This allocator's name, 2 more advisers, 27 more commitments and 2 more dated events
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Corporate pension in New Jersey
Corporate pension, based in EGG Harbor Township, New Jersey, reporting $277M in assets, for 1,862 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $277M
- Funded ratio
- 111.7%
- Fund commitments
- 10
- Managers
- 2
Nothing material in the last 90 days. Last change: 31 Dec 2024, Changed investment consultant to State Street Bank & Trust Company.
Capital path
who backs this record, through what, into what; each name opens its own path- US High Yield Bond Index3 commitments
- Msci Eafe Small Cap Index Fund3 commitments
- CF S&p Small Cap 600 Index Nl3 commitments
- State Street Global Advisors Trust Company18 commitments
- State Street Global Advisors Trust9 commitments
- Northern Trust Investments, Inc.3 commitments
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
- Non-interest-bearing cash 0.0%
- Partnership/joint venture interests 1.6%
- Common/collective trusts 95.6%
- State Street Bank & Trust Company Investment adviser (plan)through Dec 31, 2022 Form 5500
- The Concord Advisory Group, Ltd. Investment adviser (plan)through Dec 31, 2022 Form 5500
- Northern Trust Co. Trusteethrough Dec 31, 2024 Form 5500
+2 more consultants and advisers advise this allocator
Every name, record and relationship behind this count, with the source on each.
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- State Street Global Advisors Trust Company18 rows, latest Dec 31, 2024
- State Street Global Advisors Trust9 rows, latest Dec 31, 2024
- Northern Trust Investments, Inc.3 rows, latest Dec 31, 2024
- State Street Global Advisors Trustplan years
- State Street Global Advisors Trust Companyplan years
- Dec 31, 2024Consultant changedinferencewith State Street Bank & Trust Companyaskebsa.dol.gov
- Jan 1, 2024Funded status changed12 pointsaskebsa.dol.gov
- Jan 1, 2024Assets changeddown $33.1Maskebsa.dol.gov
- Dec 31, 2023Consultant changedinferencewith State Street Bank & Trust Companyaskebsa.dol.gov
- Dec 31, 2023Assets changeddown $31.2Maskebsa.dol.gov
+2 more dated events
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | US High Yield Bond Indexcollective trust | State Street Global Advisors Trust Company | Fixed income | $24.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Msci Eafe Small Cap Index Fundcollective trust | State Street Global Advisors Trust | Public equity | $5.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | CF S&p Small Cap 600 Index Nlcollective trust | State Street Global Advisors Trust Company | Public equity | $16.7M held | Disclosed holding | askebsa.dol.gov |
+27 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
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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 | 1,862 | $263M | $259M | 111.7% | $277M | $4.4M | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 2,064 | $296M | $319M | 99.5% | $265M | $5.3M | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 2,514 | $485M | $315M | 112.0% | $296M | $6.3M | Not disclosed | Not disclosed |
- State Street Bank & Trust Co. codes 27 50 $194,930 PY2024
- Cbiz codes 11 17 50 70 $193,469 PY2024
- Northern Trust codes 21 50 $94,100 PY2024
+41 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
This record sits on 6 traced paths of capital across the graphs.
DFX traced 6 paths of capital through this record
Every record on each path, what it committed or lent, and as of when.
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Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.
Checking your plan…
Record history
- Funded status changed2023-01-01source
- Funded status changed2024-01-01source
- Consultant changed2023-12-31source
+4 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
every published relationship on the graph
+8 connections on the graph
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