DFX Intelligence

This allocator's name, 1 more manager, 8 more commitments and 8 more dated events

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Corporate pension in New York

Corporate pension· Syracuse, New York

Corporate pension, based in Syracuse, New York, reporting $201M in assets, for 2,282 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: $201M
Funded ratio: 81.8%
Fund commitments: 8
Managers: 2

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

Commitments (8)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, Holding 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

NT Collective Short Term Investment3 commitments
Russell 3000 Index Fund2 commitments
Blackrock Mid Cap Equity Index Fund1 commitment

All 8

Managers

Blackrock Institutional Trust Company, N.A.5 commitments
Northern Trust Investments, Inc.3 commitments
Blackrock Institutional Trust Co,na2 commitments

All 4

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

Corporate pension

Assets

$201M

Total assets, Dec 31, 2024 reported

Funded

81.8%

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)

Non-interest-bearing cash 0.8%
Corporate debt instruments (other) 19.5%
Corporate debt instruments (preferred) 4.3%
U.S. Government securities 16.1%
Other investments 24.5%
Common/collective trusts 34.0%

Consultants and advisers

2 firms

Morgan Stanley Custodianthrough Dec 31, 2022 Form 5500
Milliman, Inc. Actuarythrough Dec 31, 2022 Form 5500

People

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

Manager roster

4 managers on the commitment tape

From the plan’s own commitment disclosures

Blackrock Institutional Trust Company, N.A.5 rows, latest Dec 31, 2024
Northern Trust Investments, Inc.3 rows, latest Dec 31, 2024
Blackrock Institutional Trust Co,na2 rows, latest Dec 31, 2023

+1 more manager received commitments

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

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From Schedule C (investment management, code 28)

Blackrock Insti. Trust Company, N.Aplan years
Blackrock Institutional Trust Company, N.A.plan years
Blackrockplan years 2022

+1 more Schedule C manager

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What changed

13 events

Dec 31, 2024Holding started
with Wells Fargo$11.0Maskebsa.dol.gov
Dec 31, 2024Holding started
with Mcsi Min Volatility USA Index Fund$8.6Maskebsa.dol.gov
Dec 31, 2024Holding started
with Russell 2000 Index Fund$5.2Maskebsa.dol.gov
Dec 31, 2024Holding started
with BLK Msci Eafe Imi Index Fund$8.3Maskebsa.dol.gov
Dec 31, 2024Holding endedinference
with Blackrock Institutional Trust Co,na$6.4Maskebsa.dol.gov

+8 more dated events

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

Commitments

11 rows, 0 dated closings

Date	Fund	Manager	Bucket	Amount	Status	Source
as of Dec 31, 2024	Blackrock Mid Cap Equity Index Fundcollective trust	Blackrock Institutional Trust Company, N.A.	Public equity	$5.2M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	BLK Msci Wldx US Min Vol Fnd Fcollective trust	Blackrock Institutional Trust Company, N.A.	Pooled vehicles	$106,466 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	BLK Msci Eafe Imi Index Fundcollective trust	Blackrock Institutional Trust Company, N.A.	Pooled vehicles	$8.3M held	Disclosed holding	askebsa.dol.gov

+8 more commitments

Every fund and manager this allocator committed to, with the amount, date and source on each.

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Size and funding

33 readings

Total assets

$201M Dec 31, 2024 reported Form 5500

$210M (2023-12) · $213M (2022-12)

Plan assets

$187M Jan 1, 2024 reported Form 5500

$196M (2023-01) · $256M (2022-01)

Net assets

$195M Dec 31, 2024 reported Form 5500

$206M (2023-12) · $211M (2022-12)

Funded ratio

81.8% Jan 1, 2024 reported Form 5500

86.2% (2023-01) · 92.8% (2022-01)

Funding target

$166M Jan 1, 2024 reported Form 5500

$173M (2023-01) · $181M (2022-01)

Discount rate

5.09% Jan 1, 2024 reported Form 5500

5.24% (2023-01) · 5.41% (2022-01)

Participants

2,282 Jan 1, 2024 reported Form 5500

2,403 (2023-01) · 2,546 (2022-01)

Contributions

$0 Dec 31, 2024 reported Form 5500

$0 (2023-12) · $0 (2022-12)

Benefits paid

$14.6M Dec 31, 2024 reported Form 5500

$18.3M (2023-12) · $26.9M (2022-12)

Net investment income

-$10.4M Dec 31, 2024 reported Form 5500

-$5.4M (2023-12) · -$72.8M (2022-12)

Investment management fees

$711,153 Dec 31, 2024 reported Form 5500

$459,844 (2023-12) · $1.1M (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	2,282	$187M	$166M	81.8%	$201M	Not disclosed	Not disclosed	Not disclosed
2023 to Dec 31, 2023	2,403	$196M	$173M	86.2%	$210M	Not disclosed	Not disclosed	Not disclosed
2022 to Dec 31, 2022	2,546	$256M	$181M	92.8%	$213M	Not disclosed	Not disclosed	Not disclosed

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

Morgan Stanley codes 19 28 50 $500,742 PY2024
Milliman, Inc. codes 11 50 $300,728 PY2024
this allocator codes 49 50 $101,965 PY2024

+43 more service providers

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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

13 dated events on the change ledger, latest first

Holding in a pooled vehicle started
2024-12-31source
Holding in a pooled vehicle started
2024-12-31source
Holding in a pooled vehicle started
2024-12-31source

+10 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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