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AllocatorsPlancorporate pension100m-1b

Shore Medical Center Pension Plan

Allocators

Somers Point, NJ

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Search this name across graphsid dfx:al:779cc53c-a9b1-4667-98cf-4b85b1001c90

Data as of Sep 15, 2026 (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built Sep 20, 2026, 1:27 AM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 24
On other graphs: 0
Observed: Sep 15, 2026 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Total assets: $168Mlatest reading; see basis
Assets as of: Dec 31, 2024
Assets basis: REPORTED
Funded ratio: 90%
Participants: 975
Commitments: 22with an amount; holdings are counted apart
Managers: 2
Funds: 18
Re-ups: 0
First-time managers: 0
Latest commitment: Dec 31, 2024
Consultants: 0
Private markets target, %: 0latest policy, percent of assets
Private equity target, %: 0latest policy, percent of assets
Latest policy: Dec 31, 2024
People: 0

Holdings (a value, never a commitment)

a Schedule D plan interest or a 990-PF other investment: a value on a date, never an approval

Vehicle	Manager	Bucket	Value	As of	Kind	Source
Quant. Solutions US Core Equity	Prudential Insurance Company of Ame	Public equity	$36.6M	Dec 31, 2022	Separate account	Dol form 5500 pension
Prudential Core Bond Fund	Prudential Trust Co.	Fixed income	$21.6M	Dec 31, 2022	Collective trust	Dol form 5500 pension
Pgim Quant Solutions S&p 500	Prudential Insurance Company of Ame	Pooled vehicle	$20.3M	Dec 31, 2022	Separate account	Dol form 5500 pension
Prudential Core Conserv Fund	Prudential Trust Co.	Pooled vehicle	$14.9M	Dec 31, 2022	Collective trust	Dol form 5500 pension
Pgim Qs Intl Core Equity Fund	Prudential Trust Co.	Public equity	$11.8M	Dec 31, 2022	Collective trust	Dol form 5500 pension
Privest Account	Prudential Insurance Company of Ame	Pooled vehicle	$8.5M	Dec 31, 2022	Separate account	Dol form 5500 pension
Pgim Quant Solutions Eafe Ind	Prudential Insurance Company of Ame	Pooled vehicle	$4.4M	Dec 31, 2022	Separate account	Dol form 5500 pension
Pgim Quant Solutions Value Equity	Prudential Insurance Company of Ame	Public equity	$2.8M	Dec 31, 2022	Separate account	Dol form 5500 pension
Jennison U.S. Small Cap Equity Fund	Prudential Trust Co.	Public equity	$2.7M	Dec 31, 2022	Collective trust	Dol form 5500 pension
Prisa	Prudential Insurance Company of Ame	Pooled vehicle	$2.4M	Dec 31, 2022	Separate account	Dol form 5500 pension
Short Term	Prudential Insurance Company of Ame	cash	$2.0M	Dec 31, 2022	Separate account	Dol form 5500 pension
Jennison Stock Account Vca-25	Prudential Insurance Company of Ame	Public equity	$1.9M	Dec 31, 2022	Separate account	Dol form 5500 pension
Prisa	Prudential Insurance Company of Ame	Pooled vehicle	$1.8M	Dec 31, 2023	Separate account	Dol form 5500 pension
Prudential Inflation Prot. Security	Prudential Trust Co.	Pooled vehicle	$1.7M	Dec 31, 2022	Collective trust	Dol form 5500 pension
Prisa	Prudential Insurance Company of Ame	Pooled vehicle	$1.5M	Dec 31, 2024	Separate account	Dol form 5500 pension
Pgim Qs Midcap Core Equity	Prudential Insurance Company of Ame	Public equity	$1.2M	Dec 31, 2022	Separate account	Dol form 5500 pension
Prisa II Sa	Prudential Insurance Company of Ame	Pooled vehicle	$866,126	Dec 31, 2022	Separate account	Dol form 5500 pension
Prudential High Yield Fund	Prudential Trust Co.	Fixed income	$758,464	Dec 31, 2022	Collective trust	Dol form 5500 pension
QS Emerging Markets Core Equity Fd	Prudential Trust Co.	Public equity	$702,853	Dec 31, 2022	Collective trust	Dol form 5500 pension
Prisa II Sa	Prudential Insurance Company of Ame	Pooled vehicle	$636,314	Dec 31, 2023	Separate account	Dol form 5500 pension
Prisa II Sa	Prudential Insurance Company of Ame	Pooled vehicle	$479,056	Dec 31, 2024	Separate account	Dol form 5500 pension
PRU Emerging Market Debt Fund	Prudential Trust Co.	Private credit	$58,528	Dec 31, 2022	Collective trust	Dol form 5500 pension

