This allocator's name and 2 more commitments

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Corporate pension in New York

Corporate pension· Uniondale, New York

Corporate pension, based in Uniondale, New York, reporting $137M in assets, for 1,743 participants.

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

Assets
$137M
Funded ratio
80.0%
Fund commitments
2
Managers
2
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Commitments (2)Allocation policyManagers
As of · 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, Holding ended.

Capital path

who backs this record, through what, into what; each name opens its own path
Corporate pension in New York
Funds committed to
Managers
Size, funding, policy and commitments, with their basesCorporate pensionShow
Corporate pension
Assets
$137M
Total assets, Dec 31, 2024 reported
Funded
80.0%
Jan 1, 2024
Private markets target
no policy read
policy Dec 31, 2024
Commitments
2
2 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)
  • Interest-bearing cash 7.9%
  • Corporate debt instruments (other) 37.9%
  • U.S. Government securities 0.1%
  • Insurance company general account 2.4%
  • Other investments 3.0%
  • Common/collective trusts 48.0%
Consultants and advisers
3 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
2 managers on the commitment tape
From the plan’s own commitment disclosures
From Schedule C (investment management, code 28)
What changed
3 events
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
5 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024GS Ct Inter Duration Credit Fundcollective trustGoldman Sachs Trust CompanyPrivate credit$65.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Russell 3000 Index Fundcollective trustBlackrock Institutional Trust Company, N.A.Pooled vehicles$8.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023GS Ct Inter Duration Credit Fundcollective trustGoldman Sachs Trust CompanyPrivate credit$63.1M heldDisclosed holdingaskebsa.dol.gov

+2 more commitments

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

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Size and funding
33 readings
Total assets
$137M Dec 31, 2024 reported Form 5500
$149M (2023-12) · $147M (2022-12)
Plan assets
$149M Jan 1, 2024 reported Form 5500
$147M (2023-01) · $205M (2022-01)
Net assets
$136M Dec 31, 2024 reported Form 5500
$149M (2023-12) · $147M (2022-12)
Funded ratio
80.0% Jan 1, 2024 reported Form 5500
80.0% (2023-01) · 91.7% (2022-01)
Funding target
$128M Jan 1, 2024 reported Form 5500
$135M (2023-01) · $140M (2022-01)
Discount rate
5.11% Jan 1, 2024 reported Form 5500
5.18% (2023-01) · 5.35% (2022-01)
Participants
1,743 Jan 1, 2024 reported Form 5500
1,792 (2023-01) · 1,859 (2022-01)
Contributions
$0 Dec 31, 2024 reported Form 5500
$0 (2023-12) · $5,912 (2022-12)
Benefits paid
$13.1M Dec 31, 2024 reported Form 5500
$12.7M (2023-12) · $16.8M (2022-12)
Net investment income
-$12.3M Dec 31, 2024 reported Form 5500
$2.0M (2023-12) · -$58.4M (2022-12)
Investment management fees
$417,534 Dec 31, 2024 reported Form 5500
$401,087 (2023-12) · $419,458 (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 20241,743$149M$128M80.0%$137MNot disclosedNot disclosedNot disclosed
2023 to Dec 31, 20231,792$147M$135M80.0%$149MNot disclosedNot disclosedNot disclosed
2022 to Dec 31, 20221,859$205M$140M91.7%$147MNot disclosedNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)

+18 more service providers

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

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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.
Capital chain

This record sits on 2 traced paths of capital across the graphs.

Consultant to allocator to manager

DFX traced 2 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

3 dated events on the change ledger, latest first
  • Holding in a pooled vehicle ended
    2024-12-31source
  • Funded status changed
    2023-01-01source
  • Total assets changed
    2023-01-01source

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

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+7 connections on the graph

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