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

Rockford Health System Basic Pension Plan

Corporate pensionRockford, IL
Assets
$213,533
Total assets, Dec 31, 2023 reported
Funded
110.6%
Jan 1, 2022
Private markets target
n/a
policy Dec 31, 2023
Commitments
3
none on the tape
Plan sponsor: Mercy Health Corporation
Allocation policy
Form 5500, as of Dec 31, 2023
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 97.1%
Consultants and advisers
2 firms
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
Commitments
3 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2022AON Long Government Bond Index Fundcollective trustAON Trust Company LLCFixed income$2.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022AON US Intermediate Governmentcollective trustAON Trust Company LLCPooled vehicles$839,682 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022AON Long Credit Bond Fundcollective trustAON Trust Company LLCPrivate credit$16.7M heldDisclosed holdingaskebsa.dol.gov
Size and funding
17 readings
Total assets
$213,533 Dec 31, 2023 reported Form 5500
$22.0M (2022-12)
Plan assets
$68.1M Jan 1, 2022 reported Form 5500
Net assets
$213,533 Dec 31, 2023 reported Form 5500
$22.0M (2022-12)
Funded ratio
110.6% Jan 1, 2022 reported Form 5500
Funding target
$46.6M Jan 1, 2022 reported Form 5500
Discount rate
5.45% Jan 1, 2022 reported Form 5500
Participants
479 Jan 1, 2023 reported Form 5500
1,145 (2022-01)
Contributions
$0 Dec 31, 2023 reported Form 5500
$0 (2022-12)
Benefits paid
$23.3M Dec 31, 2023 reported Form 5500
$34.9M (2022-12)
Net investment income
$-21.8M Dec 31, 2023 reported Form 5500
$-46.1M (2022-12)
Investment management fees
$9,537 Dec 31, 2022 reported Form 5500
Form 5500 filings
2 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2023 to Dec 31, 2023479n/an/an/a$213,533n/an/an/a
2022 to Dec 31, 20221,145$68.1M$46.6M110.6%$22.0Mn/an/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • AON US Long Government Bond Index F Sched. D C PY2023
  • AON US Intermediate Government Bond Sched. D C PY2023
  • AON Long Credit Bond Fund Sched. D C PY2023
  • BMO Harris Bank N.A. codes 21 $9,537 PY2022
  • AON Long Credit Bond Fund Sched. D C $16.7M PY2022
  • AON US Long Government Bond Index F Sched. D C $2.7M PY2022
  • AON US Intermediate Government Bond Sched. D C $839,682 PY2022
  • AON Consulting, Inc. codes 11 PY2022
What changed
1 events
  • Dec 31, 2023Assets changed
    Rockford Health System Basic Pension Plan total assets $22M -> $213,533 (-99.0%, 2022-12-31 to 2023-12-31)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 472158680-001
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.