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
Yale-New Haven Hospital Cash Account Pension Plan
Corporate pensionNew Haven, CT
Assets
$540M
Total assets, Nov 30, 2024 reported
Funded
94.6%
Dec 1, 2023
Private markets target
n/a
policy Nov 30, 2024
Commitments
0
none on the tape
Plan sponsor: Yale-New Haven Hospital, Inc.
Allocation policy
Form 5500, as of Nov 30, 2024
Actual allocation lines without a target (as filed)
- Insurance company general account 0.0%
- Master trust investment accounts 98.1%
Consultants and advisers
4 firms
- Channing Capital Management LLC Investment adviser (plan)through Nov 30, 2023 Form 5500
- Northern Trust Co. Trusteethrough Nov 30, 2024 Form 5500
- Willis Towers Watson US LLC Actuarythrough Nov 30, 2023 Form 5500
- Mercer Actuarythrough Nov 30, 2023 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)
- Metlifeplan years 2023
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
22 readings
Form 5500 filings
2 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2023 to Nov 30, 2024 | 21,247 | $512M | $516M | 94.6% | $540M | n/a | $530M | n/a |
| 2022 to Nov 30, 2023 | 20,596 | $529M | $488M | 107.0% | $505M | $0 | $498M | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Towers Watson, Delaware Inc. codes 11 $167,128 PY2023
- The Northern Trust Company codes 21 $101,602 PY2023
- Metlife Inc codes 28 $78,421 PY2023
- Channing Capital Management LLC codes 27 $43,567 PY2023
- Mercer (US), Inc. codes 11 $12,553 PY2023
- Aetna Insurance codes 22 $6,996 PY2023
- Master Pension Trust Sched. D M $530M PY2023
- Willis Towers Watson US LLC codes 11 PY2023
- Towers Watson, Delaware Inc. codes 11 $65,839 PY2022
- Metlife Inc codes 28 $65,586 PY2022
- Channing Capital Management LLC codes 27 $54,251 PY2022
- Mercer (US), Inc. codes 11 $24,275 PY2022
- Aetna Insurance codes 22 $6,807 PY2022
- Baker Tilly US, LLP codes 10 $5,975 PY2022
- Master Pension Trust Sched. D M $498M PY2022
- Willis Towers Watson US LLC codes 11 PY2022
What changed
1 events
- Dec 1, 2023Funded status changedYale-New Haven Hospital Cash Account Pension Plan funded ratio 107.0% -> 94.6% (2022-12-01 to 2023-12-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 060646652-001
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.