The Frozen Pension Plan and Trust for the Employees of Bronxcare Health System
Corporate pension, based in Bronx, New York, reporting $2.5M in assets, for 623 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, The 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).
1 more dated event
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
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Capital path
who backs this record, through what, into what; each name opens its own path- Principal Trust Co.2 commitments
- Principal Trust Co.2 commitments
Relationship network
5 connected entities2 observed commitments2 repeat counterpartiescommitments 2022 to 2023
From board minutes, annual reports, Form 5500 filings and public records of commitments, consultants and staff in the allocator graph. Commitment amounts are those the allocator disclosed; many are not printed, and none is estimated.
- Sponsor
- Fund or vehicle
- Service provider
- Organization
›How strength and recency are read
Managers, funds and consultants are read from the commitments: three or more is a strong observed relationship, two a repeat counterparty. No consultant link is marked current on the source, so none is labelled current or former here. Related plans, people and plan service providers are ordered by what the filing shows.
Darker lines were active in the last 24 months or are current; lighter lines are older or undated.
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
Allocation policy
- Partnership/joint venture interests 4.8%
- Registered investment companies 79.1%
Consultants and advisers
- Principal Trust Co. Trusteethrough Dec 31, 2022 Form 5500
- Massa & Associates, Inc. Actuarythrough Dec 31, 2022 Form 5500
People
Manager roster
- Principal Trust Co.2 rows, latest Dec 31, 2023
What changed
- 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)
+1 more dated event
Every name, record and relationship behind this count, with the source on each.
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Commitments
| 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
Form 5500 filings
| 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 | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 707 | $31.4M | $33.5M | 92.2% | $27.5M | $7.8M | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 786 | $41.2M | $37.4M | 104.2% | $31.4M | $3.1M | Not disclosed | Not disclosed |
- Principal Trust Co. codes 21 $20,601 PY2024
- Principal Trust Co. Sched. D C PY2024
- Massa & Associates, Inc. codes 11 PY2024
+6 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Record history
- Total assets changed2024-12-31source on record
- Funded status changed2024-01-01source on record
- Total assets changed2024-01-01source on record
+3 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
+3 connections on the graph
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