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

Shore Medical Center Pension Plan

Corporate pensionSomers Point, NJ
Assets
$168M
Total assets, Dec 31, 2024 reported
Funded
90.1%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
22
none on the tape
Plan sponsor: Shore Medical Center
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 4.1%
  • U.S. Government securities 25.9%
  • Insurance company general account 3.5%
  • Pooled separate accounts 1.2%
  • Registered investment companies 8.9%
  • Preferred stock 56.4%
Consultants and advisers
3 firms
  • Grant Thornton, LLP General consultantthrough Dec 31, 2022 Form 5500
  • Cbiz Actuarythrough Dec 31, 2022 Form 5500
  • Cbiz Ris Actuarythrough 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
From Schedule C (investment management, code 28)
Commitments
22 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024Prisaseparate accountPrudential Insurance Company of AmePooled vehicles$1.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Prisa II Saseparate accountPrudential Insurance Company of AmePooled vehicles$479,056 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prisaseparate accountPrudential Insurance Company of AmePooled vehicles$1.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prisa II Saseparate accountPrudential Insurance Company of AmePooled vehicles$636,314 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Pgim Quant Solutions Eafe Indseparate accountPrudential Insurance Company of AmePooled vehicles$4.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Jennison Stock Account Vca-25separate accountPrudential Insurance Company of AmePublic equity$1.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Pgim Qs Midcap Core Equityseparate accountPrudential Insurance Company of AmePublic equity$1.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Pgim Quant Solutions S&p 500separate accountPrudential Insurance Company of AmePooled vehicles$20.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Quant. Solutions US Core Equityseparate accountPrudential Insurance Company of AmePublic equity$36.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Short Termseparate accountPrudential Insurance Company of AmeCash$2.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Pgim Quant Solutions Value Equityseparate accountPrudential Insurance Company of AmePublic equity$2.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prisaseparate accountPrudential Insurance Company of AmePooled vehicles$2.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prisa II Saseparate accountPrudential Insurance Company of AmePooled vehicles$866,126 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Privest Accountseparate accountPrudential Insurance Company of AmePooled vehicles$8.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022PRU Emerging Market Debt Fundcollective trustPrudential Trust Co.Private credit$58,528 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prudential Core Bond Fundcollective trustPrudential Trust Co.Fixed income$21.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prudential Core Conserv Fundcollective trustPrudential Trust Co.Pooled vehicles$14.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prudential High Yield Fundcollective trustPrudential Trust Co.Fixed income$758,464 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Jennison U.S. Small Cap Equity Fundcollective trustPrudential Trust Co.Public equity$2.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prudential Inflation Prot. Securitycollective trustPrudential Trust Co.Pooled vehicles$1.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022QS Emerging Markets Core Equity Fdcollective trustPrudential Trust Co.Public equity$702,853 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Pgim Qs Intl Core Equity Fundcollective trustPrudential Trust Co.Public equity$11.8M heldDisclosed holdingaskebsa.dol.gov
Size and funding
33 readings
Total assets
$168M Dec 31, 2024 reported Form 5500
$169M (2023-12) · $152M (2022-12)
Plan assets
$169M Jan 1, 2024 reported Form 5500
$152M (2023-01) · $189M (2022-01)
Net assets
$168M Dec 31, 2024 reported Form 5500
$169M (2023-12) · $152M (2022-12)
Funded ratio
90.1% Jan 1, 2024 reported Form 5500
89.6% (2023-01) · 96.4% (2022-01)
Funding target
$167M Jan 1, 2024 reported Form 5500
$168M (2023-01) · $174M (2022-01)
Discount rate
5.10% Jan 1, 2024 reported Form 5500
5.23% (2023-01) · 5.40% (2022-01)
Participants
975 Jan 1, 2024 reported Form 5500
982 (2023-01) · 1,160 (2022-01)
