This allocator's name and 6 more commitments

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Corporate pension in New York

Corporate pension· Hauppauge, New York

Corporate pension, based in Hauppauge, New York, reporting $65.9M in assets, for 457 participants.

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

Assets
$65.9M
Funded ratio
80.0%
Fund commitments
3
Managers
1
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Commitments (3)Allocation policyConsultants
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, Changed investment consultant to PKS Financial Services Inc.

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
$65.9M
Total assets, Sep 30, 2025 reported
Funded
80.0%
Oct 1, 2024
Private markets target
no policy read
policy Sep 30, 2025
Commitments
3
1 manager on Schedule C
Plan sponsor: this allocator
Allocation policy
Form 5500, as of Sep 30, 2025
Actual allocation lines without a target (as filed)
  • Insurance company general account 0.0%
  • Pooled separate accounts 100.0%
Consultants and advisers
3 firms
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)
What changed
4 events
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
9 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Sep 30, 2025Massmutual Mid Cap Growth Iseparate accountMass MutualPooled vehicles$1.4M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2025Mass Mutual Core Bond Iseparate accountMass MutualFixed income$4.6M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2025Fidelity 500 Indexseparate accountVanguardPooled vehicles$6.9M heldDisclosed holdingaskebsa.dol.gov

+6 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
31 readings
Total assets
$65.9M Sep 30, 2025 reported Form 5500
$66.4M (2024-09) · $60.1M (2023-09)
Plan assets
$66.4M Oct 1, 2024 reported Form 5500
$60.0M (2023-10) · $61.6M (2022-10)
Net assets
$65.9M Sep 30, 2025 reported Form 5500
$66.4M (2024-09) · $60.1M (2023-09)
Funded ratio
80.0% Oct 1, 2024 reported Form 5500
80.0% (2023-10) · 80.5% (2022-10)
Funding target
$63.0M Oct 1, 2024 reported Form 5500
$65.6M (2023-10) · $67.7M (2022-10)
Discount rate
5.38% Oct 1, 2024 reported Form 5500
5.21% (2023-10) · 5.39% (2022-10)
Participants
457 Oct 1, 2024 reported Form 5500
467 (2023-10) · 539 (2022-10)
Contributions
$0 Sep 30, 2025 reported Form 5500
$0 (2024-09) · $1.1M (2023-09)
Benefits paid
$4.6M Sep 30, 2025 reported Form 5500
$4.5M (2024-09) · $6.9M (2023-09)
Net investment income
-$479,452 Sep 30, 2025 reported Form 5500
$6.3M (2024-09) · -$1.5M (2023-09)
Investment management fees
$184,236 Sep 30, 2025 reported Form 5500
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Sep 30, 2025457$66.4M$63.0M80.0%$65.9MNot disclosedNot disclosedNot disclosed
2023 to Sep 30, 2024467$60.0M$65.6M80.0%$66.4MNot disclosedNot disclosedNot disclosed
2022 to Sep 30, 2023539$61.6M$67.7M80.5%$60.1MNot disclosedNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)

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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 2 traced paths of capital across the graphs.

Consultant to allocator to manager

DFX traced 2 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.

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Record history

4 dated events on the change ledger, latest first
  • Consultant changed
    2024-12-31source
  • Consultant changed
    2024-12-31source
  • Total assets changed
    2024-10-01source

+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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