This allocator's name, 3 more advisers, 1 more manager, 10 more commitments and 1 more dated event
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Corporate pension in New Jersey
Corporate pension, based in Branchville, New Jersey, reporting $333M in assets, for 2,765 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $333M
- Funded ratio
- 116.7%
- Fund commitments
- 5
- Managers
- 2
Nothing material in the last 90 days. Last change: 31 Dec 2024, Manager relationship ended.
Capital path
who backs this record, through what, into what; each name opens its own path- Long US Govt Bond Index Nl Fund3 commitments
- Russell 3000 Index Fund3 commitments
- WTW Gt Real Asset Fund3 commitments
- State Street Global Advisors Trust Company3 commitments
- Blackrock Institutional Trust Co,na3 commitments
- Towers Watson3 commitments
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
- Interest-bearing cash 2.3%
- Partnership/joint venture interests 0.1%
- Common/collective trusts 97.6%
- Common stock 0.0%
- Towers Watson Pension consultantthrough Dec 31, 2024 Form 5500
- AXA Equitable Life Ins Co General consultantthrough Dec 31, 2022 Form 5500
- Wellington Trust Company Trusteethrough Dec 31, 2023 Form 5500
+3 more consultants and advisers advise this allocator
Every name, record and relationship behind this count, with the source on each.
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- State Street Global Advisors Trust Company3 rows, latest Dec 31, 2024
- Blackrock Institutional Trust Co,na3 rows, latest Dec 31, 2024
- Towers Watson3 rows, latest Dec 31, 2024
+1 more manager received commitments
Every name, record and relationship behind this count, with the source on each.
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- State Street Global Advisors Trustplan years
- State Street Global Advisors Trust Companyplan years
- Clearwaterplan years 2022
+1 more Schedule C manager
Every name, record and relationship behind this count, with the source on each.
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- Dec 31, 2024Manager relationship endedinferencewith Wellington Trust Companyaskebsa.dol.gov
- Jan 1, 2024Funded status changed5 pointsaskebsa.dol.gov
- Dec 31, 2023Holding endedinference
- Dec 31, 2023Manager relationship startedwith Wellington Trust Companyaskebsa.dol.gov
- Jan 1, 2023Funded status changeddown 24 pointsaskebsa.dol.gov
+1 more dated event
Every name, record and relationship behind this count, with the source on each.
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| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Long US Govt Bond Index Nl Fundcollective trust | State Street Global Advisors Trust Company | Fixed income | $26.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Russell 3000 Index Fundcollective trust | Blackrock Institutional Trust Co,na | Pooled vehicles | $6.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | WTW Gt Real Asset Fundcollective trust | Towers Watson | Real assets | $33.1M 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.
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| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Dec 31, 2024 | 2,765 | $348M | $308M | 116.7% | $333M | $315,086 | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 2,807 | $342M | $317M | 111.4% | $348M | $347,764 | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 2,840 | $456M | $301M | 135.0% | $342M | $356,435 | Not disclosed | Not disclosed |
- Towers Watson codes 17 28 50 51 $471,908 PY2024
- AON Hewitt LLC codes 11 50 $325,094 PY2024
- Clearwater codes 28 50 $71,445 PY2024
+56 more service providers
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Provenance
This record sits on 4 traced paths of capital across the graphs.
DFX traced 4 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
- Holding in a pooled vehicle ended2023-12-31source
- Funded status changed2023-01-01source
- Funded status changed2024-01-01source
+3 more changes on this record's ledger
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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
+11 connections on the graph
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