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
Good Samaritan Hospital Pension Plan
Corporate pensionLOS Angeles, CA
Assets
$33.8M
Total assets, Dec 31, 2024 reported
Funded
83.6%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: Good Samaritan Hospital
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 6.4%
- Non-interest-bearing cash 0.0%
- Corporate debt instruments (other) 10.3%
- Corporate debt instruments (preferred) 10.3%
- U.S. Government securities 16.4%
- Other investments 7.4%
- Registered investment companies 16.9%
- Common stock 29.7%
Consultants and advisers
4 firms
- Bank of America Trusteethrough Dec 31, 2023 Form 5500
- Mercer Actuarythrough Dec 31, 2023 Form 5500
- Principal Spectrum Asset Management Trusteethrough Dec 31, 2022 Form 5500
- Willis Towers Watson US LLC Actuarythrough Dec 31, 2022 Form 5500
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)
- Merrill Lynch,pierce,fenner & Smithplan years 2023
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
32 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 | 1,325 | $35.3M | $42.2M | 83.6% | $33.8M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 1,353 | $35.8M | $44.8M | 80.0% | $35.3M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 1,407 | $46.6M | $46.6M | 96.8% | $35.9M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Merrill Lynch, Pierce, Fenner and S codes 28 33 50 51 52 60 62 71 $124,331 PY2024
- Principal Financial Group codes 21 49 50 $114,994 PY2024
- Bank of America codes 21 50 $6,670 PY2024
- Mercer codes 11 PY2024
- Principal Financial Group codes 21 49 50 $145,017 PY2023
- Merrill Lynhc, Pierce, Fenner, and codes 28 33 50 51 52 60 62 71 $84,012 PY2023
- Bank of America codes 21 50 $3,335 PY2023
- Mercer codes 11 PY2023
- Principal Financial Group codes 21 49 50 $87,910 PY2022
- Willis Towers Watson US LLC codes 11 PY2022
What changed
4 events
- Jan 1, 2024Funded status changedGood Samaritan Hospital Pension Plan funded ratio 80.0% -> 83.6% (2023-01-01 to 2024-01-01)
- Dec 31, 2023Manager relationship startedMerrill Lynhc, Pierce, Fenner, and appears on Good Samaritan Hospital Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Merrill Lynch,pierce,fenner & Smithaskebsa.dol.gov
- Jan 1, 2023Funded status changedGood Samaritan Hospital Pension Plan funded ratio 96.8% -> 80.0% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedGood Samaritan Hospital Pension Plan plan assets $47M -> $36M (-23.1%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 951656366-001
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.