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 Southern New Hampshire Medical Center
Corporate pensionNashua, NH
Assets
$59.2M
Total assets, Jan 31, 2025 reported
Funded
97.3%
Feb 1, 2024
Private markets target
n/a
policy Jan 31, 2025
Commitments
0
1 managers on Schedule C
Plan sponsor: Southern New Hampshire Medical Center
Allocation policy
Form 5500, as of Jan 31, 2025
Actual allocation lines without a target (as filed)
- Non-interest-bearing cash 1.3%
- Partnership/joint venture interests 91.2%
- Registered investment companies 6.8%
Consultants and advisers
5 firms
- Hardman Johnston Global Advisors Investment adviser (plan)through Jan 31, 2023 Form 5500
- Onedigital Pension consultantthrough Jan 31, 2023 Form 5500
- William Blair Investment Management Investment adviser (plan)through Jan 31, 2023 Form 5500
- Milliman, Inc. Actuarythrough Jan 31, 2023 Form 5500
- Northern Trust Co. Trusteethrough Jan 31, 2023 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
4 managers on Schedule C
From Schedule C (investment management, code 28)
- Loomis Saylesplan years 2025
- Income Research & Mgmt. Inc.plan years 2023
- State Street Research & Managementplan years 2023
- Loomis, Sayles & Company, L.P.plan 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
32 readings
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 Jan 31, 2025 | 1,343 | $62.0M | $67.9M | 97.3% | $59.2M | $54.0M | n/a | n/a |
| 2023 to Jan 31, 2024 | 1,607 | $67.6M | $72.7M | 99.3% | $62.0M | $57.7M | n/a | n/a |
| 2022 to Jan 31, 2023 | 1,628 | $84.7M | $70.1M | 112.4% | $68.3M | $54.4M | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Milliman codes 11 $208,887 PY2024
- Income Research & Mgmt. Co. codes 28 $40,256 PY2024
- Northern Trust Company codes 21 $27,790 PY2024
- Loomis Sayles codes 28 $5,843 PY2024
- Milliman codes 11 PY2024
- Milliman codes 11 $166,059 PY2023
- Northern Trust Company codes 21 $39,188 PY2023
- Income Research & Mgmt. Co. codes 28 $23,429 PY2023
- Resources Investment Advisors, LLC codes 17 $23,125 PY2023
- Hardman Johnston Global Advsr, LLC codes 27 $12,320 PY2023
- Loomis Sayles codes 28 $11,315 PY2023
- William Blair codes 27 $5,238 PY2023
- Milliman codes 11 PY2023
- Milliman codes 11 $102,380 PY2022
- Northern Trust Company codes 21 $37,575 PY2022
- Loomis Sayles codes 28 $15,109 PY2022
- Resources Investment Advisors, LLC codes 17 $13,875 PY2022
- Hardman Johnston Global Advsr, LLC codes 27 $10,850 PY2022
- Baker Newman and Noyes LLC codes 10 $10,000 PY2022
- Income Research & Mgmt. Co. codes 28 $6,738 PY2022
- Income Research & Mgmt. Inc. codes 28 $6,571 PY2022
- William Blair codes 27 $6,346 PY2022
- State Street Research & Mgmt. Co. codes 28 $5,002 PY2022
- Milliman codes 11 PY2022
What changed
7 events
- Dec 31, 2024Consultant changedinferenceHardman Johnston Global Advsr, LLC no longer appears on Pension Plan for Employees of Southern New Hampshire Medical Center's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with Hardman Johnston Global Advisorsaskebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceResources Investment Advisors, LLC no longer appears on Pension Plan for Employees of Southern New Hampshire Medical Center's Schedule C as pension consultant (plan year 2024 vs 2023)with Onedigitalaskebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceWilliam Blair no longer appears on Pension Plan for Employees of Southern New Hampshire Medical Center's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with William Blair Investment Managementaskebsa.dol.gov
- Feb 1, 2024Funded status changedPension Plan for Employees of Southern New Hampshire Medical Center funded ratio 99.3% -> 97.3% (2023-02-01 to 2024-02-01)
- Dec 31, 2023Manager relationship endedinferenceState Street Research & Mgmt. Co. no longer appears on Pension Plan for Employees of Southern New Hampshire Medical Center's Schedule C as investment manager (plan year 2023 vs 2022)with State Street Research & Managementaskebsa.dol.gov
- Feb 1, 2023Funded status changedPension Plan for Employees of Southern New Hampshire Medical Center funded ratio 112.4% -> 99.3% (2022-02-01 to 2023-02-01)
- Feb 1, 2023Assets changedPension Plan for Employees of Southern New Hampshire Medical Center plan assets $85M -> $68M (-20.2%, 2022-02-01 to 2023-02-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 020483054-001
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.