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
Beaver Dam Community Hospitals, Inc Retirement Plan
Corporate pensionBeaver Dam, WI
Assets
n/a
Total assets, Jun 30, 2023 reported
Funded
n/a
not filed
Private markets target
n/a
no policy read
Commitments
0
none on the tape
Plan sponsor: Beaver Dam Community Hospitals, Inc.
Allocation policy
No allocation policy has been read for this allocator yet. Public systems get theirs from the ACFR; corporate plans from the sponsor’s 10-K; plans from Schedule H lines.
Consultants and advisers
3 firms
- Mercer Investments LLC General consultantthrough Jun 30, 2023 Form 5500
- Transamerica Retirement Solutions Actuarythrough Jun 30, 2023 Form 5500
- State Street Corporation Custodianthrough Jun 30, 2023 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
No manager relationship is on the tape for this allocator.
Commitments
No fund commitments are on the tape for this allocator. The tape holds the plans that publish their own private-markets reports; a plan that publishes one and is not here is a gap we can close.
Size and funding
6 readings
Form 5500 filings
1 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2022 to Jun 30, 2023 | 749 | n/a | n/a | n/a | $0 | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Transamerica Retirement Solutions codes 11 12 15 28 38 50 59 61 62 63 64 $392,348 PY2022
- Mercer Investment Management codes 16 53 $144,971 PY2022
- State Street Bank and Trust Co. codes 18 50 $25,000 PY2022
- Mercer Collective Trust Sched. D C PY2022
- Mercer Collective Trust Sched. D C PY2022
- Transamerica Collective Trust Funds Sched. D C PY2022
- Mercer Collective Trust Sched. D C PY2022
- Mercer Collective Trust Sched. D C PY2022
- Mercer Collective Trust Sched. D C PY2022
What changed
No dated events yet.
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 391157876-001
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.