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

Methodist Hospital Retirement Plan

Corporate pensionEvansville, IN
Assets
n/a
Total assets, Mar 31, 2023 reported
Funded
103.5%
Jul 1, 2022
Private markets target
n/a
no policy read
Commitments
0
none on the tape
Plan sponsor: Deaconess Health System, 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
2 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
11 readings
Total assets
$0 Mar 31, 2023 reported Form 5500
Plan assets
$33.6M Jul 1, 2022 reported Form 5500
Net assets
$0 Mar 31, 2023 reported Form 5500
Funded ratio
103.5% Jul 1, 2022 reported Form 5500
Funding target
$32.7M Jul 1, 2022 reported Form 5500
Discount rate
5.57% Jul 1, 2022 reported Form 5500
Participants
868 Jul 1, 2022 reported Form 5500
Contributions
$0 Mar 31, 2023 reported Form 5500
Benefits paid
$590,520 Mar 31, 2023 reported Form 5500
Net investment income
$-4.0M Mar 31, 2023 reported Form 5500
Investment management fees
$34,280 Mar 31, 2023 reported Form 5500
Form 5500 filings
1 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2022 to Mar 31, 2023868$33.6M$32.7M103.5%$0n/an/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • Mercer codes 11 51 52 $34,070 PY2022
  • Kennedy Capital Management codes 27 $30,162 PY2022
  • Mercer Core Fixed Income Sched. D C PY2022
  • Mercer Non-Us Core Equity Sched. D C PY2022
  • Mercer Global Low Volatility Equity Sched. D C PY2022
  • Mercer Opportunistic Fixed Income Sched. D C PY2022
  • Mercer Active Long Corporate Fixed Sched. D C PY2022
  • EMG Mkts Indx Nl Sf Cl a Sched. D C PY2022
  • Intl Indx Nl Sf Cl a Sched. D C PY2022
  • S&p 500 (r) Indx Nl Sf Cl a Sched. D C PY2022
  • U.S. Long Treasury Indx Nl Sf Cl a Sched. D C PY2022
  • WTC Cif Enduring Assets Sched. D C PY2022
  • Mercer US Small/mid Cap Equity Sched. D C PY2022
  • Mercer codes 11 PY2022
What changed
No dated events yet.
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 351532889-001
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.