DFX Intelligence
Allocator Intelligence
The capital-owner graph behind private markets. Who owns the capital, who decides, how much, under what policy, on whose advice, to which managers, and what changed, with a source and a date behind every row. A target is never an actual, a disclosed holding is never an approval, and an estimate says so.
Corporate pension
The Frozen Pension Plan and Trust for the Employees of Bronxcare Health System
Corporate pensionBronx, NY
Assets
$2.5M
Total assets, Dec 31, 2024 reported
Funded
100.0%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
2
none on the tape
Plan sponsor: Bronxcare Health System
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Partnership/joint venture interests 4.8%
- Registered investment companies 79.1%
Consultants and advisers
2 firms
- Principal Trust Co. Trusteethrough Dec 31, 2022 Form 5500
- Massa & Associates, Inc. Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on the commitment tape
From the plan’s own commitment disclosures
- Principal Trust Co.2 rows, latest Dec 31, 2023
Commitments
2 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2023 | Principal Trust Co.collective trust | Principal Trust Co. | Pooled vehicles | $627,648 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Principal Trust Co.collective trust | Principal Trust Co. | Pooled vehicles | $544,272 held | Disclosed holding | askebsa.dol.gov |
Size and funding
33 readings
Investment management fees
$48,262 (2023-12) · $50,807 (2022-12)
Form 5500 filings
3 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Dec 31, 2024 | 623 | $27.5M | $27.5M | 100.0% | $2.5M | $121,678 | n/a | n/a |
| 2023 to Dec 31, 2023 | 707 | $31.4M | $33.5M | 92.2% | $27.5M | $7.8M | n/a | n/a |
| 2022 to Dec 31, 2022 | 786 | $41.2M | $37.4M | 104.2% | $31.4M | $3.1M | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Principal Trust Co. codes 21 $20,601 PY2024
- Principal Trust Co. Sched. D C PY2024
- Massa & Associates, Inc. codes 11 PY2024
- Principal Trust Co. codes 21 $48,262 PY2023
- Principal Trust Co. Sched. D C $627,648 PY2023
- Massa & Associates, Inc. codes 11 PY2023
- Principal Trust Co. codes 21 $50,807 PY2022
- Principal Trust Co. Sched. D C $544,272 PY2022
- Massa & Associates, Inc. codes 11 PY2022
What changed
6 events
- Dec 31, 2024Assets changedThe Frozen Pension Plan and Trust for the Employees of Bronxcare Health System total assets $28M -> $3M (-90.8%, 2023-12-31 to 2024-12-31)
- Jan 1, 2024Funded status changedThe Frozen Pension Plan and Trust for the Employees of Bronxcare Health System funded ratio 92.2% -> 100.0% (2023-01-01 to 2024-01-01)
- Jan 1, 2024Assets changedThe Frozen Pension Plan and Trust for the Employees of Bronxcare Health System plan assets $31M -> $28M (-12.3%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Assets changedThe Frozen Pension Plan and Trust for the Employees of Bronxcare Health System total assets $31M -> $28M (-12.3%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedThe Frozen Pension Plan and Trust for the Employees of Bronxcare Health System funded ratio 104.2% -> 92.2% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedThe Frozen Pension Plan and Trust for the Employees of Bronxcare Health System plan assets $41M -> $31M (-23.8%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 131974191-001
Cross-graph: no entry on another DFX graph
First observed Sep 15, 2026, last observed Sep 15, 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.