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
Retirement Plan for Employees of Mckenzie-Willamette Hospital
Corporate pensionEugene, OR
Assets
$27.8M
Total assets, Dec 31, 2024 reported
Funded
88.7%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: Cascade Health
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 5.2%
- Corporate debt instruments (other) 13.1%
- Corporate debt instruments (preferred) 6.6%
- U.S. Government securities 8.8%
- Other investments 1.7%
- Common stock 63.4%
Consultants and advisers
5 firms
- Dana Investment Advisors, Inc. Investment adviser (plan)through Dec 31, 2022 Form 5500
- UBS Financial Services Inc. Investment adviser (plan)through Dec 31, 2022 Form 5500
- Independent Actuaries, Inc. Actuarythrough Dec 31, 2022 Form 5500
- Capital Bank and Trust Company Actuarythrough Dec 31, 2022 Form 5500
- Bank of America Custodianthrough Dec 31, 2022 Form 5500
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
33 readings
Investment management fees
$163,820 (2023-12) · $225,895 (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 | 467 | $32.6M | $38.8M | 88.7% | $27.8M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 478 | $31.3M | $39.4M | 84.8% | $32.6M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 653 | $50.2M | $45.8M | 96.5% | $31.3M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Dana Investment Advisors, Inc. codes 27 $127,189 PY2024
- Independent Actuaries, Inc. codes 11 $40,610 PY2024
- UBS Financial Services Inc. codes 27 $31,581 PY2024
- Jones & Roth, P.C. codes 10 $20,550 PY2024
- Capital Bank and Trust Co. codes 11 $7,798 PY2024
- Bank of America codes 19 $5,490 PY2024
- Independent Actuaries, Inc. codes 11 PY2024
- Dana Investment Advisors, Inc. codes 27 $125,648 PY2023
- Independent Actuaries, Inc. codes 11 $35,170 PY2023
- UBS Financial Services Inc. codes 27 $30,800 PY2023
- Jones & Roth, P.C. codes 10 $19,200 PY2023
- Bank of America codes 19 $5,419 PY2023
- Independent Actuaries, Inc. codes 11 PY2023
- Dana Investment Advisors, Inc. codes 27 $161,080 PY2022
- UBS Financial Services Inc. codes 27 $40,552 PY2022
- Independent Actuaries, Inc. codes 11 $40,492 PY2022
- Jones & Roth, P.C. codes 10 $17,900 PY2022
- Capital Bank and Trust Co. codes 11 $12,088 PY2022
- Bank of America codes 19 $8,761 PY2022
- Independent Actuaries, Inc. codes 11 PY2022
What changed
4 events
- Dec 31, 2024Assets changedRetirement Plan for Employees of Mckenzie-Willamette Hospital total assets $33M -> $28M (-14.8%, 2023-12-31 to 2024-12-31)
- Jan 1, 2024Funded status changedRetirement Plan for Employees of Mckenzie-Willamette Hospital funded ratio 84.8% -> 88.7% (2023-01-01 to 2024-01-01)
- Jan 1, 2023Funded status changedRetirement Plan for Employees of Mckenzie-Willamette Hospital funded ratio 96.5% -> 84.8% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedRetirement Plan for Employees of Mckenzie-Willamette Hospital plan assets $50M -> $31M (-37.7%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 930421470-001
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.