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
Garden City Hospital Osteopathic Employee Pension Plan
Corporate pensionGarden City, MI
Assets
$29.1M
Total assets, Dec 31, 2024 reported
Funded
87.1%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
7
none on the tape
Plan sponsor: Prime Healthcare Services -- Garden City, LLC
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 2.9%
- Insurance company general account 1.3%
- Common/collective trusts 38.4%
- Registered investment companies 57.0%
Consultants and advisers
4 firms
- Capfinancial Partners, LLC Investment adviser (plan)through Dec 31, 2024 Form 5500
- TNC US Holdings, Inc. Investment adviser (plan)through Dec 31, 2024 Form 5500
- Principal Trust Co. Trusteethrough Dec 31, 2024 Form 5500
- Principal Financial Group Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on the commitment tape
From the plan’s own commitment disclosures
- Fidelity Institutional Asset Mgmt7 rows, latest Dec 31, 2024
Commitments
7 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
Size and funding
31 readings
Investment management fees
Form 5500 filings
3 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Dec 31, 2024 | 593 | $29.3M | $36.9M | 87.1% | $29.1M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 1,160 | $49.6M | $62.8M | 86.8% | $29.3M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 1,174 | $67.1M | $62.9M | 100.2% | $49.5M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Principal Costodial Solutions codes 21 50 $138,399 PY2024
- Fiam codes 27 50 $57,997 PY2024
- CAP Financial Partners LLC codes 27 50 $47,821 PY2024
- John Hancock codes 13 50 $11,397 PY2024
- Fiam Long Corporate Commingled Pool Sched. D C $11.2M PY2024
- Fiam Long Duration Cit Sched. D C PY2024
- Fiam Long US Trasury Strips Sched. D C PY2024
- Principal Financial Group codes 11 PY2024
- Principal Costodial Solutions codes 13 50 $22,553 PY2023
- John Hancock codes 13 50 $11,227 PY2023
- Fiam Long Duration Cit Sched. D C $4.3M PY2023
- Fiam Long Corporate Commingled Pool Sched. D C $4.4M PY2023
- Fiam Long US Trasury Stips Sched. D C $1.1M PY2023
- Principal Financial Group codes 11 PY2023
- Principal Life Insurance Company codes 13 50 64 $149,938 PY2022
- John Hancock codes 13 50 $11,226 PY2022
- Prin Liquid Assets Sep Acct-R6 Sched. D P PY2022
- Fiam Long US Trasury Stips Sched. D C $2.3M PY2022
- Fiam Long Corporate Commingled Pool Sched. D C $8.5M PY2022
- Fiam Long Duration Cit Sched. D C $8.4M PY2022
- Principal Financial Group codes 11 PY2022
What changed
8 events
- Dec 31, 2024Holding endedinferenceGarden City Hospital Osteopathic Employee Pension Plan no longer reports Fiam Long U.S. Treasury Strips Inde (Fidelity Institutional Asset Mgmt) (last held $1M at 2023-12-31; absent from the 2024-12-31 filing)with Fidelity Institutional Asset Mgmtaskebsa.dol.gov
- Dec 31, 2024Holding endedinferenceGarden City Hospital Osteopathic Employee Pension Plan no longer reports Fiam Long Duration Commingled Pool (Fidelity Institutional Asset Mgmt) (last held $4M at 2023-12-31; absent from the 2024-12-31 filing)with Fidelity Institutional Asset Mgmtaskebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceFiam appears on Garden City Hospital Osteopathic Employee Pension Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with TNC US Holdings, Inc.askebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceCAP Financial Partners LLC appears on Garden City Hospital Osteopathic Employee Pension Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with Capfinancial Partners, LLCaskebsa.dol.gov
- Jan 1, 2024Assets changedGarden City Hospital Osteopathic Employee Pension Plan plan assets $50M -> $29M (-41.0%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Assets changedGarden City Hospital Osteopathic Employee Pension Plan total assets $50M -> $29M (-40.8%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedGarden City Hospital Osteopathic Employee Pension Plan funded ratio 100.2% -> 86.8% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedGarden City Hospital Osteopathic Employee Pension Plan plan assets $67M -> $50M (-26.2%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 464719451-003
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.