Policy targets, latest period

the latest period this plan published, every item quoted from its own report; a target is never an actual; 17 rows folded into 6

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Interest-bearing cash	n/a	n/a	n/a	4	$6.9M	Dec 31, 2024	Derived
U.S. Government securities	n/a	n/a	n/a	26	$43.7M	Dec 31, 2024	Derived
Insurance company general account	n/a	n/a	n/a	4	$6.0M	Dec 31, 2024	Derived
Pooled separate accounts	n/a	n/a	n/a	1	$2.0M	Dec 31, 2024	Derived
Registered investment companies	n/a	n/a	n/a	9	$15.0M	Dec 31, 2024	Derived
Preferred stock	n/a	n/a	n/a	56	$95.0M	Dec 31, 2024	Derived

Consultants

Form 5500 Schedule C, Form ADV and the plan's own reports; a Schedule C relationship is current for 24 months after the plan year end

Consultant	Role	From	To	Current	Evidence	Source
Cbiz Ris	actuary	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension
Grant Thornton, LLP	General consultant	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension
Cbiz	actuary	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension

Managers

managers this plan names on Schedule C or in its reports; a manager here is a reference node keyed to the private equity, venture and real estate fund graphs, never a new identity

Manager	Mandate	From	To	Current	Evidence
Prudential Trust Co.	n/a	Dec 31, 2022	n/a	yes	fact
Captrust	Investment management	Jan 1, 2023	Dec 31, 2023	no	fact
PNC Bank	Investment management	Jan 1, 2023	Dec 31, 2023	no	fact
Prudential Insurance Company of Ame	Investment management	Jan 1, 2022	Dec 31, 2022	no	fact
Portfolio Evaluations, Inc.	Investment management	Jan 1, 2022	Dec 31, 2022	no	fact

Relationships

Manages for (5)

← Prudential Trust Co.Manager with allocator capital
Dec 31, 2022 to presentfactForm 5500
← Prudential Insurance Company of AmeManager with allocator capitalInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500
← Portfolio Evaluations, Inc.Investment consultantInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500
← CaptrustInvestment consultantInvestment management
Jan 1, 2023 to Dec 31, 2023factForm 5500
← PNC BankInvestment consultantInvestment management
Jan 1, 2023 to Dec 31, 2023factForm 5500

Sponsors (1)

← Shore Medical CenterPlan sponsorPlan sponsor
Jan 1, 2022 to presentfactForm 5500

Advised by (3)

→ Cbiz RisInvestment consultantactuary
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ Grant Thornton, LLPInvestment consultantGeneral consultant
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ CbizInvestment consultantactuary
Jan 1, 2022 to Dec 31, 2022factForm 5500

