Montefiore Medical Center Hsrp Retirement Plan
Corporate pension, based in Tarrytown, New York, reporting $5.2M in assets, for 351 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2023, JP Morgan Chase Bank appears on Montefiore Medical Center Hsrp Retirement Plan's Schedule C as investment manager (plan year 2023 vs 2022).
3 more managers and 11 more commitments
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
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Capital path
who backs this record, through what, into what; each name opens its own path- Jpmcb Core Diversifed Coml Prop Fd2 commitments
- Prin Liquid Assets Sep Acct-Z2 commitments
- Afl-Cio Sl Mid Cap Stock Index Fund2 commitments
Relationship network
28 connected entities14 observed commitments13 repeat counterparties11 dated commitments shown here, 2022 to 2023
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
- Common/collective trusts 99.5%
- Pooled separate accounts 0.4%
Consultants and advisers
- AON Investments USA Inc General consultantthrough Dec 31, 2022 Form 5500
- Bank of New York Mellon Custodianthrough Dec 31, 2022 Form 5500
- USI Consulting Group Actuarythrough Dec 31, 2022 Form 5500
People
Manager roster
- BNY Mellon4 rows, latest Dec 31, 2023
- JP Morgan Chase2 rows, latest Dec 31, 2023
- Principal2 rows, latest Dec 31, 2023
+3 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
- JP Morgan Chaseplan years
- Jpmorgan Chase Bank, N.A.plan years 2023
- Seyfarth Shaw LLPplan years 2022
+1 more Schedule C manager
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
What changed
- Dec 31, 2023Manager relationship startedJP Morgan Chase Bank appears on Montefiore Medical Center Hsrp Retirement Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Jpmorgan Chase Bank, N.A.askebsa.dol.gov
- Dec 31, 2023Assets changedMontefiore Medical Center Hsrp Retirement Plan total assets $18M -> $5M (-70.3%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedMontefiore Medical Center Hsrp Retirement Plan funded ratio 45.0% -> 41.8% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedMontefiore Medical Center Hsrp Retirement Plan plan assets $23M -> $18M (-25.1%, 2022-01-01 to 2023-01-01)
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2023 | Jpmcb Core Diversifed Coml Prop Fdcollective trust | JP Morgan Chase | Hedge / diversifiers | $537,615 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Prin Liquid Assets Sep Acct-Zseparate account | Principal | Pooled vehicles | $20,420 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Afl-Cio Sl Mid Cap Stock Index Fundcollective trust | BNY Mellon | Public equity | $128,176 held | Disclosed holding | askebsa.dol.gov |
+11 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Size and funding
Form 5500 filings
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2023 to Dec 31, 2023 | 351 | $17.6M | $15.6M | 41.8% | $5.2M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 353 | $23.5M | $14.7M | 45.0% | $17.6M | Not disclosed | Not disclosed | Not disclosed |
- AON Hewitt Investment Co. codes 16 $185,749 PY2023
- USI Consulting Group Inc codes 11 50 $175,161 PY2023
- Principal Life Insurance Company codes 13 50 64 $72,020 PY2023
+28 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Montefiore Medical Center Hsrp Retirement Plan sits on 5 traced paths of capital across the graphs.
DFX traced 5 paths 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
- Manager relationship started2023-12-31source on record
- Total assets changed2023-12-31source on record
- Funded status changed2023-01-01source on record
+1 more change on this record's ledger
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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
+8 connections on the graph
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