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Corporate pension in New York

Corporate pension· New York, New York

Corporate pension, based in New York, New York, reporting $76 in assets, for 231 participants.

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

Assets
$76
Funded ratio
79.7%
Fund commitments
3
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Commitments (3)Allocation policy
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: 30 Jun 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
Managers
Size, funding, policy and commitments, with their basesCorporate pensionShow
Corporate pension
Assets
$76
Total assets, Jun 30, 2024 reported
Funded
79.7%
Jul 1, 2022
Private markets target
no policy read
policy Jun 30, 2024
Commitments
3
none on the tape
Plan sponsor: this allocator
Allocation policy
Form 5500, as of Jun 30, 2024
Actual allocation lines without a target (as filed)
  • Non-interest-bearing cash 100.0%
Consultants and advisers
1 firm
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
1 event
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
3 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Jun 30, 2023Wtc-Cif II US Intermed Try Series Icollective trustWellington Trust Company, NaPooled vehicles$3.2M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023CIF II US Invgrade Corp Long Bondcollective trustWellington Trust Company, NaFixed income$7.1M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023Wtc-Cif II US Investment Grade Intecollective trustWellington Trust Company, NaPooled vehicles$2.5M heldDisclosed holdingaskebsa.dol.gov
Size and funding
18 readings
Total assets
$76 Jun 30, 2024 reported Form 5500
$22.5M (2023-06)
Plan assets
$22.2M Jul 1, 2022 reported Form 5500
Net assets
$0 Jun 30, 2024 reported Form 5500
$22.3M (2023-06)
Funded ratio
79.7% Jul 1, 2022 reported Form 5500
Funding target
$21.0M Jul 1, 2022 reported Form 5500
Discount rate
5.33% Jul 1, 2022 reported Form 5500
Participants
231 Jul 1, 2023 reported Form 5500
275 (2022-07)
Contributions
$0 Jun 30, 2024 reported Form 5500
$3.5M (2023-06)
Benefits paid
$19.9M Jun 30, 2024 reported Form 5500
$3.2M (2023-06)
Net investment income
-$20.2M Jun 30, 2024 reported Form 5500
$49,771 (2023-06)
Investment management fees
$13,739 Jun 30, 2024 reported Form 5500
$38,632 (2023-06)
Form 5500 filings
2 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2023 to Jun 30, 2024231Not disclosedNot disclosedn/a$76Not disclosedNot disclosedNot disclosed
2022 to Jun 30, 2023275$22.2M$21.0M79.7%$22.5MNot disclosedNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • USI Consulting Group codes 11 34 50 $152,973 PY2023
  • Jackson Lewis PC codes 29 $49,680 PY2023
  • Grant Thornton LLP codes 10 50 $24,486 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.

Not yet on record: managers.

Record history

1 dated event on the change ledger, latest first
  • Total assets changed
    2024-06-30source

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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+3 connections on the graph

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