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 Employees of South Nassau Communities Hospital

Corporate pensionOceanside, NY
Assets
$131M
Total assets, Dec 31, 2024 reported
Funded
92.3%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
6
none on the tape
Plan sponsor: Mount Sinai South Nassau
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 1.0%
  • Insurance company general account 3.4%
  • Other investments 76.4%
  • 103-12 investment entities 2.6%
  • Common/collective trusts 4.1%
  • Registered investment companies 10.4%
  • Common stock 0.1%
Consultants and advisers
3 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
2 managers on the commitment tape
From the plan’s own commitment disclosures
From Schedule C (investment management, code 28)
Commitments
6 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024Artisan Multiple Investment Trustcollective trustArtisan Global Value TrustPooled vehicles$2.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Arrowstreet International Equity103 12 ieArrow Street CapitalPublic equity$3.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Artisan Multiple Investment Trustcollective trustArtisan Global Value TrustPooled vehicles$2.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Arrowstreet International Equity103 12 ieArrow Street CapitalPublic equity$3.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Artisan Multiple Investment Trustcollective trustArtisan Global Value TrustPooled vehicles$4.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Arrowstreet International Equity103 12 ieArrow Street CapitalPublic equity$4.1M heldDisclosed holdingaskebsa.dol.gov
Size and funding
33 readings
Total assets
$131M Dec 31, 2024 reported Form 5500
$135M (2023-12) · $133M (2022-12)
Plan assets
$135M Jan 1, 2024 reported Form 5500
$134M (2023-01) · $184M (2022-01)
Net assets
$131M Dec 31, 2024 reported Form 5500
$135M (2023-12) · $133M (2022-12)
Funded ratio
92.3% Jan 1, 2024 reported Form 5500
90.0% (2023-01) · 108.9% (2022-01)
Funding target
$152M Jan 1, 2024 reported Form 5500
$155M (2023-01) · $153M (2022-01)
Discount rate
5.21% Jan 1, 2024 reported Form 5500
5.35% (2023-01) · 5.53% (2022-01)
Participants
2,207 Jan 1, 2024 reported Form 5500
2,271 (2023-01) · 2,339 (2022-01)
Contributions
$2.7M Dec 31, 2024 reported Form 5500
$2.7M (2023-12) · $2.7M (2022-12)
Benefits paid
$10.8M Dec 31, 2024 reported Form 5500
$11.2M (2023-12) · $16.0M (2022-12)
Net investment income
$-4.0M Dec 31, 2024 reported Form 5500
$2.2M (2023-12) · $-51.0M (2022-12)
Investment management fees
$362,159 Dec 31, 2024 reported Form 5500
$467,896 (2023-12) · $541,725 (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 20242,207$135M$152M92.3%$131Mn/an/an/a
2023 to Dec 31, 20232,271$134M$155M90.0%$135Mn/an/an/a
2022 to Dec 31, 20222,339$184M$153M108.9%$133Mn/an/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
3 events
  • Jan 1, 2024Funded status changed
    Retirement Plan for Employees of South Nassau Communities Hospital funded ratio 90.0% -> 92.3% (2023-01-01 to 2024-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Funded status changed
    Retirement Plan for Employees of South Nassau Communities Hospital funded ratio 108.9% -> 90.0% (2022-01-01 to 2023-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Assets changed
    Retirement Plan for Employees of South Nassau Communities Hospital plan assets $184M -> $134M (-27.1%, 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 111352310-001
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.