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 Baptist Health Richmond
Corporate pensionLouisville, KY
Assets
$17.5M
Total assets, Dec 31, 2024 reported
Funded
94.5%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: Baptist Healthcare System, Inc.
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Insurance company general account 100.0%
Consultants and advisers
1 firms
- Mercer Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on Schedule C
From Schedule C (investment management, code 28)
- Mackay Shieldsplan 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
30 readings
Net investment income
$-283,188 (2023-12) · $-377,831 (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 | 601 | $17.4M | $18.3M | 94.5% | $17.5M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 609 | $17.7M | $18.6M | 94.2% | $17.4M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 618 | $18.1M | $18.4M | 97.1% | $17.7M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- NEW York Life Insurance Company codes 28 $32,812 PY2024
- Mercer codes 11 PY2024
- New York Life Insurance Company codes 28 $32,190 PY2023
- Mercer codes 11 PY2023
- New York Life Insurance Company codes 28 $33,665 PY2022
- Mercer codes 11 PY2022
What changed
1 events
- Jan 1, 2023Funded status changedPension Plan for Employees of Baptist Health Richmond funded ratio 97.1% -> 94.2% (2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 610444707-004
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.