Dated events

4 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Dec 31, 2023
Consultant changed
Grant Thornton, LLP no longer appears on Shore Medical Center Pension Plan's Schedule C as general consultant (plan year 2023 vs 2022)
Grant Thornton, LLP Form 5500observed 4 days ago
Occurred
Dec 31, 2023
Manager relationship started
Pnc appears on Shore Medical Center Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
PNC Bank Form 5500observed 4 days ago
Occurred
Dec 31, 2023
Manager relationship started
Captrust appears on Shore Medical Center Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
Captrust Form 5500observed 4 days ago
Occurred
Dec 31, 2023
Holding in a pooled vehicle ended
Shore Medical Center Pension Plan no longer reports Pgim Quant Solutions Eafe Ind (Prudential Insurance Company of Ame) (last held $4M at 2022-12-31; absent from the 2023-12-31 filing)
Prudential Insurance Company of Ame Form 5500observed 4 days ago
$4.4M
Occurred
Dec 31, 2023
Manager relationship ended
Portfolio Evaluations, Inc. no longer appears on Shore Medical Center Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
Portfolio Evaluations, Inc.Form 5500observed 4 days ago
Occurred
Dec 31, 2023
Holding in a pooled vehicle ended
Shore Medical Center Pension Plan no longer reports QS Emerging Markets Core Equity Fd (Prudential Trust Co.) (last held $702,853 at 2022-12-31; absent from the 2023-12-31 filing)
Prudential Trust Co.Form 5500observed 4 days ago
$702,853
Occurred
Dec 31, 2023
Holding in a pooled vehicle ended
Shore Medical Center Pension Plan no longer reports Jennison Stock Account Vca-25 (Prudential Insurance Company of Ame) (last held $2M at 2022-12-31; absent from the 2023-12-31 filing)
Prudential Insurance Company of Ame Form 5500observed 4 days ago
$1.9M
Occurred
Dec 31, 2023
Holding in a pooled vehicle ended
Shore Medical Center Pension Plan no longer reports Pgim Quant Solutions Value Equity (Prudential Insurance Company of Ame) (last held $3M at 2022-12-31; absent from the 2023-12-31 filing)
Prudential Insurance Company of Ame Form 5500observed 4 days ago
$2.8M
Occurred
Dec 31, 2023
Holding in a pooled vehicle ended
Shore Medical Center Pension Plan no longer reports Prudential Core Bond Fund (Prudential Trust Co.) (last held $22M at 2022-12-31; absent from the 2023-12-31 filing)
Prudential Trust Co.Form 5500observed 4 days ago
$21.6M
Occurred
Dec 31, 2023
Holding in a pooled vehicle ended
Shore Medical Center Pension Plan no longer reports Prudential Core Conserv Fund (Prudential Trust Co.) (last held $15M at 2022-12-31; absent from the 2023-12-31 filing)
Prudential Trust Co.Form 5500observed 4 days ago
$14.9M
Occurred
Dec 31, 2023
Holding in a pooled vehicle ended
Shore Medical Center Pension Plan no longer reports Privest Account (Prudential Insurance Company of Ame) (last held $8M at 2022-12-31; absent from the 2023-12-31 filing)
Prudential Insurance Company of Ame Form 5500observed 4 days ago
$8.5M
Occurred
Dec 31, 2023
Holding in a pooled vehicle ended
Shore Medical Center Pension Plan no longer reports PRU Emerging Market Debt Fund (Prudential Trust Co.) (last held $58,528 at 2022-12-31; absent from the 2023-12-31 filing)
Prudential Trust Co.Form 5500observed 4 days ago
$58,528
Occurred
Dec 31, 2023
Holding in a pooled vehicle ended
Shore Medical Center Pension Plan no longer reports Pgim Quant Solutions S&p 500 (Prudential Insurance Company of Ame) (last held $20M at 2022-12-31; absent from the 2023-12-31 filing)
Prudential Insurance Company of Ame Form 5500observed 4 days ago
$20.3M
Occurred
Dec 31, 2023
Holding in a pooled vehicle ended
Shore Medical Center Pension Plan no longer reports Quant. Solutions US Core Equity (Prudential Insurance Company of Ame) (last held $37M at 2022-12-31; absent from the 2023-12-31 filing)
Prudential Insurance Company of Ame Form 5500observed 4 days ago
$36.6M
Occurred
Dec 31, 2023
Holding in a pooled vehicle ended
Shore Medical Center Pension Plan no longer reports Short Term (Prudential Insurance Company of Ame) (last held $2M at 2022-12-31; absent from the 2023-12-31 filing)
Prudential Insurance Company of Ame Form 5500observed 4 days ago
$2.0M
Occurred
Dec 31, 2023
Holding in a pooled vehicle ended
Shore Medical Center Pension Plan no longer reports Pgim Qs Intl Core Equity Fund (last held $12M at 2022-12-31; absent from the 2023-12-31 filing)
Pgim Qs Intl Core Equity Fund Form 5500observed 4 days ago
$11.8M
Occurred
Dec 31, 2023
Holding in a pooled vehicle ended
Shore Medical Center Pension Plan no longer reports Jennison U.S. Small Cap Equity Fund (Prudential Trust Co.) (last held $3M at 2022-12-31; absent from the 2023-12-31 filing)
Prudential Trust Co.Form 5500observed 4 days ago
$2.7M
Occurred
Dec 31, 2023
Holding in a pooled vehicle ended
Shore Medical Center Pension Plan no longer reports Prudential Inflation Prot. Security (Prudential Trust Co.) (last held $2M at 2022-12-31; absent from the 2023-12-31 filing)
Prudential Trust Co.Form 5500observed 4 days ago
$1.7M
Occurred
Dec 31, 2023
Holding in a pooled vehicle ended
Shore Medical Center Pension Plan no longer reports Pgim Qs Midcap Core Equity (Prudential Insurance Company of Ame) (last held $1M at 2022-12-31; absent from the 2023-12-31 filing)
Prudential Insurance Company of Ame Form 5500observed 4 days ago
$1.2M
Occurred
Dec 31, 2023
Holding in a pooled vehicle ended
Shore Medical Center Pension Plan no longer reports Prudential High Yield Fund (Prudential Trust Co.) (last held $758,464 at 2022-12-31; absent from the 2023-12-31 filing)
Prudential Trust Co.Form 5500observed 4 days ago
$758,464

