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 Chinese Hospital
Corporate pensionSAN Francisco, CA
Assets
$64.1M
Total assets, Dec 31, 2024 reported
Funded
93.8%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
6
none on the tape
Plan sponsor: Chinese Hospital
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 0.2%
- Common/collective trusts 97.6%
- Registered investment companies 0.5%
- Common stock 0.6%
Consultants and advisers
3 firms
- US Bank Trusteethrough Dec 31, 2022 Form 5500
- Gallagher Fiduciary Advisors Actuarythrough Dec 31, 2022 Form 5500
- Gallagher Benefit Services, Inc. Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
2 managers on the commitment tape
From the plan’s own commitment disclosures
- Metropolitan Life Insurance Company3 rows, latest Dec 31, 2024
- JP Morgan Chase Bank3 rows, latest Dec 31, 2024
From Schedule C (investment management, code 28)
- Metropolitan Life Insurance Companyplan years 2022
Commitments
6 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 | Blackrock Broad Market Bond Fundseparate account | Metropolitan Life Insurance Company | Fixed income | $301,337 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Jpmcb Ldi Diversified Growth Fundseparate account | JP Morgan Chase Bank | Hedge / diversifiers | $62.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Blackrock Broad Market Bond Fundseparate account | Metropolitan Life Insurance Company | Fixed income | $596,060 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Jpmcb Ldi Diversified Growth Fundseparate account | JP Morgan Chase Bank | Hedge / diversifiers | $59.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Blackrock Broad Market Bond Fundseparate account | Metropolitan Life Insurance Company | Fixed income | $160,382 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Jpmcb Ldi Diversified Growth Fundseparate account | JP Morgan Chase Bank | Hedge / diversifiers | $58.2M held | Disclosed holding | askebsa.dol.gov |
Size and funding
33 readings
Investment management fees
$381,333 (2023-12) · $338,690 (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 | 461 | $61.8M | $72.5M | 93.8% | $64.1M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 464 | $58.8M | $71.0M | 89.5% | $61.8M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 469 | $81.3M | $67.1M | 113.5% | $58.8M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- US Bank National Association codes 13 21 28 $399,109 PY2024
- Gallagher Benefit Services, Inc. codes 11 $61,910 PY2024
- Metropolitan Life Insurance Co. codes 13 28 $7,194 PY2024
- INT Duration Alliance Bond Psa 263 Sched. D P $301,337 PY2024
- Jpmcb Ldi Diversified Growth Fund Sched. D P $62.6M PY2024
- Gallagher Benefit Services, Inc. codes 11 PY2024
- US Bank National Association codes 13 21 28 $393,277 PY2023
- Metropolitan Life Insurance Co. codes 13 28 $58,425 PY2023
- Gallagher Benefit Services, Inc. codes 11 $7,179 PY2023
- INT Duration Alliance Bond Psa 263 Sched. D P $596,060 PY2023
- Jpmcb Ldi Diversified Growth Fund Sched. D P $59.9M PY2023
- Gallagher Benefit Services, Inc. codes 11 PY2023
- US Bank National Association codes 13 21 28 $338,690 PY2022
- Gallagher Benefit Services, Inc. codes 11 $77,060 PY2022
- Metropolitan Life Insurance Co. codes 13 28 $7,142 PY2022
- INT Duration Alliance Bond Psa 263 Sched. D P $160,382 PY2022
- Jpmcb Ldi Diversified Growth Fund Sched. D P $58.2M PY2022
- Gallagher Benefit Services, Inc. codes 11 PY2022
What changed
3 events
- Jan 1, 2024Funded status changedPension Plan for Employees of Chinese Hospital funded ratio 89.5% -> 93.8% (2023-01-01 to 2024-01-01)
- Jan 1, 2023Funded status changedPension Plan for Employees of Chinese Hospital funded ratio 113.5% -> 89.5% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedPension Plan for Employees of Chinese Hospital plan assets $81M -> $59M (-27.7%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 940382780-001
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.