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
ST. Joseph's Hospital, Inc. Retirement Plan and Trust
Corporate pensionBuckhannon, WV
Assets
$11.2M
Total assets, Dec 31, 2024 reported
Funded
101.9%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: ST. Joseph's Hospital of Buckhannon, Inc.
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 2.6%
- Master trust investment accounts 97.4%
Consultants and advisers
2 firms
- Principal Financial Group Actuarythrough Dec 31, 2024 Form 5500
- Newport Group, Inc 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)
- Morgan Stanleyplan 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
$45,338 (2023-12) · $5,507 (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 | 302 | $11.3M | $11.1M | 101.9% | $11.2M | n/a | $10.9M | n/a |
| 2023 to Dec 31, 2023 | 345 | $10.1M | $11.2M | 98.5% | $11.3M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 447 | $14.6M | $11.7M | 118.8% | $10.1M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Master Trust Sched. D M $10.9M PY2024
- Principal Financial Group codes 11 PY2024
- Morgan Stanley codes 28 $45,337 PY2023
- Newport Group codes 11 PY2023
- Morgan Stanley codes 28 $47,022 PY2022
- Newport Group codes 11 PY2022
What changed
5 events
- Jan 1, 2024Funded status changedST. Joseph's Hospital, Inc. Retirement Plan and Trust funded ratio 98.5% -> 101.9% (2023-01-01 to 2024-01-01)
- Jan 1, 2024Assets changedST. Joseph's Hospital, Inc. Retirement Plan and Trust plan assets $10M -> $11M (+12.2%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Assets changedST. Joseph's Hospital, Inc. Retirement Plan and Trust total assets $10M -> $11M (+12.3%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedST. Joseph's Hospital, Inc. Retirement Plan and Trust funded ratio 118.8% -> 98.5% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedST. Joseph's Hospital, Inc. Retirement Plan and Trust plan assets $15M -> $10M (-30.8%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 550356996-001
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.