DFX Intelligence

Allocator Intelligence

Pathology & Billing Group Pension Plan

Corporate pension· Oakhurst, New Jersey

Corporate pension, based in Oakhurst, New Jersey, reporting $1.4M in assets, for 154 participants.

Composed from this allocator's classification, location and filed figures.

Assets
$1.4M
Funded ratio
82.8%
Fund commitments
1
Managers
1
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Open searchesPlans backing its top managerSimilar plans, same strategyCommitments (1)Allocation policyManagers
As of · the latest dated event for this allocator; each figure carries its own filing or report date

Nothing material in the last 90 days. Last change: 1 Jan 2023, Pathology & Billing Group Pension Plan funded ratio 143.0% -> 82.8% (2022-01-01 to 2023-01-01).

Capital path

who backs this record, through what, into what; each name opens its own path
Pathology & Billing Group Pension Plan
Funds committed to
Managers

Relationship network

6 connected entities1 observed commitmentcommitments 2022

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.

Click any name or line for the commitments and sources behind it. Line weight is commitments together; dashed lines are inferred.

Reading the network
  • 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 pensionShow
Corporate pension
Assets
$1.4M
Total assets, Dec 31, 2023 reported
Funded
82.8%
Jan 1, 2023
Private markets target
no policy read
policy Dec 31, 2023
Commitments
1
none on the tape
Plan sponsor: Genesis Laboratory Management, LLC

Allocation policy

Form 5500, as of Dec 31, 2023
Actual allocation lines without a target (as filed)
  • Non-interest-bearing cash 91.0%

Consultants and advisers

2 firms

People

No investment staff or executives have been read for this allocator yet.

Manager roster

1 manager on the commitment tape
From the plan’s own commitment disclosures

What changed

2 events
  • Jan 1, 2023Funded status changed
    Pathology & Billing Group Pension Plan funded ratio 143.0% -> 82.8% (2022-01-01 to 2023-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Assets changed
    Pathology & Billing Group Pension Plan plan assets $2M -> $2M (-26.4%, 2022-01-01 to 2023-01-01)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.

Commitments

1 row, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2022Merrill a Bank of America Companyseparate accountMerrill Lynch,pierce,fenner & SmithPooled vehicles$931,680 heldDisclosed holdingaskebsa.dol.gov

Size and funding

22 readings
Total assets
$1.4M Dec 31, 2023 reported Form 5500
$1.5M (2022-12)
Plan assets
$1.5M Jan 1, 2023 reported Form 5500
$2.0M (2022-01)
Net assets
$1.4M Dec 31, 2023 reported Form 5500
$1.5M (2022-12)
Funded ratio
82.8% Jan 1, 2023 reported Form 5500
143.0% (2022-01)
Funding target
$1.8M Jan 1, 2023 reported Form 5500
$1.4M (2022-01)
Discount rate
5.60% Jan 1, 2023 reported Form 5500
5.63% (2022-01)
Participants
154 Jan 1, 2023 reported Form 5500
122 (2022-01)
Contributions
$148,386 Dec 31, 2023 reported Form 5500
$0 (2022-12)
Benefits paid
$588,317 Dec 31, 2023 reported Form 5500
$0 (2022-12)
Net investment income
-$93,039 Dec 31, 2023 reported Form 5500
-$537,378 (2022-12)
Investment management fees
$0 Dec 31, 2023 reported Form 5500
$0 (2022-12)

Form 5500 filings

2 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2023 to Dec 31, 2023154$1.5M$1.8M82.8%$1.4M$0$0$0
2022 to Dec 31, 2022122$2.0M$1.4M143.0%$1.5M$0$0$0
Service providers and investment entities as filed (Schedule C and D, latest year first)

+3 more service providers

Every name, record and relationship behind this count, with the source on each.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

Provenance

Identifiers: EIN-PN 263844242-002
Cross-graph: no entry on another DFX graph
First observed Sep 15, 2026, last observed Sep 29, 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.
Capital chain

Pathology & Billing Group Pension Plan sits on 1 traced path of capital across the graphs.

Consultant to allocator to manager

DFX traced 1 path 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

2 dated events on the change ledger, latest event first
  • Funded status changed
    2023-01-01source on record
  • Total assets changed
    2023-01-01source on record

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

+3 connections on the graph

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.