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
Greater Lafayette Health Services, Inc. Pension Security Plan
Corporate pensionMishawaka, IN
Assets
$30.7M
Total assets, Dec 31, 2024 reported
Funded
111.3%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
3
none on the tape
Plan sponsor: Franciscan Alliance, Inc.
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 1.7%
- Corporate debt instruments (other) 3.2%
- Corporate debt instruments (preferred) 76.0%
- U.S. Government securities 3.3%
- Common/collective trusts 14.4%
Consultants and advisers
4 firms
- Mercer Investments LLC Investment adviser (plan)through Dec 31, 2023 Form 5500
- Marquette Associates Inc. General consultantthrough Dec 31, 2022 Form 5500
- Mercer Actuarythrough Dec 31, 2022 Form 5500
- Principal Trust Co. Custodianthrough Dec 31, 2022 Form 5500
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)
- Nisa Investment Advisors, LLCplan years 2022
Commitments
3 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 | Sisters of St. Francis Health Svcscollective trust | Christian Brothers Investment Services, Inc. | Pooled vehicles | $4.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Sisters of St. Francis Health Svcscollective trust | Christian Brothers Investment Services, Inc. | Pooled vehicles | $6.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Sisters of St. Francis Health Svcscollective trust | Christian Brothers Investment Services, Inc. | Pooled vehicles | $5.0M held | Disclosed holding | askebsa.dol.gov |
Size and funding
33 readings
Investment management fees
$47,688 (2023-12) · $14,413 (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 | 1,304 | $32.1M | $30.7M | 111.3% | $30.7M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 1,341 | $31.5M | $31.6M | 109.7% | $32.1M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 1,389 | $43.4M | $32.1M | 133.1% | $31.5M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Mercer codes 11 17 $156,676 PY2024
- Nisa Investment Advisors, LLC codes 28 51 $33,679 PY2024
- Mercer Investments LLC codes 27 $17,000 PY2024
- Principal Trust Company codes 18 19 21 25 $11,427 PY2024
- Sisters of St. Francis Health Svcs Sched. D C $4.4M PY2024
- Mercer codes 11 PY2024
- Mercer codes 11 17 $219,974 PY2023
- Nisa Investment Advisors, LLC codes 28 51 $34,521 PY2023
- Mercer Investments LLC codes 27 $17,000 PY2023
- Principal Trust Company codes 18 19 21 25 $14,329 PY2023
- Marquette Associates Inc. codes 16 17 $7,500 PY2023
- Sisters of St. Francis Health Svcs Sched. D C $6.3M PY2023
- Mercer codes 11 PY2023
- Mercer codes 11 17 $245,473 PY2022
- Nisa Investment Advisors, LLC codes 28 51 $21,913 PY2022
- Principal Trust Company codes 10 18 21 25 $10,911 PY2022
- Marquette Associates Inc. codes 16 17 $10,000 PY2022
- Sisters of St. Francis Health Svcs Sched. D C $5.0M PY2022
- Mercer codes 11 PY2022
What changed
3 events
- Dec 31, 2024Consultant changedinferenceMarquette Associates Inc. no longer appears on Greater Lafayette Health Services, Inc. Pension Security Plan's Schedule C as general consultant (plan year 2024 vs 2023)with Marquette Associates Inc.askebsa.dol.gov
- Jan 1, 2023Funded status changedGreater Lafayette Health Services, Inc. Pension Security Plan funded ratio 133.1% -> 109.7% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedGreater Lafayette Health Services, Inc. Pension Security Plan plan assets $43M -> $31M (-27.5%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 352056396-001
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.