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
Northwest Permanente, P.C., Cash Balance Plan
Corporate pensionPortland, OR
Assets
$177M
Total assets, Dec 31, 2024 reported
Funded
128.3%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: Northwest Permanente, P.C., Physicians & Surgeons
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Registered investment companies 100.0%
Consultants and advisers
3 firms
- The Vanguard Group Investment adviser (plan)through Dec 31, 2022 Form 5500
- Milliman, Inc. Actuarythrough Dec 31, 2022 Form 5500
- State Street Global Advisors 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
$168,249 (2023-12) · $72,038 (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 | 1,368 | $143M | $112M | 128.3% | $177M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 1,275 | $114M | $87.7M | 143.6% | $143M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 1,132 | $94.6M | $66.3M | 137.0% | $115M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- The Vanguard Group, Inc. codes 27 50 $228,897 PY2024
- Milliman, Inc. codes 11 15 17 50 $163,039 PY2024
- State Street Corporation codes 18 50 $5,000 PY2024
- Milliman, Inc codes 11 PY2024
- The Vanguard Group, Inc. codes 27 50 $168,249 PY2023
- Milliman, Inc. codes 11 15 17 50 $149,518 PY2023
- State Street Corporation codes 18 50 $5,000 PY2023
- Milliman, Inc codes 11 PY2023
- Milliman, Inc. codes 11 15 17 50 $154,483 PY2022
- The Vanguard Group, Inc. codes 27 50 $72,038 PY2022
- State Street Corporation codes 18 50 $5,000 PY2022
- Milliman, Inc codes 11 PY2022
What changed
6 events
- Dec 31, 2024Assets changedNorthwest Permanente, P.C., Cash Balance Plan total assets $143M -> $177M (+24.1%, 2023-12-31 to 2024-12-31)
- Jan 1, 2024Funded status changedNorthwest Permanente, P.C., Cash Balance Plan funded ratio 143.6% -> 128.3% (2023-01-01 to 2024-01-01)
- Jan 1, 2024Assets changedNorthwest Permanente, P.C., Cash Balance Plan plan assets $114M -> $143M (+24.7%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Assets changedNorthwest Permanente, P.C., Cash Balance Plan total assets $115M -> $143M (+24.3%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedNorthwest Permanente, P.C., Cash Balance Plan funded ratio 137.0% -> 143.6% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedNorthwest Permanente, P.C., Cash Balance Plan plan assets $95M -> $114M (+21.1%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 930698548-006
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.