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
The Pension Plan and Trust for the Employees of Bronxcare Health System
Corporate pensionBronx, NY
Assets
$311M
Total assets, Dec 31, 2024 reported
Funded
103.9%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
3
none on the tape
Plan sponsor: Bronxcare Health System
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Non-interest-bearing cash 0.3%
- Partnership/joint venture interests 4.6%
- Common/collective trusts 21.3%
- Registered investment companies 60.6%
- Common stock 10.2%
Consultants and advisers
2 firms
- Principal Trust Co. Trusteethrough Dec 31, 2022 Form 5500
- Massa & Associates, Inc. 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 Trust Co.3 rows, latest Dec 31, 2024
Commitments
3 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 | Principal Trust Co.collective trust | Principal Trust Co. | Pooled vehicles | $66.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Principal Trust Co.collective trust | Principal Trust Co. | Pooled vehicles | $74.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Principal Trust Co.collective trust | Principal Trust Co. | Pooled vehicles | $62.5M held | Disclosed holding | askebsa.dol.gov |
Size and funding
33 readings
Investment management fees
$365,775 (2023-12) · $534,755 (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 | 1,572 | $276M | $258M | 103.9% | $311M | $14.3M | n/a | n/a |
| 2023 to Dec 31, 2023 | 1,507 | $236M | $248M | 91.7% | $276M | $12.9M | n/a | n/a |
| 2022 to Dec 31, 2022 | 1,495 | $275M | $231M | 115.5% | $236M | $18.7M | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Principal Trust Co. codes 21 $348,801 PY2024
- Principal Trust Co. Sched. D C $66.2M PY2024
- Massa & Associates, Inc. codes 11 PY2024
- Principal Trust Co. codes 21 $365,775 PY2023
- Principal Trust Co. Sched. D C $74.2M PY2023
- Massa & Associates, Inc. codes 11 PY2023
- Principal Trust Co. codes 21 $534,755 PY2022
- Principal Trust Co. Sched. D C $62.5M PY2022
- Massa & Associates, Inc. codes 11 PY2022
What changed
6 events
- Dec 31, 2024Assets changedThe Pension Plan and Trust for the Employees of Bronxcare Health System total assets $276M -> $311M (+12.6%, 2023-12-31 to 2024-12-31)
- Jan 1, 2024Funded status changedThe Pension Plan and Trust for the Employees of Bronxcare Health System funded ratio 91.7% -> 103.9% (2023-01-01 to 2024-01-01)
- Jan 1, 2024Assets changedThe Pension Plan and Trust for the Employees of Bronxcare Health System plan assets $236M -> $276M (+16.9%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Assets changedThe Pension Plan and Trust for the Employees of Bronxcare Health System total assets $236M -> $276M (+16.9%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedThe Pension Plan and Trust for the Employees of Bronxcare Health System funded ratio 115.5% -> 91.7% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedThe Pension Plan and Trust for the Employees of Bronxcare Health System plan assets $275M -> $236M (-14.1%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 131974191-003
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.