Retirement Plan for the Employees of Blythedale Children's Hospital
Corporate pension, based in Valhalla, New York, reporting $49.4M in assets, for 367 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 1 Jan 2024, Retirement Plan for the Employees of Blythedale Children's Hospital funded ratio 121.2% -> 115.6% (2023-01-01 to 2024-01-01).
Capital path
who backs this record, through what, into what; each name opens its own path- River and Merc Long Credit Fund3 commitments
- Agilis Partners LLC3 commitments
Relationship network
6 connected entities3 observed commitments2 repeat counterpartiescommitments 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
- Interest-bearing cash 1.1%
- U.S. Government securities 22.3%
- Common/collective trusts 68.2%
- Registered investment companies 5.4%
Consultants and advisers
- Agilis Partners LLC Investment adviser (plan)through Dec 31, 2022 Form 5500
- Milliman, Inc. Actuarythrough Dec 31, 2022 Form 5500
- Wells Fargo Bank Trusteethrough Dec 31, 2022 Form 5500
People
Manager roster
- Agilis Partners LLC3 rows, latest Dec 31, 2024
What changed
- Jan 1, 2024Funded status changedRetirement Plan for the Employees of Blythedale Children's Hospital funded ratio 121.2% -> 115.6% (2023-01-01 to 2024-01-01)
- Jan 1, 2023Funded status changedRetirement Plan for the Employees of Blythedale Children's Hospital funded ratio 153.3% -> 121.2% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedRetirement Plan for the Employees of Blythedale Children's Hospital plan assets $68M -> $50M (-26.9%, 2022-01-01 to 2023-01-01)
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | River and Merc Long Credit Fundcollective trust | Agilis Partners LLC | Private credit | $33.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | River and Merc Long Credit Fundcollective trust | Agilis Partners LLC | Private credit | $35.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | River and Merc Long Credit Fundcollective trust | Agilis Partners LLC | Private credit | $32.5M held | Disclosed holding | askebsa.dol.gov |
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 | 367 | $51.8M | $47.1M | 115.6% | $49.4M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 379 | $49.6M | $43.1M | 121.2% | $51.8M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 386 | $67.8M | $41.5M | 153.3% | $49.6M | Not disclosed | Not disclosed | Not disclosed |
- Agilis Partners LLC codes 27 $145,000 PY2024
- Milliman codes 11 15 $122,163 PY2024
- Wells Fargo codes 21 $20,267 PY2024
+13 more service providers
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Provenance
Provenance
Retirement Plan for the Employees of Blythedale Children's Hospital sits on 1 traced path of capital across the graphs.
DFX traced 1 path of capital through this record
Every record on each path, what it committed or lent, and as of when.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.
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Record history
- Funded status changed2024-01-01source on record
- Funded status changed2023-01-01source on record
- Total assets changed2023-01-01source on record
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
+4 connections on the graph
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.