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The First National Bank of Long Island Pension Plan
Corporate pension, based in Melville, New York, reporting $62.9M in assets, for 508 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $62.9M
- Funded ratio
- 126.4%
- Fund commitments
- 3
- Managers
- 1
Nothing material in the last 90 days. Last change: 31 Dec 2024, Vanguard Advisors, Inc. no longer appears on The First National Bank of Long Island Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023).
Capital path
who backs this record, through what, into what; each name opens its own path- Principal Ldi Corporate 5-15 Years1 commitment
- Principal Ldi Corporate 15-25 Years1 commitment
- Principal Ldi Corporate 25 + Years1 commitment
- Principal Global Investors LLC3 commitments
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
- Common/collective trusts 67.4%
- Pooled separate accounts 7.0%
- Registered investment companies 25.6%
- Principal Directed trusteethrough Sep 30, 2025 Form 5500
- Vanguard Fiduciary Trust Company Directed trusteethrough Sep 30, 2023 Form 5500
- Milliman, Inc. Actuarythrough Sep 30, 2023 Form 5500
- Principal Global Investors LLC3 rows, latest Sep 30, 2025
- Principal Global Investors LLCplan years
- Vanguard Advisors Inc.plan years 2023
- Dec 31, 2024Manager relationship endedinferenceVanguard Advisors, Inc. no longer appears on The First National Bank of Long Island Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Vanguard Advisors Inc.askebsa.dol.gov
- Dec 31, 2024Manager relationship startedPrincipal Trust Company appears on The First National Bank of Long Island Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Principalaskebsa.dol.gov
- Oct 1, 2024Funded status changedThe First National Bank of Long Island Pension Plan funded ratio 109.1% -> 126.4% (2023-10-01 to 2024-10-01)
- Oct 1, 2024Assets changedThe First National Bank of Long Island Pension Plan plan assets $53M -> $62M (+16.4%, 2023-10-01 to 2024-10-01)
- Sep 30, 2024Assets changedThe First National Bank of Long Island Pension Plan total assets $53M -> $62M (+16.4%, 2023-09-30 to 2024-09-30)
+1 more dated event
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| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Sep 30, 2025 | Principal Ldi Corporate 5-15 Yearscollective trust | Principal Global Investors LLC | Pooled vehicles | $16.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Sep 30, 2025 | Principal Ldi Corporate 15-25 Yearscollective trust | Principal Global Investors LLC | Pooled vehicles | $17.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Sep 30, 2025 | Principal Ldi Corporate 25 + Yearscollective trust | Principal Global Investors LLC | Pooled vehicles | $8.5M held | Disclosed holding | askebsa.dol.gov |
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Sep 30, 2025 | 508 | $62.1M | $44.5M | 126.4% | $62.9M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Sep 30, 2024 | 498 | $53.4M | $44.5M | 109.1% | $62.2M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Sep 30, 2023 | 494 | $53.7M | $41.4M | 118.4% | $53.4M | Not disclosed | Not disclosed | Not disclosed |
- Principal Trust Company codes 25 28 50 51 $70,504 PY2024
- Principal Ldi Corporate 25 Plus Yr Sched. D C $16.1M PY2024
- Principal Ldi Corporate 5 to 15 Yr Sched. D C $17.8M PY2024
+8 more service providers
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Provenance
Record history
- Funded status changed2023-10-01source
- Funded status changed2024-10-01source
- Manager relationship ended2024-12-31source
+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
every published relationship on the graph
+6 connections on the graph
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