This allocator's name, 2 more commitments and 4 more dated events

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Corporate pension in New York

Corporate pension· NEW York, New York

Corporate pension, based in NEW York, New York, reporting $525M in assets, for 6,559 participants.

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

Assets
$525M
Funded ratio
96.7%
Fund commitments
3
Managers
1
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Commitments (3)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: 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 York
Funds committed to
Managers
Size, funding, policy and commitments, with their basesCorporate pensionShow
Corporate pension
Assets
$525M
Total assets, Dec 31, 2024 reported
Funded
96.7%
Jan 1, 2024
Private markets target
no policy read
policy Dec 31, 2024
Commitments
3
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 7.5%
  • Partnership/joint venture interests 27.2%
  • Common/collective trusts 24.6%
  • Registered investment companies 40.7%
Consultants and advisers
2 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
3 managers on the commitment tape
From the plan’s own commitment disclosures
From Schedule C (investment management, code 28)
What changed
9 events
  • Dec 31, 2024Holding started
    with Wellington Trust Company, Na$44.9Maskebsa.dol.gov
  • Dec 31, 2024Holding started
    with Northern Trust Investments, Inc.$56.8Maskebsa.dol.gov
  • Dec 31, 2024Manager relationship started
    with Eagle Asset Magagement ,incaskebsa.dol.gov
  • Dec 31, 2024Manager relationship started
    with UBS Global Asset Managementaskebsa.dol.gov
  • Jan 1, 2024Funded status changed
    down 6 pointsaskebsa.dol.gov

+4 more dated events

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Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
5 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024Wtc-Cif II US Investment Grade Intecollective trustWellington Trust Company, NaPooled vehicles$44.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024GQG Partners Global Equity Fund Citcollective trustGQG Partners LLCPublic equity$27.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024NT Collective Short Term Investmentcollective trustNorthern Trust Investments, Inc.Cash$56.8M heldDisclosed holdingaskebsa.dol.gov

+2 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
$525M Dec 31, 2024 reported Form 5500
$489M (2023-12) · $454M (2022-12)
Plan assets
$488M Jan 1, 2024 reported Form 5500
$454M (2023-01) · $536M (2022-01)
Net assets
$525M Dec 31, 2024 reported Form 5500
$489M (2023-12) · $454M (2022-12)
Funded ratio
96.7% Jan 1, 2024 reported Form 5500
102.7% (2023-01) · 109.4% (2022-01)
Funding target
$432M Jan 1, 2024 reported Form 5500
$418M (2023-01) · $382M (2022-01)
Discount rate
5.15% Jan 1, 2024 reported Form 5500
5.28% (2023-01) · 5.45% (2022-01)
Participants
6,559 Jan 1, 2024 reported Form 5500
6,834 (2023-01) · 7,242 (2022-01)
Contributions
$0 Dec 31, 2024 reported Form 5500
$0 (2023-12) · $0 (2022-12)
Benefits paid
$24.7M Dec 31, 2024 reported Form 5500
$24.6M (2023-12) · $22.6M (2022-12)
Net investment income
$35.7M Dec 31, 2024 reported Form 5500
$35.2M (2023-12) · -$87.3M (2022-12)
Investment management fees
$1.1M Dec 31, 2024 reported Form 5500
$1.1M (2023-12) · $437,259 (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 20246,559$488M$432M96.7%$525M$143MNot disclosedNot disclosed
2023 to Dec 31, 20236,834$454M$418M102.7%$489M$141MNot disclosedNot disclosed
2022 to Dec 31, 20227,242$536M$382M109.4%$454M$104MNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)

+22 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

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

+6 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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+6 connections on the graph

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