DFX Intelligence

This allocator's name, 2 more advisers, 17 more commitments and 10 more dated events

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 New York

Corporate pension· White Plains, New York

Corporate pension, based in White Plains, New York, reporting $87.9M in assets, for 1,530 participants.

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

As of 2024-12-31 · the latest dated event for this allocator; each figure carries its own filing or report date

Assets: $87.9M
Funded ratio: 104.6%
Fund commitments: 11
Managers: 2

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Commitments (11)Allocation policy Managers

As of 2024-12-31 · 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 Capfinancial Partners, LLC.

Capital path

who backs this record, through what, into what; each name opens its own path

Corporate pension in New York

Funds committed to

Mercer Passive Long Government Fixe2 commitments
Mercer US Small/mid Cap Equity Port2 commitments
Mercer Non-Us Core Equity Portfolio2 commitments

All 11

Managers

Mercer Investments LLC18 commitments
Columbia1 commitment

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

Corporate pension

Assets

$87.9M

Total assets, Dec 31, 2024 reported

Funded

104.6%

Jan 1, 2024

Private markets target

no policy read

policy Dec 31, 2024

Commitments

2 managers on Schedule C

Plan sponsor: this allocator

Allocation policy

Form 5500, as of Dec 31, 2024

Actual allocation lines without a target (as filed)

Interest-bearing cash 0.9%
Common/collective trusts 98.3%

Consultants and advisers

5 firms

Capfinancial Partners, LLC General consultantthrough Dec 31, 2022 Form 5500
Portfolio Evaluations, Inc. General consultantthrough Dec 31, 2022 Form 5500
State Street Bank & Trust Company Custodianthrough Dec 31, 2024 Form 5500

+2 more consultants and advisers advise this allocator

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

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

People

No investment staff or executives have been read for this allocator yet.

Manager roster

2 managers on the commitment tape

From the plan’s own commitment disclosures

Mercer Investments LLC18 rows, latest Dec 31, 2024
Columbia1 row, latest Dec 31, 2022

From Schedule C (investment management, code 28)

Mercer Investments LLCplan years
Columbiaplan years
Mercer Investments LLCplan years 2023

What changed

15 events

Dec 31, 2024Consultant changedinference
with Capfinancial Partners, LLCaskebsa.dol.gov
Dec 31, 2023Holding started
with Mercer Global Low Volatility Equity$4.1Maskebsa.dol.gov
Dec 31, 2023Holding started
with Mercer Emerging Markets Equity Port$4.8Maskebsa.dol.gov
Dec 31, 2023Holding started
with Mercer Non-Us Core Equity Portfolio$9.0Maskebsa.dol.gov
Dec 31, 2023Holding started
with Mercer Opportunistic Fixed Income$10.8Maskebsa.dol.gov

+10 more dated events

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

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

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

Commitments

20 rows, 0 dated closings

Date	Fund	Manager	Bucket	Amount	Status	Source
as of Dec 31, 2024	Mercer Passive Long Government Fixecollective trust	Mercer Investments LLC	Pooled vehicles	$1.5M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Mercer US Small/mid Cap Equity Portcollective trust	Mercer Investments LLC	Public equity	$2.4M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Mercer Non-Us Core Equity Portfoliocollective trust	Mercer Investments LLC	Public equity	$6.4M held	Disclosed holding	askebsa.dol.gov

+17 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

$87.9M Dec 31, 2024 reported Form 5500

$89.9M (2023-12) · $94.0M (2022-12)

Plan assets

$89.9M Jan 1, 2024 reported Form 5500

$93.9M (2023-01) · $116M (2022-01)

Net assets

$87.8M Dec 31, 2024 reported Form 5500

$89.7M (2023-12) · $93.9M (2022-12)

Funded ratio

104.6% Jan 1, 2024 reported Form 5500

104.4% (2023-01) · 114.9% (2022-01)

Funding target

$87.5M Jan 1, 2024 reported Form 5500

$99.0M (2023-01) · $94.4M (2022-01)

Discount rate

5.19% Jan 1, 2024 reported Form 5500

5.33% (2023-01) · 5.51% (2022-01)

Participants

1,530 Jan 1, 2024 reported Form 5500

1,835 (2023-01) · 1,843 (2022-01)

Contributions

$700,010 Dec 31, 2024 reported Form 5500

$1.0M (2023-12) · $1.5M (2022-12)

Benefits paid

$3.9M Dec 31, 2024 reported Form 5500

$19.2M (2023-12) · $3.1M (2022-12)

Net investment income

-$1.9M Dec 31, 2024 reported Form 5500

-$4.2M (2023-12) · -$22.3M (2022-12)

Investment management fees

$180,814 Dec 31, 2024 reported Form 5500

$39,750 (2023-12) · $52,250 (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	1,530	$89.9M	$87.5M	104.6%	$87.9M	Not disclosed	Not disclosed	Not disclosed
2023 to Dec 31, 2023	1,835	$93.9M	$99.0M	104.4%	$89.9M	Not disclosed	Not disclosed	Not disclosed
2022 to Dec 31, 2022	1,843	$116M	$94.4M	114.9%	$94.0M	Not disclosed	Not disclosed	Not disclosed

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

Mercer US LLC codes 11 17 50 $282,549 PY2024
Transamerica Retirement Solutions codes 11 12 15 28 38 50 59 61 62 63 64 $256,559 PY2024
Mercer Investments LLC codes 51 52 $179,214 PY2024

+38 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.

Capital chain

This record sits on 5 traced paths of capital across the graphs.

Allocator commitments to a managerConsultant to allocator to manager

DFX traced 5 paths of capital through this record

Every record on each path, what it committed or lent, and as of when.

Includes 3 days of DFX Intelligence. Then $299/month unless canceled.

Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.

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Record history

15 dated events on the change ledger, latest first

Holding in a pooled vehicle started
2023-12-31source
Holding in a pooled vehicle started
2023-12-31source
Holding in a pooled vehicle started
2023-12-31source

+12 more changes 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

every published relationship on the graph

+9 connections on the graph

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