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
Cambridge Bancorp Employee Retirement Plan
Corporate pensionBurlington, MA
Assets
$10,241
Total assets, Dec 31, 2024 reported
Funded
157.4%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: Cambridge Trust Company
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Non-interest-bearing cash 100.0%
Consultants and advisers
4 firms
- Brown Advisory LLC Investment adviser (plan)through Dec 31, 2022 Form 5500
- Bpas Actuarial and Pension Services Actuarythrough Dec 31, 2024 Form 5500
- Sentinel Group Actuarythrough Dec 31, 2022 Form 5500
- Charles Schwab Trust Custodianthrough Dec 31, 2022 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
33 readings
Investment management fees
$129,267 (2023-12) · $164,968 (2022-12)
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 | 317 | $54.1M | $35.3M | 157.4% | $10,241 | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 319 | $50.4M | $35.8M | 153.4% | $54.1M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 321 | $60.7M | $34.7M | 162.2% | $50.4M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Brown Advisory codes 27 50 $178,203 PY2024
- Charles Schwab Trust Company codes 19 51 $16,117 PY2024
- Bpas Actuarial & Pension Services codes 11 PY2024
- Brown Advisory codes 27 50 $129,267 PY2023
- Charles Schwab Trust Company codes 19 51 $16,869 PY2023
- Sentinel Group codes 11 PY2023
- Brown Advisory codes 27 50 $164,968 PY2022
- Charles Schwab Trust Company codes 19 51 $17,834 PY2022
- Sentinel Group codes 11 PY2022
What changed
4 events
- Dec 31, 2024Assets changedCambridge Bancorp Employee Retirement Plan total assets $54M -> $10,241 (-100.0%, 2023-12-31 to 2024-12-31)
- Jan 1, 2024Funded status changedCambridge Bancorp Employee Retirement Plan funded ratio 153.4% -> 157.4% (2023-01-01 to 2024-01-01)
- Jan 1, 2023Funded status changedCambridge Bancorp Employee Retirement Plan funded ratio 162.2% -> 153.4% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedCambridge Bancorp Employee Retirement Plan plan assets $61M -> $50M (-17.0%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 041145370-001
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.