Show 4 bookkeeping events

Occurred
Jan 1, 2024
Shore Medical Center Pension Plan plan assets $152M -> $169M (+11.7%, 2023-01-01 to 2024-01-01)
Occurred
Dec 31, 2023
Shore Medical Center Pension Plan total assets $152M -> $169M (+11.6%, 2022-12-31 to 2023-12-31)
Occurred
Jan 1, 2023
Shore Medical Center Pension Plan plan assets $189M -> $152M (-19.9%, 2022-01-01 to 2023-01-01)
Occurred
Jan 1, 2023
Shore Medical Center Pension Plan funded ratio 96.4% -> 89.6% (2022-01-01 to 2023-01-01)

Provenance

Graph: Allocators
Canonical id: dfx:al:779cc53c-a9b1-4667-98cf-4b85b1001c90
First observed: Sep 15, 2026
Last observed: Sep 15, 2026 4 days ago
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

Shore Medical Center Pension Plan

Allocators

Somers Point, NJ

This is the graph view. The full profile, with its team, deals and sources, is on Allocators.Open the full profile →

Search this name across graphsid dfx:al:779cc53c-a9b1-4667-98cf-4b85b1001c90

Vehicle

Manager

Bucket

Value

As of

Kind

Source

Quant. Solutions US Core Equity

Prudential Insurance Company of Ame

Public equity

$36.6M

Dec 31, 2022

Separate account

Dol form 5500 pension

Prudential Core Bond Fund

Prudential Trust Co.

Fixed income

$21.6M

Dec 31, 2022

Collective trust

Dol form 5500 pension

Pgim Quant Solutions S&p 500

Prudential Insurance Company of Ame

Pooled vehicle

$20.3M

Dec 31, 2022

Separate account

Dol form 5500 pension

Prudential Core Conserv Fund

Prudential Trust Co.

Pooled vehicle

$14.9M

Dec 31, 2022

Collective trust

Dol form 5500 pension

Pgim Qs Intl Core Equity Fund

Prudential Trust Co.

