This allocator's name, 4 more advisers, 1 more manager, 11 more commitments and 14 more dated events
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Corporate pension in New Jersey
Corporate pension, based in Parsippany, New Jersey, reporting $79.7M in assets, for 1,188 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $79.7M
- Funded ratio
- 88.7%
- Fund commitments
- 11
- Managers
- 4
Nothing material in the last 90 days. Last change: 31 Dec 2024, Changed investment consultant to Bank of America N.A.
Capital path
who backs this record, through what, into what; each name opens its own path- Prudential Short-Term3 commitments
- DB Growth Portfolio2 commitments
- Real Estate/cohen&steers Fund1 commitment
- Prudential2 commitments
- Empower Annuity Insurance Company1 commitment
- Invesco1 commitment
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
- Other investments 49.1%
- Common/collective trusts 48.2%
- Pooled separate accounts 2.7%
- BCG Pension Risk Consultants Inc Pension consultantthrough Dec 31, 2024 Form 5500
- Bank of America N.A. General consultantthrough Dec 31, 2024 Form 5500
- Jpmorgan Chase Bank, N.A. General consultantthrough Dec 31, 2023 Form 5500
+4 more consultants and advisers advise this allocator
Every name, record and relationship behind this count, with the source on each.
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- Prudential2 rows, latest Dec 31, 2023
- Empower Annuity Insurance Company1 row, latest Dec 31, 2024
- Invesco1 row, latest Dec 31, 2022
+1 more manager received commitments
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- Empower Annuity Insurance Companyplan years
- Prudentialplan years
- Dryden Capital, LLCplan years
+2 more Schedule C managers
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- Dec 31, 2024Consultant changedinferencewith Bank of America N.A.askebsa.dol.gov
- Dec 31, 2024Consultant changedinferencewith Gallagher Fiduciary Advisorsaskebsa.dol.gov
- Dec 31, 2024Consultant changedinferencewith BCG Pension Risk Consultants Incaskebsa.dol.gov
- Dec 31, 2024Consultant changedinferencewith Jpmorgan Chase Bank, N.A.askebsa.dol.gov
- Dec 31, 2023Holding endedinference
+14 more dated events
Every name, record and relationship behind this count, with the source on each.
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| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Prudential Short-Termseparate account | Empower Annuity Insurance Company | Cash | $2.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | DB Growth Portfoliocollective trust | Wilmington Trust, N.A. | Pooled vehicles | $38.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Prudential Short-Termseparate account | Prudential | Cash | $3.1M held | Disclosed holding | askebsa.dol.gov |
+11 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 | 1,188 | $85.7M | $96.8M | 88.7% | $79.7M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 1,392 | $89.9M | $107M | 86.9% | $85.7M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 1,410 | $117M | $108M | 95.5% | $89.9M | Not disclosed | Not disclosed | Not disclosed |
- Empower Annuity Insurance Company codes 13 $264,081 PY2024
- Capfinancial Partners LLC codes 16 $92,025 PY2024
- SUN Life Investment Capital Mgmt codes 18 $45,562 PY2024
+38 more service providers
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Provenance
This record sits on 16 traced paths of capital across the graphs.
DFX traced 16 paths of capital through this record
Every record on each path, what it committed or lent, and as of when.
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Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.
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Record history
- Holding in a pooled vehicle ended2023-12-31source
- Holding in a pooled vehicle ended2023-12-31source
- Holding in a pooled vehicle ended2023-12-31source
+16 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
+13 connections on the graph
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