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
Retirement Plan for Employees of the Griffin Hospital
Corporate pensionDerby, CT
Assets
$383,881
Total assets, Sep 30, 2024 reported
Funded
83.4%
Oct 1, 2023
Private markets target
n/a
policy Sep 30, 2024
Commitments
0
none on the tape
Plan sponsor: The Griffin Hospital
Allocation policy
Form 5500, as of Sep 30, 2024
Actual allocation lines without a target (as filed)
- Non-interest-bearing cash 44.5%
Consultants and advisers
3 firms
- Fiducient Advisors LLC Investment adviser (plan)through Sep 30, 2023 Form 5500
- Principal Trust Co. Trusteethrough Sep 30, 2023 Form 5500
- The Angell Pension Group, Inc. Actuarythrough Sep 30, 2023 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
22 readings
Form 5500 filings
2 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2023 to Sep 30, 2024 | 1,398 | $75.4M | $86.0M | 83.4% | $383,881 | n/a | n/a | n/a |
| 2022 to Sep 30, 2023 | 1,420 | $71.6M | $85.4M | 80.0% | $75.5M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Fiducient Advisors codes 27 28 $61,509 PY2023
- Principal Trust Company codes 15 21 63 $48,693 PY2023
- The Angell Pension Group, Inc. codes 11 PY2023
- Fiducient Advisors codes 27 28 $100,900 PY2022
- Principal Trust Company codes 15 21 63 $36,837 PY2022
- The Angell Pension Group, Inc. codes 11 PY2022
What changed
2 events
- Sep 30, 2024Assets changedRetirement Plan for Employees of the Griffin Hospital total assets $76M -> $383,881 (-99.5%, 2023-09-30 to 2024-09-30)
- Oct 1, 2023Funded status changedRetirement Plan for Employees of the Griffin Hospital funded ratio 80.0% -> 83.4% (2022-10-01 to 2023-10-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 060647014-001
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.