Northwell Health Pension Plan
Corporate pension, based in Westbury, New York, reporting $2.8B in assets, for 43,737 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, Aksia LLC appears on Northwell Health Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023).
6 more advisers, 7 more commitments and 37 more dated events
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- Jennison Growth Equity Fund3 commitments
- Prin Intl Equity Index Sa-Z1 commitment
- Prin Ldi Intrm Dur Sep Acct-Z1 commitment
- Principal7 commitments
- Jennison Associates3 commitments
Relationship network
62 connected entities10 observed commitments3 repeat counterpartiescommitments 2022 to 2024
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.
Some relationships on this record are counted rather than named here. They open with the full profile.
Click any name or line for the commitments and sources behind it. Line weight is commitments together; dashed lines are inferred.
- 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
- Interest-bearing cash 2.5%
- Corporate debt instruments (other) 5.4%
- U.S. Government securities 14.4%
- Other investments 39.6%
- Common/collective trusts 2.2%
- Registered investment companies 21.8%
- Common stock 11.5%
Consultants and advisers
- Edgewood Management LLC Investment adviser (plan)through Dec 31, 2023 Form 5500
- Goldman Sachs Assei Mgmt. LLC General consultantthrough Dec 31, 2023 Form 5500
- Rocaton Investment Advisors LLC Pension consultantthrough Dec 31, 2023 Form 5500
+6 more consultants and advisers advise this allocator
Every name, record and relationship behind this count, with the source on each.
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People
Manager roster
- Principal7 rows, latest Dec 31, 2022
- Jennison Associates3 rows, latest Dec 31, 2024
- Nisa Investment Advisors, LLCplan years 2024
- Raith Capital Partners, LLCplan years 2024
- Riverbridge Partnersplan years 2024
+27 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
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What changed
- Dec 31, 2024Manager relationship startedAksia LLC appears on Northwell Health Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Askia LLCaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceSweetwater Capital no longer appears on Northwell Health Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Sweetwater Capitalaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedMeketa Investment Group appears on Northwell Health Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Meketa Investment Group Inc.askebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceShenkman Capital Mgmt. no longer appears on Northwell Health Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Shenkman Capital Management Incaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceHL Investment Mgmt. no longer appears on Northwell Health Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with HL Investment Mgmt.askebsa.dol.gov
+37 more dated events
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, 2024 | Jennison Growth Equity Fundcollective trust | Jennison Associates | Venture | $62.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Jennison Growth Equity Fundcollective trust | Jennison Associates | Venture | $62.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Jennison Growth Equity Fundcollective trust | Jennison Associates | Venture | $57.2M held | Disclosed holding | askebsa.dol.gov |
+7 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
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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 | 43,737 | $2.7B | $2.6B | 95.6% | $2.8B | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 44,319 | $2.5B | $2.4B | 103.8% | $2.7B | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 1,786 | $204M | $186M | 104.7% | $2.5B | Not disclosed | Not disclosed | Not disclosed |
- Blackstone codes 28 $1.8M PY2024
- Towers Watson codes 11 $1.0M PY2024
- Northern Trust Company codes 21 $751,400 PY2024
+87 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Northwell Health Pension Plan sits on 4 traced paths of capital across the graphs.
DFX traced 4 paths of capital through this record
Every record on each path, what it committed or lent, and as of when.
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Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.
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Record history
- Manager relationship ended2024-12-31source on record
- Manager relationship ended2024-12-31source on record
- Consultant changed2024-12-31source on record
+39 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
+40 connections on the graph
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