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

Enloe Medical Center Pension Plan

Corporate pensionChico, CA
Assets
$15.9M
Total assets, Jun 30, 2025 reported
Funded
86.1%
Jul 1, 2024
Private markets target
n/a
policy Jun 30, 2025
Commitments
0
none on the tape
Plan sponsor: Enloe Medical Center
Allocation policy
Form 5500, as of Jun 30, 2025
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 0.0%
  • Non-interest-bearing cash 0.6%
  • Other investments 50.1%
  • Registered investment companies 48.9%
Consultants and advisers
3 firms
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)
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
Total assets
$15.9M Jun 30, 2025 reported Form 5500
$15.7M (2024-06) · $15.8M (2023-06)
Plan assets
$15.7M Jul 1, 2024 reported Form 5500
$15.8M (2023-07) · $17.1M (2022-07)
Net assets
$15.9M Jun 30, 2025 reported Form 5500
$15.7M (2024-06) · $15.8M (2023-06)
Funded ratio
86.1% Jul 1, 2024 reported Form 5500
93.6% (2023-07) · 96.5% (2022-07)
Funding target
$17.6M Jul 1, 2024 reported Form 5500
$18.4M (2023-07) · $19.5M (2022-07)
Discount rate
5.15% Jul 1, 2024 reported Form 5500
5.10% (2023-07) · 5.25% (2022-07)
Participants
342 Jul 1, 2024 reported Form 5500
368 (2023-07) · 386 (2022-07)
Contributions
$535,016 Jun 30, 2025 reported Form 5500
$509,599 (2024-06) · $299,798 (2023-06)
Benefits paid
$1.7M Jun 30, 2025 reported Form 5500
$1.9M (2024-06) · $2.2M (2023-06)
Net investment income
$196,478 Jun 30, 2025 reported Form 5500
$-41,537 (2024-06) · $-1.3M (2023-06)
Investment management fees
$15,559 Jun 30, 2025 reported Form 5500
$18,852 (2024-06) · $26,490 (2023-06)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Jun 30, 2025342$15.7M$17.6M86.1%$15.9Mn/an/an/a
2023 to Jun 30, 2024368$15.8M$18.4M93.6%$15.7Mn/an/an/a
2022 to Jun 30, 2023386$17.1M$19.5M96.5%$15.8Mn/an/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
2 events
  • Jul 1, 2024Funded status changed
    Enloe Medical Center Pension Plan funded ratio 93.6% -> 86.1% (2023-07-01 to 2024-07-01)
    askebsa.dol.gov
  • Jul 1, 2023Funded status changed
    Enloe Medical Center Pension Plan funded ratio 96.5% -> 93.6% (2022-07-01 to 2023-07-01)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 941603784-001
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.