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

NEW York Anesthesiology Medical Specialties, PC Pension Plan

Corporate pensionN. Syracuse, NY

Assets

$10.4M

Total assets, Dec 31, 2024 reported

Funded

93.8%

Jan 1, 2024

Private markets target

n/a

policy Dec 31, 2024

Commitments

none on the tape

Plan sponsor: NEW York Anesthesiology Medical Specialties, PC

Allocation policy

Form 5500, as of Dec 31, 2024

Actual allocation lines without a target (as filed)

Registered investment companies 96.5%

Consultants and advisers

2 firms

Bpas Actuarial and Pension Services Actuarythrough Dec 31, 2022 Form 5500
Benefit Plans Administrative Servic Custodianthrough Dec 31, 2022 Form 5500

People

No investment staff or executives have been read for this allocator yet.

Manager roster

1 managers on the commitment tape

From the plan’s own commitment disclosures

Western Asset Mgmt Company, LLC2 rows, latest Dec 31, 2023

Commitments

12 rows, 0 dated closings

Disclosed holdings (from the plan’s performance or holdings report, as of the report date)

Date	Fund	Manager	Bucket	Amount	Status	Source
as of Dec 31, 2023	Hb&t Blackrock Lc Equity Index Rcollective trust	Hand Benefits & Trust	Public equity	$1.7M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Hb&t Blackrock Mc Equity Index Rcollective trust	Hand Benefits & Trust	Public equity	$521,611 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Hb&t Blackrock Sc Equity Index Rcollective trust	Hand Benefits & Trust	Public equity	$370,238 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Hb&t Blackrock US Agg Bond Index Rcollective trust	Hand Benefits & Trust	Fixed income	$753,061 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Hb&t Blackrock Sh Term Bond Index Rcollective trust	Hand Benefits & Trust	Fixed income	$255,708 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Western Asset Core Plus Bond Cif R2collective trust	Western Asset Mgmt Company, LLC	Fixed income	$755,059 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Hb&t Blackrock Lc Equity Index Rcollective trust	Hand Benefits & Trust	Public equity	$1.3M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Hb&t Blackrock Mc Equity Index Rcollective trust	Hand Benefits & Trust	Public equity	$406,930 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Hb&t Blackrock Sc Equity Index Rcollective trust	Hand Benefits & Trust	Public equity	$279,739 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Hb&t Blackrock US Agg Bond Index Rcollective trust	Hand Benefits & Trust	Fixed income	$536,884 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Hb&t Blackrock Sh Term Bond Index Rcollective trust	Hand Benefits & Trust	Fixed income	$165,151 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Western Asset Core Plus Bond Cif R2collective trust	Western Asset Mgmt Company, LLC	Fixed income	$537,244 held	Disclosed holding	askebsa.dol.gov

Size and funding

33 readings

Total assets

$10.4M Dec 31, 2024 reported Form 5500

$8.6M (2023-12) · $6.8M (2022-12)

Plan assets

$8.6M Jan 1, 2024 reported Form 5500

$6.7M (2023-01) · $6.6M (2022-01)

Net assets

$10.4M Dec 31, 2024 reported Form 5500

$8.6M (2023-12) · $6.8M (2022-12)

Funded ratio

93.8% Jan 1, 2024 reported Form 5500

89.7% (2023-01) · 125.7% (2022-01)

Funding target

$9.2M Jan 1, 2024 reported Form 5500

$7.5M (2023-01) · $5.3M (2022-01)

Discount rate

4.98% Jan 1, 2024 reported Form 5500

5.08% (2023-01) · 5.25% (2022-01)

Participants

146 Jan 1, 2024 reported Form 5500

142 (2023-01) · 150 (2022-01)

Contributions

$1.1M Dec 31, 2024 reported Form 5500

$1.1M (2023-12) · $1.3M (2022-12)

Benefits paid

$23,239 Dec 31, 2024 reported Form 5500

$52,996 (2023-12) · $87,603 (2022-12)

Net investment income

$1.7M Dec 31, 2024 reported Form 5500

$1.8M (2023-12) · $137,327 (2022-12)

