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

Boca Raton Regional Hospital Employees Pension Plan

Corporate pensionBoca Raton, FL
Assets
$74.7M
Total assets, Dec 31, 2024 reported
Funded
86.3%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
2 managers on Schedule C
Plan sponsor: Boca Raton Regional Hospital, Inc.
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 5.4%
  • Corporate debt instruments (other) 15.5%
  • Corporate debt instruments (preferred) 14.2%
  • U.S. Government securities 16.7%
  • Other investments 18.4%
  • Partnership/joint venture interests 0.2%
  • Registered investment companies 1.4%
  • Common stock 26.6%
Consultants and advisers
3 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
14 managers on Schedule C
From Schedule C (investment management, code 28)
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
Total assets
$74.7M Dec 31, 2024 reported Form 5500
$76.5M (2023-12) · $109M (2022-12)
Plan assets
$76.1M Jan 1, 2024 reported Form 5500
$109M (2023-01) · $144M (2022-01)
Net assets
$74.7M Dec 31, 2024 reported Form 5500
$76.2M (2023-12) · $109M (2022-12)
Funded ratio
86.3% Jan 1, 2024 reported Form 5500
86.7% (2023-01) · 100.6% (2022-01)
Funding target
$95.8M Jan 1, 2024 reported Form 5500
$138M (2023-01) · $137M (2022-01)
Discount rate
5.11% Jan 1, 2024 reported Form 5500
5.21% (2023-01) · 5.39% (2022-01)
Participants
934 Jan 1, 2024 reported Form 5500
1,715 (2023-01) · 1,741 (2022-01)
Contributions
$3.1M Dec 31, 2024 reported Form 5500
$3.9M (2023-12) · $1.3M (2022-12)
Benefits paid
$9.1M Dec 31, 2024 reported Form 5500
$48.0M (2023-12) · $8.5M (2022-12)
Net investment income
$-1.5M Dec 31, 2024 reported Form 5500
$-32.7M (2023-12) · $-35.3M (2022-12)
Investment management fees
$126,971 Dec 31, 2024 reported Form 5500
$182,009 (2023-12) · $283,436 (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 2024934$76.1M$95.8M86.3%$74.7M$116,832n/an/a
2023 to Dec 31, 20231,715$109M$138M86.7%$76.5M$102,073n/an/a
2022 to Dec 31, 20221,741$144M$137M100.6%$109M$226,847n/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
5 events
  • Jan 1, 2024Assets changed
    Boca Raton Regional Hospital Employees Pension Plan plan assets $109M -> $76M (-30.1%, 2023-01-01 to 2024-01-01)
    askebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinference
    Cambiar no longer appears on Boca Raton Regional Hospital Employees Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with Cambria Investors, LLCaskebsa.dol.gov
  • Dec 31, 2023Assets changed
    Boca Raton Regional Hospital Employees Pension Plan total assets $109M -> $77M (-29.7%, 2022-12-31 to 2023-12-31)
    askebsa.dol.gov
  • Jan 1, 2023Funded status changed
    Boca Raton Regional Hospital Employees Pension Plan funded ratio 100.6% -> 86.7% (2022-01-01 to 2023-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Assets changed
    Boca Raton Regional Hospital Employees Pension Plan plan assets $144M -> $109M (-24.5%, 2022-01-01 to 2023-01-01)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 591006663-001
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.