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

NEW England Sinai Hospital Pension Plan

Corporate pensionDallas, TX
Assets
$15.5M
Total assets, Dec 31, 2024 reported
Funded
80.8%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
18
none on the tape
Plan sponsor: NEW England Sinai Hospital, a Steward Family Hospital, Inc.
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Non-interest-bearing cash 1.4%
  • Other investments 0.1%
  • Pooled separate accounts 98.5%
Consultants and advisers
1 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
4 managers on Schedule C
From Schedule C (investment management, code 28)
Commitments
18 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024Massmutual US Govt Mny Mkt R5separate accountInvescoPooled vehicles$802,199 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Massmutual Mid Cap Growth Iseparate accountMmlicPooled vehicles$871,752 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Massmutual Core Bond Svcseparate accountMmlicFixed income$1.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Long Duration Bond (empower)separate accountMmlicFixed income$1.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Long Duration Bond (empower)separate accountMmlicFixed income$2.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Massmutual US Govt Mny Mkt R5separate accountInvescoPooled vehicles$893,110 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Massmutual Mid Cap Growth Iseparate accountMmlicPooled vehicles$990,632 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Massmutual Core Bond Svcseparate accountMmlicFixed income$2.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Sia-Yt Select Mid Cap Growth IIseparate accountMmlicPooled vehicles$1.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Sia-Fy Pr Ofi Strat Emrg Mktsseparate accountMmlicPooled vehicles$1.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Sia-Yf Prem Short Duration Bondseparate accountMmlicFixed income$2.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Massmutual Core Bond Svcseparate accountMmlicFixed income$2.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Sia-Kk Sel Dvrsfd Valseparate accountMmlicPooled vehicles$857,810 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Sia-Wz Total Returnseparate accountMmlicPooled vehicles$1.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Sia-Ww Small Cap Valueseparate accountMmlicPublic equity$1.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Sia-Wn Social Equityseparate accountMmlicPublic equity$1.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Sia-Sh Select Overseasseparate accountMmlicPooled vehicles$848,522 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Long Duration Bond (empower)separate accountMmlicFixed income$2.0M heldDisclosed holdingaskebsa.dol.gov
Size and funding
31 readings
Total assets
$15.5M Dec 31, 2024 reported Form 5500
$17.2M (2023-12) · $17.3M (2022-12)
Plan assets
$17.2M Jan 1, 2024 reported Form 5500
$17.3M (2023-01) · $24.8M (2022-01)
Net assets
$15.5M Dec 31, 2024 reported Form 5500
$17.2M (2023-12) · $17.3M (2022-12)
Funded ratio
80.8% Jan 1, 2024 reported Form 5500
80.0% (2023-01) · 103.8% (2022-01)
Funding target
$21.3M Jan 1, 2024 reported Form 5500
$21.7M (2023-01) · $23.9M (2022-01)
Discount rate
5.03% Jan 1, 2024 reported Form 5500
5.07% (2023-01) · 5.26% (2022-01)
Participants
405 Jan 1, 2024 reported Form 5500
428 (2023-01) · 448 (2022-01)
Contributions
$0 Dec 31, 2024 reported Form 5500
$363,246 (2023-12) · $779,640 (2022-12)
Benefits paid
$2.1M Dec 31, 2024 reported Form 5500
$2.1M (2023-12) · $4.1M (2022-12)
Net investment income
$-1.7M Dec 31, 2024 reported Form 5500
$-127,048 (2023-12) · $-7.5M (2022-12)
Investment management fees
$6,400 Dec 31, 2022 reported Form 5500
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 2024405$17.2M$21.3M80.8%$15.5Mn/an/an/a
2023 to Dec 31, 2023428$17.3M$21.7M80.0%$17.2Mn/an/an/a
2022 to Dec 31, 2022448$24.8M$23.9M103.8%$17.3Mn/an/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • The Angell Pension Group, Inc. codes 11 13 $142,929 PY2024
  • Johnson Oconnor Feron & Carucci LLP codes 10 $17,600 PY2024
  • Massmutual Strat Emerg Mkts Svc Sched. D P $871,752 PY2024
  • Massmutual Short Duration Bond Svc Sched. D P $1.3M PY2024
  • Massmutual Core Bond Svc Sched. D P $1.9M PY2024
  • Massmutual Diversified Value Svc Sched. D P $1.7M PY2024
  • Massmutual Total Return Bond R4 Sched. D P $1.1M PY2024
  • Massmutual Mid Cap Growth Svc Sched. D P $1.7M PY2024
  • Massmutual Overseas R5 Sched. D P $752,170 PY2024
  • Long Duration Bond (empower) Sched. D P $1.9M PY2024
  • Invesco Real Estate Y Sched. D P $802,199 PY2024
  • Virtus Nfj Small-Cap Value a Sched. D P $1.6M PY2024
