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
Medical Group of Beverly Hills, Inc. Defined Benefit Pension Plan
Corporate pensionLOS Angeles, CA
Assets
$34.2M
Total assets, Dec 31, 2024 reported
Funded
103.0%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
1 managers on Schedule C
Plan sponsor: Medical Group of Beverly Hills, Inc.
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 1.9%
- Non-interest-bearing cash 8.9%
- Corporate debt instruments (other) 0.6%
- Corporate debt instruments (preferred) 0.0%
- U.S. Government securities 43.6%
- Registered investment companies 30.3%
- Common stock 9.5%
- Real estate (other than employer real property) 5.2%
Consultants and advisers
2 firms
- Futureplan by Ascensus Actuarythrough Dec 31, 2022 Form 5500
- Matrix Trust Company Custodianthrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
2 managers on Schedule C
From Schedule C (investment management, code 28)
- RBC Wealth Managementplan years 2024
- RCB Wealth Managementplan years 2022
Commitments
No fund commitments are on the tape for this allocator. The tape holds the plans that publish their own private-markets reports; a plan that publishes one and is not here is a gap we can close.
Size and funding
33 readings
Investment management fees
$155,171 (2023-12) · $138,031 (2022-12)
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 | 249 | $32.3M | $31.3M | 103.0% | $34.2M | $0 | $0 | $1.8M |
| 2023 to Dec 31, 2023 | 211 | $27.6M | $28.0M | 98.6% | $32.3M | $0 | $0 | $4.3M |
| 2022 to Dec 31, 2022 | 218 | $27.8M | $23.9M | 116.7% | $27.6M | n/a | n/a | $4.2M |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- RBC Wealth Management codes 28 $182,405 PY2024
- Matrix Trust Company codes 19 33 PY2024
- Futureplan by Ascensus codes 11 PY2024
- RCB Wealth Management codes 28 $155,171 PY2023
- Matrix Trust Company codes 19 33 PY2023
- Futureplan by Ascensus codes 11 PY2023
- RCB Wealth Management codes 28 PY2022
- Matrix Trust Company codes 19 33 PY2022
- Futureplan by Ascensus codes 11 PY2022
What changed
6 events
- Dec 31, 2024Manager relationship endedinferenceRCB Wealth Management no longer appears on Medical Group of Beverly Hills, Inc. Defined Benefit Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with RCB Wealth Managementaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedRBC Wealth Management appears on Medical Group of Beverly Hills, Inc. Defined Benefit Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with RBC Wealth Managementaskebsa.dol.gov
- Jan 1, 2024Funded status changedMedical Group of Beverly Hills, Inc. Defined Benefit Pension Plan funded ratio 98.6% -> 103.0% (2023-01-01 to 2024-01-01)
- Jan 1, 2024Assets changedMedical Group of Beverly Hills, Inc. Defined Benefit Pension Plan plan assets $28M -> $32M (+16.8%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Assets changedMedical Group of Beverly Hills, Inc. Defined Benefit Pension Plan total assets $28M -> $32M (+16.9%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedMedical Group of Beverly Hills, Inc. Defined Benefit Pension Plan funded ratio 116.7% -> 98.6% (2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 954077334-002
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.