NEW England Sinai Hospital Pension Plan
Corporate pension, based in Dallas, Texas, reporting $15.5M in assets, for 405 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, NEW England Sinai Hospital Pension Plan total assets $17M -> $15M (-10.0%, 2023-12-31 to 2024-12-31).
15 more commitments and 8 more dated events
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
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Capital path
who backs this record, through what, into what; each name opens its own path- Long Duration Bond (empower)3 commitments
- Massmutual Core Bond Svc3 commitments
- Massmutual Mid Cap Growth I2 commitments
- Invesco Trust Company2 commitments
Relationship network
44 connected entities18 observed commitments5 repeat counterparties10 dated commitments shown here, 2022 to 2024
From board minutes, annual reports, Form 5500 filings and public records of commitments, consultants and staff in the allocator graph. Commitment amounts are those the allocator disclosed; many are not printed, and none is estimated.
Some relationships on this record are counted rather than named here. They open with the full profile.
Click any name or line for the commitments and sources behind it. Line weight is commitments together; dashed lines are inferred.
- Sponsor
- Fund or vehicle
- Service provider
- Organization
›How strength and recency are read
Managers, funds and consultants are read from the commitments: three or more is a strong observed relationship, two a repeat counterparty. No consultant link is marked current on the source, so none is labelled current or former here. Related plans, people and plan service providers are ordered by what the filing shows.
Darker lines were active in the last 24 months or are current; lighter lines are older or undated.
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
Allocation policy
- Non-interest-bearing cash 1.4%
- Other investments 0.1%
- Pooled separate accounts 98.5%
Consultants and advisers
- The Angell Pension Group, Inc. Actuarythrough Dec 31, 2022 Form 5500
People
Manager roster
- Invesco Trust Company2 rows, latest Dec 31, 2024
- Invesco Trust Companyplan years
- Calvertplan years 2022
- Allianz Global Investors U.S. LLCplan years 2022
+2 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
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What changed
- Dec 31, 2024Assets changedNEW England Sinai Hospital Pension Plan total assets $17M -> $15M (-10.0%, 2023-12-31 to 2024-12-31)
- Dec 31, 2023Holding endedinferenceNEW 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 startedNEW England Sinai Hospital Pension Plan first reports an interest in Massmutual US Govt Mny Mkt R5: $893,110 at 2023-12-31with Massmutual US Govt Mny Mkt R5askebsa.dol.gov
- Dec 31, 2023Holding endedinferenceNEW 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 endedinferenceNEW 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
+8 more dated events
Every name, record and relationship behind this count, with the source on each.
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Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Long Duration Bond (empower)separate account | Mmlic | Fixed income | $1.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Massmutual Mid Cap Growth Iseparate account | Mmlic | Pooled vehicles | $871,752 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Massmutual US Govt Mny Mkt R5separate account | Invesco Trust Company | Pooled vehicles | $802,199 held | Disclosed holding | askebsa.dol.gov |
+15 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
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Size and funding
Form 5500 filings
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Dec 31, 2024 | 405 | $17.2M | $21.3M | 80.8% | $15.5M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 428 | $17.3M | $21.7M | 80.0% | $17.2M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 448 | $24.8M | $23.9M | 103.8% | $17.3M | Not disclosed | Not disclosed | Not disclosed |
- 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
+44 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Record history
- Total assets changed2024-12-31source on record
- Holding in a pooled vehicle ended2023-12-31source on record
- Holding in a pooled vehicle started2023-12-31source on record
+10 more changes on this record's ledger
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The ledger records every merge, rename and reclassification this record went through and the dated filings observed on it, so the identity on this page can be traced to the records it was built from. The ledger's own sentences name other records, so they show with the names.
›Connections
every published relationship on the graph
+7 connections on the graph
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