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

Newyork-Presbyterian Brooklyn Methodist Hospital Employees' Retirement Plan

Corporate pensionNew York, NY
Assets
n/a
Total assets, Dec 31, 2023 reported
Funded
101.7%
Jan 1, 2023
Private markets target
n/a
policy Dec 31, 2022
Commitments
0
none on the tape
Plan sponsor: The New York and Presbyterian Hospital
Allocation policy
Form 5500, as of Dec 31, 2022
Actual allocation lines without a target (as filed)
  • Master trust investment accounts 100.0%
Consultants and advisers
4 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on Schedule C
From Schedule C (investment management, code 28)
Commitments
No fund commitments are on the tape for this allocator. The tape holds the plans that publish their own private-markets reports; a plan that publishes one and is not here is a gap we can close.
Size and funding
21 readings
Total assets
$0 Dec 31, 2023 reported Form 5500
$235M (2022-12)
Plan assets
$234M Jan 1, 2023 reported Form 5500
$276M (2022-01)
Net assets
$0 Dec 31, 2023 reported Form 5500
$234M (2022-12)
Funded ratio
101.7% Jan 1, 2023 reported Form 5500
106.6% (2022-01)
Funding target
$227M Jan 1, 2023 reported Form 5500
$207M (2022-01)
Discount rate
5.04% Jan 1, 2023 reported Form 5500
5.41% (2022-01)
Participants
3,678 Jan 1, 2023 reported Form 5500
3,560 (2022-01)
Contributions
$0 Dec 31, 2023 reported Form 5500
$0 (2022-12)
Benefits paid
$14.8M Dec 31, 2023 reported Form 5500
$15.2M (2022-12)
Net investment income
$1.6M Dec 31, 2023 reported Form 5500
$-42.0M (2022-12)
Investment management fees
$461,450 Dec 31, 2023 reported Form 5500
Form 5500 filings
2 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2023 to Dec 31, 20233,678$234M$227M101.7%$0n/a$0n/a
2022 to Dec 31, 20223,560$276M$207M106.6%$235Mn/a$235Mn/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
5 events
  • Dec 31, 2023Manager relationship started
    Towers Watson appears on Newyork-Presbyterian Brooklyn Methodist Hospital Employees' Retirement Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with Towers Watson Investment Services,askebsa.dol.gov
  • Dec 31, 2023Consultant changedinference
    Conduent appears on Newyork-Presbyterian Brooklyn Methodist Hospital Employees' Retirement Plan's Schedule C as pension consultant (plan year 2023 vs 2022)
    with Conduent Incorporatedaskebsa.dol.gov
  • Dec 31, 2023Assets changed
    Newyork-Presbyterian Brooklyn Methodist Hospital Employees' Retirement Plan total assets $235M -> $0 (-100.0%, 2022-12-31 to 2023-12-31)
  • Jan 1, 2023Funded status changed
    Newyork-Presbyterian Brooklyn Methodist Hospital Employees' Retirement Plan funded ratio 106.6% -> 101.7% (2022-01-01 to 2023-01-01)
  • Jan 1, 2023Assets changed
    Newyork-Presbyterian Brooklyn Methodist Hospital Employees' Retirement Plan plan assets $276M -> $234M (-15.2%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 133957095-008
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.