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
Norwegian Christian Home and Health Center Pension Plan
Corporate pensionBrooklyn, NY
Assets
$2,904
Total assets, Dec 31, 2023 reported
Funded
80.8%
Jan 1, 2023
Private markets target
n/a
policy Dec 31, 2023
Commitments
0
none on the tape
Plan sponsor: Norwegian Christian Home and Health Center
Allocation policy
Form 5500, as of Dec 31, 2023
Actual allocation lines without a target (as filed)
- Interest-bearing cash 100.0%
Consultants and advisers
1 firms
- United Benefit Pensions Inc. Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on Schedule C
From Schedule C (investment management, code 28)
- Morgan Stanley Smith Barneyplan years 2022
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
20 readings
Contributions
Investment management fees
Form 5500 filings
2 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2023 to Dec 31, 2023 | 286 | $5.2M | $6.0M | 80.8% | $2,904 | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 307 | $6.6M | $6.0M | 105.0% | $5.2M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Morgan Stanley Smith Barney LLC codes 15 28 33 49 50 51 55 64 71 99 $38,926 PY2023
- United Benefit Pensions Inc. codes 11 PY2023
- Morgan Stanley Smith Barney LLC codes 15 28 33 49 50 51 55 64 71 99 $43,093 PY2022
- United Benefit Pensions Inc. codes 11 PY2022
What changed
3 events
- Dec 31, 2023Assets changedNorwegian Christian Home and Health Center Pension Plan total assets $5M -> $2,904 (-99.9%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedNorwegian Christian Home and Health Center Pension Plan funded ratio 105.0% -> 80.8% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedNorwegian Christian Home and Health Center Pension Plan plan assets $7M -> $5M (-22.1%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 111633518-001
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.