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
Pension Plan a of Healthnow NY Inc.
Corporate pensionPittsburgh, PA
Assets
$137M
Total assets, Dec 31, 2024 reported
Funded
100.9%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
9
none on the tape
Plan sponsor: Highmark Western and Northeastern New York Inc.
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 6.5%
- Corporate debt instruments (other) 5.3%
- Corporate debt instruments (preferred) 5.1%
- U.S. Government securities 18.5%
- Registered investment companies 62.4%
Consultants and advisers
3 firms
- Hooker & Holcombe Inc Investment adviser (plan)through Dec 31, 2024 Form 5500
- Bank of America Trusteethrough Dec 31, 2022 Form 5500
- Mercer Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
3 managers on the commitment tape
From the plan’s own commitment disclosures
- Goldman Sachs Trust Company2 rows, latest Dec 31, 2022
- State Street Global Advisors Trust1 rows, latest Dec 31, 2022
- State Street - Russell 20001 rows, latest Dec 31, 2022
From Schedule C (investment management, code 28)
- Goldman Sachs Asset Managementplan years 2022
Commitments
9 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2023 | Multi Mgr Real Assets Strat Fdcollective trust | Goldman Sachs | Real assets | $71,923 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | GS Ct Long Duration Credit Fundcollective trust | Goldman Sachs Trust Company | Private credit | $31.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Russell 1000 Index Nl Fundcollective trust | State Street Global Advisors Trust | Pooled vehicles | $8.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Multi Manager Non Core Fi Fdcollective trust | Goldman Sachs | Pooled vehicles | $9.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Msci Emerging Markets Index Fundcollective trust | State Street Global Advisors | Public equity | $2.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | GS Ct Inter Duration Credit Fundcollective trust | Goldman Sachs Trust Company | Private credit | $51.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Daily Msci Eafe Index Nl Fundcollective trust | State Street - Russell 2000 | Pooled vehicles | $5.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Multi Mgr Real Assets Strat Fdcollective trust | Goldman Sachs | Real assets | $3.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Global Managed Beta Fundcollective trust | Goldman Sachs | Pooled vehicles | $8.2M held | Disclosed holding | askebsa.dol.gov |
Size and funding
32 readings
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 | 1,686 | $137M | $129M | 100.9% | $137M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 1,728 | $134M | $133M | 95.9% | $137M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 792 | $82.1M | $61.2M | 128.1% | $136M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Alight Solutions LLC codes 15 50 99 $189,593 PY2024
- Mercer US LLC codes 11 50 $133,600 PY2024
- Goldman Sachs Asset Management codes 28 51 $54,554 PY2024
- Hooker & Holcombe Inc. codes 27 51 $32,410 PY2024
- Baker Tilly US LLP codes 10 50 $20,700 PY2024
- Goldman Sachs Multi-Manager Real As Sched. D C PY2024
- Mercer codes 11 PY2024
- Alight Solutions Inc codes 14 $252,930 PY2023
- Goldman Sachs Asset Management codes 28 51 $248,146 PY2023
- Mercer US LLC codes 11 14 $98,250 PY2023
- Bank of America codes 21 25 28 33 51 52 $78,791 PY2023
- Baker Tilly US, LLP codes 10 $37,100 PY2023
- Ssga Msci Emg Mkts Indx Nl Ctf Sched. D C PY2023
- Goldman Sachs Gstco Long Duration C Sched. D C PY2023
- Ssga Russell 1000 Indx Nl Fund Sched. D C PY2023
