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
Cape Regional Health System, Inc. Pension Plan
Corporate pensionCape May Court House, NJ
Assets
$66.0M
Total assets, Dec 31, 2024 reported
Funded
86.2%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
3
none on the tape
Plan sponsor: Cooper University Hospital Cape Regional
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Other investments 21.1%
- Registered investment companies 77.2%
Consultants and advisers
2 firms
- SEI Investment Company Trusteethrough Dec 31, 2022 Form 5500
- Buck Global, LLC Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
2 managers on the commitment tape
From the plan’s own commitment disclosures
- SEI Structrued Credit Collective Fd1 rows, latest Dec 31, 2024
- SEI Core Property Collective Fund1 rows, latest Dec 31, 2024
Commitments
3 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, 2024 | SEI Structured Credit Collective Fdcollective trust | SEI Structrued Credit Collective Fd | Private credit | $4.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | SEI Core Property Collective Inv Trcollective trust | SEI Core Property Collective Fund | Real estate | $4.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | SEI Special Situations Collectivecollective trust | SEI Trust Company | Private credit | $5.0M held | Disclosed holding | askebsa.dol.gov |
Size and funding
33 readings
Investment management fees
$381,520 (2023-12) · $374,420 (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 | 1,021 | $63.4M | $74.9M | 86.2% | $66.0M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 1,041 | $59.4M | $75.7M | 86.3% | $63.8M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 1,051 | $71.8M | $74.8M | 91.4% | $59.7M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- SEI Investments Company codes 21 50 $396,004 PY2024
- Buck Global, LLC codes 11 17 50 $105,329 PY2024
- Grant Thornton, LLP codes 10 50 PY2024
- SEI Special Situations Collective F Sched. D C $5.0M PY2024
- SEI Structured Credit Collective Fu Sched. D C $4.9M PY2024
- SEI Core Property Collective Invest Sched. D C $4.1M PY2024
- Buck Global, LLC codes 11 PY2024
- SEI Investments Company codes 21 50 $381,520 PY2023
- Buck Global, LLC codes 11 17 50 $141,106 PY2023
- Grant Thornton, LLP codes 10 50 PY2023
- Buck Global, LLC codes 11 PY2023
- SEI Investments Company codes 21 50 $374,420 PY2022
- Buck Global, LLC codes 11 17 50 $101,172 PY2022
- Grant Thornton, LLP codes 10 50 $12,600 PY2022
- Buck Global, LLC codes 11 PY2022
What changed
2 events
- Jan 1, 2023Funded status changedCape Regional Health System, Inc. Pension Plan funded ratio 91.4% -> 86.3% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedCape Regional Health System, Inc. Pension Plan plan assets $72M -> $59M (-17.4%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 222629594-009
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.