This allocator's name, 15 more commitments and 4 more dated events

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Corporate pension in New York

Corporate pension· Hauppauge, New York

Corporate pension, based in Hauppauge, New York, reporting $16.5M in assets, for 100 participants.

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

Assets
$16.5M
Funded ratio
124.4%
Fund commitments
9
Managers
2
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Commitments (9)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: 31 Dec 2024, Manager relationship started.

Capital path

who backs this record, through what, into what; each name opens its own path
Corporate pension in New York
Funds committed to
All 9
Managers
Size, funding, policy and commitments, with their basesCorporate pensionShow
Corporate pension
Assets
$16.5M
Total assets, Dec 31, 2024 reported
Funded
124.4%
Jan 1, 2024
Private markets target
no policy read
policy Dec 31, 2024
Commitments
9
2 managers on Schedule C
Plan sponsor: this allocator
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Common/collective trusts 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
From Schedule C (investment management, code 28)
What changed
9 events
  • Dec 31, 2024Manager relationship started
    with UBS Financial Services Inc.askebsa.dol.gov
  • Jan 1, 2024Funded status changed
    6 pointsaskebsa.dol.gov
  • Dec 31, 2023Holding endedinference
    with Wtfsc Mid-Cap Growth$716Kaskebsa.dol.gov
  • Dec 31, 2023Holding started
    with Great Gray Trust Mid-Cap Growth$793Kaskebsa.dol.gov
  • Dec 31, 2023Holding started
    with Great Gray Trust Small Cap Value$791Kaskebsa.dol.gov

+4 more dated events

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Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
18 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024Short Term Durationcollective trustGreat Gray Trust CompanyCash$8.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Great Gray Trust Large Cap Growthcollective trustGreat Gray Trust CompanyPublic equity$1.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Great Gray Trust Mid-Cap Growthcollective trustGreat Gray Trust CompanyPooled vehicles$851,001 heldDisclosed holdingaskebsa.dol.gov

+15 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
$16.5M Dec 31, 2024 reported Form 5500
$15.7M (2023-12) · $14.3M (2022-12)
Plan assets
$15.6M Jan 1, 2024 reported Form 5500
$14.2M (2023-01) · $16.9M (2022-01)
Net assets
$16.5M Dec 31, 2024 reported Form 5500
$15.6M (2023-12) · $14.2M (2022-12)
Funded ratio
124.4% Jan 1, 2024 reported Form 5500
118.5% (2023-01) · 119.6% (2022-01)
Funding target
$12.3M Jan 1, 2024 reported Form 5500
$12.5M (2023-01) · $12.7M (2022-01)
Discount rate
5.21% Jan 1, 2024 reported Form 5500
5.35% (2023-01) · 5.51% (2022-01)
Participants
100 Jan 1, 2024 reported Form 5500
105 (2023-01) · 112 (2022-01)
Contributions
$600,000 Dec 31, 2024 reported Form 5500
$1.0M (2023-12) · $1.0M (2022-12)
Benefits paid
$1.1M Dec 31, 2024 reported Form 5500
$1.2M (2023-12) · $1.9M (2022-12)
Net investment income
$867,682 Dec 31, 2024 reported Form 5500
$1.4M (2023-12) · -$2.6M (2022-12)
Investment management fees
$79,924 Dec 31, 2024 reported Form 5500
$139,625 (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 2024100$15.6M$12.3M124.3%$16.5MNot disclosedNot disclosedNot disclosed
2023 to Dec 31, 2023105$14.2M$12.5M118.5%$15.7MNot disclosedNot disclosedNot disclosed
2022 to Dec 31, 2022112$16.9M$12.7M119.6%$14.3MNot disclosedNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)

+22 more service providers

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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

9 dated events on the change ledger, latest first
  • Holding in a pooled vehicle ended
    2023-12-31source
  • Holding in a pooled vehicle started
    2023-12-31source
  • Holding in a pooled vehicle started
    2023-12-31source

+6 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

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+5 connections on the graph

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