This allocator's name

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Corporate pension in New York

Corporate pension· Schenectady, New York

Corporate pension, based in Schenectady, New York, reporting $366M in assets, for 11,189 participants.

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

Assets
$366M
Funded ratio
97.0%
Fund commitments
1
Managers
2
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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: 31 Dec 2024, Manager relationship started.

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
$366M
Total assets, Apr 27, 2025 reported
Funded
97.0%
Apr 29, 2024
Private markets target
no policy read
policy Apr 27, 2025
Commitments
1
2 managers on Schedule C
Plan sponsor: this allocator
Allocation policy
Form 5500, as of Apr 27, 2025
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 3.8%
  • Insurance company general account 0.0%
  • Other investments 3.9%
  • Partnership/joint venture interests 26.4%
  • Pooled separate accounts 0.3%
  • Registered investment companies 5.6%
  • Common stock 59.4%
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)

+10 more Schedule C managers

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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 Apr 27, 2025Separate Account 174separate accountAetna Life Insurance CompanyPooled vehicles$1.0M heldDisclosed holdingaskebsa.dol.gov
as of Apr 30, 2024Separate Account 174separate accountAetna Life Insurance CompanyPooled vehicles$967,175 heldDisclosed holdingaskebsa.dol.gov
as of Apr 30, 2023Separate Account 174separate accountAetna Life Insurance CompanyPooled vehicles$1.9M heldDisclosed holdingaskebsa.dol.gov
Size and funding
33 readings
Total assets
$366M Apr 27, 2025 reported Form 5500
$370M (2024-04) · $364M (2023-04)
Plan assets
$370M Apr 29, 2024 reported Form 5500
$365M (2023-05) · $390M (2022-05)
Net assets
$366M Apr 27, 2025 reported Form 5500
$370M (2024-04) · $364M (2023-04)
Funded ratio
97.0% Apr 29, 2024 reported Form 5500
98.2% (2023-05) · 95.9% (2022-05)
Funding target
$376M Apr 29, 2024 reported Form 5500
$389M (2023-05) · $384M (2022-05)
Discount rate
5.35% Apr 29, 2024 reported Form 5500
5.33% (2023-05) · 5.50% (2022-05)
Participants
11,189 Apr 29, 2024 reported Form 5500
12,516 (2023-05) · 13,087 (2022-05)
Contributions
$3.0M Apr 27, 2025 reported Form 5500
$2.8M (2024-04) · $11.4M (2023-04)
Benefits paid
$29.1M Apr 27, 2025 reported Form 5500
$31.4M (2024-04) · $39.9M (2023-04)
Net investment income
-$3.4M Apr 27, 2025 reported Form 5500
$6.2M (2024-04) · -$26.8M (2023-04)
Investment management fees
$1.7M Apr 27, 2025 reported Form 5500
$2.0M (2024-04) · $2.5M (2023-04)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Apr 27, 202511,189$370M$376M97.0%$366M$96.8MNot disclosedNot disclosed
2023 to Apr 30, 202412,516$365M$389M98.2%$370M$97.3MNot disclosedNot disclosed
2022 to Apr 30, 202313,087$390M$384M95.9%$364M$92.3MNot 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.

Record history

2 dated events on the change ledger, latest first
  • Funded status changed
    2023-05-01source
  • Manager relationship started
    2024-12-31source

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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+15 connections on the graph

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