This allocator's name and 1 more adviser

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Corporate pension in New York

Corporate pension· Olean, New York

Corporate pension, based in Olean, New York, reporting $20.0M in assets, for 826 participants.

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

Assets
$20.0M
Funded ratio
80.5%
Fund commitments
1
Managers
1
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Commitments (1)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: 1 Jan 2023, Funded status 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
Managers
Size, funding, policy and commitments, with their basesCorporate pensionShow
Corporate pension
Assets
$20.0M
Total assets, Dec 31, 2024 reported
Funded
80.5%
Jan 1, 2024
Private markets target
no policy read
policy Dec 31, 2024
Commitments
1
1 manager 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 2.2%
  • Partnership/joint venture interests 17.7%
  • Common/collective trusts 9.9%
  • Registered investment companies 70.2%
  • Common stock 0.1%
Consultants and advisers
4 firms

+1 more consultant or adviser advise this allocator

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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
From Schedule C (investment management, code 28)

+1 more Schedule C manager

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

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What changed
2 events
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
3 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024State Street Real Asset Non-Lendingcollective trustState Street Global Advisors TrustReal assets$2.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023State Street Real Asset Non-Lendingcollective trustState Street Global Advisors TrustReal assets$1.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022State Street Real Asset Non-Lendingcollective trustState Street Global Advisors TrustReal assets$2.1M heldDisclosed holdingaskebsa.dol.gov
Size and funding
33 readings
Total assets
$20.0M Dec 31, 2024 reported Form 5500
$19.1M (2023-12) · $19.8M (2022-12)
Plan assets
$19.5M Jan 1, 2024 reported Form 5500
$19.8M (2023-01) · $25.2M (2022-01)
Net assets
$20.0M Dec 31, 2024 reported Form 5500
$19.1M (2023-12) · $19.8M (2022-12)
Funded ratio
80.5% Jan 1, 2024 reported Form 5500
81.5% (2023-01) · 92.3% (2022-01)
Funding target
$25.2M Jan 1, 2024 reported Form 5500
$25.8M (2023-01) · $25.6M (2022-01)
Discount rate
5.25% Jan 1, 2024 reported Form 5500
5.34% (2023-01) · 5.51% (2022-01)
Participants
826 Jan 1, 2024 reported Form 5500
833 (2023-01) · 854 (2022-01)
Contributions
$1.7M Dec 31, 2024 reported Form 5500
$660,000 (2023-12) · $1.7M (2022-12)
Benefits paid
$2.2M Dec 31, 2024 reported Form 5500
$2.6M (2023-12) · $3.0M (2022-12)
Net investment income
$832,953 Dec 31, 2024 reported Form 5500
-$663,682 (2023-12) · -$4.9M (2022-12)
Investment management fees
$37,026 Dec 31, 2024 reported Form 5500
$37,020 (2023-12) · $37,496 (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 2024826$19.5M$25.2M80.5%$20.0M$3.5MNot disclosedNot disclosed
2023 to Dec 31, 2023833$19.8M$25.8M81.5%$19.1M$3.5MNot disclosedNot disclosed
2022 to Dec 31, 2022854$25.2M$25.6M92.3%$19.8M$3.2MNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)

+27 more service providers

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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.
Capital chain

This record sits on 1 traced path of capital across the graphs.

Consultant to allocator to manager

DFX traced 1 path 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.

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Record history

2 dated events on the change ledger, latest first
  • Funded status changed
    2023-01-01source
  • 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

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+10 connections on the graph

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