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Corporate pension in New York

Corporate pension· New York, New York

Corporate pension, based in New York, New York, reporting $50.6M in assets, for 297 participants.

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

As of 2024-12-30 · the latest dated event for this allocator; each figure carries its own filing or report date

Assets: $50.6M
Funded ratio: 116.8%
Fund commitments: 1
Managers: 1

Open searches Plans backing its top manager Similar plans, same strategy

Commitments (1)Allocation policy Managers

As of 2024-12-30 · 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: 30 Dec 2024, Total assets changed.

Capital path

who backs this record, through what, into what; each name opens its own path

Corporate pension in New York

Funds committed to

Standard Insurance Company2 commitments

Managers

Standard Insurance Company2 commitments

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

Corporate pension

Assets

$50.6M

Total assets, Dec 30, 2024 reported

Funded

116.8%

Dec 31, 2023

Private markets target

no policy read

policy Dec 30, 2024

Commitments

1 manager on Schedule C

Plan sponsor: this allocator

Allocation policy

Form 5500, as of Dec 30, 2024

Actual allocation lines without a target (as filed)

Common/collective trusts 4.8%
Registered investment companies 95.2%

Consultants and advisers

2 firms

Wilmington Trust Fiduciary Services Custodianthrough Dec 30, 2023 Form 5500
USI Consulting Group Actuarythrough Dec 30, 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

Standard Insurance Company2 rows, latest Dec 30, 2024

From Schedule C (investment management, code 28)

Creative Planningplan years 2024
Lockton Investment Advisors, LLCplan years 2023

What changed

4 events

Dec 30, 2024Assets changed
$6.9Maskebsa.dol.gov
Dec 31, 2023Manager relationship started
with Creative Planningaskebsa.dol.gov
Dec 31, 2023Manager relationship endedinference
with Lockton Investment Advisors, LLCaskebsa.dol.gov
Dec 31, 2023Assets changed
$7.8Maskebsa.dol.gov

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

Commitments

2 rows, 0 dated closings

Date	Fund	Manager	Bucket	Amount	Vintage	Status	Source
as of Dec 30, 2024	Standard Insurance Companycollective trust	Standard Insurance Company	Pooled vehicles	$2.4M held		Disclosed holding	askebsa.dol.gov
as of Dec 30, 2023	Standard Insurance Companycollective trust	Standard Insurance Company	Pooled vehicles	$2.1M held		Disclosed holding	askebsa.dol.gov

Size and funding

22 readings

Total assets

$50.6M Dec 30, 2024 reported Form 5500

$43.6M (2023-12)

Plan assets

$43.6M Dec 31, 2023 reported Form 5500

$35.8M (2022-12)

Net assets

$50.6M Dec 30, 2024 reported Form 5500

$43.6M (2023-12)

Funded ratio

116.8% Dec 31, 2023 reported Form 5500

116.4% (2022-12)

Funding target

$33.0M Dec 31, 2023 reported Form 5500

$29.2M (2022-12)

Discount rate

5.32% Dec 31, 2023 reported Form 5500

5.51% (2022-12)

Participants

297 Dec 31, 2023 reported Form 5500

282 (2022-12)

Contributions

$3.6M Dec 30, 2024 reported Form 5500

$3.6M (2023-12)

Benefits paid

$1.0M Dec 30, 2024 reported Form 5500

$658,481 (2023-12)

Net investment income

$6.9M Dec 30, 2024 reported Form 5500

$7.8M (2023-12)

Investment management fees

$40,000 Dec 30, 2024 reported Form 5500

$40,000 (2023-12)

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 Dec 30, 2024	297	$43.6M	$33.0M	116.8%	$50.6M	Not disclosed	Not disclosed	Not disclosed
2022 to Dec 30, 2023	282	$35.8M	$29.2M	116.4%	$43.6M	Not disclosed	Not disclosed	Not disclosed

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

Creative Planning codes 28 $40,000 PY2023
Wilmington Fiduciary Trust Svc, Co. codes 12 19 21 27 28 50 51 $33,169 PY2023
Standard Insurance Company Sched. D C $2.4M PY2023

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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

4 dated events on the change ledger, latest first

Manager relationship started
2023-12-31source
Manager relationship ended
2023-12-31source
Total assets changed
2023-12-31source

+1 more change 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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+5 connections on the graph

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