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
Employees' Cash Balance Plan of Atlantic Health System, Inc.
Corporate pensionMorristown, NJ
Assets
$965M
Total assets, Dec 31, 2024 reported
Funded
108.6%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
6
none on the tape
Plan sponsor: Atlantic Health System
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 0.8%
- Other investments 0.0%
- Common/collective trusts 23.8%
- Registered investment companies 73.1%
Consultants and advisers
3 firms
- Deloitte Consulting LLP Actuarythrough Dec 31, 2022 Form 5500
- Bank of America Trusteethrough Dec 31, 2022 Form 5500
- Northern Trust Co. Trusteethrough Dec 31, 2022 Form 5500
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
- Fidelity Institutional Asset Mgmt3 rows, latest Dec 31, 2024
- Northern Trust Collective Eafe Inde3 rows, latest Dec 31, 2024
From Schedule C (investment management, code 28)
- State Street Research & Managementplan years 2023
- State Street Global Advisors Trustplan years 2023
- Fidelity Institutional Asset Mgmtplan years 2022
Commitments
6 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 | Fiam Long Corporate Commingled Poolcollective trust | Fidelity Institutional Asset Mgmt | Pooled vehicles | $227M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | NT Collective Govt Short Term Invtcollective trust | Northern Trust Collective Eafe Inde | Cash | $2.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Fiam Long Corporate Commingled Poolcollective trust | Fidelity Institutional Asset Mgmt | Pooled vehicles | $168M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | NT Collective Govt Short Term Invtcollective trust | Northern Trust Collective Eafe Inde | Cash | $86.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Fiam Long Corporate Commingled Poolcollective trust | Fidelity Institutional Asset Mgmt | Pooled vehicles | $50.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | NT Collective Govt Short Term Invtcollective trust | Northern Trust Collective Eafe Inde | Cash | $5.1M held | Disclosed holding | askebsa.dol.gov |
Size and funding
32 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 | 9,739 | $969M | $914M | 108.6% | $965M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 10,032 | $863M | $871M | 108.9% | $969M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 10,433 | $994M | $788M | 121.2% | $864M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Deloitte Consulting LLP codes 11 16 50 $1.8M PY2024
- Fidelity Institutional Asset Mgmt codes 28 50 $262,948 PY2024
- Northern Trust Company codes 21 28 50 $64,167 PY2024
- Wiss & Company LLP codes 10 50 $26,500 PY2024
- Phillip Radtke codes 29 50 $24,281 PY2024
- State Street Research & Management codes 28 50 $23,619 PY2024
- Witman Stadtmauer PA codes 29 50 $11,842 PY2024
- Willis Towers Watson codes 10 50 $10,512 PY2024
- CF Fiam Long Corporate Sched. D C $227M PY2024
- NT Collective Govt Short Term Invt Sched. D C $2.0M PY2024
- Deloitte Consulting LLP codes 11 PY2024
- Deloitte Consulting LLP codes 11 16 50 $2.1M PY2023
- Willis Towers Watson codes 10 50 $351,426 PY2023
- Fidelity Institutional Asset Mgmt codes 28 50 $171,221 PY2023
- Northern Trust Company codes 21 28 50 $105,657 PY2023
- State Street Global Advisors codes 28 50 $15,087 PY2023
- Wiss & Company LLP codes 10 50 $15,000 PY2023
- State Street Research & Management codes 28 50 $8,155 PY2023
- CF Fiam Long Corporate Sched. D C $168M PY2023
- NT Collective Govt Short Term Invt Sched. D C $86.9M PY2023
- Deloitte Consulting LLP codes 11 PY2023
- Deloitte Consulting LLP codes 11 16 50 $1.1M PY2022
- Willis Towers Watson codes 10 50 $63,175 PY2022
- Bank of America codes 21 28 50 $52,188 PY2022
- Fidelity Institutional Asset Mgmt codes 28 50 $33,331 PY2022
- Wiss & Company LLP codes 10 50 $28,000 PY2022
- Northern Trust Company codes 21 28 50 $7,261 PY2022
- CF Fiam Long Corporate Sched. D C $50.7M PY2022
- NT Collective Govt Short Term Invt Sched. D C $5.1M PY2022
- Deloitte Consulting LLP codes 11 PY2022
What changed
6 events
- Jan 1, 2024Assets changedEmployees' Cash Balance Plan of Atlantic Health System, Inc. plan assets $863M -> $969M (+12.3%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Manager relationship endedinferenceBank of America no longer appears on Employees' Cash Balance Plan of Atlantic Health System, Inc.'s Schedule C as investment manager (plan year 2023 vs 2022)with Bank of Americaaskebsa.dol.gov
- Dec 31, 2023Manager relationship startedState Street Research & Management appears on Employees' Cash Balance Plan of Atlantic Health System, Inc.'s Schedule C as investment manager (plan year 2023 vs 2022)with State Street Research & Managementaskebsa.dol.gov
- Dec 31, 2023Assets changedEmployees' Cash Balance Plan of Atlantic Health System, Inc. total assets $864M -> $969M (+12.2%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedEmployees' Cash Balance Plan of Atlantic Health System, Inc. funded ratio 121.2% -> 108.9% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedEmployees' Cash Balance Plan of Atlantic Health System, Inc. plan assets $994M -> $863M (-13.2%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 223380375-001
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.