Retirement Plan for Employees of White Plains Hospital Medical Center
Corporate pension, based in White Plains, New York, reporting $121M in assets, for 1,426 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: Dec 31, 2024, Capfinancial 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).
1 more adviser, 3 more commitments and 10 more dated events
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
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Capital path
who backs this record, through what, into what; each name opens its own path- Liquid Assets Separate Account2 commitments
- Large Cap S&p 500 Index1 commitment
- International Equity Index1 commitment
- Principal Global Investors LLC6 commitments
Relationship network
17 connected entities6 observed commitments2 repeat counterpartiescommitments 2022 to 2024
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.
Some relationships on this record are counted rather than named here. They open with the full profile.
Click any name or line for the commitments and sources behind it. Line weight is commitments together; dashed lines are inferred.
- 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 pensionShowHide
Allocation policy
- 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
- 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
+1 more consultant or adviser advise this allocator
Every name, record and relationship behind this count, with the source on each.
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People
Manager roster
- Principal Global Investors LLC6 rows, latest Dec 31, 2024
What changed
- 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)
+10 more dated events
Every name, record and relationship behind this count, with the source on each.
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Commitments
| 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 |
+3 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
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Size and funding
Form 5500 filings
| 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 | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 1,477 | $126M | $141M | 98.3% | $131M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 1,530 | $174M | $141M | 119.0% | $126M | Not disclosed | Not disclosed | Not disclosed |
- 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
+19 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Retirement Plan for Employees of White Plains Hospital Medical Center sits on 3 traced paths of capital across the graphs.
DFX traced 3 paths of capital through this record
Every record on each path, what it committed or lent, and as of when.
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Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.
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Record history
- Holding in a pooled vehicle ended2024-12-31source on record
- Holding in a pooled vehicle ended2024-12-31source on record
- Holding in a pooled vehicle ended2024-12-31source on record
+12 more changes on this record's ledger
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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
+5 connections on the graph
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