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

Monument Health, Inc. Pension Plan

Corporate pensionRapid City, SD

Assets

$105M

Total assets, Dec 31, 2024 reported

Funded

100.6%

Jan 1, 2024

Private markets target

n/a

policy Dec 31, 2024

Commitments

none on the tape

Plan sponsor: Monument Health, Inc.

Allocation policy

Form 5500, as of Dec 31, 2024

Actual allocation lines without a target (as filed)

Interest-bearing cash 6.8%
Non-interest-bearing cash 1.5%
Partnership/joint venture interests 23.1%
Common/collective trusts 36.2%
Registered investment companies 31.6%

Consultants and advisers

7 firms

Brandywine Asset Management Investment adviser (plan)through Dec 31, 2024 Form 5500
Alliancebernstein LP Investment adviser (plan)through Dec 31, 2023 Form 5500
Scout Investments Investment adviser (plan)through Dec 31, 2023 Form 5500
State Street - Russell 2000 Investment adviser (plan)through Dec 31, 2023 Form 5500
Meketa Investment Group Inc. Investment adviser (plan)through Dec 31, 2022 Form 5500
Willis Towers Watson US LLC Actuarythrough Dec 31, 2022 Form 5500
US Bank Trusteethrough Dec 31, 2022 Form 5500

People

No investment staff or executives have been read for this allocator yet.

Manager roster

4 managers on the commitment tape

From the plan’s own commitment disclosures

State Street - Russell 200013 rows, latest Dec 31, 2024
State Street Global Advisors Trust6 rows, latest Dec 31, 2024
Artisan Global Value Trust3 rows, latest Dec 31, 2024
Alliance Bernstein, L.P.2 rows, latest Dec 31, 2023

From Schedule C (investment management, code 28)

Janus Institutional Servicesplan years 2022

Commitments

30 rows, 0 dated closings

Disclosed holdings (from the plan’s performance or holdings report, as of the report date)

Date	Fund	Manager	Bucket	Amount	Status	Source
as of Dec 31, 2024	Artisan Multiple Investment Trustcollective trust	Artisan Global Value Trust	Pooled vehicles	$2.2M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Kopernick Global Col Inv Trustcollective trust	SEI Trust Company	Pooled vehicles	$970,844 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Twc-Ctf Core Bond Portfoliocollective trust	Wellington Trust Company, Na	Fixed income	$22.9M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	State Street S&p Global Largemidcapcollective trust	State Street Global Advisors Trust	Pooled vehicles	$1.2M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Ssga Russell 3000 Index Nl Fundcollective trust	State Street - Russell 2000	Pooled vehicles	$4.9M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Ssga Russell 1000 Index Nl Fundcollective trust	State Street Global Advisors Trust	Pooled vehicles	$743,640 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Daily Msci Emg Mkts Indx Nl Fundcollective trust	State Street - Russell 2000	Pooled vehicles	$1.1M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	State Street Msci Eafe Index Non-Lecollective trust	State Street - Russell 2000	Pooled vehicles	$2.7M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	S.S. US Reit Indx Nlcollective trust	State Street - Russell 2000	Real estate	$1.2M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Artisan Multiple Investment Trustcollective trust	Artisan Global Value Trust	Pooled vehicles	$7.6M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Kopernick Global Col Inv Trustcollective trust	SEI Trust Company	Pooled vehicles	$2.1M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Twc-Ctf Core Bond Portfoliocollective trust	Wellington Trust Company, Na	Fixed income	$14.9M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	State Street S&p Global Largemidcapcollective trust	State Street Global Advisors Trust	Pooled vehicles	$2.5M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	AB Global Core Equity Trustcollective trust	Alliance Bernstein, L.P.	Public equity	$4.2M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Ssga Russell 3000 Index Nl Fundcollective trust	State Street - Russell 2000	Pooled vehicles	$9.1M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Ssga Russell 1000 Index Nl Fundcollective trust	State Street Global Advisors Trust	Pooled vehicles	$3.5M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Daily Msci Emg Mkts Indx Nl Fundcollective trust	State Street - Russell 2000	Pooled vehicles	$2.9M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	State Street Msci Eafe Index Non-Lecollective trust	State Street - Russell 2000	Pooled vehicles	$5.8M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	S.S. US Reit Indx Nlcollective trust	State Street - Russell 2000	Real estate	$2.7M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	US Aggregate Bond Index Nl Fundcollective trust	State Street - Russell 2000	Fixed income	$3.1M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Artisan Multiple Investment Trustcollective trust	Artisan Global Value Trust	Pooled vehicles	$3.4M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Kopernick Global Col Inv Trustcollective trust	SEI Trust Company	Pooled vehicles	$1.9M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	State Street S&p Global Largemidcapcollective trust	State Street Global Advisors Trust	Pooled vehicles	$4.1M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	AB Global Core Equity Trustcollective trust	Alliance Bernstein, L.P.	Public equity	$3.5M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Ssga Russell 3000 Index Nl Fundcollective trust	State Street - Russell 2000	Pooled vehicles	$9.8M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Ssga Russell 1000 Index Nl Fundcollective trust	State Street Global Advisors Trust	Pooled vehicles	$6.5M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Daily Msci Emg Mkts Indx Nl Fundcollective trust	State Street - Russell 2000	Pooled vehicles	$1.3M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	State Street Msci Eafe Index Non-Lecollective trust	State Street - Russell 2000	Pooled vehicles	$6.9M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	S.S. US Reit Indx Nlcollective trust	State Street - Russell 2000	Real estate	$3.9M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Twc-Ctf Core Bond Portfoliocollective trust	Wellington Trust Company, Na	Fixed income	$13.2M held	Disclosed holding	askebsa.dol.gov

