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 of Tallahassee Memorial Healthcare, Inc.
Corporate pensionTallahassee, FL
Assets
$250M
Total assets, Dec 31, 2024 reported
Funded
157.9%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: Tallahassee Memorial Healthcare, Inc.
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 18.0%
- Non-interest-bearing cash 0.1%
- Corporate debt instruments (other) 45.9%
- U.S. Government securities 1.7%
- Registered investment companies 33.7%
Consultants and advisers
4 firms
- Columbia Threadneedle Investment adviser (plan)through Dec 31, 2022 Form 5500
- Bank of America Investment adviser (plan)through Dec 31, 2022 Form 5500
- Suntrust Bank, Central Florida, Na Trusteethrough Dec 31, 2022 Form 5500
- Gabriel, Roeder, Smith & Company 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
33 readings
Investment management fees
$671,918 (2023-12) · $756,364 (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 | 2,246 | $251M | $115M | 157.9% | $250M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 3,910 | $453M | $351M | 117.3% | $255M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 3,968 | $530M | $345M | 122.1% | $477M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Suntrust Bank, Central Florida, Na codes 21 50 65 $136,523 PY2024
- Bank of America, N.A codes 27 50 $29,137 PY2024
- Columbia Threadneedle Investments codes 27 50 $25,159 PY2024
- Gabriel, Roeder, Smith & Company codes 11 PY2024
- Suntrust Bank, Central Florida, Na codes 21 50 65 $362,769 PY2023
- Columbia Threadneedle Investments codes 27 50 $168,664 PY2023
- Bank of America, N.A codes 27 50 $140,486 PY2023
- Gabriel, Roeder, Smith & Company codes 11 PY2023
- Suntrust Bank, Central Florida, Na codes 21 50 65 $405,916 PY2022
- Columbia Threadneedle Investments codes 27 50 $194,356 PY2022
- Bank of America, N.A codes 27 50 $156,092 PY2022
- Gabriel, Roeder, Smith & Company codes 11 PY2022
What changed
5 events
- Jan 1, 2024Funded status changedPension Plan of Tallahassee Memorial Healthcare, Inc. funded ratio 117.3% -> 157.9% (2023-01-01 to 2024-01-01)
- Jan 1, 2024Assets changedPension Plan of Tallahassee Memorial Healthcare, Inc. plan assets $453M -> $251M (-44.7%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Assets changedPension Plan of Tallahassee Memorial Healthcare, Inc. total assets $477M -> $255M (-46.5%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedPension Plan of Tallahassee Memorial Healthcare, Inc. funded ratio 122.1% -> 117.3% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedPension Plan of Tallahassee Memorial Healthcare, Inc. plan assets $530M -> $453M (-14.4%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 591917016-001
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.