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Corporate pension in New York

Corporate pension· NEW York, New York

Corporate pension, based in NEW York, New York, reporting $2.8M in assets, for 287 participants.

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

As of 2023-06-01 · the latest dated event for this allocator; each figure carries its own filing or report date

Assets: $2.8M
Funded ratio: 100.0%
Fund commitments: 1

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

Commitments (1)Allocation policy

As of 2023-06-01 · 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 Jun 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

Gsct Long Duration Plus Fixed Inc3 commitments

Managers

Goldman Sachs Trust Company3 commitments

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

Corporate pension

Assets

$2.8M

Total assets, May 31, 2025 reported

Funded

100.0%

Jun 1, 2024

Private markets target

no policy read

policy May 31, 2025

Commitments

none on the tape

Plan sponsor: this allocator

Allocation policy

Form 5500, as of May 31, 2025

Actual allocation lines without a target (as filed)

Interest-bearing cash 1.1%
Common/collective trusts 88.8%

Consultants and advisers

2 firms

Fidelity Investments Pension consultantthrough May 31, 2023 Form 5500
Willis Towers Watson US LLC Actuarythrough May 31, 2023 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

Goldman Sachs Trust Company3 rows, latest May 31, 2025

From Schedule C (investment management, code 28)

Goldman Sachs Asset Managementplan years 2023

What changed

1 event

Jun 1, 2023Funded status changed
down 10 pointsaskebsa.dol.gov

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

Commitments

3 rows, 0 dated closings

Date	Fund	Manager	Bucket	Amount	Status	Source
as of May 31, 2025	Gsct Long Duration Plus Fixed Inccollective trust	Goldman Sachs Trust Company	Fixed income	$2.5M held	Disclosed holding	askebsa.dol.gov
as of May 31, 2024	Gsct Long Duration Plus Fixed Inccollective trust	Goldman Sachs Trust Company	Fixed income	$2.4M held	Disclosed holding	askebsa.dol.gov
as of May 31, 2023	Gsct Long Duration Plus Fixed Inccollective trust	Goldman Sachs Trust Company	Fixed income	$2.2M held	Disclosed holding	askebsa.dol.gov

Size and funding

33 readings

Total assets

$2.8M May 31, 2025 reported Form 5500

$2.7M (2024-05) · $2.8M (2023-05)

Plan assets

$2.7M Jun 1, 2024 reported Form 5500

$2.6M (2023-06) · $2.6M (2022-06)

Net assets

$2.8M May 31, 2025 reported Form 5500

$2.7M (2024-05) · $2.6M (2023-05)

Funded ratio

100.0% Jun 1, 2024 reported Form 5500

100.0% (2023-06) · 110.2% (2022-06)

Funding target

$2.6M Jun 1, 2024 reported Form 5500

$2.7M (2023-06) · $2.5M (2022-06)

Discount rate

5.17% Jun 1, 2024 reported Form 5500

5.17% (2023-06) · 5.34% (2022-06)

Participants

287 Jun 1, 2024 reported Form 5500

272 (2023-06) · 241 (2022-06)

Contributions

$250,000 May 31, 2025 reported Form 5500

$250,000 (2024-05) · $430,000 (2023-05)

Benefits paid

$142,799 May 31, 2025 reported Form 5500

$147,248 (2024-05) · $138,155 (2023-05)

Net investment income

$81,609 May 31, 2025 reported Form 5500

$51,764 (2024-05) · $35,174 (2023-05)

Investment management fees

$6,083 May 31, 2025 reported Form 5500

$6,350 (2024-05) · $4,399 (2023-05)

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 May 31, 2025	287	$2.7M	$2.6M	100.0%	$2.8M	Not disclosed	Not disclosed	Not disclosed
2023 to May 31, 2024	272	$2.6M	$2.7M	100.0%	$2.7M	Not disclosed	Not disclosed	Not disclosed
2022 to May 31, 2023	241	$2.6M	$2.5M	110.2%	$2.8M	Not disclosed	Not disclosed	Not disclosed

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

Willis Towers Watson US LLC codes 11 50 $39,008 PY2024
BDO USA, P.C. codes 10 50 $34,300 PY2024
Fidelity Investments Inst Op Co codes 15 17 50 $9,011 PY2024

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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.

Not yet on record: managers.

Record history

1 dated event on the change ledger, latest first

Funded status changed
2023-06-01source

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

+4 connections on the graph

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