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

Kaleida Health Pension Growth Plan

Corporate pensionBuffalo, NY
Assets
$852M
Total assets, Dec 31, 2024 reported
Funded
93.1%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
1 managers on Schedule C
Plan sponsor: Kaleida Health Corporate Benefits
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 1.7%
  • Partnership/joint venture interests 67.0%
  • Registered investment companies 24.4%
  • Common stock 5.0%
Consultants and advisers
4 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
14 managers on Schedule C
From Schedule C (investment management, code 28)
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
Total assets
$852M Dec 31, 2024 reported Form 5500
$776M (2023-12) · $708M (2022-12)
Plan assets
$775M Jan 1, 2024 reported Form 5500
$708M (2023-01) · $992M (2022-01)
Net assets
$852M Dec 31, 2024 reported Form 5500
$776M (2023-12) · $708M (2022-12)
Funded ratio
93.1% Jan 1, 2024 reported Form 5500
92.2% (2023-01) · 103.7% (2022-01)
Funding target
$877M Jan 1, 2024 reported Form 5500
$834M (2023-01) · $884M (2022-01)
Discount rate
5.20% Jan 1, 2024 reported Form 5500
5.32% (2023-01) · 5.47% (2022-01)
Participants
9,953 Jan 1, 2024 reported Form 5500
9,603 (2023-01) · 11,803 (2022-01)
Contributions
$47.0M Dec 31, 2024 reported Form 5500
$33.3M (2023-12) · $0 (2022-12)
Benefits paid
$38.6M Dec 31, 2024 reported Form 5500
$36.8M (2023-12) · $138M (2022-12)
Net investment income
$76.2M Dec 31, 2024 reported Form 5500
$67.7M (2023-12) · $-284M (2022-12)
Investment management fees
$1.4M Dec 31, 2024 reported Form 5500
$1.4M (2023-12) · $1.5M (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 20249,953$775M$877M93.1%$852M$571Mn/an/a
2023 to Dec 31, 20239,603$708M$834M92.2%$776M$525Mn/an/a
2022 to Dec 31, 202211,803$992M$884M103.7%$708M$485Mn/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
7 events
  • Dec 31, 2024Manager relationship endedinference
    Hancock Capital Partners no longer appears on Kaleida Health Pension Growth Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with Hancock Capital Partnersaskebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinference
    Cantillion Global Equity Fund no longer appears on Kaleida Health Pension Growth Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with Cantillion Global Equity Fundaskebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinference
    Pangaea Three-B, LP no longer appears on Kaleida Health Pension Growth Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with Pangaea Three-B, LPaskebsa.dol.gov
  • Dec 31, 2023Manager relationship started
    Audax Direct Lending Solutions Fund appears on Kaleida Health Pension Growth Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with Audax Direct Lending Solutions Fundaskebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinference
    Monroe Capital no longer appears on Kaleida Health Pension Growth Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with Monroe Capitalaskebsa.dol.gov
  • Jan 1, 2023Funded status changed
    Kaleida Health Pension Growth Plan funded ratio 103.7% -> 92.2% (2022-01-01 to 2023-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Assets changed
    Kaleida Health Pension Growth Plan plan assets $992M -> $708M (-28.6%, 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 161533232-001
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.