Shore Medical Center Pension Plan
Corporate pension, based in Somers Point, New Jersey, reporting $168M in assets, for 975 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 1 Jan 2024, Shore Medical Center Pension Plan plan assets $152M -> $169M (+11.7%, 2023-01-01 to 2024-01-01).
19 more commitments and 19 more dated events
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
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Capital path
who backs this record, through what, into what; each name opens its own path- Prisa3 commitments
- Prisa II Sa3 commitments
- Pgim Quant Solutions Eafe Ind1 commitment
- Prudential Insurance Company of Ame14 commitments
- Prudential Trust Co.8 commitments
Relationship network
45 connected entities22 observed commitments4 repeat counterpartiescommitments 2022 to 2024
From board minutes, annual reports, Form 5500 filings and public records of commitments, consultants and staff in the allocator graph. Commitment amounts are those the allocator disclosed; many are not printed, and none is estimated.
Some relationships on this record are counted rather than named here. They open with the full profile.
Click any name or line for the commitments and sources behind it. Line weight is commitments together; dashed lines are inferred.
- Sponsor
- Fund or vehicle
- Service provider
- Organization
›How strength and recency are read
Managers, funds and consultants are read from the commitments: three or more is a strong observed relationship, two a repeat counterparty. No consultant link is marked current on the source, so none is labelled current or former here. Related plans, people and plan service providers are ordered by what the filing shows.
Darker lines were active in the last 24 months or are current; lighter lines are older or undated.
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
Allocation policy
- 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
- 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
Manager roster
- Prudential Insurance Company of Ame14 rows, latest Dec 31, 2024
- Prudential Trust Co.8 rows, latest Dec 31, 2022
- Prudential Trust Co.plan years
- PNC Bankplan years 2023
- Captrustplan years 2023
+2 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
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What changed
- Jan 1, 2024Assets changedShore Medical Center Pension Plan plan assets $152M -> $169M (+11.7%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Holding endedinferenceShore 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 endedinferenceShore 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 endedinferenceShore 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 endedinferenceShore 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
+19 more dated events
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Prisaseparate account | Prudential Insurance Company of Ame | Pooled vehicles | $1.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Prisa II Saseparate account | Prudential Insurance Company of Ame | Pooled vehicles | $479,056 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Prisaseparate account | Prudential Insurance Company of Ame | Pooled vehicles | $1.8M held | Disclosed holding | askebsa.dol.gov |
+19 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
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Size and funding
Form 5500 filings
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Dec 31, 2024 | 975 | $169M | $167M | 90.1% | $168M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 982 | $152M | $168M | 89.6% | $169M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 1,160 | $189M | $174M | 96.4% | $152M | Not disclosed | Not disclosed | Not disclosed |
- 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
+50 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Shore Medical Center Pension Plan sits on 2 traced paths of capital across the graphs.
DFX traced 2 paths of capital through this record
Every record on each path, what it committed or lent, and as of when.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.
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Record history
- Total assets changed2024-01-01source on record
- Holding in a pooled vehicle ended2023-12-31source on record
- Holding in a pooled vehicle ended2023-12-31source on record
+21 more changes on this record's ledger
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The ledger records every merge, rename and reclassification this record went through and the dated filings observed on it, so the identity on this page can be traced to the records it was built from. The ledger's own sentences name other records, so they show with the names.
›Connections
every published relationship on the graph
+9 connections on the graph
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