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
West Florida Medical Associates, P.A. Cash Balance Pension Plan
Corporate pensionBeverly Hills, FL
Assets
$9.2M
Total assets, Dec 31, 2024 reported
Funded
87.8%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
3
none on the tape
Plan sponsor: West Florida Medical Associates, P.A.
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Insurance company general account 0.1%
- Registered investment companies 98.8%
Consultants and advisers
2 firms
- Futureplan by Ascensus Actuarythrough Dec 31, 2023 Form 5500
- Ascensus 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
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 | Vangrd Lifestat Cns Gr Fd Invseparate account | Voya Retirement Insurance and Annuity Company | Pooled vehicles | $9,063 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Vangrd Lifestat Cns Gr Fd Invseparate account | Voya Retirement Insurance and Annuity Company | Pooled vehicles | $9,002 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Vangrd Lifestat Cns Gr Fd Invseparate account | Voya Retirement Insurance and Annuity Company | Pooled vehicles | $9,022 held | Disclosed holding | askebsa.dol.gov |
Size and funding
33 readings
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 | 176 | $8.5M | $9.7M | 87.8% | $9.2M | $0 | $0 | $0 |
| 2023 to Dec 31, 2023 | 165 | $6.6M | $8.2M | 80.6% | $8.5M | $0 | $0 | $0 |
| 2022 to Dec 31, 2022 | 151 | $7.5M | $6.7M | 111.3% | $6.6M | $0 | $0 | $0 |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Vangrd Lifestat Cns Gr Fd Inv Sched. D P $9.1M PY2024
- Voya Fixed Account(4062) Sched. D P $9,063 PY2024
- Futureplan by Ascensus codes 11 PY2024
- Vangrd Lifestat Cns Gr Fd Inv Sched. D P $7.3M PY2023
- Voya Fixed Account(4062) Sched. D P $9,002 PY2023
- Futureplan by Ascensus codes 11 PY2023
- Voya Fixed Account(4062) Sched. D P $9,022 PY2022
- Vangrd Lifestat Cns Gr Fd Inv Sched. D P $6.4M PY2022
- Ascensus, LLC codes 11 PY2022
What changed
5 events
- Jan 1, 2024Funded status changedWest Florida Medical Associates, P.A. Cash Balance Pension Plan funded ratio 80.6% -> 87.8% (2023-01-01 to 2024-01-01)
- Jan 1, 2024Assets changedWest Florida Medical Associates, P.A. Cash Balance Pension Plan plan assets $7M -> $9M (+28.1%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Assets changedWest Florida Medical Associates, P.A. Cash Balance Pension Plan total assets $7M -> $9M (+28.6%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedWest Florida Medical Associates, P.A. Cash Balance Pension Plan funded ratio 111.3% -> 80.6% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedWest Florida Medical Associates, P.A. Cash Balance Pension Plan plan assets $7M -> $7M (-11.1%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 593411454-003
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.