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 Wayne Memorial Hospital, Inc.
Corporate pensionGoldsboro, NC
Assets
$127M
Total assets, Dec 31, 2024 reported
Funded
100.0%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
3
none on the tape
Plan sponsor: Wayne Memorial Hospital, Inc.
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 1.0%
- Corporate debt instruments (other) 48.7%
- U.S. Government securities 14.7%
- Common/collective trusts 35.0%
Consultants and advisers
3 firms
- SUN Life Capital Management Investment adviser (plan)through Dec 31, 2022 Form 5500
- Truist Bank Trusteethrough Dec 31, 2022 Form 5500
- AON Consulting, Inc. 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
3 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | DB Growth Portfoliocollective trust | Wilmington Trust,n.a. | Pooled vehicles | $44.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | DB Growth Portfoliocollective trust | Wilmington Trust,n.a. | Pooled vehicles | $43.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | DB Growth Portfoliocollective trust | Wilmington Trust,n.a. | Pooled vehicles | $54.0M held | Disclosed holding | askebsa.dol.gov |
Size and funding
33 readings
Investment management fees
$170,339 (2023-12) · $192,400 (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 | 957 | $132M | $137M | 100.0% | $127M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 977 | $123M | $142M | 93.6% | $132M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 987 | $160M | $140M | 107.5% | $123M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- SUN Life Capital Management codes 27 28 50 $218,790 PY2024
- Capfinancial Partners, LLC codes 26 50 $94,267 PY2024
- Truist Bank codes 21 50 52 $36,078 PY2024
- Wilmington Tr Cit Db Growth Port. Sched. D C $44.2M PY2024
- AON Consulting, Inc. codes 11 PY2024
- Sun Life Capital Management codes 27 28 50 $114,339 PY2023
- Capfinancial Partners, LLC codes 26 50 $56,000 PY2023
- Truist Bank codes 21 50 52 $37,982 PY2023
- Wilmington Tr Cit Db Growth Port. Sched. D C $43.2M PY2023
- AON Consulting, Inc. codes 11 PY2023
- Sun Life Capital Management codes 27 28 50 $118,928 PY2022
- Truist Bank codes 21 50 52 $79,820 PY2022
- Capfinancial Partners, LLC codes 26 50 $73,472 PY2022
- Wilmington Tr Cit Db Growth Port. Sched. D C $54.0M PY2022
- AON Consulting, Inc. codes 11 PY2022
What changed
3 events
- Jan 1, 2024Funded status changedPension Plan of Wayne Memorial Hospital, Inc. funded ratio 93.6% -> 100.0% (2023-01-01 to 2024-01-01)
- Jan 1, 2023Funded status changedPension Plan of Wayne Memorial Hospital, Inc. funded ratio 107.5% -> 93.6% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedPension Plan of Wayne Memorial Hospital, Inc. plan assets $160M -> $123M (-23.1%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 561484844-001
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.