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
Interhealth Corp. Retirement Plan
Corporate pensionWhittier, CA
Assets
$113M
Total assets, Dec 31, 2024 reported
Funded
86.4%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: PIH Health
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 2.7%
- Non-interest-bearing cash 0.0%
- Corporate debt instruments (other) 20.6%
- U.S. Government securities 16.5%
- Registered investment companies 20.2%
- Common stock 38.3%
Consultants and advisers
2 firms
- Mercer Actuarythrough Dec 31, 2022 Form 5500
- Bank of America Trusteethrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
3 managers on Schedule C
From Schedule C (investment management, code 28)
- Merrill Lynch,pierce,fenner & Smithplan years 2022
- Eagle Capital Management, LLCplan years 2022
- Blackrock Investment Managerplan years 2022
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
$451,557 (2023-12) · $536,876 (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 | 3,119 | $117M | $144M | 86.4% | $113M | $0 | $0 | $0 |
| 2023 to Dec 31, 2023 | 3,236 | $110M | $147M | 80.4% | $117M | $0 | $0 | $0 |
| 2022 to Dec 31, 2022 | 3,315 | $163M | $149M | 101.7% | $110M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Mercer codes 11 $338,789 PY2024
- Merrill Lynch, Pierce, Fenner and S codes 28 33 50 51 52 60 62 71 $279,898 PY2024
- Eagle Capital Management, LLC codes 28 68 $117,954 PY2024
- Blackrock Investment Management,llc codes 28 50 51 $100,549 PY2024
- Bank of America codes 21 50 $53,697 PY2024
- Pension Assurance LLP codes 10 $22,000 PY2024
- Mercer codes 11 PY2024
- Merrill Lynch, Pierce, Fenner and S codes 28 33 50 51 52 60 62 71 $253,677 PY2023
- Mercer codes 11 $233,613 PY2023
- Blackrock Investment Management,llc codes 28 50 51 $99,252 PY2023
- Eagle Capital Management, LLC codes 28 68 $99,091 PY2023
- Bank of America codes 21 50 $67,127 PY2023
- Pension Assurance LLP codes 10 $22,000 PY2023
- Mercer codes 11 PY2023
- Merrill Lynch, Pierce, Fenner and S codes 28 33 50 51 52 60 62 71 $537,239 PY2022
- Mercer codes 11 $154,922 PY2022
- Eagle Capital Management, LLC codes 28 68 $113,172 PY2022
- Blackrock Investment Management,llc codes 28 50 51 $102,388 PY2022
- Bank of America codes 21 50 $47,664 PY2022
- Pension Assurance LLP codes 10 $22,000 PY2022
- Mercer codes 11 PY2022
What changed
3 events
- Jan 1, 2024Funded status changedInterhealth Corp. Retirement Plan funded ratio 80.4% -> 86.4% (2023-01-01 to 2024-01-01)
- Jan 1, 2023Funded status changedInterhealth Corp. Retirement Plan funded ratio 101.7% -> 80.4% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedInterhealth Corp. Retirement Plan plan assets $163M -> $110M (-32.8%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 953619388-001
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.