Investment management fees

$20,740 Dec 31, 2024 reported Form 5500

$15,567 (2023-12) · $13,596 (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	146	$8.6M	$9.2M	93.8%	$10.4M	n/a	n/a	n/a
2023 to Dec 31, 2023	142	$6.7M	$7.5M	89.7%	$8.6M	n/a	n/a	n/a
2022 to Dec 31, 2022	150	$6.6M	$5.3M	125.7%	$6.8M	n/a	n/a	n/a

Service providers and investment entities as filed (Schedule C and D, latest year first)

Benefit Plans Administrative Servic codes 19 $20,740 PY2024
Bpas Actuarial & Pension Services codes 11 17 50 70 $20,520 PY2024
Bowers & Company CPAS, PLLC codes 10 50 $10,300 PY2024
Hb&t Blackrock Sc Equity Index R Sched. D C PY2024
Hb&t Blackrock Lc Equity Index R Sched. D C PY2024
Hb&t Blackrock Mc Equity Index R Sched. D C PY2024
Hb&t Blackrock US Agg Bond Index R Sched. D C PY2024
Hb&t Blackrock Sh Term Bond Index R Sched. D C PY2024
Western Asset Core Plus Bond Cif R2 Sched. D C PY2024
Bpas Actuarial & Pension Services codes 11 PY2024
Bpas Actuarial & Pension Services codes 11 17 50 70 $20,790 PY2023
Benefit Plans Administrative Servic codes 19 $15,567 PY2023
Bowers & Company CPAS, PLLC codes 10 50 $8,500 PY2023
Hb&t Blackrock Lc Equity Index R Sched. D C $1.7M PY2023
Hb&t Blackrock Mc Equity Index R Sched. D C $521,611 PY2023
Hb&t Blackrock Sc Equity Index R Sched. D C $370,238 PY2023
Hb&t Blackrock US Agg Bond Index R Sched. D C $753,061 PY2023
Hb&t Blackrock Sh Term Bond Index R Sched. D C $255,708 PY2023
Western Asset Core Plus Bond Cif R2 Sched. D C $755,059 PY2023
Bpas Actuarial & Pension Services codes 11 PY2023
Bpas Actuarial & Pension Services codes 11 17 50 70 $23,550 PY2022
Benefit Plans Administrative Servic codes 19 $13,596 PY2022
Hb&t Blackrock Sh Term Bond Index R Sched. D C $165,151 PY2022
Hb&t Blackrock Lc Equity Index R Sched. D C $1.3M PY2022
Western Asset Core Plus Bond Cif R2 Sched. D C $537,244 PY2022
Hb&t Blackrock Mc Equity Index R Sched. D C $406,930 PY2022
Hb&t Blackrock Sc Equity Index R Sched. D C $279,739 PY2022
Hb&t Blackrock US Agg Bond Index R Sched. D C $536,884 PY2022
Bpas Actuarial & Pension Services codes 11 PY2022

What changed

5 events

Dec 31, 2024Assets changed
NEW York Anesthesiology Medical Specialties, PC Pension Plan total assets $9M -> $10M (+20.2%, 2023-12-31 to 2024-12-31)
askebsa.dol.gov
Jan 1, 2024Funded status changed
NEW York Anesthesiology Medical Specialties, PC Pension Plan funded ratio 89.7% -> 93.8% (2023-01-01 to 2024-01-01)
askebsa.dol.gov
Jan 1, 2024Assets changed
NEW York Anesthesiology Medical Specialties, PC Pension Plan plan assets $7M -> $9M (+27.5%, 2023-01-01 to 2024-01-01)
askebsa.dol.gov
Dec 31, 2023Assets changed
NEW York Anesthesiology Medical Specialties, PC Pension Plan total assets $7M -> $9M (+27.1%, 2022-12-31 to 2023-12-31)
askebsa.dol.gov
Jan 1, 2023Funded status changed
NEW York Anesthesiology Medical Specialties, PC Pension Plan funded ratio 125.7% -> 89.7% (2022-01-01 to 2023-01-01)
askebsa.dol.gov

Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.

Provenance

Identifiers: EIN-PN 161592210-003

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.