1 more adviser, 9 more commitments and 1 more dated event
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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Senior Service America, Inc. Staff Pension Plan
Corporate pension, based in Silver Spring, Maryland, reporting $53.3M in assets, for 292 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $53.3M
- Funded ratio
- 151.8%
- Fund commitments
- 4
- Managers
- 1
Nothing material in the last 90 days. Last change: 31 Dec 2024, Segal Marco Advisors no longer appears on Senior Service America, Inc. Staff Pension Plan's Schedule C as general consultant (plan year 2024 vs 2023).
Capital path
who backs this record, through what, into what; each name opens its own path- Invesco Balanced-Risk Allocation Tr3 commitments
- Longview Core Bond Fund3 commitments
- Longview Largecap 500 Index Fund3 commitments
- Amalgamated Bank of New York6 commitments
- Invesco Trust Company3 commitments
- Blackrock Institutional Trust Co,na3 commitments
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
- Non-interest-bearing cash 0.3%
- Common/collective trusts 99.7%
- The Segal Co. (eastern States) Inc. General consultantActuarythrough Dec 31, 2022 Form 5500
- Blackrock Institutional Trust Co,na Trusteethrough Dec 31, 2023 Form 5500
- Segal Consulting Actuarythrough Dec 31, 2022 Form 5500
+1 more consultant or adviser advise this allocator
Every name, record and relationship behind this count, with the source on each.
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- Amalgamated Bank of New York6 rows, latest Dec 31, 2024
- Invesco Trust Company3 rows, latest Dec 31, 2024
- Blackrock Institutional Trust Co,na3 rows, latest Dec 31, 2024
- Invesco Trust Companyplan years
- Dec 31, 2024Consultant changedinferenceSegal Marco Advisors no longer appears on Senior Service America, Inc. Staff Pension Plan's Schedule C as general consultant (plan year 2024 vs 2023)with The Segal Co. (eastern States) Inc.askebsa.dol.gov
- Jan 1, 2024Assets changedSenior Service America, Inc. Staff Pension Plan plan assets $43M -> $49M (+12.7%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Manager relationship startedBlackrock Institutional Trust Compa appears on Senior Service America, Inc. Staff Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Blackrock Institutional Trust Co,naaskebsa.dol.gov
- Dec 31, 2023Assets changedSenior Service America, Inc. Staff Pension Plan total assets $43M -> $49M (+12.7%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedSenior Service America, Inc. Staff Pension Plan funded ratio 158.8% -> 150.0% (2022-01-01 to 2023-01-01)
+1 more dated event
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Invesco Balanced-Risk Allocation Trcollective trust | Invesco Trust Company | Multi-asset | $4.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Longview Core Bond Fundcollective trust | Amalgamated Bank of New York | Fixed income | $7.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Longview Largecap 500 Index Fundcollective trust | Amalgamated Bank of New York | Pooled vehicles | $30.7M held | Disclosed holding | askebsa.dol.gov |
+9 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.
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Dec 31, 2024 | 292 | $48.6M | $28.4M | 151.8% | $53.3M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 273 | $43.2M | $27.9M | 150.0% | $48.7M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 261 | $54.8M | $26.7M | 158.8% | $43.2M | Not disclosed | Not disclosed | Not disclosed |
- The Segal Company codes 11 50 $102,621 PY2024
- Amalgamated Bank codes 19 51 $23,855 PY2024
- Gorfine Schiller & Gardyn PA codes 10 50 $17,000 PY2024
+33 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Senior Service America, Inc. Staff Pension Plan sits on 3 traced paths of capital across the graphs.
DFX traced 3 paths of capital through this record
Every record on each path, what it committed or lent, and as of when.
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Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.
Checking your plan…
Record history
- Funded status changed2023-01-01source
- Manager relationship started2023-12-31source
- Consultant changed2024-12-31source
+3 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
+7 connections on the graph
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