The Niac Group Pension Plan

Corporate pension· NEW York, New York

Corporate pension, based in NEW York, New York, reporting $12.2M in assets, for 262 participants.

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

Assets
$12.2M
Funded ratio
112.0%
Fund commitments
1
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Commitments (1)Allocation policy
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: 1 Jan 2023, The Niac Group Pension Plan funded ratio 135.9% -> 111.6% (2022-01-01 to 2023-01-01).

Capital path

who backs this record, through what, into what; each name opens its own path
The Niac Group Pension Plan
Funds committed to
Managers
Size, funding, policy and commitments, with their basesCorporate pensionShow
Corporate pension
Assets
$12.2M
Total assets, Dec 31, 2024 reported
Funded
112.0%
Jan 1, 2024
Private markets target
no policy read
policy Dec 31, 2024
Commitments
1
none on the tape
Plan sponsor: Sojitz Corporation of America
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Non-interest-bearing cash 1.9%
  • Common/collective trusts 98.1%
Consultants and advisers
2 firms
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
What changed
2 events
  • Jan 1, 2023Funded status changed
    The Niac Group Pension Plan funded ratio 135.9% -> 111.6% (2022-01-01 to 2023-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Assets changed
    The Niac Group Pension Plan plan assets $16M -> $13M (-21.0%, 2022-01-01 to 2023-01-01)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
3 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024FID Asset Mgmt Int Duration Poolcollective trustNational Financial ServicesPooled vehicles$962,834 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023FID Asset Mgmt Int Duration Poolcollective trustNational Financial ServicesPooled vehicles$1.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022FID Asset Mgmt Int Duration Poolcollective trustNational Financial ServicesPooled vehicles$1.7M heldDisclosed holdingaskebsa.dol.gov
Size and funding
33 readings
Total assets
$12.2M Dec 31, 2024 reported Form 5500
$12.9M (2023-12) · $12.9M (2022-12)
Plan assets
$12.9M Jan 1, 2024 reported Form 5500
$12.9M (2023-01) · $16.3M (2022-01)
Net assets
$12.2M Dec 31, 2024 reported Form 5500
$12.9M (2023-12) · $12.9M (2022-12)
Funded ratio
112.0% Jan 1, 2024 reported Form 5500
111.6% (2023-01) · 135.9% (2022-01)
Funding target
$12.3M Jan 1, 2024 reported Form 5500
$12.7M (2023-01) · $12.4M (2022-01)
Discount rate
5.13% Jan 1, 2024 reported Form 5500
5.07% (2023-01) · 5.40% (2022-01)
Participants
262 Jan 1, 2024 reported Form 5500
266 (2023-01) · 276 (2022-01)
Contributions
$0 Dec 31, 2024 reported Form 5500
$0 (2023-12) · $0 (2022-12)
Benefits paid
$862,254 Dec 31, 2024 reported Form 5500
$737,717 (2023-12) · $939,036 (2022-12)
Net investment income
-$646,825 Dec 31, 2024 reported Form 5500
-$752 (2023-12) · -$3.4M (2022-12)
Investment management fees
$49,090 Dec 31, 2024 reported Form 5500
$46,617 (2023-12) · $62,835 (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 2024262$12.9M$12.3M112.0%$12.2MNot disclosedNot disclosedNot disclosed
2023 to Dec 31, 2023266$12.9M$12.7M111.6%$12.9MNot disclosedNot disclosedNot disclosed
2022 to Dec 31, 2022276$16.3M$12.4M135.9%$12.9MNot disclosedNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • Fidelity codes 26 $49,090 PY2024
  • Harper Danesh LLC codes 11 15 $25,455 PY2024
  • Mckonly & Asbury codes 10 $16,120 PY2024

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Provenance
Identifiers: EIN-PN 135610360-001
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.

Not yet on record: managers.

Capital chain

The Niac Group Pension Plan sits on 1 traced path of capital across the graphs.

Consultant to allocator to manager

DFX traced 1 path 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

2 dated events on the change ledger, latest first
  • Funded status changed
    2023-01-01source
  • Total assets changed
    2023-01-01source

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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+3 connections on the graph

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