Contributions
$4.5M Dec 31, 2024 reported Form 5500
$5.9M (2023-12) · $10.0M (2022-12)
Benefits paid
$10.3M Dec 31, 2024 reported Form 5500
$9.9M (2023-12) · $21.1M (2022-12)
Net investment income
$-939,295 Dec 31, 2024 reported Form 5500
$17.6M (2023-12) · $-37.5M (2022-12)
Investment management fees
$193,902 Dec 31, 2024 reported Form 5500
$891,889 (2023-12) · $787,898 (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 2024975$169M$167M90.1%$168Mn/an/an/a
2023 to Dec 31, 2023982$152M$168M89.6%$169Mn/an/an/a
2022 to Dec 31, 20221,160$189M$174M96.4%$152Mn/an/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • Cbiz codes 11 15 17 38 50 64 70 $199,139 PY2024
  • Pnc codes 28 50 51 52 $157,955 PY2024
  • Prudential Insurance Company codes 28 50 51 52 $23,448 PY2024
  • Captrust codes 28 50 51 $12,500 PY2024
  • Prisa II Sa Sched. D P $479,056 PY2024
  • Prisa Sa Sched. D P $1.5M PY2024
  • Cbiz codes 11 PY2024
  • Prudential Insurance Company codes 28 50 51 52 $881,461 PY2023
  • Cbiz codes 11 15 17 38 50 64 70 $76,839 PY2023
  • Captrust codes 28 50 51 $25,000 PY2023
  • Pnc codes 28 50 51 52 $10,428 PY2023
  • Prisa II Sa Sched. D P $636,314 PY2023
  • Privest Sched. D P PY2023
  • Prudential Emerging Mkt Debt Fund Sched. D C PY2023
  • Prudential Core Bond Fund Sched. D C PY2023
  • Prudential Core Conserv Bond Sched. D C PY2023
  • Prudential High Yield Fund Sched. D C PY2023
  • Jennison US Small Cap Equity Sched. D C PY2023
  • Prisa Sa Sched. D P $1.8M PY2023
  • Prudential Inflation Protected Sec Sched. D C PY2023
  • Pgim Qs Em Core Equity Sched. D C PY2023
  • Pgim Qs Intl Core Equity Fund Sched. D C PY2023
  • Pgim Quant Solutions Eafe Ind Sched. D P PY2023
  • Jennison Stock Sched. D P PY2023
  • Pgim Quant Solutions Mid Cap Sched. D P PY2023
  • Pgim Quant Solutions S&p 500 Sched. D P PY2023
  • Pgim Quant Solutions US Core Sched. D P PY2023
  • Short Term Sched. D P PY2023
  • Pgim Quant Solutions Value Eq Sched. D P PY2023
  • Cbiz codes 11 PY2023
  • Prudential Insurance Company codes 28 50 51 52 $787,898 PY2022
  • Cbiz codes 11 15 17 38 50 64 70 $183,041 PY2022
  • Grant Thornton, LLP codes 10 16 50 70 $27,011 PY2022
  • Portfolio Evaluations, Inc. codes 28 50 51 $25,000 PY2022
  • Pgim Quant Solutions Eafe Ind Sched. D P $4.4M PY2022
  • Jennison Stock Sched. D P $1.9M PY2022
  • Pgim Quant Solutions Mid Cap Sched. D P $1.2M PY2022
  • Pgim Quant Solutions S&p 500 Sched. D P $20.3M PY2022
  • Pgim Quant Solutions US Core Sched. D P $36.6M PY2022
  • Short Term Sched. D P $2.0M PY2022
  • Pgim Quant Solutions Value Eq Sched. D P $2.8M PY2022
  • Prisa Sa Sched. D P $2.4M PY2022
  • Prisa II Sa Sched. D P $866,126 PY2022
  • Privest Sched. D P $8.5M PY2022
  • Prudential Emerging Mkt Debt Fund Sched. D C $58,528 PY2022
  • Prudential Core Bond Fund Sched. D C $21.6M PY2022
  • Prudential Core Conserv Bond Sched. D C $14.9M PY2022
  • Prudential High Yield Fund Sched. D C $758,464 PY2022
  • Jennison US Small Cap Equity Sched. D C $2.7M PY2022
  • Prudential Inflation Protected Sec Sched. D C $1.7M PY2022
  • Pgim Qs Em Core Equity Sched. D C $702,853 PY2022
  • Pgim Qs Intl Core Equity Fund Sched. D C $11.8M PY2022
  • Cbiz codes 11 PY2022
What changed
24 events
  • Jan 1, 2024Assets changed
    Shore Medical Center Pension Plan plan assets $152M -> $169M (+11.7%, 2023-01-01 to 2024-01-01)
    askebsa.dol.gov
  • Dec 31, 2023Holding endedinference
    Shore Medical Center Pension Plan no longer reports Prudential High Yield Fund (Prudential Trust Co.) (last held $758,464 at 2022-12-31; absent from the 2023-12-31 filing)
    with Prudential Trust Co.askebsa.dol.gov
  • Dec 31, 2023Holding endedinference
    Shore Medical Center Pension Plan no longer reports Pgim Qs Midcap Core Equity (Prudential Insurance Company of Ame) (last held $1M at 2022-12-31; absent from the 2023-12-31 filing)
    with Prudential Insurance Company of Ameaskebsa.dol.gov
  • Dec 31, 2023Holding endedinference
    Shore Medical Center Pension Plan no longer reports Prudential Inflation Prot. Security (Prudential Trust Co.) (last held $2M at 2022-12-31; absent from the 2023-12-31 filing)
    with Prudential Trust Co.askebsa.dol.gov
  • Dec 31, 2023Holding endedinference
    Shore Medical Center Pension Plan no longer reports Pgim Qs Intl Core Equity Fund (last held $12M at 2022-12-31; absent from the 2023-12-31 filing)
    with Pgim Qs Intl Core Equity Fundaskebsa.dol.gov
  • Dec 31, 2023Holding endedinference
