DFX Intelligence

This allocator's name, 3 more advisers and 4 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· NEW Hartford, New York

Corporate pension, based in NEW Hartford, New York, reporting $375M in assets, for 1,302 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: $375M
Funded ratio: 121.6%
Managers: 1

Open searches 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 Vanguard Advisors Inc.

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

Corporate pension

Assets

$375M

Total assets, Dec 31, 2024 reported

Funded

121.6%

Jan 1, 2024

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)

Interest-bearing cash 0.4%
Registered investment companies 99.6%

Consultants and advisers

6 firms

Capfinancial Partners, LLC Investment adviser (plan)through Dec 31, 2022 Form 5500
Agilis Partners LLC Pension consultantthrough Dec 31, 2022 Form 5500
Willis Towers Watson US LLC ActuaryPension consultantthrough Dec 31, 2022 Form 5500

+3 more consultants and advisers advise this allocator

Every name, record and relationship behind this count, with the source on each.

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People

No investment staff or executives have been read for this allocator yet.

Manager roster

3 managers on Schedule C

From Schedule C (investment management, code 28)

this allocatorplan years 2024
John Hancockplan years 2023
Transamerica Retirement Solutionsplan years 2023

What changed

9 events

Dec 31, 2024Manager relationship endedinference
with Transamerica Retirement Solutionsaskebsa.dol.gov
Dec 31, 2024Consultant changedinference
with Vanguard Advisors Inc.askebsa.dol.gov
Jan 1, 2024Funded status changed
5 pointsaskebsa.dol.gov
Jan 1, 2024Assets changed
$36.1Maskebsa.dol.gov
Dec 31, 2023Consultant changedinference
with Agilis Partners LLCaskebsa.dol.gov

+4 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

No fund commitments are on the tape for this allocator. The tape holds the plans that publish their own private-markets reports; a plan that publishes one and is not here is a gap we can close.

Size and funding

33 readings

Total assets

$375M Dec 31, 2024 reported Form 5500

$367M (2023-12) · $331M (2022-12)

Plan assets

$367M Jan 1, 2024 reported Form 5500

$331M (2023-01) · $460M (2022-01)

Net assets

$375M Dec 31, 2024 reported Form 5500

$367M (2023-12) · $331M (2022-12)

Funded ratio

121.6% Jan 1, 2024 reported Form 5500

116.8% (2023-01) · 135.3% (2022-01)

Funding target

$274M Jan 1, 2024 reported Form 5500

$272M (2023-01) · $271M (2022-01)

Discount rate

5.16% Jan 1, 2024 reported Form 5500

5.24% (2023-01) · 5.41% (2022-01)

Participants

1,302 Jan 1, 2024 reported Form 5500

1,326 (2023-01) · 1,480 (2022-01)

Contributions

$0 Dec 31, 2024 reported Form 5500

$0 (2023-12) · $0 (2022-12)

Benefits paid

$17.4M Dec 31, 2024 reported Form 5500

$16.3M (2023-12) · $25.6M (2022-12)

Net investment income

$8.0M Dec 31, 2024 reported Form 5500

$36.1M (2023-12) · -$129M (2022-12)

Investment management fees

$105,000 Dec 31, 2024 reported Form 5500

$223,579 (2023-12) · $294,036 (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	1,302	$367M	$274M	121.6%	$375M	$0	$0	$0
2023 to Dec 31, 2023	1,326	$331M	$272M	116.8%	$367M	Not disclosed	Not disclosed	Not disclosed
2022 to Dec 31, 2022	1,480	$460M	$271M	135.3%	$331M	Not disclosed	Not disclosed	Not disclosed

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

John Hancock codes 12 15 28 38 $193,431 PY2024
Willis Towers Watson US LLC codes 11 17 50 $111,343 PY2024
Capfinancial Partners, LLC codes 27 50 $105,000 PY2024

+21 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 15, 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: fund commitments.

Record history

9 dated events on the change ledger, latest first

Funded status changed
2023-01-01source
Funded status changed
2024-01-01source
Consultant changed
2023-12-31source

+6 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

+11 connections on the graph

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