 reported Form 5500
$1.2M (2023-12) · $0 (2022-12)
Benefits paid
$3.6M Nov 22, 2024 reported Form 5500
$67.5M (2023-12) · $4.6M (2022-12)
Net investment income
-$2.6M Nov 22, 2024 reported Form 5500
-$62.8M (2023-12) · -$18.5M (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Nov 22, 2024496Not disclosedNot disclosedn/a$0Not disclosedNot disclosedNot disclosed
2023 to Dec 31, 2023663$65.4M$67.4M106.8%$2.6MNot disclosedNot disclosedNot disclosed
2022 to Dec 31, 2022670$84.0M$65.8M114.8%$65.4MNot disclosedNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • Prudential Short-Term Sched. D P PY2024
  • Internatl Blnd Lazard Sched. D P PY2023
  • Invesco Small Cap Growth Stgy Sched. D P PY2023

+15 more service providers

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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.

Not yet on record: assets.

Record history

12 dated events on the change ledger, latest first
  • Holding in a pooled vehicle ended
    2023-12-31source
  • Holding in a pooled vehicle started
    2023-12-31source
  • Holding in a pooled vehicle ended
    2023-12-31source

+9 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

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+5 connections on the graph

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