Size and funding

33 readings

Total assets

$105M Dec 31, 2024 reported Form 5500

$106M (2023-12) · $99.2M (2022-12)

Plan assets

$106M Jan 1, 2024 reported Form 5500

$99.1M (2023-01) · $119M (2022-01)

Net assets

$105M Dec 31, 2024 reported Form 5500

$106M (2023-12) · $99.2M (2022-12)

Funded ratio

100.6% Jan 1, 2024 reported Form 5500

101.1% (2023-01) · 118.4% (2022-01)

Funding target

$108M Jan 1, 2024 reported Form 5500

$107M (2023-01) · $95.1M (2022-01)

Discount rate

5.13% Jan 1, 2024 reported Form 5500

5.24% (2023-01) · 5.35% (2022-01)

Participants

4,379 Jan 1, 2024 reported Form 5500

4,635 (2023-01) · 4,833 (2022-01)

Contributions

$0 Dec 31, 2024 reported Form 5500

$8.0M (2023-12) · $2.0M (2022-12)

Benefits paid

$8.0M Dec 31, 2024 reported Form 5500

$9.0M (2023-12) · $10.1M (2022-12)

Net investment income

$-1.4M Dec 31, 2024 reported Form 5500

$6.9M (2023-12) · $-20.0M (2022-12)

Investment management fees

$153,392 Dec 31, 2024 reported Form 5500

$153,660 (2023-12) · $183,828 (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	4,379	$106M	$108M	100.6%	$105M	$24.2M	$0	$0
2023 to Dec 31, 2023	4,635	$99.1M	$107M	101.1%	$106M	$32.4M	n/a	n/a
2022 to Dec 31, 2022	4,833	$119M	$95.1M	118.4%	$99.2M	$30.6M	n/a	n/a

