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
ST. Lukes-Roosevelt Hospital Center Employees' Pension Plan
Corporate pensionNEW York, NY
Assets
$140M
Total assets, Dec 31, 2024 reported
Funded
86.6%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: ST. Lukes-Roosevelt Hospital Center
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 10.5%
- Corporate debt instruments (other) 46.1%
- U.S. Government securities 19.6%
- Other investments 1.1%
- Partnership/joint venture interests 3.6%
- Registered investment companies 11.9%
Consultants and advisers
3 firms
- Blackrock Financial Management, Inc Trusteethrough Dec 31, 2022 Form 5500
- Willis Towers Watson US LLC Actuarythrough Dec 31, 2022 Form 5500
- Prime Buchholz LLC Trusteethrough 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
$342,962 (2023-12) · $277,521 (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 | 2,509 | $139M | $154M | 86.6% | $140M | $5.0M | $0 | $0 |
| 2023 to Dec 31, 2023 | 2,538 | $131M | $156M | 83.6% | $143M | $2.7M | $0 | $0 |
| 2022 to Dec 31, 2022 | 2,585 | $177M | $156M | 101.2% | $131M | $2.4M | $0 | $0 |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Willis Towers Watson US LLC codes 11 50 $389,674 PY2024
- Blackrock Financial Management Inc. codes 21 50 51 $193,217 PY2024
- Principal Financial Group codes 26 50 $128,218 PY2024
- Prime, Buchholz & Associates codes 21 50 51 $107,183 PY2024
- Wiss & Company, LLP codes 10 50 $26,000 PY2024
- Willis Towers Watson US LLC codes 11 PY2024
- Blackrock Financial Management Inc. codes 21 50 51 $317,589 PY2023
- Willis Towers Watson US LLC codes 11 50 $303,801 PY2023
- Prime, Buchholz & Associates codes 21 50 51 $106,565 PY2023
- Principal Financial Group codes 26 50 $81,592 PY2023
- Wiss & Company, LLP codes 10 50 $25,000 PY2023
- Willis Towers Watson US LLC codes 11 PY2023
- Willis Towers Watson US LLC codes 11 50 $347,135 PY2022
- Blackrock Financial Management Inc. codes 21 50 51 $273,225 PY2022
- Prime, Buchholz & Associates codes 21 50 51 $124,399 PY2022
- Principal Financial Group codes 26 50 $80,386 PY2022
- Wiss & Company, LLP codes 10 50 $23,000 PY2022
- Willis Towers Watson US LLC codes 11 PY2022
What changed
3 events
- Jan 1, 2024Funded status changedST. Lukes-Roosevelt Hospital Center Employees' Pension Plan funded ratio 83.6% -> 86.6% (2023-01-01 to 2024-01-01)
- Jan 1, 2023Funded status changedST. Lukes-Roosevelt Hospital Center Employees' Pension Plan funded ratio 101.2% -> 83.6% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedST. Lukes-Roosevelt Hospital Center Employees' Pension Plan plan assets $177M -> $131M (-26.3%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 132997301-001
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.