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Corporate pension in New York

Corporate pension· Yonkers, New York

Corporate pension, based in Yonkers, New York, reporting $10.4M in assets, for 148 participants.

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

Assets
$10.4M
Funded ratio
80.0%
Fund commitments
1
Open searchesSimilar plans, same strategyCommitments (1)
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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, 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
Size, funding, policy and commitments, with their basesCorporate pensionShow
Corporate pension
Assets
$10.4M
Total assets, Dec 31, 2023 reported
Funded
80.0%
Jan 1, 2023
Private markets target
no policy read
policy Dec 31, 2023
Commitments
1
none on the tape
Plan sponsor: this allocator
Allocation policy
Form 5500, as of Dec 31, 2023
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 3.0%
  • Common/collective trusts 75.9%
  • Registered investment companies 21.0%
Consultants and advisers
1 firm
People
No investment staff or executives have been read for this allocator yet.
Manager roster
No manager relationship is on the tape for this allocator.
What changed
2 events
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
1 row, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2023Allspring Core Bond Cit Ncollective trustthis allocatorFixed income$248,893 heldDisclosed holdingaskebsa.dol.gov
Size and funding
22 readings
Total assets
$10.4M Dec 31, 2023 reported Form 5500
$10.1M (2022-12)
Plan assets
$10.1M Jan 1, 2023 reported Form 5500
$13.6M (2022-01)
Net assets
$10.4M Dec 31, 2023 reported Form 5500
$10.1M (2022-12)
Funded ratio
80.0% Jan 1, 2023 reported Form 5500
102.3% (2022-01)
Funding target
$10.4M Jan 1, 2023 reported Form 5500
$10.3M (2022-01)
Discount rate
5.28% Jan 1, 2023 reported Form 5500
5.46% (2022-01)
Participants
148 Jan 1, 2023 reported Form 5500
121 (2022-01)
Contributions
$0 Dec 31, 2023 reported Form 5500
$0 (2022-12)
Benefits paid
$1.1M Dec 31, 2023 reported Form 5500
$1.1M (2022-12)
Net investment income
$302,984 Dec 31, 2023 reported Form 5500
-$3.5M (2022-12)
Investment management fees
$0 Dec 31, 2023 reported Form 5500
$74,513 (2022-12)
Form 5500 filings
2 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2023 to Dec 31, 2023148$10.1M$10.4M80.0%$10.4M$0$0$0
2022 to Dec 31, 2022121$13.6M$10.3M102.3%$10.1M$0$0$0
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • PCS - Connecticut codes 33 $31,181 PY2023
  • Allspring Core Bond Cit N Sched. D C $1.7M PY2023
  • Principal/alliance Bernstein Lg Cap Sched. D C $250,884 PY2023

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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: managers.

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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+2 connections on the graph

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