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 New York and Presbyterian Hospital Retirement Plan

Corporate pensionNew York, NY
Assets
n/a
Total assets, Dec 31, 2023 reported
Funded
106.0%
Jan 1, 2023
Private markets target
n/a
policy Dec 31, 2022
Commitments
0
none on the tape
Plan sponsor: The New York and Presbyterian Hospital
Allocation policy
Form 5500, as of Dec 31, 2022
Actual allocation lines without a target (as filed)
  • Master trust investment accounts 100.0%
Consultants and advisers
7 firms
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
21 readings
Total assets
$0 Dec 31, 2023 reported Form 5500
$1.5B (2022-12)
Plan assets
$1.5B Jan 1, 2023 reported Form 5500
$1.8B (2022-01)
Net assets
$0 Dec 31, 2023 reported Form 5500
$1.5B (2022-12)
Funded ratio
106.0% Jan 1, 2023 reported Form 5500
107.7% (2022-01)
Funding target
$1.4B Jan 1, 2023 reported Form 5500
$1.3B (2022-01)
Discount rate
5.35% Jan 1, 2023 reported Form 5500
5.51% (2022-01)
Participants
28,021 Jan 1, 2023 reported Form 5500
26,870 (2022-01)
Contributions
$0 Dec 31, 2023 reported Form 5500
$30.0M (2022-12)
Benefits paid
$68.0M Dec 31, 2023 reported Form 5500
$67.0M (2022-12)
Net investment income
$40.4M Dec 31, 2023 reported Form 5500
$-210M (2022-12)
Investment management fees
$824,744 Dec 31, 2023 reported Form 5500
Form 5500 filings
2 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2023 to Dec 31, 202328,021$1.5B$1.4B106.0%$0n/a$0n/a
2022 to Dec 31, 202226,870$1.8B$1.3B107.7%$1.5Bn/a$1.5Bn/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • The New York Presbyterian Hospital codes 14 50 $2.2M PY2023
  • Buck Global, LLC codes 11 17 50 70 $578,084 PY2023
  • Evercore Group LLC codes 17 50 $410,752 PY2023
  • Towers Watson codes 17 50 $328,771 PY2023
  • Ernst & Young LLP codes 10 50 $188,016 PY2023
  • Simpson, Thacher, & Bartlett LLP codes 29 50 $137,725 PY2023
  • MFA 527 Madison LLC codes 49 50 $108,231 PY2023
  • K&l Gates codes 29 50 $107,254 PY2023
  • Albourne America codes 27 50 $50,960 PY2023
  • Solovis Inc. codes 49 50 $41,645 PY2023
  • Bloomberg Finance LP codes 49 50 $41,383 PY2023
  • Burgiss Group codes 49 50 $25,967 PY2023
  • Carol B Kessler codes 50 $19,071 PY2023
  • Cambridge Associates codes 27 50 $15,190 PY2023
  • Evestment Alliance LLC codes 49 50 $10,617 PY2023
  • Factset Research Systems Inc codes 49 50 $9,955 PY2023
  • Peracs Gmbh codes 49 50 $7,350 PY2023
  • Nyph Mt Nyp Dreyfus Sched. D M PY2023
  • Nyph Mt Long Term Pool Sched. D M PY2023
  • Nyph Mt Legacy Pool Sched. D M PY2023
  • Buck Global, LLC codes 11 PY2023
  • The New York Presbyterian Hospital codes 14 50 $1.9M PY2022
  • Buck Global, LLC codes 11 17 50 70 $1.6M PY2022
  • Ernst & Young LLP codes 10 50 $182,544 PY2022
  • MFA 527 Madison LLC codes 49 50 $111,163 PY2022
  • K&l Gates codes 29 50 $106,175 PY2022
  • Albourne America codes 27 50 $53,130 PY2022
  • Simpson, Thacher, & Bartlett LLP codes 29 50 $52,666 PY2022
  • Hedge Fund Analytics, LLC codes 17 50 $43,240 PY2022
  • Bloomberg Finance LP codes 49 50 $38,853 PY2022
  • Bank of New York Mellon codes 21 25 28 31 50 51 52 $30,462 PY2022
  • Solovis Inc. codes 49 50 $25,245 PY2022
  • Burgiss Group codes 49 50 $24,750 PY2022
  • Cambridge Associates codes 27 50 $11,385 PY2022
  • Prequin Ltd. codes 49 50 $6,930 PY2022
  • Pitchbook Data codes 49 50 $5,353 PY2022
  • NY Presbyterian Hospital Mt-Long Tp Sched. D M $1.5B PY2022
  • NY Presbyterian Hospital Mt-Legacy Sched. D M $4.4M PY2022
  • NY Presbyterian Hospital Mt-Nyp Dre Sched. D M $2.6M PY2022
  • Buck Global, LLC codes 11 PY2022
What changed
6 events
  • Dec 31, 2023Consultant changedinference
    Evercore Group LLC appears on The New York and Presbyterian Hospital Retirement Plan's Schedule C as pension consultant (plan year 2023 vs 2022)
    with Evercore Groupaskebsa.dol.gov
  • Dec 31, 2023Consultant changedinference
    Hedge Fund Analytics, LLC no longer appears on The New York and Presbyterian Hospital Retirement Plan's Schedule C as pension consultant (plan year 2023 vs 2022)
    with Hedge Fund Analytics, LLCaskebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinference
    Bank of New York Mellon no longer appears on The New York and Presbyterian Hospital Retirement Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with Bank of New York Mellonaskebsa.dol.gov
  • Dec 31, 2023Consultant changedinference
    Towers Watson appears on The New York and Presbyterian Hospital Retirement Plan's Schedule C as pension consultant (plan year 2023 vs 2022)
    with Willis Towers Watson US LLCaskebsa.dol.gov
  • Dec 31, 2023Assets changed
    The New York and Presbyterian Hospital Retirement Plan total assets $1.5B -> $0 (-100.0%, 2022-12-31 to 2023-12-31)
  • Jan 1, 2023Assets changed
    The New York and Presbyterian Hospital Retirement Plan plan assets $1.8B -> $1.5B (-13.5%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 133957095-001
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.