DFX Intelligence

This allocator's name and 5 more advisers

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Corporate pension in New York

Corporate pension· Purchase, New York

Corporate pension, based in Purchase, New York, reporting $4.2B in assets, for 82,942 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: $4.2B
Funded ratio: 108.2%
Managers: 3

Open searches Allocation policy Consultants

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 Towers Watson Investment Services.

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

Corporate pension

Assets

$4.2B

Total assets, Dec 31, 2024 reported

Funded

108.2%

Jan 1, 2024

Private markets target

no policy read

policy Dec 31, 2024

Commitments

3 managers on Schedule C

Plan sponsor: this allocator

Allocation policy

Form 5500, as of Dec 31, 2024

Actual allocation lines without a target (as filed)

Master trust investment accounts 100.0%

Consultants and advisers

8 firms

Towers Watson Investment Services, Investment adviser (plan)Pension consultantthrough Dec 31, 2024 Form 5500
Health and Productivity Consulting, General consultantthrough Dec 31, 2022 Form 5500
Mercer Actuarythrough Dec 31, 2022 Form 5500

+5 more consultants and advisers advise this allocator

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

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.

People

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

Manager roster

28 managers on Schedule C

From Schedule C (investment management, code 28)

Welling Management Co LLCplan years 2024
Earnest Partnersplan years 2024
UBS Global Asset Managementplan years 2024

+25 more Schedule C managers

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

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.

What changed

4 events

Dec 31, 2024Consultant changedinference
with Towers Watson Investment Services,askebsa.dol.gov
Dec 31, 2023Consultant changedinference
with Towers Watson Investment Services,askebsa.dol.gov
Jan 1, 2023Funded status changed
down 18 pointsaskebsa.dol.gov
Jan 1, 2023Assets changed
down $1.2Baskebsa.dol.gov

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

30 readings

Total assets

$4.2B Dec 31, 2024 reported Form 5500

$4.3B (2023-12) · $3.9B (2022-12)

Plan assets

$4.3B Jan 1, 2024 reported Form 5500

$3.9B (2023-01) · $5.2B (2022-01)

Net assets

$4.2B Dec 31, 2024 reported Form 5500

$4.3B (2023-12) · $3.9B (2022-12)

Funded ratio

108.2% Jan 1, 2024 reported Form 5500

108.0% (2023-01) · 126.0% (2022-01)

Funding target

$3.8B Jan 1, 2024 reported Form 5500

$3.7B (2023-01) · $3.3B (2022-01)

Discount rate

5.16% Jan 1, 2024 reported Form 5500

5.01% (2023-01) · 5.60% (2022-01)

Participants

82,942 Jan 1, 2024 reported Form 5500

76,364 (2023-01) · 74,962 (2022-01)

Contributions

$0 Dec 31, 2024 reported Form 5500

$150M (2023-12) · $250M (2022-12)

Benefits paid

$255M Dec 31, 2024 reported Form 5500

$254M (2023-12) · $396M (2022-12)

Net investment income

-$85.7M Dec 31, 2024 reported Form 5500

$347M (2023-12) · -$1.1B (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	82,942	$4.3B	$3.8B	108.2%	$4.2B	Not disclosed	$4.2B	Not disclosed
2023 to Dec 31, 2023	76,364	$3.9B	$3.7B	108.0%	$4.3B	Not disclosed	$4.1B	Not disclosed
2022 to Dec 31, 2022	74,962	$5.2B	$3.3B	126.0%	$3.9B	Not disclosed	$3.7B	Not disclosed

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

Fidelity Insti Asset Mgmt codes 51 $4.3M PY2024
State Street codes 51 68 $1.8M PY2024
Nisa codes 51 $1.4M PY2024

+120 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

4 dated events on the change ledger, latest first

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

+1 more change on this record's ledger

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.

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

+38 connections on the graph

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