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
Southern Connecticut Vascular Center Cash Balance Plan
Corporate pensionStratford, CT
Assets
n/a
Total assets, Aug 31, 2023 reported
Funded
100.0%
Jan 1, 2022
Private markets target
n/a
policy Dec 31, 2022
Commitments
1
none on the tape
Plan sponsor: Southern Connecticut Vascular Center, LLC
Allocation policy
Form 5500, as of Dec 31, 2022
Actual allocation lines without a target (as filed)
- Insurance company general account 99.0%
- Registered investment companies 0.0%
Consultants and advisers
1 firms
- Intac Actuarial Services, Inc. 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
1 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, 2022 | Massmutual US Govt Mny Mkt R5separate account | Mass Mutual Life Insurance Company | Pooled vehicles | $1,610 held | Disclosed holding | askebsa.dol.gov |
Size and funding
17 readings
Plan assets
Funded ratio
Funding target
Discount rate
Investment management fees
Form 5500 filings
2 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2023 to Aug 31, 2023 | 124 | n/a | n/a | n/a | $0 | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 136 | $5.2M | $4.7M | 100.0% | $6.6M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Intac Actuarial Services Inc codes 13 PY2023
- Separate Account Scai Sched. D P PY2023
- Intac Actuarial Services Inc codes 13 PY2022
- Separate Account Scai Sched. D P $1,610 PY2022
- Intac Actuarial Services, Inc. codes 11 PY2022
What changed
1 events
- Aug 31, 2023Assets changedSouthern Connecticut Vascular Center Cash Balance Plan total assets $7M -> $0 (-100.0%, 2022-12-31 to 2023-08-31)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 061615623-002
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.