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3 more advisers

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ST. Luke's Hospital Retirement Plan

Corporate pension· Grand Blanc, Michigan

Corporate pension, based in Grand Blanc, Michigan, for 1,323 participants.

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

As of 2025-12-31 · the latest dated event for this allocator; each figure carries its own filing or report date

Funded ratio: 84.2%

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Open searches Allocation policy Consultants

As of 2025-12-31 · 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 2025, Fund Evaluation Group no longer appears on ST. Luke's Hospital Retirement Plan's Schedule C as pension consultant (plan year 2025 vs 2024).

3 more advisers

Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

Relationship network

10 connected entities

From board minutes, annual reports, Form 5500 filings and public records of commitments, consultants and staff in the allocator graph. Commitment amounts are those the allocator disclosed; many are not printed, and none is estimated.

Some relationships on this record are counted rather than named here. They open with the full profile.

Click any name or line for the commitments and sources behind it. Line weight is commitments together; dashed lines are inferred.

Reading the network

Service provider
Organization

›How strength and recency are read

Managers, funds and consultants are read from the commitments: three or more is a strong observed relationship, two a repeat counterparty. No consultant link is marked current on the source, so none is labelled current or former here. Related plans, people and plan service providers are ordered by what the filing shows.

Darker lines were active in the last 24 months or are current; lighter lines are older or undated.

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Size, funding, policy and commitments, with their basesCorporate pensionShow

Corporate pension

Assets

not established

Total assets, Oct 29, 2025 reported

Funded

84.2%

Jan 1, 2023

Private markets target

no policy read

policy Dec 31, 2024

Commitments

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

USI Consulting Group Pension consultantthrough Oct 29, 2025 Form 5500
Jpmorgan Chase Bank, N.A. Investment adviser (plan)through Oct 29, 2025 Form 5500
Comerica Investment adviser (plan)through Oct 29, 2025 Form 5500

+3 more consultants and advisers advise this allocator

Every name, record and relationship behind this count, with the source on each.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

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.

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.

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 year	Participants	Assets (SB market)	Funding target	FTAP	Total assets (H)	Partnerships / JV	Master trust	Real estate
2025 to Oct 29, 2025	1,323	Not disclosed	Not disclosed	n/a	$0	Not disclosed	Not disclosed	Not disclosed
2024 to Dec 31, 2024	1,904	Not disclosed	Not disclosed	n/a	$116M	Not disclosed	Not disclosed	Not disclosed
2023 to Dec 31, 2023	1,913	$143M	$162M	84.2%	$146M	Not disclosed	Not disclosed	Not disclosed
2022 to Dec 31, 2022	1,942	$176M	$157M	111.9%	$144M	Not disclosed	Not disclosed	Not disclosed

Service providers and investment entities as filed (Schedule C and D, latest year first)

USI Consulting Group codes 17 $102,917 PY2025
Jpmorgan Chase codes 27 $96,013 PY2025
Miller Canfield Paddock codes 29 $28,999 PY2025

+25 more service providers

Every name, record and relationship behind this count, with the source on each.

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Provenance

Identifiers: EIN-PN 344428232-001

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: assets, fund commitments, managers.

Record history

5 dated events on the change ledger, latest event first

Consultant changed
2025-12-31source on record
Total assets changed
2025-10-29source on record
Total assets changed
2024-12-31source on record

+2 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

every published relationship on the graph

+8 connections on the graph

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.