This allocator's name and 3 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 Jersey
Corporate pension, based in Keasbey, New Jersey, reporting $131M in assets, for 982 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $131M
- Funded ratio
- 81.2%
- Fund commitments
- 1
- Managers
- 1
Nothing material in the last 90 days. Last change: 31 Dec 2024, Manager relationship started.
Capital path
who backs this record, through what, into what; each name opens its own path- Legal & General S&p 500 Cit Fund1 commitment
- Legal and General1 commitment
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
- Interest-bearing cash 4.1%
- Corporate debt instruments (other) 36.6%
- Corporate debt instruments (preferred) 37.3%
- Common stock 16.9%
- Real estate (other than employer real property) 3.6%
- Northern Trust Co. Custodianthrough Oct 31, 2024 Form 5500
- Mercer Actuarythrough Oct 31, 2023 Form 5500
- Morgan Stanley Smith Barney Custodianthrough Oct 31, 2023 Form 5500
- Legal and General1 row, latest Oct 31, 2023
- AON Investments USA Incplan years 2025
- Metlife Investment Managementplan years 2023
- Barksdale Investment Managerplan years 2023
- Dec 31, 2024Manager relationship startedwith AON Investments USA Incaskebsa.dol.gov
- Nov 1, 2024Assets changed$17.1Maskebsa.dol.gov
- Oct 31, 2024Assets changed$17.1Maskebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferencewith Metlife Investment Managementaskebsa.dol.gov
- Dec 31, 2023Consultant changedinferencewith Northern Trust Co.askebsa.dol.gov
+3 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.
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Oct 31, 2023 | Legal & General S&p 500 Cit Fundcollective trust | Legal and General | Pooled vehicles | $11.8M held | Disclosed holding | askebsa.dol.gov |
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Oct 31, 2025 | 982 | $141M | $162M | 81.2% | $131M | Not disclosed | Not disclosed | $4.8M |
| 2023 to Oct 31, 2024 | 1,023 | $124M | $167M | 80.0% | $141M | Not disclosed | Not disclosed | $4.6M |
| 2022 to Oct 31, 2023 | 1,056 | $134M | $167M | 87.5% | $124M | Not disclosed | Not disclosed | Not disclosed |
- AON Investment codes 28 50 $124,971 PY2024
- Northern Trust codes 19 27 33 49 50 71 72 99 $22,269 PY2024
- Mercer codes 11 PY2024
+8 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
Record history
- Funded status changed2023-11-01source
- Consultant changed2023-12-31source
- Consultant changed2023-12-31source
+5 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
+7 connections on the graph
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.