This allocator's name and 6 more commitments

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Corporate pension in New York

Corporate pension· Uniondale, New York

Corporate pension, based in Uniondale, New York, reporting $18.2M in assets, for 225 participants.

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

Assets
$18.2M
Funded ratio
87.9%
Fund commitments
3
Managers
2
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Commitments (3)Allocation policyManagers
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 Oct 2024, Funded status changed.

Capital path

who backs this record, through what, into what; each name opens its own path
Corporate pension in New York
Funds committed to
Managers
Size, funding, policy and commitments, with their basesCorporate pensionShow
Corporate pension
Assets
$18.2M
Total assets, Sep 30, 2025 reported
Funded
87.9%
Oct 1, 2024
Private markets target
no policy read
policy Sep 30, 2025
Commitments
3
2 managers on Schedule C
Plan sponsor: this allocator
Allocation policy
Form 5500, as of Sep 30, 2025
Actual allocation lines without a target (as filed)
  • Pooled separate accounts 46.1%
  • Registered investment companies 53.9%
Consultants and advisers
1 firm
  • Empower Actuarythrough Sep 30, 2023 Form 5500
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
From Schedule C (investment management, code 28)
What changed
2 events
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
9 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Sep 30, 2025PRU Long Corporate Bondseparate accountEmpower Annuity Insurance CompanyFixed income$3.6M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2025Long Duration Bond/ir&m Fundseparate accountEmpower Annuity Insurance CompanyFixed income$4.5M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2025Prudential Short-Termseparate accountEmpower Annuity Insurance CompanyCash$218,263 heldDisclosed holdingaskebsa.dol.gov

+6 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
32 readings
Total assets
$18.2M Sep 30, 2025 reported Form 5500
$19.1M (2024-09) · $17.7M (2023-09)
Plan assets
$19.1M Oct 1, 2024 reported Form 5500
$17.7M (2023-10) · $18.8M (2022-10)
Net assets
$18.2M Sep 30, 2025 reported Form 5500
$19.1M (2024-09) · $17.7M (2023-09)
Funded ratio
87.9% Oct 1, 2024 reported Form 5500
95.7% (2023-10) · 99.4% (2022-10)
Funding target
$15.8M Oct 1, 2024 reported Form 5500
$16.5M (2023-10) · $17.0M (2022-10)
Discount rate
5.33% Oct 1, 2024 reported Form 5500
5.20% (2023-10) · 5.36% (2022-10)
Participants
225 Oct 1, 2024 reported Form 5500
227 (2023-10) · 229 (2022-10)
Contributions
$0 Sep 30, 2025 reported Form 5500
$0 (2024-09) · $0 (2023-09)
Benefits paid
$1.1M Sep 30, 2025 reported Form 5500
$1.2M (2024-09) · $1.2M (2023-09)
Net investment income
-$914,172 Sep 30, 2025 reported Form 5500
$1.4M (2024-09) · -$1.0M (2023-09)
Investment management fees
$60,000 Sep 30, 2025 reported Form 5500
$60,392 (2024-09)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Sep 30, 2025225$19.1M$15.8M87.9%$18.2MNot disclosedNot disclosedNot disclosed
2023 to Sep 30, 2024227$17.7M$16.5M95.7%$19.1MNot disclosedNot disclosedNot disclosed
2022 to Sep 30, 2023229$18.8M$17.0M99.4%$17.7MNot disclosedNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • Empower Annuity Insurance Company codes $134,387 PY2024
  • Morgan Stanley codes $60,000 PY2024
  • Prudential Short-Term Sched. D P $218,263 PY2024

+18 more service providers

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

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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

2 dated events on the change ledger, latest first
  • Funded status changed
    2023-10-01source
  • Funded status changed
    2024-10-01source

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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+5 connections on the graph

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