DFX Intelligence

This allocator's name and 12 more commitments

Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.

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Corporate pension in Massachusetts

Corporate pension· Bedford, Massachusetts

Corporate pension, based in Bedford, Massachusetts, reporting $14.1M in assets, for 228 participants.

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

As of 2023-01-01 · the latest dated event for this allocator; each figure carries its own filing or report date

Assets: $14.1M
Funded ratio: 103.2%
Fund commitments: 5

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

Commitments (5)Allocation policy

As of 2023-01-01 · 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 Massachusetts

Funds committed to

Bnym-M Db Sl Int Govt Bif3 commitments
EB Temporary Investment3 commitments
Bnym Mellon Db Nsl Lt Credit Bif3 commitments

All 5

Managers

BNY Mellon15 commitments

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

Corporate pension

Assets

$14.1M

Total assets, Dec 31, 2024 reported

Funded

103.2%

Jan 1, 2024

Private markets target

no policy read

policy Dec 31, 2024

Commitments

none on the tape

Plan sponsor: this allocator

Allocation policy

Form 5500, as of Dec 31, 2024

Actual allocation lines without a target (as filed)

Common/collective trusts 100.0%

Consultants and advisers

3 firms

Gallagher Benefit Services, Inc. Actuarythrough Dec 31, 2024 Form 5500
Bank of New York Mellon Custodianthrough Dec 31, 2022 Form 5500
Agilis Partners LLC Actuarythrough Dec 31, 2022 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

BNY Mellon15 rows, latest Dec 31, 2024

What changed

2 events

Jan 1, 2023Funded status changed
down 16 pointsaskebsa.dol.gov
Jan 1, 2023Assets changed
down $4.4Maskebsa.dol.gov

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

Commitments

15 rows, 0 dated closings

Date	Fund	Manager	Bucket	Amount	Status	Source
as of Dec 31, 2024	Bnym-M Db Sl Int Govt Bifcollective trust	BNY Mellon	Pooled vehicles	$4.9M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	EB Temporary Investmentcollective trust	BNY Mellon	Pooled vehicles	$996,762 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Bnym Mellon Db Nsl Lt Credit Bifcollective trust	BNY Mellon	Private credit	$2.0M held	Disclosed holding	askebsa.dol.gov

+12 more commitments

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

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.

Size and funding

33 readings

Total assets

$14.1M Dec 31, 2024 reported Form 5500

$15.3M (2023-12) · $15.4M (2022-12)

Plan assets

$15.3M Jan 1, 2024 reported Form 5500

$15.4M (2023-01) · $19.8M (2022-01)

Net assets

$14.1M Dec 31, 2024 reported Form 5500

$15.3M (2023-12) · $15.4M (2022-12)

Funded ratio

103.2% Jan 1, 2024 reported Form 5500

102.7% (2023-01) · 118.5% (2022-01)

Funding target

$13.0M Jan 1, 2024 reported Form 5500

$13.3M (2023-01) · $13.1M (2022-01)

Discount rate

5.02% Jan 1, 2024 reported Form 5500

5.16% (2023-01) · 5.33% (2022-01)

Participants

228 Jan 1, 2024 reported Form 5500

231 (2023-01) · 232 (2022-01)

Contributions

$0 Dec 31, 2024 reported Form 5500

$0 (2023-12) · $0 (2022-12)

Benefits paid

$974,836 Dec 31, 2024 reported Form 5500

$956,666 (2023-12) · $935,439 (2022-12)

Net investment income

-$1.1M Dec 31, 2024 reported Form 5500

-$108,214 (2023-12) · -$4.4M (2022-12)

Investment management fees

$100,125 Dec 31, 2024 reported Form 5500

$100,145 (2023-12) · $100,157 (2022-12)

Form 5500 filings

3 plan years

Plan year	Participants	Assets (SB market)	Funding target	FTAP	Total assets (H)	Partnerships / JV	Master trust	Real estate
2024 to Dec 31, 2024	228	$15.3M	$13.0M	103.2%	$14.1M	Not disclosed	Not disclosed	Not disclosed
2023 to Dec 31, 2023	231	$15.4M	$13.3M	102.7%	$15.3M	Not disclosed	Not disclosed	Not disclosed
2022 to Dec 31, 2022	232	$19.8M	$13.1M	118.5%	$15.4M	Not disclosed	Not disclosed	Not disclosed

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

The Bank of New York Mellon codes 19 28 99 $100,125 PY2024
Agilis Partners LLC codes 11 16 $57,300 PY2024
Ardito, Toscano & Mccollum, PC codes 10 $38,545 PY2024

+24 more service providers

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

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.

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

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

every published relationship on the graph

+5 connections on the graph

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.