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
Retirement Plan for Licensed Practical Nurses of Samaritan Medical Center & Samaritan - Keep Nursing Home, Inc.
Corporate pensionWatertown, NY
Assets
$10.5M
Total assets, Dec 31, 2024 reported
Funded
86.6%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
1
none on the tape
Plan sponsor: Samaritan Medical Center
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Registered investment companies 99.6%
Consultants and advisers
2 firms
- Transamerica Retirement Solutions Actuarythrough Dec 31, 2022 Form 5500
- Bpas Actuarial and Pension Services Actuarythrough 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
- Transamerica1 rows, latest Dec 31, 2023
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, 2023 | Transamerica Collective Trust Fundscollective trust | Transamerica | Pooled vehicles | $425,817 held | Disclosed holding | askebsa.dol.gov |
Size and funding
30 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 | 268 | $10.8M | $9.7M | 86.6% | $10.5M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 300 | $10.2M | $9.9M | 85.5% | $10.8M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 311 | $13.6M | $9.4M | 104.9% | $10.2M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Transamerica Retirement Solutions codes 11 12 15 28 38 50 59 61 62 63 64 PY2024
- National Financial Services codes 33 71 PY2024
- Transamerica Collective Trust Funds Sched. D C PY2024
- Bpas Actuarial & Pension Services codes 11 PY2024
- National Integrity Life Insurance codes 13 50 $473,846 PY2023
- National Financial Services codes 33 71 PY2023
- Transamerica Retirement Solutions codes 11 12 15 28 38 50 59 61 62 63 64 PY2023
- Transamerica Collective Trust Funds Sched. D C $425,817 PY2023
- Bpas Actuarial & Pension Services codes 11 PY2023
- Transamerica Retirement Solutions codes 11 12 15 28 38 50 59 61 62 63 64 PY2022
- National Financial Services codes 33 71 PY2022
- Transamerica Collective Trust Funds Sched. D C PY2022
- Bpas Actuarial & Pension Services codes 11 PY2022
What changed
2 events
- Jan 1, 2023Funded status changedRetirement Plan for Licensed Practical Nurses of Samaritan Medical Center & Samaritan - Keep Nursing Home, Inc. funded ratio 104.9% -> 85.5% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedRetirement Plan for Licensed Practical Nurses of Samaritan Medical Center & Samaritan - Keep Nursing Home, Inc. plan assets $14M -> $10M (-25.1%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 150533577-002
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.