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The Pension Plan and Trust for the Employees of Bronxcare Health System

Corporate pension· Bronx, New York

Corporate pension, based in Bronx, New York, reporting $311M in assets, for 1,572 participants.

Composed from this allocator's classification, location and filed figures.

Assets
$311M
Funded ratio
103.9%
Fund commitments
1
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Commitments (1)Allocation policy
As of · the latest dated event for this allocator; each figure carries its own filing or report date

Nothing material in the last 90 days. Last change: 31 Dec 2024, The Pension Plan and Trust for the Employees of Bronxcare Health System total assets $276M -> $311M (+12.6%, 2023-12-31 to 2024-12-31).

Capital path

who backs this record, through what, into what; each name opens its own path
The Pension Plan and Trust for the Employees of Bronxcare Health System
Funds committed to
Managers
Size, funding, policy and commitments, with their basesCorporate pensionShow
Corporate pension
Assets
$311M
Total assets, Dec 31, 2024 reported
Funded
103.9%
Jan 1, 2024
Private markets target
no policy read
policy Dec 31, 2024
Commitments
1
none on the tape
Plan sponsor: Bronxcare Health System
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Non-interest-bearing cash 0.3%
  • Partnership/joint venture interests 4.6%
  • Common/collective trusts 21.3%
  • Registered investment companies 60.6%
  • Common stock 10.2%
Consultants and advisers
2 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 manager on the commitment tape
From the plan’s own commitment disclosures
What changed
6 events
  • Dec 31, 2024Assets changed
    The Pension Plan and Trust for the Employees of Bronxcare Health System total assets $276M -> $311M (+12.6%, 2023-12-31 to 2024-12-31)
    askebsa.dol.gov
  • Jan 1, 2024Funded status changed
    The Pension Plan and Trust for the Employees of Bronxcare Health System funded ratio 91.7% -> 103.9% (2023-01-01 to 2024-01-01)
    askebsa.dol.gov
  • Jan 1, 2024Assets changed
    The Pension Plan and Trust for the Employees of Bronxcare Health System plan assets $236M -> $276M (+16.9%, 2023-01-01 to 2024-01-01)
    askebsa.dol.gov
  • Dec 31, 2023Assets changed
    The Pension Plan and Trust for the Employees of Bronxcare Health System total assets $236M -> $276M (+16.9%, 2022-12-31 to 2023-12-31)
    askebsa.dol.gov
  • Jan 1, 2023Funded status changed
    The Pension Plan and Trust for the Employees of Bronxcare Health System funded ratio 115.5% -> 91.7% (2022-01-01 to 2023-01-01)
    askebsa.dol.gov

+1 more dated event

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Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
3 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024Principal Trust Co.collective trustPrincipal Trust Co.Pooled vehicles$66.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Principal Trust Co.collective trustPrincipal Trust Co.Pooled vehicles$74.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Principal Trust Co.collective trustPrincipal Trust Co.Pooled vehicles$62.5M heldDisclosed holdingaskebsa.dol.gov
Size and funding
33 readings
Total assets
$311M Dec 31, 2024 reported Form 5500
$276M (2023-12) · $236M (2022-12)
Plan assets
$276M Jan 1, 2024 reported Form 5500
$236M (2023-01) · $275M (2022-01)
Net assets
$311M Dec 31, 2024 reported Form 5500
$276M (2023-12) · $236M (2022-12)
Funded ratio
103.9% Jan 1, 2024 reported Form 5500
91.7% (2023-01) · 115.5% (2022-01)
Funding target
$258M Jan 1, 2024 reported Form 5500
$248M (2023-01) · $231M (2022-01)
Discount rate
5.25% Jan 1, 2024 reported Form 5500
5.33% (2023-01) · 5.50% (2022-01)
Participants
1,572 Jan 1, 2024 reported Form 5500
1,507 (2023-01) · 1,495 (2022-01)
Contributions
$12.2M Dec 31, 2024 reported Form 5500
$11.6M (2023-12) · $11.6M (2022-12)
Benefits paid
$12.1M Dec 31, 2024 reported Form 5500
$11.2M (2023-12) · $10.3M (2022-12)
Net investment income
$34.8M Dec 31, 2024 reported Form 5500
$40.0M (2023-12) · -$38.8M (2022-12)
Investment management fees
$348,802 Dec 31, 2024 reported Form 5500
$365,775 (2023-12) · $534,755 (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 20241,572$276M$258M103.9%$311M$14.3MNot disclosedNot disclosed
2023 to Dec 31, 20231,507$236M$248M91.7%$276M$12.9MNot disclosedNot disclosed
2022 to Dec 31, 20221,495$275M$231M115.5%$236M$18.7MNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)

+6 more service providers

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Provenance
Identifiers: EIN-PN 131974191-003
Cross-graph: no entry on another DFX graph
First observed Sep 15, 2026, last observed Sep 29, 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.

Not yet on record: managers.

Record history

6 dated events on the change ledger, latest first
  • Funded status changed
    2023-01-01source
  • Funded status changed
    2024-01-01source
  • Total assets changed
    2023-01-01source

+3 more changes on this record's ledger

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The ledger records every merge, rename and reclassification this record went through and the dated filings observed on it, so the identity on this page can be traced to the records it was built from. The ledger's own sentences name other records, so they show with the names.

›Connections

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+3 connections on the graph

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