Public equity

$11.8M

Dec 31, 2022

Collective trust

Dol form 5500 pension

Privest Account

Prudential Insurance Company of Ame

Pooled vehicle

$8.5M

Dec 31, 2022

Separate account

Dol form 5500 pension

Pgim Quant Solutions Eafe Ind

Prudential Insurance Company of Ame

Pooled vehicle

$4.4M

Dec 31, 2022

Separate account

Dol form 5500 pension

Pgim Quant Solutions Value Equity

Prudential Insurance Company of Ame

Public equity

$2.8M

Dec 31, 2022

Separate account

Dol form 5500 pension

Jennison U.S. Small Cap Equity Fund

Prudential Trust Co.

Public equity

$2.7M

Dec 31, 2022

Collective trust

Dol form 5500 pension

Prisa

Prudential Insurance Company of Ame

Pooled vehicle

$2.4M

Dec 31, 2022

Separate account

Dol form 5500 pension

Short Term

Prudential Insurance Company of Ame

cash

$2.0M

Dec 31, 2022

Separate account

Dol form 5500 pension

Jennison Stock Account Vca-25

Prudential Insurance Company of Ame

Public equity

$1.9M

Dec 31, 2022

Separate account

Dol form 5500 pension

Prisa

Prudential Insurance Company of Ame

Pooled vehicle

$1.8M

Dec 31, 2023

Separate account

Dol form 5500 pension

Prudential Inflation Prot. Security

Prudential Trust Co.

Pooled vehicle

$1.7M

Dec 31, 2022

Collective trust

Dol form 5500 pension

Prisa

Prudential Insurance Company of Ame

Pooled vehicle

$1.5M

Dec 31, 2024

Separate account

Dol form 5500 pension

Pgim Qs Midcap Core Equity

Prudential Insurance Company of Ame

Public equity

$1.2M

Dec 31, 2022

Separate account

Dol form 5500 pension

Prisa II Sa

Prudential Insurance Company of Ame

Pooled vehicle

$866,126

Dec 31, 2022

Separate account

Dol form 5500 pension

Prudential High Yield Fund

Prudential Trust Co.

Fixed income

$758,464

Dec 31, 2022

Collective trust

Dol form 5500 pension

QS Emerging Markets Core Equity Fd

Prudential Trust Co.

Public equity

$702,853

Dec 31, 2022

Collective trust

Dol form 5500 pension

Prisa II Sa

Prudential Insurance Company of Ame

Pooled vehicle

$636,314

Dec 31, 2023

Separate account

Dol form 5500 pension

Prisa II Sa

Prudential Insurance Company of Ame

Pooled vehicle

$479,056

Dec 31, 2024

Separate account

Dol form 5500 pension

PRU Emerging Market Debt Fund

Prudential Trust Co.

Private credit

$58,528

Dec 31, 2022

Collective trust

Dol form 5500 pension

Bucket

Target %

Range low

Range high

Actual %

Actual

Period end

Basis

Interest-bearing cash

n/a

$6.9M

Dec 31, 2024

Derived

U.S. Government securities

n/a

$43.7M

Dec 31, 2024

Derived

Insurance company general account

n/a

$6.0M

Dec 31, 2024

Derived

Pooled separate accounts

n/a

$2.0M

Dec 31, 2024

Derived

Registered investment companies

n/a

$15.0M

Dec 31, 2024

Derived

Preferred stock

n/a

$95.0M

Dec 31, 2024

Derived

Consultant

Role

From

Current

Evidence

Source

Cbiz Ris

actuary

Jan 1, 2022

Dec 31, 2022

fact

Dol form 5500 pension

Grant Thornton, LLP

General consultant

Jan 1, 2022

Dec 31, 2022

fact

Dol form 5500 pension

Cbiz

actuary

Jan 1, 2022

Dec 31, 2022

fact

Dol form 5500 pension

Manager

Mandate

From

Current

Evidence

Prudential Trust Co.

n/a

Dec 31, 2022

n/a

yes

fact

Captrust

Investment management

Jan 1, 2023

Dec 31, 2023

fact

PNC Bank

Investment management

Jan 1, 2023

Dec 31, 2023

fact

Prudential Insurance Company of Ame

Investment management

Jan 1, 2022

Dec 31, 2022

fact

Portfolio Evaluations, Inc.

Investment management

Jan 1, 2022

Dec 31, 2022

fact