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
Joint Comm on Acred of Healthcare Org Accnt Based Retir Pln
Corporate pensionOakbrook Terrace, IL
Assets
$30.8M
Total assets, Dec 31, 2024 reported
Funded
91.4%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
2
none on the tape
Plan sponsor: Joint Commission on Accreditation of Healthcare Organizations
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 11.0%
- Corporate debt instruments (other) 32.3%
- Other investments 56.6%
Consultants and advisers
8 firms
- Mercer Investment adviser (plan)through Dec 31, 2022 Form 5500
- Wellington Trust Company, Na Custodianthrough Dec 31, 2024 Form 5500
- Legal & General Inv Mgmt America Custodianthrough Dec 31, 2022 Form 5500
- Security Capital Research & Managem Custodianthrough Dec 31, 2022 Form 5500
- Bank of New York Mellon Custodianthrough Dec 31, 2022 Form 5500
- Wellington Trust Company Custodianthrough Dec 31, 2022 Form 5500
- AON Consulting, Inc. Actuarythrough Dec 31, 2022 Form 5500
- Aon Actuarythrough 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
- Wellington Trust Company, Na2 rows, latest Dec 31, 2023
Commitments
2 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, 2023 | Wtc-Cif Small Cap Valuecollective trust | Wellington Trust Company, Na | Public equity | $5.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Wtc-Cif Small Cap Valuecollective trust | Wellington Trust Company, Na | Public equity | $4.6M held | Disclosed holding | askebsa.dol.gov |
Size and funding
33 readings
Investment management fees
$132,894 (2023-12) · $261,772 (2022-12)
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 | 1,374 | $88.9M | $83.4M | 91.4% | $30.8M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 1,425 | $85.2M | $81.8M | 88.1% | $88.9M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 1,384 | $116M | $78.9M | 106.0% | $83.7M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- AON Consulting codes 11 16 28 49 50 51 $530,214 PY2024
- Legal and General Investment codes 19 28 50 51 $58,079 PY2024
- Wellington Trust Company, Na codes 19 28 50 51 $41,865 PY2024
- The Bank of New York Mellon codes 19 50 $30,291 PY2024
- Security Capital Research & Managem codes 19 28 50 51 $20,151 PY2024
- Mercer Inc codes 27 50 $12,542 PY2024
- Small Cap Value Fund Sched. D C PY2024
- AON Consulting, Inc. codes 11 PY2024
- AON Consulting codes 11 16 28 49 50 51 $172,060 PY2023
- The Bank of New York Mellon codes 19 50 $109,231 PY2023
- Legal and General Investment codes 19 28 50 51 $58,280 PY2023
- Security Capital Research & Managem codes 19 28 50 51 $42,764 PY2023
- Wellington Trust Company codes 19 28 50 51 $31,850 PY2023
- Mercer Inc codes 27 50 $20,169 PY2023
- Small Cap Value Fund Sched. D C $5.3M PY2023
- AON Consulting, Inc. codes 11 PY2023
- AON Consulting codes 11 16 28 49 50 51 $141,118 PY2022
- Legal and General Investment codes 19 28 50 51 $81,502 PY2022
- Security Capital Research & Managem codes 19 28 50 51 $65,059 PY2022
- The Bank of New York Mellon codes 19 50 $59,831 PY2022
- Wellington Trust Company codes 19 28 50 51 $32,843 PY2022
- Mercer Inc codes 27 50 $22,537 PY2022
- Small Cap Value Fund Sched. D C $4.6M PY2022
- AON Consulting, Inc. codes 11 PY2022
What changed
4 events
- Dec 31, 2024Assets changedJoint Comm on Acred of Healthcare Org Accnt Based Retir Pln total assets $89M -> $31M (-65.4%, 2023-12-31 to 2024-12-31)
- Jan 1, 2024Funded status changedJoint Comm on Acred of Healthcare Org Accnt Based Retir Pln funded ratio 88.1% -> 91.4% (2023-01-01 to 2024-01-01)
- Jan 1, 2023Funded status changedJoint Comm on Acred of Healthcare Org Accnt Based Retir Pln funded ratio 106.0% -> 88.1% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedJoint Comm on Acred of Healthcare Org Accnt Based Retir Pln plan assets $116M -> $85M (-26.7%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 362229255-001
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.