This allocator's name

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Corporate pension in New York

Corporate pension· Churchville, New York

Corporate pension, based in Churchville, New York, for 109 participants.

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

Funded ratio
124.5%
Fund commitments
1
Managers
1
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Commitments (1)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: 30 Sep 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
Managers
Size, funding, policy and commitments, with their basesCorporate pensionShow
Corporate pension
Assets
not established
Total assets, Sep 30, 2024 reported
Funded
124.5%
Jun 1, 2024
Private markets target
no policy read
policy May 31, 2024
Commitments
1
1 manager on Schedule C
Plan sponsor: this allocator
Allocation policy
Form 5500, as of May 31, 2024
Actual allocation lines without a target (as filed)
  • Insurance company general account 2.7%
  • Pooled separate accounts 24.6%
  • Registered investment companies 72.7%
Consultants and advisers
1 firm
  • Empower Actuarythrough May 31, 2023 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 manager on the commitment tape
From the plan’s own commitment disclosures
From Schedule C (investment management, code 28)
What changed
2 events
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
2 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of May 31, 2024Core Plus Bond / Reams Fundseparate accountEmpower Annuity Insurance CompanyFixed income$1.3M heldDisclosed holdingaskebsa.dol.gov
as of May 31, 2023Core Plus Bond / Reams Fundseparate accountPrudential Retirement Ins.Fixed income$1.1M heldDisclosed holdingaskebsa.dol.gov
Size and funding
30 readings
Total assets
$0 Sep 30, 2024 reported Form 5500
$5.2M (2024-05) · $4.9M (2023-05)
Plan assets
$5.1M Jun 1, 2024 reported Form 5500
$4.9M (2023-06) · $5.3M (2022-06)
Net assets
$0 Sep 30, 2024 reported Form 5500
$5.2M (2024-05) · $4.9M (2023-05)
Funded ratio
124.5% Jun 1, 2024 reported Form 5500
126.3% (2023-06) · 116.7% (2022-06)
Funding target
$3.9M Jun 1, 2024 reported Form 5500
$4.1M (2023-06) · $4.6M (2022-06)
Discount rate
4.98% Jun 1, 2024 reported Form 5500
5.10% (2023-06) · 5.27% (2022-06)
Participants
109 Jun 1, 2024 reported Form 5500
113 (2023-06) · 123 (2022-06)
Contributions
$0 Sep 30, 2024 reported Form 5500
$0 (2024-05) · $0 (2023-05)
Benefits paid
$86,237 Sep 30, 2024 reported Form 5500
$401,711 (2024-05) · $348,935 (2023-05)
Net investment income
$89,109 Sep 30, 2024 reported Form 5500
$228,471 (2024-05) · -$370,593 (2023-05)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Sep 30, 2024109$5.1M$3.9M124.5%$0Not disclosedNot disclosedNot disclosed
2023 to May 31, 2024113$4.9M$4.1M126.3%$5.2MNot disclosedNot disclosedNot disclosed
2022 to May 31, 2023123$5.3M$4.6M116.7%$4.9MNot disclosedNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • Empower Annuity Insurance Company codes 13 $16,321 PY2024
  • Core Plus Bond / Reams Fund Sched. D P PY2024
  • Empower codes 11 PY2024

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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

2 dated events on the change ledger, latest first
  • Funded status changed
    2023-06-01source
  • Total assets changed
    2024-09-30source

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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+3 connections on the graph

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