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

Waterbury Hospital Cash Balance Retirement Plan

Corporate pensionWaterbury, CT
Assets
$21.0M
Total assets, Dec 31, 2024 reported
Funded
77.1%
Jan 1, 2023
Private markets target
n/a
policy Dec 31, 2024
Commitments
4
none on the tape
Plan sponsor: Prospect Waterbury, Inc.
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Pooled separate accounts 93.9%
  • Registered investment companies 6.1%
Consultants and advisers
1 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on the commitment tape
From the plan’s own commitment disclosures
Commitments
4 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024Prin Ldi Long Duration Sa-Zseparate accountPrincipalFixed income$5,724 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Prin Ldi Short Dur Sep Acct-Zseparate accountPrincipalPooled vehicles$19.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prin Ldi Long Duration Sa-Zseparate accountPrincipalFixed income$3,667 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prin Ldi Short Dur Sep Acct-Zseparate accountPrincipalPooled vehicles$21.6M heldDisclosed holdingaskebsa.dol.gov
Size and funding
16 readings
Total assets
$21.0M Dec 31, 2024 reported Form 5500
$21.9M (2023-12)
Plan assets
$22.5M Jan 1, 2023 reported Form 5500
Net assets
$21.0M Dec 31, 2024 reported Form 5500
$21.9M (2023-12)
Funded ratio
77.1% Jan 1, 2023 reported Form 5500
Funding target
$30.3M Jan 1, 2023 reported Form 5500
Discount rate
5.10% Jan 1, 2023 reported Form 5500
Participants
994 Jan 1, 2024 reported Form 5500
1,148 (2023-01)
Contributions
$824,346 Dec 31, 2024 reported Form 5500
$727,770 (2023-12)
Benefits paid
$1.8M Dec 31, 2024 reported Form 5500
$1.8M (2023-12)
Net investment income
$-897,936 Dec 31, 2024 reported Form 5500
$-603,517 (2023-12)
Form 5500 filings
2 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 2024994n/an/an/a$21.0Mn/an/an/a
2023 to Dec 31, 20231,148$22.5M$30.3M77.1%$21.9Mn/an/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • Principal Life Insurance Company codes 13 50 64 $195,258 PY2024
  • Bdo codes 10 50 $52,624 PY2024
  • Groom Law Group, Chartered codes 29 50 $23,319 PY2024
  • Prin Ldi Short Dur Sep Acct-Z Sched. D P $19.7M PY2024
  • Prin Ldi Long Duration Sa-Z Sched. D P $5,724 PY2024
  • Principal Life Insurance Company codes 13 50 64 $209,190 PY2023
  • Prin Ldi Long Duration Sa-Z Sched. D P $3,667 PY2023
  • Prin Ldi Short Dur Sep Acct-Z Sched. D P $21.6M PY2023
  • Principal Financial Group codes 11 PY2023
What changed
No dated events yet.
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 812181470-005
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.