This allocator's name

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Corporate pension in New York

Corporate pension· Carthage, New York

Corporate pension, based in Carthage, New York, for 183 participants.

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

Fund commitments
3
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Commitments (3)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: 7 May 2024, Total assets 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
not established
Total assets, May 7, 2024 reported
Funded
not on record
not filed
Private markets target
no policy read
policy May 31, 2023
Commitments
3
none on the tape
Plan sponsor: this allocator
Allocation policy
Form 5500, as of May 31, 2023
Actual allocation lines without a target (as filed)
  • Pooled separate accounts 100.0%
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
1 event
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
3 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of May 31, 2023Prin Ldi Long Duration Sa-Zseparate accountPrincipalFixed income$1.2M heldDisclosed holdingaskebsa.dol.gov
as of May 31, 2023Prin Ldi Intrm Dur Sep Acct-Zseparate accountPrincipalPooled vehicles$3.1M heldDisclosed holdingaskebsa.dol.gov
as of May 31, 2023Prin Liquid Assets Sep Acct-Zseparate accountPrincipalPooled vehicles$1.4M heldDisclosed holdingaskebsa.dol.gov
Size and funding
14 readings
Total assets
$0 May 7, 2024 reported Form 5500
$5.6M (2023-05)
Net assets
$0 May 7, 2024 reported Form 5500
$5.6M (2023-05)
Participants
183 Jun 1, 2023 reported Form 5500
344 (2022-06)
Contributions
$823,388 May 7, 2024 reported Form 5500
$0 (2023-05)
Benefits paid
$2.6M May 7, 2024 reported Form 5500
$544,219 (2023-05)
Net investment income
-$5.6M May 7, 2024 reported Form 5500
-$970,670 (2023-05)
Investment management fees
$5,349 May 7, 2024 reported Form 5500
$5,666 (2023-05)
Form 5500 filings
2 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2023 to May 7, 2024183Not disclosedNot disclosedn/a$0Not disclosedNot disclosedNot disclosed
2022 to May 31, 2023344Not disclosedNot disclosedn/a$5.6MNot disclosedNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)

+9 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.

Not yet on record: assets, funded ratio, managers.

Capital chain

This record sits on 2 traced paths of capital across the graphs.

Consultant to allocator to manager

DFX traced 2 paths 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

1 dated event on the change ledger, latest first
  • Total assets changed
    2024-05-07source

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

+3 connections on the graph

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