DFX Intelligence

This allocator's name, 39 more commitments and 2 more dated events

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Corporate pension in New Jersey

Corporate pension· Morristown, New Jersey

Corporate pension, based in Morristown, New Jersey, reporting $109M in assets, for 1,160 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: $109M
Funded ratio: 92.6%
Fund commitments: 16
Managers: 1

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

Commitments (16)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, Holding started.

Capital path

who backs this record, through what, into what; each name opens its own path

Corporate pension in New Jersey

Funds committed to

AON Large Cap Equity Index Fund3 commitments
AON Long Credit Bond Fund3 commitments
AON Multi-Asset Credit Fund3 commitments

All 16

Managers

AON Trust Company LLC38 commitments
Nisa4 commitments

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

Corporate pension

Assets

$109M

Total assets, Dec 31, 2024 reported

Funded

92.6%

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)

Other investments 6.1%
Common/collective trusts 86.7%
Registered investment companies 3.8%

Consultants and advisers

3 firms

Aon Actuarythrough Dec 31, 2022 Form 5500
Bank of New York Mellon Custodianthrough Dec 31, 2022 Form 5500
AON Consulting, Inc. Actuarythrough Dec 31, 2022 Form 5500

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

AON Trust Company LLC38 rows, latest Dec 31, 2024
Nisa4 rows, latest Dec 31, 2024

From Schedule C (investment management, code 28)

Nisaplan years
AON Investments USA Incplan years 2022

What changed

7 events

Dec 31, 2024Holding started
with AON Trust Company LLC$20.8Maskebsa.dol.gov
Dec 31, 2024Assets changed
down $15.2Maskebsa.dol.gov
Dec 31, 2023Holding started
with Nisa Ultra Mid Treasury Cif$15.0Maskebsa.dol.gov
Dec 31, 2023Holding endedinference
with AON Trust Company LLC$25.0Maskebsa.dol.gov
Dec 31, 2023Holding started
with Nisa Ultra Long Treasury Cif$7.7Maskebsa.dol.gov

+2 more dated events

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

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Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.

Commitments

42 rows, 0 dated closings

Date	Fund	Manager	Bucket	Amount	Status	Source
as of Dec 31, 2024	AON Large Cap Equity Index Fundcollective trust	AON Trust Company LLC	Public equity	$4.3M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	AON Long Credit Bond Fundcollective trust	AON Trust Company LLC	Private credit	$19.5M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	AON Multi-Asset Credit Fundcollective trust	AON Trust Company LLC	Private credit	$6.4M held	Disclosed holding	askebsa.dol.gov

+39 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

31 readings

Total assets

$109M Dec 31, 2024 reported Form 5500

$124M (2023-12) · $131M (2022-12)

Plan assets

$124M Jan 1, 2024 reported Form 5500

$131M (2023-01) · $185M (2022-01)

Net assets

$109M Dec 31, 2024 reported Form 5500

$124M (2023-12) · $131M (2022-12)

Funded ratio

92.6% Jan 1, 2024 reported Form 5500

93.8% (2023-01) · 112.9% (2022-01)

Funding target

$136M Jan 1, 2024 reported Form 5500

$140M (2023-01) · $149M (2022-01)

Discount rate

5.11% Jan 1, 2024 reported Form 5500

5.19% (2023-01) · 5.36% (2022-01)

Participants

1,160 Jan 1, 2024 reported Form 5500

1,210 (2023-01) · 1,283 (2022-01)

Contributions

$0 Dec 31, 2024 reported Form 5500

$0 (2023-12) · $0 (2022-12)

Benefits paid

$12.2M Dec 31, 2024 reported Form 5500

$12.2M (2023-12) · $20.6M (2022-12)

Net investment income

-$15.1M Dec 31, 2024 reported Form 5500

-$6.7M (2023-12) · -$54.3M (2022-12)

Investment management fees

$234,447 Dec 31, 2022 reported Form 5500

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	1,160	$124M	$136M	92.6%	$109M	Not disclosed	Not disclosed	Not disclosed
2023 to Dec 31, 2023	1,210	$131M	$140M	93.8%	$124M	Not disclosed	Not disclosed	Not disclosed
2022 to Dec 31, 2022	1,283	$185M	$149M	112.9%	$131M	Not disclosed	Not disclosed	Not disclosed

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

AON Consulting Inc. codes 11 16 50 $433,599 PY2024
The Bank of New York Mellon codes 18 50 59 62 $60,482 PY2024
AON Global Real Estate Cl I Sched. D C $28,552 PY2024

+50 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.

Record history

7 dated events on the change ledger, latest first

Holding in a pooled vehicle started
2023-12-31source
Holding in a pooled vehicle started
2024-12-31source
Holding in a pooled vehicle ended
2023-12-31source

+4 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

+6 connections on the graph

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