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

Willis Towers Watson US LLC codes 11 50 $339,267 PY2024
Meketa Investment Group codes 27 50 $130,000 PY2024
VON Briesen codes 29 50 $61,299 PY2024
US Bank National Association codes 21 50 62 63 $36,402 PY2024
State Street Global Trust codes 27 50 $10,329 PY2024
Brandywine Asset Management codes 27 50 $9,616 PY2024
Russell 3000(r) Index Nl Fund Sched. D C $4.9M PY2024
Russell 1000(r) Value Index Nl Fund Sched. D C $743,640 PY2024
Daily Msci Emg Mkts Idx Nl Fund Sched. D C $1.1M PY2024
Msci Eafe Index Non-Lending Fund Sched. D C $2.7M PY2024
U.S. Reit Index Non-Lending Fund Sched. D C $1.2M PY2024
U.S. Aggregate Bond Index Nl Fund Sched. D C PY2024
Artisan Mult Investment Trust Sched. D C $2.2M PY2024
Kopernik Global Collect Invest Trst Sched. D C $970,844 PY2024
Twc-Ctf Core Bond Portfolio Sched. D C $22.9M PY2024
AB Global Core Equity Trust Sched. D C PY2024
S&p Glbl Largemidcap Natr Idx Nl Fd Sched. D C $1.2M PY2024
Willis Towers Watson US LLC codes 11 PY2024
Willis Towers Watson US LLC codes 11 50 $210,594 PY2023
Meketa Investment Group codes 27 50 $130,000 PY2023
US Bank National Association codes 21 50 62 63 $39,439 PY2023
State Street Global Advisors Trust codes 27 50 $14,549 PY2023
Alliancebernstein LP codes 27 50 $9,111 PY2023
Scout Investments, Inc. codes 27 50 $7,208 PY2023
AB Global Core Equity Trust Sched. D C $4.2M PY2023
Russell 3000(r) Index Nl Fund Sched. D C $9.1M PY2023
Russell 1000(r) Value Index Nl Fund Sched. D C $3.5M PY2023
Daily Msci Emg Mkts Idx Nl Fund Sched. D C $2.9M PY2023
Msci Eafe Index Non-Lending Fund Sched. D C $5.8M PY2023
U.S. Reit Index Non-Lending Fund Sched. D C $2.7M PY2023
U.S. Aggregate Bond Index Nl Fund Sched. D C $3.1M PY2023
Artisan Mult Investment Trust Sched. D C $7.6M PY2023
Kopernik Global Collect Invest Trst Sched. D C $2.1M PY2023
Twc-Ctf Core Bond Portfolio Sched. D C $14.9M PY2023
S&p Glbl Largemidcap Natr Idx Nl Fd Sched. D C $2.5M PY2023
Willis Towers Watson US LLC codes 11 PY2023
Willis Towers Watson US LLC codes 11 50 $214,442 PY2022
Meketa Investment Group codes 27 50 $97,500 PY2022
Janus Institutional Services codes 28 50 $82,832 PY2022
US Bank National Association codes 21 50 62 63 $51,021 PY2022
S&p Glbl Largemidcap Natr Idx Nl Fd Sched. D C $4.1M PY2022
AB Global Core Equity Trust Sched. D C $3.5M PY2022
Russell 3000(r) Index Nl Fund Sched. D C $9.8M PY2022
Russell 1000(r) Value Index Nl Fund Sched. D C $6.5M PY2022
Daily Msci Emg Mkts Idx Nl Fund Sched. D C $1.3M PY2022
Msci Eafe Index Non-Lending Fund Sched. D C $6.9M PY2022
U.S. Reit Index Non-Lending Fund Sched. D C $3.9M PY2022
Twc-Ctf Core Bond Portfolio Sched. D C $13.2M PY2022
Janus Core Plus Fixed Income Citcl2 Sched. D C PY2022
Artisan Mult Investment Trust Sched. D C $3.4M PY2022
Kopernik Global Collect Invest Trst Sched. D C $1.9M PY2022
Willis Towers Watson US LLC codes 11 PY2022

What changed

12 events

Dec 31, 2024Holding endedinference
Monument Health, Inc. Pension Plan no longer reports AB Global Core Equity Trust (Alliance Bernstein, L.P.) (last held $4M at 2023-12-31; absent from the 2024-12-31 filing)
with Alliance Bernstein, L.P.askebsa.dol.gov
Dec 31, 2024Holding endedinference
Monument Health, Inc. Pension Plan no longer reports US Aggregate Bond Index Nl Fund (State Street - Russell 2000) (last held $3M at 2023-12-31; absent from the 2024-12-31 filing)
with State Street - Russell 2000askebsa.dol.gov
Dec 31, 2024Consultant changedinference
Brandywine Asset Management appears on Monument Health, Inc. Pension Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)
with Brandywine Asset Managementaskebsa.dol.gov
Dec 31, 2024Consultant changedinference
Scout Investments, Inc. no longer appears on Monument Health, Inc. Pension Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)
with Scout Investmentsaskebsa.dol.gov
Dec 31, 2024Consultant changedinference
Alliancebernstein LP no longer appears on Monument Health, Inc. Pension Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)
with Alliancebernstein LPaskebsa.dol.gov
Dec 31, 2023Holding started
Monument Health, Inc. Pension Plan first reports an interest in US Aggregate Bond Index Nl Fund (State Street - Russell 2000): $3M at 2023-12-31
with State Street - Russell 2000askebsa.dol.gov
Dec 31, 2023Manager relationship endedinference
Janus Institutional Services no longer appears on Monument Health, Inc. Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
with Janus Institutional Servicesaskebsa.dol.gov
Dec 31, 2023Consultant changedinference
Scout Investments, Inc. appears on Monument Health, Inc. Pension Plan's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)
with Scout Investmentsaskebsa.dol.gov
Dec 31, 2023Consultant changedinference
State Street Global Advisors Trust appears on Monument Health, Inc. Pension Plan's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)
with State Street - Russell 2000askebsa.dol.gov
Dec 31, 2023Consultant changedinference
Alliancebernstein LP appears on Monument Health, Inc. Pension Plan's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)
with Alliancebernstein LPaskebsa.dol.gov
Jan 1, 2023Funded status changed
Monument Health, Inc. Pension Plan funded ratio 118.4% -> 101.1% (2022-01-01 to 2023-01-01)
askebsa.dol.gov
Jan 1, 2023Assets changed
Monument Health, Inc. Pension Plan plan assets $119M -> $99M (-17.0%, 2022-01-01 to 2023-01-01)
askebsa.dol.gov

Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.

Provenance

Identifiers: EIN-PN 201487506-001

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.