2 more managers and 42 more commitments
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Retirement Income Plan for Salaried Employees of Rockefeller Group International, Inc.
Corporate pension, based in NEW York, New York, reporting $123M in assets, for 496 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $123M
- Funded ratio
- 89.4%
- Fund commitments
- 15
- Managers
- 2
Nothing material in the last 90 days. Last change: 31 Dec 2024, Blackrock Institutional Trust Co. appears on Retirement Income Plan for Salaried Employees of Rockefeller Group International, Inc.'s Schedule C as investment manager (plan year 2024 vs 2023).
Capital path
who backs this record, through what, into what; each name opens its own path- International Alpha Tilts Fund3 commitments
- Emerging Markets Alpha Tilts Fund3 commitments
- High Yield Bond Fund3 commitments
- Blackrock Institutional Trust Company, N.A.24 commitments
- AXA Equitable Life Ins Co6 commitments
- Blackrock6 commitments
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
- Interest-bearing cash 0.7%
- Common/collective trusts 95.4%
- Pooled separate accounts 2.5%
- Milliman, Inc. Actuarythrough Dec 31, 2022 Form 5500
- Bank of America Trusteethrough Dec 31, 2022 Form 5500
- Blackrock Institutional Trust Company, N.A.24 rows, latest Dec 31, 2024
- AXA Equitable Life Ins Co6 rows, latest Dec 31, 2024
- Blackrock6 rows, latest Dec 31, 2024
+2 more managers received commitments
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- Blackrock Institutional Trust Company, N.A.plan years
- Blackrock Insti. Trust Company, N.Aplan years
- Blackrock Institutional Trust Co,naplan years 2023
+1 more Schedule C manager
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- Dec 31, 2024Manager relationship startedBlackrock Institutional Trust Co. appears on Retirement Income Plan for Salaried Employees of Rockefeller Group International, Inc.'s Schedule C as investment manager (plan year 2024 vs 2023)with Blackrock Institutional Trust Co,naaskebsa.dol.gov
- Jan 1, 2024Funded status changedRetirement Income Plan for Salaried Employees of Rockefeller Group International, Inc. funded ratio 85.3% -> 89.4% (2023-01-01 to 2024-01-01)
- Jan 1, 2023Funded status changedRetirement Income Plan for Salaried Employees of Rockefeller Group International, Inc. funded ratio 115.7% -> 85.3% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedRetirement Income Plan for Salaried Employees of Rockefeller Group International, Inc. plan assets $157M -> $111M (-29.1%, 2022-01-01 to 2023-01-01)
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | International Alpha Tilts Fundcollective trust | Blackrock Institutional Trust Company, N.A. | Pooled vehicles | $6.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Emerging Markets Alpha Tilts Fundcollective trust | Blackrock Institutional Trust Company, N.A. | Public equity | $2.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | High Yield Bond Fundcollective trust | Blackrock Institutional Trust Company, N.A. | Fixed income | $4.4M held | Disclosed holding | askebsa.dol.gov |
+42 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
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| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Dec 31, 2024 | 496 | $118M | $106M | 89.4% | $123M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 509 | $111M | $107M | 85.3% | $121M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 526 | $157M | $103M | 115.7% | $115M | Not disclosed | Not disclosed | Not disclosed |
- Blackrock Institutional Trust Co. codes 28 50 51 $374,848 PY2024
- Milliman, Inc. codes 11 15 50 $137,192 PY2024
- Demarche Associates codes 28 50 51 $50,000 PY2024
+59 more service providers
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Provenance
Record history
- Funded status changed2023-01-01source
- Funded status changed2024-01-01source
- Manager relationship started2024-12-31source
+1 more change 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
+7 connections on the graph
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