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
ST. Joseph Hospital Retirement Income Plan
Corporate pensionBuffalo, NY
Assets
$24.5M
Total assets, Dec 31, 2024 reported
Funded
83.2%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: Catholic Health
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 2.4%
- Other investments 66.5%
- Registered investment companies 29.2%
Consultants and advisers
4 firms
- SUN Life Financial U.S. Services Company, Inc. Investment adviser (plan)through Dec 31, 2023 Form 5500
- Ryan Labs Investment adviser (plan)through Dec 31, 2022 Form 5500
- Northern Trust Co. Trusteethrough Dec 31, 2023 Form 5500
- Mercer 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
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
33 readings
Investment management fees
$51,879 (2023-12) · $65,046 (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 | 830 | $24.9M | $31.3M | 83.2% | $24.5M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 849 | $24.9M | $32.2M | 83.6% | $24.9M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 862 | $32.3M | $31.9M | 97.7% | $25.9M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Mercer codes 11 $38,044 PY2024
- SLC Management codes 27 $23,147 PY2024
- Freed Maxick codes 10 $12,800 PY2024
- Northern Trust codes 21 $12,288 PY2024
- Mercer codes 11 PY2024
- SLC Management codes 27 $60,385 PY2023
- Mercer codes 11 $39,000 PY2023
- Freed Maxick codes 10 $12,500 PY2023
- Northern Trust codes 21 $10,357 PY2023
- Mercer codes 11 PY2023
- Ryan Labs Investments codes 27 $60,816 PY2022
- Mercer codes 11 $39,000 PY2022
- Mercer codes 11 PY2022
What changed
4 events
- Dec 31, 2023Consultant changedinferenceRyan Labs Investments no longer appears on ST. Joseph Hospital Retirement Income Plan's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)with Ryan Labsaskebsa.dol.gov
- Dec 31, 2023Consultant changedinferenceSLC Management appears on ST. Joseph Hospital Retirement Income Plan's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)with SUN Life Financial U.S. Services Company, Inc.askebsa.dol.gov
- Jan 1, 2023Funded status changedST. Joseph Hospital Retirement Income Plan funded ratio 97.7% -> 83.6% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedST. Joseph Hospital Retirement Income Plan plan assets $32M -> $25M (-22.9%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 222565278-002
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.