This allocator's name, 1 more manager and 15 more commitments

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Corporate pension in New York

Corporate pension· NEW York, New York

Corporate pension, based in NEW York, New York, reporting $506M in assets, for 3,104 participants.

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

Assets
$506M
Funded ratio
83.5%
Fund commitments
6
Managers
2
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Commitments (6)Allocation policyManagers
As of · 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 Dec 2024, Manager relationship ended.

Capital path

who backs this record, through what, into what; each name opens its own path
Corporate pension in New York
Funds committed to
All 6
Managers
All 4
Size, funding, policy and commitments, with their basesCorporate pensionShow
Corporate pension
Assets
$506M
Total assets, Dec 31, 2024 reported
Funded
83.5%
Jan 1, 2024
Private markets target
no policy read
policy Dec 31, 2024
Commitments
6
2 managers on Schedule C
Plan sponsor: this allocator
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 0.5%
  • Common/collective trusts 99.5%
Consultants and advisers
3 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
4 managers on the commitment tape
From the plan’s own commitment disclosures

+1 more manager received commitments

Every name, record and relationship behind this count, with the source on each.

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From Schedule C (investment management, code 28)
What changed
3 events
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
18 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024Intermediate Govt Bond Index Fundcollective trustBlackrock Institutional Trust Co,naFixed income$130M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Russell 3000 Index Fundcollective trustBlackrock Investments, LLCPooled vehicles$35.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Long Term Credit Bond Index Fundcollective trustBlackrock Investments, LLCPrivate credit$200M heldDisclosed holdingaskebsa.dol.gov

+15 more commitments

Every fund and manager this allocator committed to, with the amount, date and source on each.

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Size and funding
33 readings
Total assets
$506M Dec 31, 2024 reported Form 5500
$536M (2023-12) · $520M (2022-12)
Plan assets
$536M Jan 1, 2024 reported Form 5500
$520M (2023-01) · $726M (2022-01)
Net assets
$505M Dec 31, 2024 reported Form 5500
$536M (2023-12) · $520M (2022-12)
Funded ratio
83.5% Jan 1, 2024 reported Form 5500
81.8% (2023-01) · 98.0% (2022-01)
Funding target
$467M Jan 1, 2024 reported Form 5500
$466M (2023-01) · $457M (2022-01)
Discount rate
5.16% Jan 1, 2024 reported Form 5500
5.30% (2023-01) · 5.47% (2022-01)
Participants
3,104 Jan 1, 2024 reported Form 5500
3,110 (2023-01) · 3,157 (2022-01)
Contributions
$0 Dec 31, 2024 reported Form 5500
$0 (2023-12) · $0 (2022-12)
Benefits paid
$28.8M Dec 31, 2024 reported Form 5500
$29.3M (2023-12) · $30.3M (2022-12)
Net investment income
-$30.4M Dec 31, 2024 reported Form 5500
$16.0M (2023-12) · -$206M (2022-12)
Investment management fees
$491,754 Dec 31, 2024 reported Form 5500
$375,727 (2023-12) · $595,809 (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 20243,104$536M$467M83.5%$506MNot disclosedNot disclosedNot disclosed
2023 to Dec 31, 20233,110$520M$466M81.8%$536MNot disclosedNot disclosedNot disclosed
2022 to Dec 31, 20223,157$726M$457M98.0%$520MNot disclosedNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)

+36 more service providers

Every name, record and relationship behind this count, with the source on each.

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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

3 dated events on the change ledger, latest first
  • Funded status changed
    2023-01-01source
  • Manager relationship ended
    2024-12-31source
  • Total assets changed
    2023-01-01source

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

+7 connections on the graph

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