This allocator's name, 17 more commitments and 6 more dated events
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Corporate pension in New York
Corporate pension, based in NEW York, New York, reporting $6.1M in assets, for 109 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $6.1M
- Funded ratio
- 80.0%
- Fund commitments
- 11
Nothing material in the last 90 days. Last change: 30 Sep 2025, Holding started.
Capital path
who backs this record, through what, into what; each name opens its own path- Prin Liquid Assets Sep Acct-Z3 commitments
- Principal Smallcap Sep Acct-R62 commitments
- Prin Intl Smallcap Sep Acct-Z2 commitments
- Principal17 commitments
- Wellington Trust Company, Na3 commitments
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
- USI Consulting Group Actuarythrough Sep 30, 2023 Form 5500
- Principal17 rows, latest Sep 30, 2025
- Wellington Trust Company, Na3 rows, latest Sep 30, 2025
- Sep 30, 2025Holding started
- Sep 30, 2025Holding started
- Sep 30, 2025Holding endedinference
- Sep 30, 2025Holding endedinference
- Sep 30, 2025Holding endedinference
+6 more dated events
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Sep 30, 2025 | Prin Liquid Assets Sep Acct-Zseparate account | Principal | Pooled vehicles | $119,392 held | Disclosed holding | askebsa.dol.gov | |
| as of Sep 30, 2025 | CIF II US Invgrade Corp Long Bondcollective trust | Wellington Trust Company, Na | Fixed income | $1.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Sep 30, 2025 | Wtc-Cif II US Stripscollective trust | Wellington Trust Company, Na | Pooled vehicles | $867,164 held | Disclosed holding | askebsa.dol.gov |
+17 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
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| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Sep 30, 2025 | 109 | $6.1M | $7.1M | 80.0% | Not disclosed | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Sep 30, 2024 | 104 | $5.2M | $7.0M | 80.8% | Not disclosed | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Sep 30, 2023 | 102 | $4.8M | $6.6M | 80.0% | Not disclosed | Not disclosed | Not disclosed | Not disclosed |
- Wtc-Cif II US Ig Int Corp S1 Sched. D C $923,417 PY2024
- Principal Smallcap Sep Acct-R6 Sched. D P PY2024
- Prin Liquid Assets Sep Acct-Z Sched. D P $119,392 PY2024
+27 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Not yet on record: managers, allocation policy.
Record history
- Holding in a pooled vehicle started2025-09-30source
- Holding in a pooled vehicle started2025-09-30source
- Holding in a pooled vehicle ended2025-09-30source
+8 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
+2 connections on the graph
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