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
Dimensions Health Corporation Pension Plan
Corporate pensionLinthicum, MD
Assets
$6.7M
Total assets, Dec 31, 2023 reported
Funded
115.8%
Jan 1, 2023
Private markets target
n/a
policy Dec 31, 2023
Commitments
0
none on the tape
Plan sponsor: University of Maryland Medical System Corporation
Allocation policy
Form 5500, as of Dec 31, 2023
Actual allocation lines without a target (as filed)
- Interest-bearing cash 1.7%
- Partnership/joint venture interests 7.4%
- Registered investment companies 90.9%
Consultants and advisers
4 firms
- Brown Advisory Investment adviser (plan)through Dec 31, 2022 Form 5500
- NEW England Pension Consultants Investment adviser (plan)through Dec 31, 2022 Form 5500
- Wilmington Trust Trusteethrough Dec 31, 2022 Form 5500
- Mercer Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
9 managers on Schedule C
From Schedule C (investment management, code 28)
- Voya Financial, Incplan years 2022
- Fidelity Investmentsplan years 2022
- Boston Partners Global Investorsplan years 2022
- Garcia Hamilton & Associates, L.P.plan years 2022
- NCS Group Trust International Fundplan years 2022
- Earnest Partnersplan years 2022
- DF Dent & Co.plan years 2022
- Rhumbline Advisers Corpplan years 2022
- Wellington Managementplan years 2022
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
22 readings
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 Dec 31, 2023 | 1,993 | $214M | $203M | 115.8% | $6.7M | $494,326 | n/a | n/a |
| 2022 to Dec 31, 2022 | 1,857 | $264M | $199M | 128.1% | $214M | $149M | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Fidelity Management Trust Co. codes 28 51 $191,914 PY2023
- Brown Advisory, LLC codes 27 50 $79,643 PY2023
- Wilmington Trust Company codes 21 50 $38,630 PY2023
- Boston Partners Global Investors codes 28 51 $32,204 PY2023
- Wellington Management Company, LLP codes 28 51 $11,590 PY2023
- Mercer codes 11 PY2023
- Brown Advisory, LLC codes 27 50 $92,816 PY2022
- Voya Financial, Inc codes 28 51 $81,125 PY2022
- Fidelity Management Trust Co. codes 28 51 $72,023 PY2022
- Wilmington Trust Company codes 21 50 $51,354 PY2022
- Boston Partners Global Investors codes 28 51 $35,806 PY2022
- Garcia Hamilton & Associates, LP codes 28 51 $34,016 PY2022
- NCS Group Trust International Fund codes 28 51 $31,592 PY2022
- Earnest Partners LLC codes 28 51 $27,904 PY2022
- Wellington Management Company, LLP codes 28 51 $23,922 PY2022
- DF Dent & Company, Inc. codes 28 51 $23,269 PY2022
- New England Pension Consultants LLC codes 27 50 $14,237 PY2022
- Rhumbline Advisers codes 28 51 $5,646 PY2022
- Mercer codes 11 PY2022
What changed
10 events
- Dec 31, 2023Manager relationship endedinferenceDF Dent & Company, Inc. no longer appears on Dimensions Health Corporation Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with DF Dent & Co.askebsa.dol.gov
- Dec 31, 2023Consultant changedinferenceNew England Pension Consultants LLC no longer appears on Dimensions Health Corporation Pension Plan's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)with NEW England Pension Consultantsaskebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceVoya Financial, Inc no longer appears on Dimensions Health Corporation Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Voya Financial, Incaskebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceNCS Group Trust International Fund no longer appears on Dimensions Health Corporation Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with NCS Group Trust International Fundaskebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceEarnest Partners LLC no longer appears on Dimensions Health Corporation Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Earnest Partnersaskebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceGarcia Hamilton & Associates, LP no longer appears on Dimensions Health Corporation Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Garcia Hamilton & Associates, L.P.askebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceRhumbline Advisers no longer appears on Dimensions Health Corporation Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Rhumbline Advisers Corpaskebsa.dol.gov
- Dec 31, 2023Assets changedDimensions Health Corporation Pension Plan total assets $214M -> $7M (-96.9%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedDimensions Health Corporation Pension Plan funded ratio 128.1% -> 115.8% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedDimensions Health Corporation Pension Plan plan assets $264M -> $214M (-18.9%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 521362793-007
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.