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AllocatorsPlancorporate pension<100m

Hsrp Plan for Episcopal Health Services Inc.

Allocators

FAR Rockway, NY

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Search this name across graphsid dfx:al:7f335e7c-3e2a-4bf9-be2a-e356e4f5b90f

Data as of Sep 15, 2026 (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built Sep 19, 2026, 4:08 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
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: $5.9Mlatest reading; see basis
Assets as of: Dec 31, 2022
Assets basis: REPORTED
Funded ratio: 28%
Participants: 104
Commitments: 7with an amount; holdings are counted apart
Managers: 1
Funds: 7
Re-ups: 0
First-time managers: 0
Latest commitment: Dec 31, 2022
Consultants: 0
Private markets target, %: 0latest policy, percent of assets
Private equity target, %: 0latest policy, percent of assets
Latest policy: Dec 31, 2022
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
Prin Ldi Intrm Dur Sep Acct-Z	Principal	Pooled vehicle	$3.8M	Dec 31, 2022	Separate account	Dol form 5500 pension
Prin Ldi Long Duration Sa-Z	Principal	Fixed income	$1.1M	Dec 31, 2022	Separate account	Dol form 5500 pension
Prin Ldi Short Dur Sep Acct-Z	Principal	Pooled vehicle	$937,635	Dec 31, 2022	Separate account	Dol form 5500 pension
Prin Smcap S&p 600 Index Sa-Z	Principal	Pooled vehicle	$66,909	Dec 31, 2022	Separate account	Dol form 5500 pension
Prin Intl Equity Index Sa-Z	Principal	Public equity	$60,731	Dec 31, 2022	Separate account	Dol form 5500 pension
Prin Glbl Emerg Markets Sa-Z	Principal	Pooled vehicle	$24,851	Dec 31, 2022	Separate account	Dol form 5500 pension
Prin Lgcp S&p 500 Index Sa-Z	Principal	Pooled vehicle	$1,269	Dec 31, 2022	Separate account	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

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Pooled separate accounts	n/a	n/a	n/a	100	$5.9M	Dec 31, 2022	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
Buchbinder Tunick & Co LLP	actuary	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension
USI Consulting Group	actuary	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension

Relationships

Sponsors (1)

← Episcopal Health Services, Inc.Plan sponsorPlan sponsor
Jan 1, 2022 to presentfactForm 5500

Advised by (2)

→ Buchbinder Tunick & Co LLPInvestment consultantactuary
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ USI Consulting GroupInvestment consultantactuary
Jan 1, 2022 to Dec 31, 2022factForm 5500

Dated events

No dated event names this entity yet.

Provenance

Graph: Allocators
Canonical id: dfx:al:7f335e7c-3e2a-4bf9-be2a-e356e4f5b90f
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.