DFX Intelligence

This allocator's name, 1 more adviser, 10 more commitments 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.

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

Corporate pension in New York

Corporate pension· Getzville, New York

Corporate pension, based in Getzville, New York, reporting $2.1M in assets, for 1,424 participants.

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

As of 2025-03-31 · the latest dated event for this allocator; each figure carries its own filing or report date

Assets: $2.1M
Funded ratio: 100.4%
Fund commitments: 9

Open searches Plans backing its top manager Similar plans, same strategy

Commitments (9)Allocation policy Consultants

As of 2025-03-31 · 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 Mar 2025, 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

AON Long Credit Bond Fund2 commitments
AON US Intermediate Government2 commitments
AON Intermediate Credit Bond Fund2 commitments

All 9

Managers

AON Trust Company LLC13 commitments

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

Corporate pension

Assets

$2.1M

Total assets, Mar 31, 2025 reported

Funded

100.4%

Apr 1, 2023

Private markets target

no policy read

policy Mar 31, 2025

Commitments

none on the tape

Plan sponsor: this allocator

Allocation policy

Form 5500, as of Mar 31, 2025

Actual allocation lines without a target (as filed)

Interest-bearing cash 100.0%

Consultants and advisers

4 firms

Aon Investment adviser (plan)through Mar 31, 2025 Form 5500
Cbiz Ris Actuarythrough Mar 31, 2025 Form 5500
Wilmington Trust Trusteethrough Mar 31, 2025 Form 5500

+1 more consultant or adviser 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

1 manager on the commitment tape

From the plan’s own commitment disclosures

AON Trust Company LLC13 rows, latest Mar 31, 2024

What changed

9 events

Mar 31, 2025Assets changed
down $100Maskebsa.dol.gov
Mar 31, 2024Holding endedinference
with AON Trust Company LLC$8.0Maskebsa.dol.gov
Mar 31, 2024Holding endedinference
with AON Trust Company LLC$8.6Maskebsa.dol.gov
Mar 31, 2024Holding endedinference
with AON Trust Company LLC$750Kaskebsa.dol.gov
Mar 31, 2024Holding endedinference
with AON Trust Company LLC$50Kaskebsa.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

13 rows, 0 dated closings

Date	Fund	Manager	Bucket	Amount	Status	Source
as of Mar 31, 2024	AON Long Credit Bond Fundcollective trust	AON Trust Company LLC	Private credit	$49.6M held	Disclosed holding	askebsa.dol.gov
as of Mar 31, 2024	AON US Intermediate Governmentcollective trust	AON Trust Company LLC	Pooled vehicles	$26.9M held	Disclosed holding	askebsa.dol.gov
as of Mar 31, 2024	AON Intermediate Credit Bond Fundcollective trust	AON Trust Company LLC	Private credit	$18.5M held	Disclosed holding	askebsa.dol.gov

+10 more commitments

Every fund and manager this allocator committed to, with the amount, date and source on each.

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

Size and funding

27 readings

Total assets

$2.1M Mar 31, 2025 reported Form 5500

$102M (2024-03) · $128M (2023-03)

Plan assets

$128M Apr 1, 2023 reported Form 5500

$148M (2022-04)

Net assets

$2.1M Mar 31, 2025 reported Form 5500

$102M (2024-03) · $128M (2023-03)

Funded ratio

100.4% Apr 1, 2023 reported Form 5500

111.7% (2022-04)

Funding target

$121M Apr 1, 2023 reported Form 5500

$122M (2022-04)

Discount rate

5.19% Apr 1, 2023 reported Form 5500

5.36% (2022-04)

Participants

1,424 Apr 1, 2024 reported Form 5500

1,755 (2023-04) · 1,804 (2022-04)

Contributions

$0 Mar 31, 2024 reported Form 5500

$1.1M (2023-03)

Benefits paid

$101M Mar 31, 2025 reported Form 5500

$26.5M (2024-03) · $8.8M (2023-03)

Net investment income

-$95.1M Mar 31, 2025 reported Form 5500

-$25.5M (2024-03) · -$20.0M (2023-03)

Investment management fees

$221,914 Mar 31, 2025 reported Form 5500

$427,305 (2024-03)

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 Mar 31, 2025	1,424	Not disclosed	Not disclosed	n/a	$2.1M	Not disclosed	Not disclosed	Not disclosed
2023 to Mar 31, 2024	1,755	$128M	$121M	100.4%	$102M	Not disclosed	Not disclosed	Not disclosed
2022 to Mar 31, 2023	1,804	$148M	$122M	111.7%	$128M	Not disclosed	Not disclosed	Not disclosed

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

Cbiz Benefits and Insurance Service codes 10 11 15 $235,055 PY2024
AON Consulting, Inc. codes 27 28 49 50 $221,914 PY2024
Wilmington Trust, N.A. codes 15 21 24 25 27 28 33 49 $52,213 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 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: managers.

Capital chain

This record sits on 1 traced path of capital across the graphs.

Consultant to allocator to manager

DFX traced 1 path of capital through this record

Every record on each path, what it committed or lent, and as of when.

Includes 3 days of DFX Intelligence. Then $299/month unless canceled.

Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.

Checking your plan…

Record history

9 dated events on the change ledger, latest first

Holding in a pooled vehicle ended
2024-03-31source
Holding in a pooled vehicle ended
2024-03-31source
Holding in a pooled vehicle ended
2024-03-31source

+6 more changes 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

+5 connections on the graph

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