This allocator's name, 2 more advisers, 2 more managers and 24 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 New York
Corporate pension, based in NEW York, New York, reporting $430M in assets, for 4,191 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $430M
- Funded ratio
- 104.5%
- Fund commitments
- 9
- Managers
- 2
Nothing material in the last 90 days. Last change: 31 Dec 2024, Changed investment consultant to Pension Benefit Information, LLC.
Capital path
who backs this record, through what, into what; each name opens its own path- Mercer Passive Long Credit Fixed in3 commitments
- Mercer Passive Long Government Fixe3 commitments
- Mercer Long Strips Fixed Income3 commitments
- Mercer Investments LLC12 commitments
- State Street Global Advisors Trust Company6 commitments
- Aetna Life Insurance Company3 commitments
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
- Insurance company general account 0.8%
- Common/collective trusts 98.6%
- Pooled separate accounts 0.6%
- Pension Benefit Information, LLC General consultantthrough Dec 31, 2024 Form 5500
- Wallach & Associates, Inc. General consultantthrough Dec 31, 2022 Form 5500
- Northern Trust Co. Trusteethrough Dec 31, 2022 Form 5500
+2 more consultants and advisers advise this allocator
Every name, record and relationship behind this count, with the source on each.
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- Mercer Investments LLC12 rows, latest Dec 31, 2024
- State Street Global Advisors Trust Company6 rows, latest Dec 31, 2024
- Aetna Life Insurance Company3 rows, latest Dec 31, 2024
+2 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
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- Mercer Investments LLCplan years
- State Street Research & Managementplan years 2024
- Mercer Investments LLCplan years 2022
- Dec 31, 2024Consultant changedinferencewith Pension Benefit Information, LLCaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedwith State Street Research & Managementaskebsa.dol.gov
- Jan 1, 2024Funded status changed4 pointsaskebsa.dol.gov
- Jan 1, 2023Funded status changeddown 19 pointsaskebsa.dol.gov
- Jan 1, 2023Assets changeddown $215Maskebsa.dol.gov
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Mercer Passive Long Credit Fixed incollective trust | Mercer Investments LLC | Private credit | $162M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Mercer Passive Long Government Fixecollective trust | Mercer Investments LLC | Pooled vehicles | $140M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Mercer Long Strips Fixed Incomecollective trust | Mercer Investments LLC | Fixed income | $15.2M held | Disclosed holding | askebsa.dol.gov |
+24 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
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| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Dec 31, 2024 | 4,191 | $465M | $475M | 104.5% | $430M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 4,241 | $456M | $484M | 100.8% | $465M | $0 | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 4,360 | $671M | $498M | 120.1% | $456M | $137,771 | Not disclosed | Not disclosed |
- Mercer Investments LLC codes 51 52 $526,469 PY2024
- The Northen Trust Company codes 21 28 51 52 $130,883 PY2024
- Mercer (US) Inc. codes 11 17 $91,255 PY2024
+45 more service providers
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Provenance
This record sits on 11 traced paths of capital across the graphs.
DFX traced 11 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.
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Record history
- Funded status changed2023-01-01source
- Funded status changed2024-01-01source
- Consultant changed2024-12-31source
+2 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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