    Shore Medical Center Pension Plan no longer reports Jennison U.S. Small Cap Equity Fund (Prudential Trust Co.) (last held $3M at 2022-12-31; absent from the 2023-12-31 filing)
    with Prudential Trust Co.askebsa.dol.gov
  • Dec 31, 2023Holding endedinference
    Shore Medical Center Pension Plan no longer reports Short Term (Prudential Insurance Company of Ame) (last held $2M at 2022-12-31; absent from the 2023-12-31 filing)
    with Prudential Insurance Company of Ameaskebsa.dol.gov
  • Dec 31, 2023Holding endedinference
    Shore Medical Center Pension Plan no longer reports Quant. Solutions US Core Equity (Prudential Insurance Company of Ame) (last held $37M at 2022-12-31; absent from the 2023-12-31 filing)
    with Prudential Insurance Company of Ameaskebsa.dol.gov
  • Dec 31, 2023Holding endedinference
    Shore Medical Center Pension Plan no longer reports Pgim Quant Solutions S&p 500 (Prudential Insurance Company of Ame) (last held $20M at 2022-12-31; absent from the 2023-12-31 filing)
    with Prudential Insurance Company of Ameaskebsa.dol.gov
  • Dec 31, 2023Holding endedinference
    Shore Medical Center Pension Plan no longer reports PRU Emerging Market Debt Fund (Prudential Trust Co.) (last held $58,528 at 2022-12-31; absent from the 2023-12-31 filing)
    with Prudential Trust Co.askebsa.dol.gov
  • Dec 31, 2023Holding endedinference
    Shore Medical Center Pension Plan no longer reports Privest Account (Prudential Insurance Company of Ame) (last held $8M at 2022-12-31; absent from the 2023-12-31 filing)
    with Prudential Insurance Company of Ameaskebsa.dol.gov
  • Dec 31, 2023Holding endedinference
    Shore Medical Center Pension Plan no longer reports Prudential Core Conserv Fund (Prudential Trust Co.) (last held $15M at 2022-12-31; absent from the 2023-12-31 filing)
    with Prudential Trust Co.askebsa.dol.gov
  • Dec 31, 2023Holding endedinference
    Shore Medical Center Pension Plan no longer reports Prudential Core Bond Fund (Prudential Trust Co.) (last held $22M at 2022-12-31; absent from the 2023-12-31 filing)
    with Prudential Trust Co.askebsa.dol.gov
  • Dec 31, 2023Holding endedinference
    Shore Medical Center Pension Plan no longer reports Pgim Quant Solutions Value Equity (Prudential Insurance Company of Ame) (last held $3M at 2022-12-31; absent from the 2023-12-31 filing)
    with Prudential Insurance Company of Ameaskebsa.dol.gov
  • Dec 31, 2023Holding endedinference
    Shore Medical Center Pension Plan no longer reports Jennison Stock Account Vca-25 (Prudential Insurance Company of Ame) (last held $2M at 2022-12-31; absent from the 2023-12-31 filing)
    with Prudential Insurance Company of Ameaskebsa.dol.gov
  • Dec 31, 2023Holding endedinference
    Shore Medical Center Pension Plan no longer reports QS Emerging Markets Core Equity Fd (Prudential Trust Co.) (last held $702,853 at 2022-12-31; absent from the 2023-12-31 filing)
    with Prudential Trust Co.askebsa.dol.gov
  • Dec 31, 2023Holding endedinference
    Shore Medical Center Pension Plan no longer reports Pgim Quant Solutions Eafe Ind (Prudential Insurance Company of Ame) (last held $4M at 2022-12-31; absent from the 2023-12-31 filing)
    with Prudential Insurance Company of Ameaskebsa.dol.gov
  • Dec 31, 2023Manager relationship started
    Pnc appears on Shore Medical Center Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with PNC Bankaskebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinference
    Portfolio Evaluations, Inc. no longer appears on Shore Medical Center Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with Portfolio Evaluations, Inc.askebsa.dol.gov
  • Dec 31, 2023Consultant changedinference
    Grant Thornton, LLP no longer appears on Shore Medical Center Pension Plan's Schedule C as general consultant (plan year 2023 vs 2022)
    with Grant Thornton, LLPaskebsa.dol.gov
  • Dec 31, 2023Manager relationship started
    Captrust appears on Shore Medical Center Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with Captrustaskebsa.dol.gov
  • Dec 31, 2023Assets changed
    Shore Medical Center Pension Plan total assets $152M -> $169M (+11.6%, 2022-12-31 to 2023-12-31)
    askebsa.dol.gov
  • Jan 1, 2023Funded status changed
    Shore Medical Center Pension Plan funded ratio 96.4% -> 89.6% (2022-01-01 to 2023-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Assets changed
    Shore Medical Center Pension Plan plan assets $189M -> $152M (-19.9%, 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 210660835-001
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.