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
Promedica Health System, Inc. Cash Balance Retirement Plan
Corporate pensionToledo, OH
Assets
$14.3M
Total assets, Dec 31, 2022 reported
Funded
119.1%
Jan 1, 2022
Private markets target
n/a
policy Dec 31, 2022
Commitments
1
none on the tape
Plan sponsor: Promedica Health System, Inc.
Allocation policy
Form 5500, as of Dec 31, 2022
Actual allocation lines without a target (as filed)
- Non-interest-bearing cash 0.2%
- Partnership/joint venture interests 3.7%
- Common/collective trusts 93.4%
Consultants and advisers
4 firms
- USI Consulting Group Actuarythrough Dec 31, 2022 Form 5500
- Bank of New York Mellon Custodianthrough Dec 31, 2022 Form 5500
- Huntington National Bank Custodianthrough Dec 31, 2022 Form 5500
- PNC Bank Custodianthrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on the commitment tape
From the plan’s own commitment disclosures
- BNY Mellon1 rows, latest Dec 31, 2022
From Schedule C (investment management, code 28)
- Income Research & Mgmt. Inc.plan years 2022
- Merganser Capital Managementplan years 2022
Commitments
1 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, 2022 | EB Temporary Investmentcollective trust | BNY Mellon | Pooled vehicles | $13.4M held | Disclosed holding | askebsa.dol.gov |
Size and funding
11 readings
Total assets
Plan assets
Net assets
Funded ratio
Funding target
Discount rate
Participants
Contributions
Benefits paid
Net investment income
Investment management fees
Form 5500 filings
1 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2022 to Dec 31, 2022 | 10,978 | $516M | $368M | 119.1% | $14.3M | $533,088 | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- USI Consulting Group codes 11 15 50 $2.3M PY2022
- Income Research & Management codes 28 50 51 $384,112 PY2022
- The Bank of New York Mellon codes 19 21 50 59 62 99 $217,359 PY2022
- Merganser Capital Management, LLC codes 28 50 51 $143,800 PY2022
- Plante & Moran, LLC codes 10 50 $13,000 PY2022
- Huntington National Bank codes 19 28 50 51 $10,669 PY2022
- PNC Bank, National Association codes 19 50 62 68 $1,430 PY2022
- Ir&m Long Credit Fund LLC Sched. D E PY2022
- EB Temporary Investment Sched. D C $13.4M PY2022
- Ir&m Intermediate Credit Fund LLC Sched. D E PY2022
- USI Consulting Group codes 11 PY2022
What changed
No dated events yet.
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 341517671-001
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.