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
North Shore Hematology-Oncology Associates, P.C. Employees' Defined Benefit Pension Plan and Trust
Corporate pensionPort Jefferson Station, NY
Assets
$9,211
Total assets, Mar 31, 2023 reported
Funded
113.8%
Apr 1, 2022
Private markets target
n/a
policy Mar 31, 2023
Commitments
1
none on the tape
Plan sponsor: North Shore Hematology-Oncology Associates, P.C.
Allocation policy
Form 5500, as of Mar 31, 2023
Actual allocation lines without a target (as filed)
- Common/collective trusts 100.0%
Consultants and advisers
2 firms
- Global Retirement Partners Investment adviser (plan)through Mar 31, 2023 Form 5500
- Sentinel Benefits & Financial Group Actuarythrough Mar 31, 2023 Form 5500
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
- Transamerica Premier Life Insurance1 rows, latest Mar 31, 2023
Commitments
1 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 Mar 31, 2023 | Sage Cash Balance Moderate Ret Optcollective trust | Transamerica Premier Life Insurance | Cash | $9,211 held | Disclosed holding | askebsa.dol.gov |
Size and funding
11 readings
Total assets
Plan assets
Net assets
Funded ratio
Funding target
Discount rate
Participants
Contributions
Benefits paid
Net investment income
Investment management fees
Form 5500 filings
1 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2022 to Mar 31, 2023 | 337 | $10.7M | $9.4M | 113.8% | $9,211 | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Global Retirement Partners, LLC codes 27 50 $14,894 PY2022
- Transamerica Retirement Solutions codes 15 50 $13,332 PY2022
- Sage Cash Balance Moderate Ret Opt Sched. D C $9,211 PY2022
- Sentinel Benefits & 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 112419534-005
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.