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

Christiana Care Health Services, Inc. Retirement Plan

Corporate pensionWilmington, DE
Assets
$599M
Total assets, Dec 31, 2024 reported
Funded
82.4%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
24
none on the tape
Plan sponsor: Christiana Care Health Services, Inc.
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 0.7%
  • Common/collective trusts 89.4%
Consultants and advisers
3 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
5 managers on the commitment tape
From the plan’s own commitment disclosures
From Schedule C (investment management, code 28)
Commitments
24 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024Msci Acwi Equity Index Non-Lendablecollective trustBlackrock Institutional TrustPublic equity$54.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Long Duration Corporate Credit Screcollective trustBlackrock Long Duration CorporatePrivate credit$308M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Treasury US 15 Yr Key Rate Durationcollective trustBlackrock Institutional TrustFixed income$19.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Treasury U.S. 20 Year Key Rate Duracollective trustBlackrockFixed income$16.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024TSY U.S. 25+ Yr Key Rate Dur Nl Fdcollective trustBlackrockPooled vehicles$70.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Treasury US 10 Yr Key Rate Durationcollective trustBlackrock Institutional TrustFixed income$17.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Treasury U.S. 5 Year Key Rate Duratcollective trustBlackrock Institutional Trust Company, N.A.Fixed income$14.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Intermediate Govt Bond Index Fundcollective trustBlackrock Institutional Trust Co,naFixed income$19.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Long Term Govt Bond Index Fundcollective trustBlackrock Insti. Trust Company, N.AFixed income$14.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Msci Acwi Equity Index Non-Lendablecollective trustBlackrock Institutional TrustPublic equity$57.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Long Duration Corporate Credit Screcollective trustBlackrock Long Duration CorporatePrivate credit$323M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Short-Term Investment Fundcollective trustBlackrock Institutional Trust Company, N.A.Cash$89 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Treasury US 15 Yr Key Rate Durationcollective trustBlackrock Institutional TrustFixed income$33.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Treasury U.S. 20 Year Key Rate Duracollective trustBlackrockFixed income$25.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023TSY U.S. 25+ Yr Key Rate Dur Nl Fdcollective trustBlackrockPooled vehicles$114M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Treasury US 10 Yr Key Rate Durationcollective trustBlackrock Institutional TrustFixed income$26.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Treasury U.S. 5 Year Key Rate Duratcollective trustBlackrock Institutional Trust Company, N.A.Fixed income$19.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Msci Acwi Equity Index Non-Lendablecollective trustBlackrock Institutional TrustPublic equity$59.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Long Duration Corporate Credit Screcollective trustBlackrock Long Duration CorporatePrivate credit$394M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Short-Term Investment Fundcollective trustBlackrock Institutional Trust Company, N.A.Cash$258,300 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Treasury US 15 Yr Key Rate Durationcollective trustBlackrock Institutional TrustFixed income$17.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Treasury U.S. 20 Year Key Rate Duracollective trustBlackrockFixed income$14.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022TSY U.S. 25+ Yr Key Rate Dur Nl Fdcollective trustBlackrockPooled vehicles$85.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Treasury US 10 Yr Key Rate Durationcollective trustBlackrock Institutional TrustFixed income$5.8M heldDisclosed holdingaskebsa.dol.gov
Size and funding
33 readings
Total assets
$599M Dec 31, 2024 reported Form 5500
$615M (2023-12) · $598M (2022-12)
Plan assets
$614M Jan 1, 2024 reported Form 5500
$598M (2023-01) · $904M (2022-01)
Net assets
$599M Dec 31, 2024 reported Form 5500
$614M (2023-12) · $598M (2022-12)
Funded ratio
82.4% Jan 1, 2024 reported Form 5500
80.0% (2023-01) · 109.2% (2022-01)
Funding target
$607M Jan 1, 2024 reported Form 5500
$582M (2023-01) · $567M (2022-01)
Discount rate
5.11% Jan 1, 2024 reported Form 5500
5.24% (2023-01) · 5.40% (2022-01)
Participants
4,883 Jan 1, 2024 reported Form 5500
4,955 (2023-01) · 5,135 (2022-01)
Contributions
$74.6M Dec 31, 2024 reported Form 5500
$9.0M (2023-12) · $19.0M (2022-12)
Benefits paid
$47.6M Dec 31, 2024 reported Form 5500
$48.0M (2023-12) · $45.0M (2022-12)
Net investment income
$-15.4M Dec 31, 2024 reported Form 5500
$16.1M (2023-12) · $-306M (2022-12)
Investment management fees
$753,430 Dec 31, 2024 reported Form 5500
$633,614 (2023-12) · $1.2M (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 20244,883$614M$607M82.4%$599Mn/an/an/a
2023 to Dec 31, 20234,955$598M$582M80.0%$615Mn/an/an/a
