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
Employees Retirement Plan of St. Barnabas Hospital and Affiliates
Corporate pensionBronx, NY
Assets
$98.1M
Total assets, Dec 31, 2025 reported
Funded
94.6%
Jan 1, 2025
Private markets target
n/a
policy Dec 31, 2025
Commitments
0
none on the tape
Plan sponsor: ST. Barnabas Hospital Inc.
Allocation policy
Form 5500, as of Dec 31, 2025
Actual allocation lines without a target (as filed)
- Interest-bearing cash 5.0%
- Corporate debt instruments (other) 18.7%
- U.S. Government securities 4.1%
- Other investments 0.6%
- Registered investment companies 71.0%
Consultants and advisers
4 firms
- Bank of America Investment adviser (plan)through Dec 31, 2025 Form 5500
- Nixon Peabody Pension consultantthrough Dec 31, 2022 Form 5500
- Bpas Actuarial and Pension Services Actuarythrough Dec 31, 2025 Form 5500
- Principal Custody Solutions Trusteethrough Dec 31, 2025 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
No manager relationship is on the tape for this allocator.
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
44 readings
Total assets
$91.1M (2024-12) · $86.8M (2023-12) · $78.2M (2022-12)
Plan assets
$86.7M (2024-01) · $78.2M (2023-01) · $103M (2022-01)
Net assets
$91.0M (2024-12) · $86.7M (2023-12) · $78.2M (2022-12)
Funded ratio
96.8% (2024-01) · 93.3% (2023-01) · 104.9% (2022-01)
Funding target
$86.6M (2024-01) · $88.7M (2023-01) · $89.1M (2022-01)
Discount rate
5.07% (2024-01) · 5.19% (2023-01) · 5.37% (2022-01)
Contributions
$1.3M (2024-12) · $2.8M (2023-12) · $934,950 (2022-12)
Benefits paid
$7.0M (2024-12) · $6.6M (2023-12) · $6.3M (2022-12)
Net investment income
$4.3M (2024-12) · $8.5M (2023-12) · $-25.2M (2022-12)
Investment management fees
$71,937 (2024-12) · $70,207 (2023-12) · $111,048 (2022-12)
Form 5500 filings
4 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2025 to Dec 31, 2025 | 956 | $91.1M | $82.6M | 94.6% | $98.1M | n/a | n/a | n/a |
| 2024 to Dec 31, 2024 | 976 | $86.7M | $86.6M | 96.8% | $91.1M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 988 | $78.2M | $88.7M | 93.3% | $86.8M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 1,009 | $103M | $89.1M | 104.9% | $78.2M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Bpas Actuarial & Pension Services codes 11 17 50 70 $83,050 PY2025
- Bank of America codes 27 28 50 51 $72,047 PY2025
- Principal Bank codes 21 50 $41,115 PY2025
- Fust Charles Chamber, LLP codes 10 50 $21,270 PY2025
- Bpas Actuarial & Pension Services codes 11 PY2025
- Bpas Actuarial & Pension Services codes 11 17 50 70 $87,300 PY2024
- Bank of America codes 27 28 50 51 $71,937 PY2024
- Principal Bank codes 21 50 $40,832 PY2024
- Fust Charles Chamber, LLP codes 10 50 $20,795 PY2024
- Nixon Peabody LLP codes 17 29 50 $8,522 PY2024
- Bpas Actuarial & Pension Services codes 11 PY2024
- Bpas Actuarial & Pension Services codes 11 17 50 70 $104,140 PY2023
- Bank of America codes 27 28 50 51 $70,207 PY2023
- Principal Bank codes 21 50 $40,272 PY2023
- Fust Charles Chamber, LLP codes 10 50 $37,033 PY2023
- Bpas Actuarial & Pension Services codes 11 PY2023
- Bpas Actuarial & Pension Services codes 11 17 50 70 $97,980 PY2022
- Bank of America codes 27 28 50 51 $70,945 PY2022
- Principal Bank codes 21 50 $40,103 PY2022
- Nixon Peabody LLP codes 17 29 50 $19,613 PY2022
- Bpas Actuarial & Pension Services codes 11 PY2022
What changed
9 events
- Dec 31, 2025Consultant changedinferenceNixon Peabody LLP no longer appears on Employees Retirement Plan of St. Barnabas Hospital and Affiliates's Schedule C as pension consultant (plan year 2025 vs 2024)with Nixon Peabodyaskebsa.dol.gov
- Jan 1, 2025Funded status changedEmployees Retirement Plan of St. Barnabas Hospital and Affiliates funded ratio 96.8% -> 94.6% (2024-01-01 to 2025-01-01)
- Dec 31, 2024Consultant changedinferenceNixon Peabody LLP appears on Employees Retirement Plan of St. Barnabas Hospital and Affiliates's Schedule C as pension consultant (plan year 2024 vs 2023)with Nixon Peabodyaskebsa.dol.gov
- Jan 1, 2024Funded status changedEmployees Retirement Plan of St. Barnabas Hospital and Affiliates funded ratio 93.3% -> 96.8% (2023-01-01 to 2024-01-01)
- Jan 1, 2024Assets changedEmployees Retirement Plan of St. Barnabas Hospital and Affiliates plan assets $78M -> $87M (+10.8%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Consultant changedinferenceNixon Peabody LLP no longer appears on Employees Retirement Plan of St. Barnabas Hospital and Affiliates's Schedule C as pension consultant (plan year 2023 vs 2022)with Nixon Peabodyaskebsa.dol.gov
- Dec 31, 2023Assets changedEmployees Retirement Plan of St. Barnabas Hospital and Affiliates total assets $78M -> $87M (+10.9%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedEmployees Retirement Plan of St. Barnabas Hospital and Affiliates funded ratio 104.9% -> 93.3% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedEmployees Retirement Plan of St. Barnabas Hospital and Affiliates plan assets $103M -> $78M (-24.4%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 131740122-001
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.