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

ST. Luke's Hospital Retirement Plan

Corporate pensionGrand Blanc, MI
Assets
n/a
Total assets, Oct 29, 2025 reported
Funded
84.2%
Jan 1, 2023
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: Mclaren St. Luke's
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 0.4%
  • Registered investment companies 98.8%
Consultants and advisers
6 firms
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
36 readings
Total assets
$0 Oct 29, 2025 reported Form 5500
$116M (2024-12) · $146M (2023-12) · $144M (2022-12)
Plan assets
$143M Jan 1, 2023 reported Form 5500
$176M (2022-01)
Net assets
$0 Oct 29, 2025 reported Form 5500
$116M (2024-12) · $146M (2023-12) · $144M (2022-12)
Funded ratio
84.2% Jan 1, 2023 reported Form 5500
111.9% (2022-01)
Funding target
$162M Jan 1, 2023 reported Form 5500
$157M (2022-01)
Discount rate
5.06% Jan 1, 2023 reported Form 5500
5.41% (2022-01)
Participants
1,323 Jan 1, 2025 reported Form 5500
1,904 (2024-01) · 1,913 (2023-01) · 1,942 (2022-01)
Contributions
$10.0M Oct 29, 2025 reported Form 5500
$3.4M (2024-12) · $2.3M (2023-12) · $6.5M (2022-12)
Benefits paid
$124M Oct 29, 2025 reported Form 5500
$32.4M (2024-12) · $10.5M (2023-12) · $9.7M (2022-12)
Net investment income
$-116M Oct 29, 2025 reported Form 5500
$-29.5M (2024-12) · $1.7M (2023-12) · $-33.3M (2022-12)
Investment management fees
$117,751 Oct 29, 2025 reported Form 5500
$388,334 (2024-12) · $40,838 (2023-12) · $37,259 (2022-12)
Form 5500 filings
4 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2025 to Oct 29, 20251,323n/an/an/a$0n/an/an/a
2024 to Dec 31, 20241,904n/an/an/a$116Mn/an/an/a
2023 to Dec 31, 20231,913$143M$162M84.2%$146Mn/an/an/a
2022 to Dec 31, 20221,942$176M$157M111.9%$144Mn/an/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
5 events
  • Dec 31, 2025Consultant changedinference
    Fund Evaluation Group no longer appears on ST. Luke's Hospital Retirement Plan's Schedule C as pension consultant (plan year 2025 vs 2024)
    with Fegaskebsa.dol.gov
  • Oct 29, 2025Assets changed
    ST. Luke's Hospital Retirement Plan total assets $116M -> $0 (-100.0%, 2024-12-31 to 2025-10-29)
    askebsa.dol.gov
  • Dec 31, 2024Assets changed
    ST. Luke's Hospital Retirement Plan total assets $146M -> $116M (-20.3%, 2023-12-31 to 2024-12-31)
    askebsa.dol.gov
  • Jan 1, 2023Funded status changed
    ST. Luke's Hospital Retirement Plan funded ratio 111.9% -> 84.2% (2022-01-01 to 2023-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Assets changed
    ST. Luke's Hospital Retirement Plan plan assets $176M -> $143M (-18.9%, 2022-01-01 to 2023-01-01)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 344428232-001
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.