Employee Benefits Plan of Ohel Children's Home and Family Services, Inc.

Corporate pension· FAR Rockaway, New York

Corporate pension, based in FAR Rockaway, New York, reporting $11.9M in assets, for 436 participants.

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

Assets
$11.9M
Funded ratio
81.8%
Fund commitments
1
Managers
1
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 Jul 2023, Employee Benefits Plan of Ohel Children's Home and Family Services, Inc. funded ratio 84.6% -> 81.9% (2022-07-01 to 2023-07-01).

Capital path

who backs this record, through what, into what; each name opens its own path
Employee Benefits Plan of Ohel Children's Home and Family Services, Inc.
Funds committed to
Size, funding, policy and commitments, with their basesCorporate pensionShow
Corporate pension
Assets
$11.9M
Total assets, Jun 30, 2025 reported
Funded
81.8%
Jul 1, 2024
Private markets target
no policy read
policy Jun 30, 2025
Commitments
1
1 manager on Schedule C
Plan sponsor: Ohel Children's Home & Family Services, Inc.
Allocation policy
Form 5500, as of Jun 30, 2025
Actual allocation lines without a target (as filed)
  • Insurance company general account 0.5%
  • Pooled separate accounts 99.5%
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
From Schedule C (investment management, code 28)
What changed
1 event
  • Jul 1, 2023Funded status changed
    Employee Benefits Plan of Ohel Children's Home and Family Services, Inc. funded ratio 84.6% -> 81.9% (2022-07-01 to 2023-07-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
3 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Jun 30, 2025Separate Account Number 1separate accountMutual of America Life Insurance CoPooled vehicles$11.9M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024Separate Account Number 1separate accountMutual of America Life Insurance CoPooled vehicles$11.2M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023Separate Account Number 1separate accountMutual of America Life Insurance CoPooled vehicles$11.2M heldDisclosed holdingaskebsa.dol.gov
Size and funding
30 readings
Total assets
$11.9M Jun 30, 2025 reported Form 5500
$11.2M (2024-06) · $11.2M (2023-06)
Plan assets
$11.3M Jul 1, 2024 reported Form 5500
$11.2M (2023-07) · $10.5M (2022-07)
Net assets
$11.9M Jun 30, 2025 reported Form 5500
$11.2M (2024-06) · $11.2M (2023-06)
Funded ratio
81.8% Jul 1, 2024 reported Form 5500
81.9% (2023-07) · 84.6% (2022-07)
Funding target
$11.2M Jul 1, 2024 reported Form 5500
$12.4M (2023-07) · $11.6M (2022-07)
Discount rate
5.37% Jul 1, 2024 reported Form 5500
5.23% (2023-07) · 5.41% (2022-07)
Participants
436 Jul 1, 2024 reported Form 5500
392 (2023-07) · 392 (2022-07)
Contributions
$452,000 Jun 30, 2025 reported Form 5500
$200,100 (2024-06) · $450,000 (2023-06)
Benefits paid
$691,774 Jun 30, 2025 reported Form 5500
$1.2M (2024-06) · $399,230 (2023-06)
Net investment income
$716,528 Jun 30, 2025 reported Form 5500
-$18,392 (2024-06) · $674,599 (2023-06)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Jun 30, 2025436$11.3M$11.2M81.8%$11.9MNot disclosedNot disclosedNot disclosed
2023 to Jun 30, 2024392$11.2M$12.4M81.9%$11.2MNot disclosedNot disclosedNot disclosed
2022 to Jun 30, 2023392$10.5M$11.6M84.6%$11.2MNot disclosedNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • Mutual of America Life Insurance Co codes 11 12 15 $27,440 PY2024
  • Separate Account Number 1 Sched. D P $11.9M PY2024
  • Mutual of America codes 11 PY2024

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Provenance
Identifiers: EIN-PN 116078704-001
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.

Record history

1 dated event on the change ledger, latest first
  • Funded status changed
    2023-07-01source

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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+4 connections on the graph

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