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
Hospital Central Services Cooperative, Inc. Pension Plan
Corporate pensionAllentown, PA
Assets
$12.6M
Total assets, Dec 31, 2024 reported
Funded
102.6%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
5
3 managers on Schedule C
Plan sponsor: Hospital Central Services Cooperative, Inc.
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Non-interest-bearing cash 0.4%
- Registered investment companies 99.6%
Consultants and advisers
3 firms
- Conrad Siegel Actuarythrough Dec 31, 2022 Form 5500
- Empower Retirement, LLC Trusteethrough Dec 31, 2022 Form 5500
- Massachusetts Mutual Life Insurance Company Trusteethrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
12 managers on Schedule C
From Schedule C (investment management, code 28)
- MML Investment Advisers, LLCplan years 2024
- Delaware Management Companyplan years 2024
- Blackrock Fund Advisorsplan years 2024
- Massachusetts Financial Services Coplan years 2023
- MML Investment Advisors, LLCplan years 2022
- J.P. Morgan Chase & Coplan years 2022
- Pgim Investments LLCplan years 2022
- Principal Spectrum Asset Managementplan years 2022
- The Vanguard Groupplan years 2022
- Dimensional Fund Advisors, LPplan years 2022
- Fidelity Management & Research Compplan years 2022
- MFS Series Trustplan years 2022
Commitments
5 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, 2024 | Fidelity 500 Indexseparate account | Mass Mutual | Pooled vehicles | $686,089 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Massmutual Mid Cap Growth Iseparate account | Mass Mutual | Pooled vehicles | $212,869 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Fidelity 500 Indexseparate account | Mass Mutual | Pooled vehicles | $1.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Massmutual Mid Cap Growth Iseparate account | Mass Mutual | Pooled vehicles | $186,123 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Fidelity 500 Indexseparate account | Mass Mutual | Pooled vehicles | $409,321 held | Disclosed holding | askebsa.dol.gov |
Size and funding
31 readings
Investment management fees
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 | 411 | $11.7M | $11.7M | 102.6% | $12.6M | $0 | $0 | $0 |
| 2023 to Dec 31, 2023 | 415 | $10.6M | $11.4M | 100.1% | $11.7M | $0 | $0 | $0 |
| 2022 to Dec 31, 2022 | 426 | $13.2M | $10.9M | 109.7% | $10.7M | $0 | $0 | $0 |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Empower Retirement codes 13 21 28 50 52 60 63 64 68 72 $103,074 PY2024
- Principal Global Investors LLC codes 28 52 PY2024
- MML Investment Advisers, LLC codes 28 52 PY2024
- Vanguard Group Inc codes 28 52 PY2024
- Blackrock Advisors, LLC codes 28 52 PY2024
- Fidelity Management & Research Comp codes 28 52 PY2024
- Delaware Management Company codes 28 52 PY2024
- J.P. Morgan Investment Management, codes 28 52 PY2024
- Massachusetts Financial Services Co codes 28 52 PY2024
- Pgim Investments LLC codes 28 52 PY2024
- Select Mid Cap Gr I Sched. D P $227,479 PY2024
- Macquarie Large Cap Growth a Sched. D P $1.4M PY2024
- Blackrock Mid Cap Value Investor a Sched. D P $686,089 PY2024
- Delaware Ivy League Large Cap Gr Fd Sched. D P PY2024
- Vanguard Small-Cap Index Fd Sched. D P $646,366 PY2024
- Fidelity Mid Cap Index Fd Sched. D P $393,135 PY2024
- Fidelity 500 Index Fd Sched. D P $1.3M PY2024
- MFS Intl Diversification Fd a Sched. D P $1.1M PY2024
- Jpmorgan Equity Income Fd R6 Sched. D P $2.4M PY2024
- Massmutual Small Cap Opps I Sched. D P $869,552 PY2024
- Pgim Total Return Bond R6 Sched. D P $3.1M PY2024
- Principal Real Estate Securities Sched. D P $449,655 PY2024
- Conrad Siegel codes 11 PY2024
- Empower Retirement codes 13 21 28 50 52 60 63 64 68 72 $90,580 PY2023
- Principal Global Investors LLC codes 28 52 PY2023
- JP Morgan Investment Inc codes 28 52 PY2023
- MML Investment Advisors, LLC codes 28 52 PY2023
- Vanguard Group Inc codes 28 52 PY2023
- Fidelity & Research Company codes 28 52 PY2023
- Pgim Investments LLC codes 28 52 PY2023
- Massachusetts Financial Services Co codes 28 52 PY2023
- Dimensional Fund Advisors LP codes 28 52 PY2023
- SEL Blue Chip Growth Sched. D P PY2023
- Select Mid Cap Gr I Sched. D P $212,869 PY2023
