This allocator's name, 2 more advisers and 4 more dated events
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Corporate pension in New Jersey
Corporate pension, based in Hampton, New Jersey, reporting $61.5M in assets, for 2,867 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $61.5M
- Funded ratio
- 91.9%
- Managers
- 1
Nothing material in the last 90 days. Last change: 31 Dec 2024, Manager relationship ended.
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
- Master trust investment accounts 98.9%
- Kiltearn Partners Investment adviser (plan)through Dec 31, 2022 Form 5500
- Capfinancial Partners, LLC Investment adviser (plan)through Dec 31, 2022 Form 5500
- Mercer Actuarythrough Dec 31, 2022 Form 5500
+2 more consultants and advisers advise this allocator
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- SLC Managementplan years 2024
- Reliance Trust Companyplan years 2022
- AXA Equitable Life Ins Coplan years 2022
+1 more Schedule C manager
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- Dec 31, 2024Manager relationship endedinferencewith AXA Equitable Life Ins Coaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedwith SLC Managementaskebsa.dol.gov
- Dec 31, 2024Assets changeddown $10.2Maskebsa.dol.gov
- Jan 1, 2024Funded status changed3 pointsaskebsa.dol.gov
- Dec 31, 2023Consultant changedinferencewith Kiltearn Partnersaskebsa.dol.gov
+4 more dated events
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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 | 2,867 | $71.7M | $82.0M | 91.9% | $61.5M | Not disclosed | $60.8M | Not disclosed |
| 2023 to Dec 31, 2023 | 2,982 | $72.5M | $87.0M | 89.0% | $71.7M | Not disclosed | $70.5M | Not disclosed |
| 2022 to Dec 31, 2022 | 2,872 | $93.1M | $82.6M | 103.9% | $72.5M | Not disclosed | $72.5M | Not disclosed |
- Mercer codes 11 17 $595,829 PY2024
- Mercer Investments LLC codes 51 52 $84,063 PY2024
- Principal codes 25 $48,054 PY2024
+24 more service providers
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Provenance
Not yet on record: fund commitments.
Record history
- Funded status changed2023-01-01source
- Funded status changed2024-01-01source
- Consultant changed2023-12-31source
+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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+10 connections on the graph
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