- GS Multi-Mgr Non-Core Fixed Inc Ins Sched. D C PY2023
- Goldman Sachs Gstco Intermediate du Sched. D C PY2023
- Ssga Daily Msci Eafe Indx Nl Sched. D C PY2023
- Goldman Sachs Multi-Manager Real As Sched. D C $71,923 PY2023
- Goldman Sachs Global Managed Beta F Sched. D C PY2023
- Mercer codes 11 PY2023
- Goldman Sachs Asset Management codes 28 51 $92,184 PY2022
- Bank of America codes 21 25 28 33 51 52 $38,949 PY2022
- Baker Tilly US, LLP codes 10 $16,950 PY2022
- Ssga Msci Emg Mkts Indx Nl Ctf Sched. D C $2.5M PY2022
- Goldman Sachs Gstco Intermediate du Sched. D C $51.3M PY2022
- Ssga Daily Msci Eafe Indx Nl Sched. D C $5.7M PY2022
- Goldman Sachs Multi-Manager Real As Sched. D C $3.1M PY2022
- Goldman Sachs Global Managed Beta F Sched. D C $8.2M PY2022
- Goldman Sachs Gstco Long Duration C Sched. D C $31.5M PY2022
- Ssga Russell 1000 Indx Nl Fund Sched. D C $8.4M PY2022
- GS Multi-Mgr Non-Core Fixed Inc Ins Sched. D C $9.9M PY2022
- Mercer codes 11 PY2022
What changed
12 events
- Dec 31, 2024Manager relationship endedinferenceBank of America no longer appears on Pension Plan a of Healthnow NY Inc.'s Schedule C as investment manager (plan year 2024 vs 2023)with Bank of Americaaskebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceHooker & Holcombe Inc. appears on Pension Plan a of Healthnow NY Inc.'s Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with Hooker & Holcombe Incaskebsa.dol.gov
- Jan 1, 2024Funded status changedPension Plan a of Healthnow NY Inc. funded ratio 95.9% -> 100.9% (2023-01-01 to 2024-01-01)
- Dec 31, 2023Holding endedinferencePension Plan a of Healthnow NY Inc. no longer reports GS Ct Long Duration Credit Fund (Goldman Sachs Trust Company) (last held $32M at 2022-12-31; absent from the 2023-12-31 filing)with Goldman Sachs Trust Companyaskebsa.dol.gov
- Dec 31, 2023Holding endedinferencePension Plan a of Healthnow NY Inc. no longer reports Russell 1000 Index Nl Fund (State Street Global Advisors Trust) (last held $8M at 2022-12-31; absent from the 2023-12-31 filing)with State Street Global Advisors Trustaskebsa.dol.gov
- Dec 31, 2023Holding endedinferencePension Plan a of Healthnow NY Inc. no longer reports Multi Manager Non Core Fi Fd (last held $10M at 2022-12-31; absent from the 2023-12-31 filing)with Multi Manager Non Core Fixed Fundaskebsa.dol.gov
- Dec 31, 2023Holding endedinferencePension Plan a of Healthnow NY Inc. no longer reports Msci Emerging Markets Index Fund (last held $3M at 2022-12-31; absent from the 2023-12-31 filing)with Msci Emerging Markets Index Fundaskebsa.dol.gov
- Dec 31, 2023Holding endedinferencePension Plan a of Healthnow NY Inc. no longer reports Global Managed Beta Fund (last held $8M at 2022-12-31; absent from the 2023-12-31 filing)with Global Managed Beta Fundaskebsa.dol.gov
- Dec 31, 2023Holding endedinferencePension Plan a of Healthnow NY Inc. no longer reports Daily Msci Eafe Index Nl Fund (State Street - Russell 2000) (last held $6M at 2022-12-31; absent from the 2023-12-31 filing)with State Street - Russell 2000askebsa.dol.gov
- Dec 31, 2023Holding endedinferencePension Plan a of Healthnow NY Inc. no longer reports GS Ct Inter Duration Credit Fund (Goldman Sachs Trust Company) (last held $51M at 2022-12-31; absent from the 2023-12-31 filing)with Goldman Sachs Trust Companyaskebsa.dol.gov
- Jan 1, 2023Funded status changedPension Plan a of Healthnow NY Inc. funded ratio 128.1% -> 95.9% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedPension Plan a of Healthnow NY Inc. plan assets $82M -> $134M (+63.8%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 161105741-002
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.