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

Jefferson Rehabilitation Center, Inc. Retirement Income Plan

Corporate pensionWatertown, NY
Assets
$21.8M
Total assets, Dec 30, 2024 reported
Funded
105.5%
Dec 31, 2023
Private markets target
n/a
policy Dec 30, 2024
Commitments
4
none on the tape
Plan sponsor: Jefferson Rehabilitation Center, Inc.
Allocation policy
Form 5500, as of Dec 30, 2024
Actual allocation lines without a target (as filed)
  • Pooled separate accounts 98.9%
Consultants and advisers
2 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on the commitment tape
From the plan’s own commitment disclosures
Commitments
4 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 30, 2024Prin Ldi Intrm Dur Sep Acct-Zseparate accountPrincipalPooled vehicles$8.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 30, 2024Prin Ldi Long Duration Sa-Zseparate accountPrincipalFixed income$12.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 30, 2023Prin Ldi Long Duration Sa-Zseparate accountPrincipalFixed income$14.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 30, 2023Prin Ldi Intrm Dur Sep Acct-Zseparate accountPrincipalPooled vehicles$9.0M heldDisclosed holdingaskebsa.dol.gov
Size and funding
20 readings
Total assets
$21.8M Dec 30, 2024 reported Form 5500
$23.1M (2023-12)
Plan assets
$23.1M Dec 31, 2023 reported Form 5500
$21.4M (2022-12)
Net assets
$21.8M Dec 30, 2024 reported Form 5500
$23.1M (2023-12)
Funded ratio
105.5% Dec 31, 2023 reported Form 5500
106.4% (2022-12)
Funding target
$22.2M Dec 31, 2023 reported Form 5500
$21.5M (2022-12)
Discount rate
5.26% Dec 31, 2023 reported Form 5500
5.44% (2022-12)
Participants
526 Dec 31, 2023 reported Form 5500
538 (2022-12)
Contributions
$240,000 Dec 30, 2024 reported Form 5500
$0 (2023-12)
Benefits paid
$1.1M Dec 30, 2024 reported Form 5500
$1.0M (2023-12)
Net investment income
$-1.3M Dec 30, 2024 reported Form 5500
$1.7M (2023-12)
Form 5500 filings
2 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2023 to Dec 30, 2024526$23.1M$22.2M105.5%$21.8Mn/an/an/a
2022 to Dec 30, 2023538$21.4M$21.5M106.4%$23.1Mn/an/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • Principal Life Insurance Company codes 13 50 64 $2,178 PY2023
  • Wilshire Advisors LLC codes 27 72 PY2023
  • Prin Ldi Long Duration Sa-Z Sched. D P $12.9M PY2023
  • Prin Ldi Intrm Dur Sep Acct-Z Sched. D P $8.6M PY2023
  • Principal Financial Group codes 11 PY2023
  • Wilshire Advisors LLC codes 27 72 PY2022
  • Northwestern Mutual Investment Serv codes 49 99 PY2022
  • Prin Ldi Long Duration Sa-Z Sched. D P $14.2M PY2022
  • Prin Ldi Short Dur Sep Acct-Z Sched. D P PY2022
  • Prin Ldi Intrm Dur Sep Acct-Z Sched. D P $9.0M PY2022
  • Prin Ldi Ext Dur Sep Acct-Z Sched. D P PY2022
  • Principal Financial Group codes 11 PY2022
What changed
No dated events yet.
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 161134631-001
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.