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
William Beaumont Hospital Employees' Retirement Plan
Corporate pensionSouthfield, MI
Assets
$1.4B
Total assets, Dec 31, 2024 reported
Funded
91.4%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
8
none on the tape
Plan sponsor: William Beaumont Hospital
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Master trust investment accounts 97.8%
- Pooled separate accounts 0.7%
Consultants and advisers
5 firms
- Mercer Investments LLC Investment adviser (plan)through Dec 31, 2023 Form 5500
- Monticello Associates Investment adviser (plan)through Dec 31, 2022 Form 5500
- Northern Trust Co. Trusteethrough Dec 31, 2024 Form 5500
- Willis Towers Watson US LLC Actuarythrough Dec 31, 2022 Form 5500
- State Street Bank & Trust Company Directed trusteethrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on the commitment tape
From the plan’s own commitment disclosures
- Prudential Insurance Company of Ame3 rows, latest Dec 31, 2024
Commitments
8 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Short Termseparate account | Prudential Insurance Company of Ame | Cash | $9.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Short Termseparate account | Prudential Insurance Company of Ame | Cash | $10.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Hipep Vicayman Eu Sm-Md Buyout Fund103 12 ie | Harbourvest Partners, LLC | Private equity | $3.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Hipep Vicayman Eu Lg Buyout Fund LP103 12 ie | Harbourvest Partners, LLC | Private equity | $6.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Short Termseparate account | Prudential Insurance Company of Ame | Cash | $8.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Hipep Vicayman Eu Sm-Md Buyout Fund103 12 ie | Harbourvest Partners, LLC | Private equity | $6.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Hipep Vicayman Eu Lg Buyout Fund LP103 12 ie | Harbourvest Partners, LLC | Private equity | $3.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Harbourvest Hv VII Buyout Holding103 12 ie | Harbourvest Partners, LLC | Private equity | $48,196 held | Disclosed holding | askebsa.dol.gov |
Size and funding
32 readings
Form 5500 filings
3 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Dec 31, 2024 | 16,665 | $1.3B | $1.4B | 91.4% | $1.4B | $0 | $1.4B | n/a |
| 2023 to Dec 31, 2023 | 17,217 | $1.2B | $1.4B | 91.5% | $1.3B | $126M | $1.1B | n/a |
| 2022 to Dec 31, 2022 | 17,865 | $1.6B | $1.3B | 108.1% | $1.2B | $135M | $1.0B | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Willis Towers Watson US LLC codes 11 14 17 50 $704,643 PY2024
- Prudential Insurance Company codes 12 50 $335,236 PY2024
- Mercer Investments LLC codes 27 50 $306,368 PY2024
- Northern Trust Company codes 20 21 50 $73,553 PY2024
- GJC Cpa's & Advisors codes 10 50 $31,650 PY2024
- Beaumont Health Master Ret Trust Sched. D M $1.4B PY2024
- Hipep Vicayman Eu Lg Buyout Fund LP Sched. D E PY2024
- Temporary Investment Account (tia) Sched. D P $9.7M PY2024
- Hipep Vicayman Eu Sm-Md Buyout Fund Sched. D E PY2024
- Willis Towers Watson US LLC codes 11 PY2024
- Willis Towers Watson US LLC codes 11 14 17 50 $489,511 PY2023
- State Street Bank & Trust Company codes 25 28 50 51 52 56 62 63 99 $145,367 PY2023
- Monticello Associates codes 27 50 51 $116,324 PY2023
- Mercer Investments LLC codes 27 50 $54,269 PY2023
- GJC Cpa's & Advisors codes 10 50 $31,650 PY2023
- Prudential Insurance Company codes 12 50 $12,250 PY2023
- Whitlock Business Systems Inc codes 49 50 $5,021 PY2023
- HVP Vii-Buyout Holding Fund LP Sched. D E PY2023
- Temporary Investment Account (tia) Sched. D P $10.0M PY2023
- Beaumont Health Master Ret Trust Sched. D M $1.1B PY2023
- Hipep Vicayman Eu Sm-Md Buyout Fund Sched. D E $3.0M PY2023
- Hipep Vicayman Eu Lg Buyout Fund LP Sched. D E $6.3M PY2023
- Willis Towers Watson US LLC codes 11 PY2023
- Willis Towers Watson US LLC codes 11 14 17 50 $607,948 PY2022
- Monticello Associates codes 27 50 51 $358,991 PY2022
- State Street Bank & Trust Company codes 25 28 50 51 52 56 62 63 99 $239,113 PY2022
- GJC Cpa's & Advisors codes 10 50 $34,000 PY2022
- Temporary Investment Account (tia) Sched. D P $8.8M PY2022
- Beaumont Health Master Ret Trust Sched. D M $1.0B PY2022
- HVP Vii-Buyout Holding Fund LP Sched. D E $48,196 PY2022
- Hipep Vicayman Eu Sm-Md Buyout Fund Sched. D E $6.7M PY2022
- Hipep Vicayman Eu Lg Buyout Fund LP Sched. D E $3.3M PY2022
- Willis Towers Watson US LLC codes 11 PY2022
What changed
8 events
- Dec 31, 2024Holding endedinferenceWilliam Beaumont Hospital Employees' Retirement Plan no longer reports Hipep Vicayman Eu Sm-Md Buyout Fund (last held $3M at 2023-12-31; absent from the 2024-12-31 filing)with Hipep Vicayman Eu Sm-Md Buyout Fundaskebsa.dol.gov
- Dec 31, 2024Holding endedinferenceWilliam Beaumont Hospital Employees' Retirement Plan no longer reports Hipep Vicayman Eu Lg Buyout Fund LP (last held $6M at 2023-12-31; absent from the 2024-12-31 filing)with Hipep Vicayman Eu Lg Buyout Fund LPaskebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceMonticello Associates no longer appears on William Beaumont Hospital Employees' Retirement Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with Monticello Associatesaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceState Street Bank & Trust Company no longer appears on William Beaumont Hospital Employees' Retirement Plan's Schedule C as investment manager (plan year 2024 vs 2023)with State Street Bank & Trust Companyaskebsa.dol.gov
- Dec 31, 2023Holding endedinferenceWilliam Beaumont Hospital Employees' Retirement Plan no longer reports Harbourvest Hv VII Buyout Holding (last held $48,196 at 2022-12-31; absent from the 2023-12-31 filing)with Harbourvest Hv VII Buyout Holdingaskebsa.dol.gov
- Dec 31, 2023Consultant changedinferenceMercer Investments LLC appears on William Beaumont Hospital Employees' Retirement Plan's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)with Mercer Investments LLCaskebsa.dol.gov
- Jan 1, 2023Funded status changedWilliam Beaumont Hospital Employees' Retirement Plan funded ratio 108.1% -> 91.5% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedWilliam Beaumont Hospital Employees' Retirement Plan plan assets $1.6B -> $1.2B (-24.1%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 381459362-001
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.