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

Stamford Health System Retirement Income Plan

Corporate pensionStamford, CT
Assets
$504,127
Total assets, Dec 31, 2023 reported
Funded
n/a
not filed
Private markets target
n/a
policy Dec 31, 2023
Commitments
2
none on the tape
Plan sponsor: Stamford Health, Inc.
Allocation policy
Form 5500, as of Dec 31, 2023
Actual allocation lines without a target (as filed)
  • Other investments 4.8%
  • Registered investment companies 91.5%
Consultants and advisers
3 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
3 managers on Schedule C
From Schedule C (investment management, code 28)
Commitments
2 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2023Short-Term Investment Fundcollective trustNorthern Trust Investments, IncCash$485,144 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Short-Term Investment Fundcollective trustNorthern Trust Investments, IncCash$5.3M heldDisclosed holdingaskebsa.dol.gov
Size and funding
14 readings
Total assets
$504,127 Dec 31, 2023 reported Form 5500
$265M (2022-12)
Net assets
$504,127 Dec 31, 2023 reported Form 5500
$264M (2022-12)
Participants
1,527 Jan 1, 2023 reported Form 5500
1,540 (2022-01)
Contributions
$0 Dec 31, 2023 reported Form 5500
$0 (2022-12)
Benefits paid
$241M Dec 31, 2023 reported Form 5500
$14.5M (2022-12)
Net investment income
$-263M Dec 31, 2023 reported Form 5500
$-30.8M (2022-12)
Investment management fees
$832,947 Dec 31, 2023 reported Form 5500
$153,792 (2022-12)
Form 5500 filings
2 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2023 to Dec 31, 20231,527n/an/an/a$504,127$0n/an/a
2022 to Dec 31, 20221,540n/an/an/a$265M$7.7Mn/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
3 events
  • Dec 31, 2023Manager relationship started
    Legal and Gnrl Invsmt Mgmt America appears on Stamford Health System Retirement Income Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with Legal & General Inv Mgmt Americaaskebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinference
    Income Research & Mgmt. Inc. no longer appears on Stamford Health System Retirement Income Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with Income Research & Mgmt. Inc.askebsa.dol.gov
  • Dec 31, 2023Assets changed
    Stamford Health System Retirement Income Plan total assets $265M -> $504,127 (-99.8%, 2022-12-31 to 2023-12-31)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 222476636-004
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.