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
Retirement Plan for Employees of White Plains Hospital Medical Center
Corporate pensionWhite Plains, NY
Assets
$121M
Total assets, Dec 31, 2024 reported
Funded
103.1%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
6
none on the tape
Plan sponsor: White Plains Hospital Center C/o Human Resource Committee
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 1.5%
- Corporate debt instruments (preferred) 88.3%
- U.S. Government securities 7.2%
- Pooled separate accounts 3.0%
Consultants and advisers
4 firms
- Principal Global Investors LLC Investment adviser (plan)through Dec 31, 2023 Form 5500
- Capfinancial Partners, LLC Investment adviser (plan)through Dec 31, 2023 Form 5500
- Portfolio Evaluations, Inc. Investment adviser (plan)through Dec 31, 2022 Form 5500
- Principal Financial Group Actuarythrough Dec 31, 2022 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
- Principal Global Investors LLC6 rows, latest Dec 31, 2024
Commitments
6 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 Dec 31, 2024 | Liquid Assets Separate Accountseparate account | Principal Global Investors LLC | Pooled vehicles | $3.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Large Cap S&p 500 Indexseparate account | Principal Global Investors LLC | Public equity | $22.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | International Equity Indexseparate account | Principal Global Investors LLC | Public equity | $7.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Liquid Assets Separate Accountseparate account | Principal Global Investors LLC | Pooled vehicles | $854,640 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Small Cap S&p 600 Indexseparate account | Principal Global Investors LLC | Public equity | $6.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Principal Global Advisorsseparate account | Principal Global Investors LLC | Pooled vehicles | $7.8M held | Disclosed holding | askebsa.dol.gov |
Size and funding
33 readings
Investment management fees
$335,437 (2023-12) · $55,000 (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 | 1,426 | $131M | $135M | 103.1% | $121M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 1,477 | $126M | $141M | 98.3% | $131M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 1,530 | $174M | $141M | 119.0% | $126M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Principal Global Investors LLC codes 27 50 99 $288,817 PY2024
- Principal Life Ins. Co. codes 13 50 64 $226,904 PY2024
- PKF O'Connor Davies LLP codes 10 50 $15,300 PY2024
- International Equity Index Sched. D P PY2024
- Large Cap S&p 500 Index Sched. D P PY2024
- Liquid Assets Separate Account Sched. D P $3.6M PY2024
- Small Cap S&p 600 Index Sched. D P PY2024
- Principal Financial Group codes 11 PY2024
- Principal Global Investors LLC codes 27 50 99 $280,437 PY2023
- Principal Life Ins. Co. codes 13 50 64 $262,594 PY2023
- Capfinancial Partners codes 27 50 $55,000 PY2023
- PKF O'Connor Davies LLP codes 10 50 $15,200 PY2023
- Large Cap S&p 500 Index Sched. D P $22.8M PY2023
- International Equity Index Sched. D P $7.2M PY2023
- Liquid Assets Separate Account Sched. D P $854,640 PY2023
- Small Cap S&p 600 Index Sched. D P $6.1M PY2023
- Principal Financial Group codes 11 PY2023
- Principal Life Ins. Co. codes 13 50 64 $524,070 PY2022
- Portfolio Evaluations Inc. codes 27 $55,000 PY2022
- PKF O'Connor Davies LLP codes 10 $12,525 PY2022
- Principal Global Advisors Sched. D P $7.8M PY2022
- Principal Financial Group codes 11 PY2022
What changed
15 events
- Dec 31, 2024Holding endedinferenceRetirement Plan for Employees of White Plains Hospital Medical Center no longer reports Large Cap S&p 500 Index (Principal Global Investors LLC) (last held $23M at 2023-12-31; absent from the 2024-12-31 filing)with Principal Global Investors LLCaskebsa.dol.gov
- Dec 31, 2024Holding endedinferenceRetirement Plan for Employees of White Plains Hospital Medical Center no longer reports Small Cap S&p 600 Index (Principal Global Investors LLC) (last held $6M at 2023-12-31; absent from the 2024-12-31 filing)with Principal Global Investors LLCaskebsa.dol.gov
- Dec 31, 2024Holding endedinferenceRetirement Plan for Employees of White Plains Hospital Medical Center no longer reports International Equity Index (Principal Global Investors LLC) (last held $7M at 2023-12-31; absent from the 2024-12-31 filing)with Principal Global Investors LLCaskebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceCapfinancial Partners no longer appears on Retirement Plan for Employees of White Plains Hospital Medical Center's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with Capfinancial Partners, LLCaskebsa.dol.gov
- Jan 1, 2024Funded status changedRetirement Plan for Employees of White Plains Hospital Medical Center funded ratio 98.3% -> 103.1% (2023-01-01 to 2024-01-01)
- Dec 31, 2023Holding endedinferenceRetirement Plan for Employees of White Plains Hospital Medical Center no longer reports Principal Global Advisors (Principal Global Investors LLC) (last held $8M at 2022-12-31; absent from the 2023-12-31 filing)with Principal Global Investors LLCaskebsa.dol.gov
- Dec 31, 2023Holding startedRetirement Plan for Employees of White Plains Hospital Medical Center first reports an interest in Large Cap S&p 500 Index (Principal Global Investors LLC): $23M at 2023-12-31with Principal Global Investors LLCaskebsa.dol.gov
- Dec 31, 2023Holding startedRetirement Plan for Employees of White Plains Hospital Medical Center first reports an interest in Liquid Assets Separate Account (Principal Global Investors LLC): $854,640 at 2023-12-31with Principal Global Investors LLCaskebsa.dol.gov
- Dec 31, 2023Holding startedRetirement Plan for Employees of White Plains Hospital Medical Center first reports an interest in Small Cap S&p 600 Index (Principal Global Investors LLC): $6M at 2023-12-31with Principal Global Investors LLCaskebsa.dol.gov
- Dec 31, 2023Holding startedRetirement Plan for Employees of White Plains Hospital Medical Center first reports an interest in International Equity Index (Principal Global Investors LLC): $7M at 2023-12-31with Principal Global Investors LLCaskebsa.dol.gov
- Dec 31, 2023Consultant changedinferencePortfolio Evaluations Inc. no longer appears on Retirement Plan for Employees of White Plains Hospital Medical Center's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)with Portfolio Evaluations, Inc.askebsa.dol.gov
- Dec 31, 2023Consultant changedinferencePrincipal Global Investors LLC appears on Retirement Plan for Employees of White Plains Hospital Medical Center's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)with Principal Global Investors LLCaskebsa.dol.gov
- Dec 31, 2023Consultant changedinferenceCapfinancial Partners appears on Retirement Plan for Employees of White Plains Hospital Medical Center's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)with Capfinancial Partners, LLCaskebsa.dol.gov
- Jan 1, 2023Funded status changedRetirement Plan for Employees of White Plains Hospital Medical Center funded ratio 119.0% -> 98.3% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedRetirement Plan for Employees of White Plains Hospital Medical Center plan assets $174M -> $126M (-27.4%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 131740130-001
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.