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
Pension Plan for Employees of York Hospital
Corporate pensionYork, ME
Assets
$16.8M
Total assets, Dec 31, 2024 reported
Funded
80.8%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: York Hospital
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 0.4%
- Registered investment companies 96.5%
Consultants and advisers
2 firms
- Wells Fargo Bank Investment adviser (plan)through Dec 31, 2022 Form 5500
- Milliman, Inc. Actuarythrough 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
30 readings
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 | 423 | $16.7M | $21.5M | 80.8% | $16.8M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 432 | $16.1M | $22.1M | 80.0% | $16.7M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 450 | $17.7M | $21.7M | 82.3% | $16.1M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Milliman Inc. codes 11 $52,350 PY2024
- Wells Fargo codes 27 50 99 $8,358 PY2024
- Berry Dunn Mcneil & Parker codes 10 $6,188 PY2024
- Milliman, Inc. codes 11 PY2024
- Milliman Inc. codes 11 $65,335 PY2023
- Berry Dunn Mcneil & Parker codes 10 $20,450 PY2023
- Wells Fargo codes 27 50 99 $8,052 PY2023
- Milliman, Inc. codes 11 PY2023
- Milliman Inc. codes 11 $44,523 PY2022
- Berry Dunn Mcneil & Parker codes 10 $8,000 PY2022
- Wells Fargo codes 27 50 99 $7,918 PY2022
- Milliman, Inc. codes 11 PY2022
What changed
1 events
- Jan 1, 2023Funded status changedPension Plan for Employees of York Hospital funded ratio 82.2% -> 80.0% (2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 010212444-001
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.