- Vanguard Small-Cap Index Fd Sched. D P $587,694 PY2023
- Fidelity Mid Cap Index Fd Sched. D P $353,826 PY2023
- Fidelity 500 Index Fd Sched. D P $1.0M PY2023
- DFA Inflation Prtcd Securities Fd Sched. D P PY2023
- MFS Intl Diversification Fd a Sched. D P $1.1M PY2023
- Jpmorgan Equity Income Fd R6 Sched. D P $2.2M PY2023
- Select Mid Cap Value Fd Sched. D P PY2023
- Massmutual Small Cap Opps I Sched. D P $798,499 PY2023
- Jpmorgan US Govt Mm Fd Sched. D P PY2023
- Pgim Total Return Bond R6 Sched. D P $3.1M PY2023
- Principal Real Estate Securities Sched. D P $444,266 PY2023
- Blackrock Mid Cap Value Investor a Sched. D P $651,261 PY2023
- Delaware Ivy League Large Cap Gr Fd Sched. D P $1.1M PY2023
- Conrad Siegel codes 11 PY2023
- Mass Mutual Financial Group codes 13 21 28 50 52 60 63 64 68 72 $92,685 PY2022
- Empower Retirement codes 13 21 28 50 52 60 63 64 68 72 $34,055 PY2022
- Fidelity & Research Company codes 28 52 PY2022
- MML Investment Advisors, LLC codes 28 52 PY2022
- JP Morgan Investment Inc codes 28 52 PY2022
- Pgim Investments LLC codes 28 52 PY2022
- Principal Global Investors LLC codes 28 52 PY2022
- Vanguard Group Inc codes 28 52 PY2022
- Dimensional Fund Advisors LP codes 28 52 PY2022
- MFS Series Trust codes 28 52 PY2022
- SEL Blue Chip Growth Sched. D P $799,651 PY2022
- Select Mid Cap Gr I Sched. D P $186,123 PY2022
- Vanguard Small-Cap Index Fd Sched. D P $518,415 PY2022
- Fidelity Mid Cap Index Fd Sched. D P $314,644 PY2022
- Fidelity 500 Index Fd Sched. D P $859,448 PY2022
- DFA Inflation Prtcd Securities Fd Sched. D P $873,186 PY2022
- MFS Intl Diversification Fd a Sched. D P $1.0M PY2022
- Jpmorgan Equity Income Fd R6 Sched. D P $2.2M PY2022
- Select Mid Cap Value Fd Sched. D P $618,652 PY2022
- Massmutual Small Cap Opps I Sched. D P $703,918 PY2022
- Jpmorgan US Govt Mm Fd Sched. D P $126,006 PY2022
- Pgim Total Return Bond R6 Sched. D P $2.0M PY2022
- Principal Real Estate Securities Sched. D P $409,321 PY2022
- Conrad Siegel codes 11 PY2022
What changed
10 events
- Dec 31, 2024Holding endedinferenceHospital Central Services Cooperative, Inc. Pension Plan no longer reports Massmutual Mid Cap Growth I (last held $212,869 at 2023-12-31; absent from the 2024-12-31 filing)with Massmutual Mid Cap Growth Iaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceDimensional Fund Advisors LP no longer appears on Hospital Central Services Cooperative, Inc. Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Dimensional Fund Advisors, LPaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedDelaware Management Company appears on Hospital Central Services Cooperative, Inc. Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Delaware Management Companyaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedBlackrock Advisors, LLC appears on Hospital Central Services Cooperative, Inc. Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Blackrock Fund Advisorsaskebsa.dol.gov
- Jan 1, 2024Funded status changedHospital Central Services Cooperative, Inc. Pension Plan funded ratio 100.1% -> 102.6% (2023-01-01 to 2024-01-01)
- Dec 31, 2023Manager relationship endedinferenceMass Mutual Financial Group no longer appears on Hospital Central Services Cooperative, Inc. Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Massachusetts Mutual Life Insurance Companyaskebsa.dol.gov
- Dec 31, 2023Manager relationship startedMassachusetts Financial Services Co appears on Hospital Central Services Cooperative, Inc. Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Massachusetts Financial Services Coaskebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceMFS Series Trust no longer appears on Hospital Central Services Cooperative, Inc. Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with MFS Series Trustaskebsa.dol.gov
- Jan 1, 2023Funded status changedHospital Central Services Cooperative, Inc. Pension Plan funded ratio 109.7% -> 100.1% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedHospital Central Services Cooperative, Inc. Pension Plan plan assets $13M -> $11M (-19.5%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 231709244-001
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.