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This allocator's name

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Corporate pension in New Jersey

Corporate pension· West Trenton, New Jersey

Corporate pension, based in West Trenton, New Jersey, reporting $93,504 in assets, for 436 participants.

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

As of 2024-05-31 · the latest dated event for this allocator; each figure carries its own filing or report date

Assets: $93,504
Funded ratio: 82.7%
Fund commitments: 1
Managers: 1

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Commitments (1)Allocation policy Managers

As of 2024-05-31 · 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 May 2024, Total assets 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

Schroder Collective Investment Trus1 commitment

Managers

Schroder1 commitment

Size, funding, policy and commitments, with their basesCorporate pensionShow

Corporate pension

Assets

$93,504

Total assets, May 31, 2024 reported

Funded

82.7%

Jun 1, 2023

Private markets target

no policy read

policy May 31, 2024

Commitments

1 manager on Schedule C

Allocation policy

Form 5500, as of May 31, 2024

Actual allocation lines without a target (as filed)

Interest-bearing cash 23.6%
Non-interest-bearing cash 76.2%

Consultants and advisers

3 firms

BCG Pension Risk Consultants Inc Pension consultantthrough May 31, 2024 Form 5500
The Angell Pension Group, Inc. Pension consultantthrough May 31, 2023 Form 5500
Cheiron Actuarythrough May 31, 2023 Form 5500

People

No investment staff or executives have been read for this allocator yet.

Manager roster

1 manager on the commitment tape

From the plan’s own commitment disclosures

Schroder1 row, latest May 31, 2023

From Schedule C (investment management, code 28)

Schroderplan years
Gallagher Fiduciary Advisorsplan years 2023

What changed

3 events

May 31, 2024Assets changed
down $12.3Maskebsa.dol.gov
Dec 31, 2023Consultant changedinference
with BCG Pension Risk Consultants Incaskebsa.dol.gov
Jun 1, 2023Funded status changed
2 pointsaskebsa.dol.gov

Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.

Commitments

1 row, 0 dated closings

Date	Fund	Manager	Bucket	Amount	Vintage	Status	Source
as of May 31, 2023	Schroder Collective Investment Truscollective trust	Schroder	Pooled vehicles	$1.9M held		Disclosed holding	askebsa.dol.gov

Size and funding

22 readings

Total assets

$93,504 May 31, 2024 reported Form 5500

$12.4M (2023-05)

Plan assets

$12.3M Jun 1, 2023 reported Form 5500

$13.0M (2022-06)

Net assets

$154 May 31, 2024 reported Form 5500

$12.3M (2023-05)

Funded ratio

82.7% Jun 1, 2023 reported Form 5500

80.2% (2022-06)

Funding target

$12.4M Jun 1, 2023 reported Form 5500

$13.2M (2022-06)

Discount rate

5.28% Jun 1, 2023 reported Form 5500

4.68% (2022-06)

Participants

436 Jun 1, 2023 reported Form 5500

440 (2022-06)

Contributions

$1.2M May 31, 2024 reported Form 5500

$200,000 (2023-05)

Benefits paid

$13.6M May 31, 2024 reported Form 5500

$272,007 (2023-05)

Net investment income

-$12.3M May 31, 2024 reported Form 5500

-$661,040 (2023-05)

Investment management fees

$23,797 May 31, 2024 reported Form 5500

$23,265 (2023-05)

Form 5500 filings

2 plan years

Plan year	Participants	Assets (SB market)	Funding target	FTAP	Total assets (H)	Partnerships / JV	Master trust	Real estate
2023 to May 31, 2024	436	$12.3M	$12.4M	82.7%	$93,504	Not disclosed	Not disclosed	Not disclosed
2022 to May 31, 2023	440	$13.0M	$13.2M	80.2%	$12.4M	Not disclosed	Not disclosed	Not disclosed

Service providers and investment entities as filed (Schedule C and D, latest year first)

Cheiron, Inc codes 11 $80,804 PY2023
I.E. Shaffer & Co. codes 13 $68,900 PY2023
The Angell Pension Group, Inc. codes 17 $42,500 PY2023

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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

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.

Capital chain

This record sits on 2 traced paths of capital across the graphs.

Consultant to allocator to manager

DFX traced 2 paths of capital through this record

Every record on each path, what it committed or lent, and as of when.

Includes 3 days of DFX Intelligence. Then $299/month unless canceled.

Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.

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Record history

3 dated events on the change ledger, latest first

Funded status changed
2023-06-01source
Consultant changed
2023-12-31source
Total assets changed
2024-05-31source

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

+6 connections on the graph

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.