This allocator's name, 11 more commitments and 1 more dated event

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Corporate pension in New Jersey

Corporate pension· Iselin, New Jersey

Corporate pension, based in Iselin, New Jersey, reporting $55.9M in assets, for 377 participants.

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

Assets
$55.9M
Funded ratio
99.2%
Fund commitments
5
Managers
1
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Commitments (5)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: 1 Jan 2024, Funded status changed.

Capital path

who backs this record, through what, into what; each name opens its own path
Corporate pension in New Jersey
Funds committed to
All 5
Managers
Size, funding, policy and commitments, with their basesCorporate pensionShow
Corporate pension
Assets
$55.9M
Total assets, Dec 31, 2024 reported
Funded
99.2%
Jan 1, 2024
Private markets target
no policy read
policy Dec 31, 2024
Commitments
5
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)
  • Insurance company general account 0.1%
  • Common/collective trusts 3.0%
  • Pooled separate accounts 34.4%
  • Registered investment companies 62.5%
Consultants and advisers
2 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
6 events

+1 more dated event

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Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
14 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024Prin Liquid Assets Sep Acct-Zseparate accountPrincipalPooled vehicles$657,700 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Columbia Tr Div Inc Inst 300collective trustAmeriprise Trust CompanyPooled vehicles$1.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Prin Lgcp S&p 500 Index Sa-Zseparate accountPrincipalPooled vehicles$14.7M heldDisclosed holdingaskebsa.dol.gov

+11 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
$55.9M Dec 31, 2024 reported Form 5500
$52.7M (2023-12) · $47.9M (2022-12)
Plan assets
$52.7M Jan 1, 2024 reported Form 5500
$47.9M (2023-01) · $58.5M (2022-01)
Net assets
$55.9M Dec 31, 2024 reported Form 5500
$52.7M (2023-12) · $47.9M (2022-12)
Funded ratio
99.2% Jan 1, 2024 reported Form 5500
90.6% (2023-01) · 114.6% (2022-01)
Funding target
$23.5M Jan 1, 2024 reported Form 5500
$24.3M (2023-01) · $24.3M (2022-01)
Discount rate
5.11% Jan 1, 2024 reported Form 5500
5.19% (2023-01) · 5.37% (2022-01)
Participants
377 Jan 1, 2024 reported Form 5500
383 (2023-01) · 388 (2022-01)
Contributions
$0 Dec 31, 2024 reported Form 5500
$0 (2023-12) · $0 (2022-12)
Benefits paid
$1.6M Dec 31, 2024 reported Form 5500
$1.6M (2023-12) · $1.7M (2022-12)
Net investment income
$3.1M Dec 31, 2024 reported Form 5500
$4.8M (2023-12) · -$10.5M (2022-12)
Investment management fees
$65,678 Dec 31, 2024 reported Form 5500
$63,765 (2023-12) · $61,908 (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 2024377$52.7M$23.5M99.2%$55.9MNot disclosedNot disclosedNot disclosed
2023 to Dec 31, 2023383$47.9M$24.3M90.6%$52.7MNot disclosedNot disclosedNot disclosed
2022 to Dec 31, 2022388$58.5M$24.3M114.6%$47.9MNot disclosedNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)

+26 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 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

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

+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

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+4 connections on the graph

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