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 Brookdale University Hospital and Medical Center Employees' Retirement Plan
Corporate pensionBrooklyn, NY
Assets
$115M
Total assets, Dec 31, 2024 reported
Funded
82.9%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: The Brookdale University Hospital and Medical Center
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Registered investment companies 99.0%
Consultants and advisers
4 firms
- Nepc, LLC General consultantthrough Dec 31, 2023 Form 5500
- Onedigital Pension consultantthrough Dec 31, 2022 Form 5500
- Transamerica Retirement Solutions Actuarythrough Dec 31, 2022 Form 5500
- Transamerica Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
No manager relationship is on the tape for this allocator.
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
33 readings
Investment management fees
$77,573 (2023-12) · $50,000 (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 | 1,616 | $114M | $139M | 82.9% | $115M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 1,649 | $103M | $139M | 80.0% | $114M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 1,680 | $130M | $137M | 88.9% | $103M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Transamerica Retirement Solutions codes 11 12 15 28 38 50 59 61 62 63 64 $196,845 PY2024
- Nepc, LLC codes 16 50 $147,239 PY2024
- Davis & Gilbert codes 29 50 $68,625 PY2024
- National Financial Services codes 33 71 PY2024
- Transamerica codes 11 PY2024
- Transamerica Retirement Solutions codes 11 12 15 28 38 50 59 61 62 63 64 $143,275 PY2023
- Nepc, LLC codes 16 50 $77,573 PY2023
- National Financial Services codes 33 71 PY2023
- Transamerica codes 11 PY2023
- Transamerica Retirement Solutions codes 11 12 15 28 38 50 59 61 62 63 64 $219,306 PY2022
- Resources Investment Advisors, LLC codes 17 50 $50,000 PY2022
- National Financial Services codes 33 71 PY2022
- Transamerica codes 11 PY2022
What changed
7 events
- Jan 1, 2024Funded status changedThe Brookdale University Hospital and Medical Center Employees' Retirement Plan funded ratio 80.0% -> 82.9% (2023-01-01 to 2024-01-01)
- Jan 1, 2024Assets changedThe Brookdale University Hospital and Medical Center Employees' Retirement Plan plan assets $103M -> $114M (+11.1%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Consultant changedinferenceNepc, LLC appears on The Brookdale University Hospital and Medical Center Employees' Retirement Plan's Schedule C as general consultant (plan year 2023 vs 2022)with Nepc, LLCaskebsa.dol.gov
- Dec 31, 2023Consultant changedinferenceResources Investment Advisors, LLC no longer appears on The Brookdale University Hospital and Medical Center Employees' Retirement Plan's Schedule C as pension consultant (plan year 2023 vs 2022)with Onedigitalaskebsa.dol.gov
- Dec 31, 2023Assets changedThe Brookdale University Hospital and Medical Center Employees' Retirement Plan total assets $103M -> $114M (+11.1%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedThe Brookdale University Hospital and Medical Center Employees' Retirement Plan funded ratio 88.9% -> 80.0% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedThe Brookdale University Hospital and Medical Center Employees' Retirement Plan plan assets $130M -> $103M (-21.3%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 111631746-001
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.