  • Calvert Equity a Sched. D P $1.6M PY2024
  • The Angell Pension Group, Inc. codes 11 PY2024
  • The Angell Pension Group, Inc. codes 11 13 $26,513 PY2023
  • BDO USA, LLP codes 10 $19,396 PY2023
  • Massmutual Strat Emerg Mkts Svc Sched. D P $990,632 PY2023
  • Massmutual Mid Cap Growth Svc Sched. D P $1.8M PY2023
  • Massmutual Short Duration Bond Svc Sched. D P $1.0M PY2023
  • Massmutual Core Bond Svc Sched. D P $2.1M PY2023
  • Massmutual Diversified Value Svc Sched. D P $1.8M PY2023
  • Massmutual Total Return Bond R4 Sched. D P $1.2M PY2023
  • Virtus Nfj Small-Cap Value a Sched. D P $1.9M PY2023
  • Calvert Equity a Sched. D P $1.8M PY2023
  • Massmutual Overseas R5 Sched. D P $862,850 PY2023
  • Long Duration Bond (empower) Sched. D P $2.2M PY2023
  • Invesco Real Estate Y Sched. D P $893,110 PY2023
  • The Angell Pension Group, Inc. codes 11 PY2023
  • BDO USA, LLP codes 10 $16,200 PY2022
  • Great West Life & Annuity Ins Co codes 13 $6,400 PY2022
  • The Angell Pension Group, Inc. codes 11 13 PY2022
  • Invesco codes 52 PY2022
  • Massachusetts Mutual Life Insurance codes 52 60 62 63 68 72 PY2022
  • Calvert codes 52 PY2022
  • Virtus Mutual Funds codes 52 PY2022
  • Sia-Wn Social Equity Sched. D P $1.7M PY2022
  • Sia-Sh Select Overseas Sched. D P $848,522 PY2022
  • Sia-Q1 Long Duration Bond Sched. D P $2.0M PY2022
  • Sia-Cb Real Estate Sched. D P $857,810 PY2022
  • Sia-Yt Select Mid Cap Growth II Sched. D P $1.7M PY2022
  • Sia-Fy Pr Ofi Strat Emrg Mkts Sched. D P $1.0M PY2022
  • Sia-Yf Prem Short Duration Bond Sched. D P $2.2M PY2022
  • Sia-Ye Premier Core Bond Sched. D P $2.0M PY2022
  • Sia-Kk Sel Dvrsfd Val Sched. D P $1.7M PY2022
  • Sia-Wz Total Return Sched. D P $1.2M PY2022
  • Sia-Ww Small Cap Value Sched. D P $1.7M PY2022
  • The Angell Pension Group, Inc. codes 11 PY2022
What changed
13 events
  • Dec 31, 2024Assets changed
    NEW England Sinai Hospital Pension Plan total assets $17M -> $15M (-10.0%, 2023-12-31 to 2024-12-31)
    askebsa.dol.gov
  • Dec 31, 2023Holding endedinference
    NEW England Sinai Hospital Pension Plan no longer reports Sia-Wz Total Return (last held $1M at 2022-12-31; absent from the 2023-12-31 filing)
    with Sia-Wz Total Returnaskebsa.dol.gov
  • Dec 31, 2023Holding started
    NEW England Sinai Hospital Pension Plan first reports an interest in Massmutual US Govt Mny Mkt R5: $893,110 at 2023-12-31
    with Massmutual US Govt Mny Mkt R5askebsa.dol.gov
  • Dec 31, 2023Holding endedinference
    NEW England Sinai Hospital Pension Plan no longer reports Sia-Yt Select Mid Cap Growth II (last held $2M at 2022-12-31; absent from the 2023-12-31 filing)
    with Sia-Yt Select Mid Cap Growth IIaskebsa.dol.gov
  • Dec 31, 2023Holding endedinference
    NEW England Sinai Hospital Pension Plan no longer reports Sia-Yf Prem Short Duration Bond (last held $2M at 2022-12-31; absent from the 2023-12-31 filing)
    with Sia-Yf Prem Short Duration Bondaskebsa.dol.gov
  • Dec 31, 2023Holding endedinference
    NEW England Sinai Hospital Pension Plan no longer reports Sia-Kk Sel Dvrsfd Val (last held $857,810 at 2022-12-31; absent from the 2023-12-31 filing)
    with Sia-Kk Sel Dvrsfd Valaskebsa.dol.gov
  • Dec 31, 2023Holding endedinference
    NEW England Sinai Hospital Pension Plan no longer reports Sia-Wn Social Equity (last held $2M at 2022-12-31; absent from the 2023-12-31 filing)
    with Sia-Wn Social Equityaskebsa.dol.gov
  • Dec 31, 2023Holding started
    NEW England Sinai Hospital Pension Plan first reports an interest in Massmutual Mid Cap Growth I: $990,632 at 2023-12-31
    with Massmutual Mid Cap Growth Iaskebsa.dol.gov
  • Dec 31, 2023Holding endedinference
    NEW England Sinai Hospital Pension Plan no longer reports Sia-Fy Pr Ofi Strat Emrg Mkts (last held $1M at 2022-12-31; absent from the 2023-12-31 filing)
    with Sia-Fy Pr Ofi Strat Emrg Mktsaskebsa.dol.gov
  • Dec 31, 2023Holding endedinference
    NEW England Sinai Hospital Pension Plan no longer reports Sia-Ww Small Cap Value (last held $2M at 2022-12-31; absent from the 2023-12-31 filing)
    with Sia-Ww Small Cap Valueaskebsa.dol.gov
  • Dec 31, 2023Holding endedinference
    NEW England Sinai Hospital Pension Plan no longer reports Sia-Sh Select Overseas (last held $848,522 at 2022-12-31; absent from the 2023-12-31 filing)
    with Sia-Sh Select Overseasaskebsa.dol.gov
  • Jan 1, 2023Funded status changed
    NEW England Sinai Hospital Pension Plan funded ratio 103.8% -> 80.0% (2022-01-01 to 2023-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Assets changed
    NEW England Sinai Hospital Pension Plan plan assets $25M -> $17M (-30.1%, 2022-01-01 to 2023-01-01)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 900813115-001
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.