2022 to Dec 31, 20225,135$904M$567M109.2%$598Mn/an/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • Blackrock Institutional Trust Comp codes 28 51 $753,430 PY2024
  • Deloitte Consulting LLP codes 11 50 $261,789 PY2024
  • Wilmington Trust codes 21 50 $168,509 PY2024
  • Lincoln Retirement Services Co. LLC codes 15 50 $159,440 PY2024
  • Torrillo & Associates codes 10 50 $26,600 PY2024
  • Morgan, Lewis & Bockius codes 29 50 $19,623 PY2024
  • Treasury U.S. 10 Year Key Rate Dura Sched. D C $17.1M PY2024
  • Treasury U.S. 5 Year Key Rate Dura Sched. D C $14.9M PY2024
  • Intermediate Government Bond Index Sched. D C $19.7M PY2024
  • Long Term Government Bond Index Fun Sched. D C $14.6M PY2024
  • Treasury U.S. 25 Year Key Rate Dura Sched. D C $70.8M PY2024
  • Msci Acwi Equity Index Non-Lendable Sched. D C $54.2M PY2024
  • Long Duration Corp Credit Screened Sched. D C $308M PY2024
  • Short-Term Investment Fund Sched. D C PY2024
  • Treasury U.S. 15 Year Key Rate Dura Sched. D C $19.0M PY2024
  • Treasury U.S. 20 Year Key Rate Dura Sched. D C $16.9M PY2024
  • Deloitte Consulting LLP codes 11 PY2024
  • Blackrock Institutional Trust Comp codes 28 51 $630,549 PY2023
  • Lincoln Retirement Services Co. LLC codes 15 50 $163,853 PY2023
  • Deloitte Consulting LLP codes 11 50 $160,100 PY2023
  • Wilmington Trust codes 21 50 $134,439 PY2023
  • Torrillo & Assocciates codes 10 50 $26,650 PY2023
  • Treasury U.S. 10 Year Key Rate Dura Sched. D C $26.7M PY2023
  • Msci Acwi Equity Index Non-Lendable Sched. D C $57.5M PY2023
  • Long Duration Corp Credit Screened Sched. D C $323M PY2023
  • Short-Term Investment Fund Sched. D C $89 PY2023
  • Treasury U.S. 15 Year Key Rate Dura Sched. D C $33.2M PY2023
  • Treasury U.S. 20 Year Key Rate Dura Sched. D C $25.9M PY2023
  • Treasury U.S. 25 Year Key Rate Dura Sched. D C $114M PY2023
  • Treasury U.S. 5 Year Key Rate Dura Sched. D C $19.8M PY2023
  • Deloitte Consulting LLP codes 11 PY2023
  • Wellington Fixed Income codes 28 51 $648,389 PY2022
  • Schroders codes 28 51 $528,046 PY2022
  • Wilmington Trust codes 21 50 $213,463 PY2022
  • Lincoln Retirement Services Co. LLC codes 99 $171,072 PY2022
  • Deloitte Consulting LLP codes 11 50 $106,748 PY2022
  • Demarche Assoc., Inc. codes 27 50 $43,585 PY2022
  • Morgan, Lewis, & Bockius, LLP codes 29 50 $31,273 PY2022
  • Whisman Giordano & Associates LLC codes 10 50 $5,000 PY2022
  • Long Duration Corp Credit Screened Sched. D C $394M PY2022
  • Short-Term Investment Fund Sched. D C $258,300 PY2022
  • Treasury U.S. 15 Year Key Rate Dura Sched. D C $17.6M PY2022
  • Treasury U.S. 20 Year Key Rate Dura Sched. D C $14.0M PY2022
  • Treasury U.S. 25 Year Key Rate Dura Sched. D C $85.9M PY2022
  • Treasury U.S. 10 Year Key Rate Dura Sched. D C $5.8M PY2022
  • Msci Acwi Equity Index Non-Lendable Sched. D C $59.7M PY2022
  • Deloitte Consulting LLP codes 11 PY2022
What changed
11 events
  • Dec 31, 2024Holding started
    Christiana Care Health Services, Inc. Retirement Plan first reports an interest in Intermediate Govt Bond Index Fund (Blackrock Institutional Trust Co,na): $20M at 2024-12-31
    with Blackrock Institutional Trust Co,naaskebsa.dol.gov
  • Dec 31, 2024Holding started
    Christiana Care Health Services, Inc. Retirement Plan first reports an interest in Long Term Govt Bond Index Fund (Blackrock Insti. Trust Company, N.A): $15M at 2024-12-31
    with Blackrock Insti. Trust Company, N.Aaskebsa.dol.gov
  • Dec 31, 2024Holding endedinference
    Christiana Care Health Services, Inc. Retirement Plan no longer reports Short-Term Investment Fund (last held $89 at 2023-12-31; absent from the 2024-12-31 filing)
    with Short-Term Investment Fundaskebsa.dol.gov
  • Jan 1, 2024Funded status changed
    Christiana Care Health Services, Inc. Retirement Plan funded ratio 80.0% -> 82.4% (2023-01-01 to 2024-01-01)
    askebsa.dol.gov
  • Dec 31, 2023Holding started
    Christiana Care Health Services, Inc. Retirement Plan first reports an interest in Treasury U.S. 5 Year Key Rate Durat: $20M at 2023-12-31
    with Treasury U.S. 5 Year Key Rate Durataskebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinference
    Wellington Fixed Income no longer appears on Christiana Care Health Services, Inc. Retirement Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with Wellington Trust Companyaskebsa.dol.gov
  • Dec 31, 2023Manager relationship started
    Blackrock Institutional Trust Comp appears on Christiana Care Health Services, Inc. Retirement Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with Blackrockaskebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinference
    Schroders no longer appears on Christiana Care Health Services, Inc. Retirement Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with Schroder Investment Management Nortaskebsa.dol.gov
  • Dec 31, 2023Consultant changedinference
    Demarche Assoc., Inc. no longer appears on Christiana Care Health Services, Inc. Retirement Plan's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)
    with Demarcheaskebsa.dol.gov
  • Jan 1, 2023Funded status changed
    Christiana Care Health Services, Inc. Retirement Plan funded ratio 109.2% -> 80.0% (2022-01-01 to 2023-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Assets changed
    Christiana Care Health Services, Inc. Retirement Plan plan assets $904M -> $598M (-33.8%, 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 510103684-001
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.