DFX Intelligence

Data Factory

AllocatorsPlancorporate pension<100m

North Shore Hematology-Oncology Associates, P.C. Employees' Defined Benefit Pension Plan and Trust

Allocators

Port Jefferson Station, NY

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:9f1a0b02-4f7d-4c26-b51c-e55d6157976d

Data as of Sep 15, 2026 (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built Sep 18, 2026, 10:51 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: $9,211latest reading; see basis
Assets as of: Mar 31, 2023
Assets basis: REPORTED
Funded ratio: 114%
Participants: 337
Commitments: 1with an amount; holdings are counted apart
Managers: 1
Funds: 1
Re-ups: 0
First-time managers: 0
Latest commitment: Mar 31, 2023
Consultants: 0
Private markets target, %: 0latest policy, percent of assets
Private equity target, %: 0latest policy, percent of assets
Latest policy: Mar 31, 2023
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
Sage Cash Balance Moderate Ret Opt	Transamerica Premier Life Insurance	cash	$9,211	Mar 31, 2023	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

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Common/collective trusts	n/a	n/a	n/a	100	$9,211	Mar 31, 2023	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
Global Retirement Partners	Investment adviser	Apr 1, 2022	Mar 31, 2023	no	fact	Dol form 5500 pension
Sentinel Benefits & Financial Group	actuary	Apr 1, 2022	Mar 31, 2023	no	fact	Dol form 5500 pension

Relationships

Sponsors (1)

← North Shore Hematology-Oncology Associates, P.C.Plan sponsorPlan sponsor
Apr 1, 2022 to presentfactForm 5500

Advised by (2)

→ Global Retirement PartnersInvestment consultantInvestment adviser
Apr 1, 2022 to Mar 31, 2023factForm 5500
→ Sentinel Benefits & Financial GroupInvestment consultantactuary
Apr 1, 2022 to Mar 31, 2023factForm 5500

Dated events

No dated event names this entity yet.

Provenance

Graph: Allocators
Canonical id: dfx:al:9f1a0b02-4f7d-4c26-b51c-e55d6157976d
First observed: Sep 15, 2026
Last observed: Sep 15, 2026 3 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.

North Shore Hematology-Oncology Associates, P.C. Employees' Defined Benefit Pension Plan and Trust

Allocators

Port Jefferson Station, NY

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:9f1a0b02-4f7d-4c26-b51c-e55d6157976d

Vehicle

Manager

Bucket

Value

As of

Kind

Source

Sage Cash Balance Moderate Ret Opt

Transamerica Premier Life Insurance

cash

$9,211

Mar 31, 2023

Collective trust

Dol form 5500 pension

Bucket

Target %

Range low

Range high

Actual %

Actual

Period end

Basis

Common/collective trusts

n/a

100

$9,211

Mar 31, 2023

Derived

Consultant

Role

From

Current

Evidence

Source

Global Retirement Partners

Investment adviser

Apr 1, 2022

Mar 31, 2023

fact

Dol form 5500 pension

Sentinel Benefits & Financial Group

actuary

Apr 1, 2022

Mar 31, 2023

fact

Dol form 5500 pension