This allocator's name

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Corporate pension in New York

Corporate pension· Schenectady, New York

Corporate pension, based in Schenectady, New York, reporting $15.3M in assets, for 356 participants.

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

Assets
$15.3M
Funded ratio
95.4%
Managers
1
Open searchesAllocation 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: 1 May 2023, Funded status changed.

Size, funding, policy and commitments, with their basesCorporate pensionShow
Corporate pension
Assets
$15.3M
Total assets, Apr 27, 2025 reported
Funded
95.4%
Apr 29, 2024
Private markets target
no policy read
policy Apr 27, 2025
Commitments
0
1 manager on Schedule C
Plan sponsor: this allocator
Allocation policy
Form 5500, as of Apr 27, 2025
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 2.1%
  • Other investments 10.6%
  • Registered investment companies 3.9%
  • Common stock 83.4%
Consultants and advisers
1 firm
People
No investment staff or executives have been read for this allocator yet.
Manager roster
12 managers on Schedule C
From Schedule C (investment management, code 28)

+9 more Schedule C managers

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

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What changed
1 event
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
No fund commitments are on the tape for this allocator. The tape holds the plans that publish their own private-markets reports; a plan that publishes one and is not here is a gap we can close.
Size and funding
30 readings
Total assets
$15.3M Apr 27, 2025 reported Form 5500
$15.5M (2024-04) · $15.4M (2023-04)
Plan assets
$15.5M Apr 29, 2024 reported Form 5500
$15.4M (2023-05) · $16.5M (2022-05)
Net assets
$15.3M Apr 27, 2025 reported Form 5500
$15.5M (2024-04) · $15.4M (2023-04)
Funded ratio
95.4% Apr 29, 2024 reported Form 5500
95.7% (2023-05) · 100.8% (2022-05)
Funding target
$15.1M Apr 29, 2024 reported Form 5500
$15.1M (2023-05) · $15.4M (2022-05)
Discount rate
5.19% Apr 29, 2024 reported Form 5500
5.10% (2023-05) · 5.27% (2022-05)
Participants
356 Apr 29, 2024 reported Form 5500
365 (2023-05) · 377 (2022-05)
Benefits paid
$1.1M Apr 27, 2025 reported Form 5500
$1.8M (2024-04) · $995,648 (2023-04)
Net investment income
-$206,441 Apr 27, 2025 reported Form 5500
$56,110 (2024-04) · -$1.1M (2023-04)
Investment management fees
$105,496 Apr 27, 2025 reported Form 5500
$122,177 (2024-04) · $144,120 (2023-04)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Apr 27, 2025356$15.5M$15.1M95.4%$15.3MNot disclosedNot disclosedNot disclosed
2023 to Apr 30, 2024365$15.4M$15.1M95.7%$15.5MNot disclosedNot disclosedNot disclosed
2022 to Apr 30, 2023377$16.5M$15.4M100.8%$15.4MNot disclosedNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • Karpus codes 28 $55,843 PY2024
  • Harter Secrest & Emery LLP codes 29 $14,570 PY2024
  • Teal Becker & Chiaramonte, CPAS P.C codes 10 $8,000 PY2024

+35 more service providers

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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 15, 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: fund commitments.

Record history

1 dated event on the change ledger, latest first
  • Funded status changed
    2023-05-01source

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

every published relationship on the graph

+14 connections on the graph

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