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
Froedtert Hospital Retirement Plan for Certain Former Milwaukee County Employees
Corporate pensionMilwaukee, WI
Assets
$52.9M
Total assets, Dec 31, 2024 reported
Funded
110.2%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
1 managers on Schedule C
Plan sponsor: Froedtert Thedacare Health, Inc.
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Master trust investment accounts 100.0%
Consultants and advisers
2 firms
- BMO Harris Trust Company 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
3 managers on Schedule C
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
$94,204 (2023-12) · $107,452 (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 | 144 | $56.1M | $53.9M | 110.2% | $52.9M | n/a | $52.9M | n/a |
| 2023 to Dec 31, 2023 | 144 | $54.0M | $53.8M | 107.3% | $56.1M | n/a | $55.9M | n/a |
| 2022 to Dec 31, 2022 | 144 | $76.9M | $53.0M | 136.6% | $54.0M | n/a | $54.0M | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Mercer codes 11 $127,212 PY2024
- Robert W. Baird & Co., Inc. codes 28 $22,543 PY2024
- Dghm codes 51 $20,902 PY2024
- Cliftonallenlarsen LLP codes 10 $18,900 PY2024
- BMO Financial Group codes 21 $7,053 PY2024
- Froedt & Community Health Master Tr Sched. D M $52.9M PY2024
- Mercer codes 11 PY2024
- Mercer codes 11 $245,199 PY2023
- Robert W. Baird & Co., Inc. codes 28 $70,501 PY2023
- Dhgm codes 51 $23,703 PY2023
- BMO Financial Group codes 21 $6,932 PY2023
- Froedt & Community Health Master Tr Sched. D M $55.9M PY2023
- Mercer codes 11 PY2023
- Mercer codes 11 $1.1M PY2022
- Robert W. Baird & Co., Inc. codes 28 $97,398 PY2022
- Dhgm codes 51 $10,054 PY2022
- Cliftonlarsonallen LLP codes 10 50 $6,575 PY2022
- Froedt & Community Health Master Tr Sched. D M $54.0M PY2022
- Mercer codes 11 PY2022
What changed
3 events
- Jan 1, 2024Funded status changedFroedtert Hospital Retirement Plan for Certain Former Milwaukee County Employees funded ratio 107.3% -> 110.2% (2023-01-01 to 2024-01-01)
- Jan 1, 2023Funded status changedFroedtert Hospital Retirement Plan for Certain Former Milwaukee County Employees funded ratio 136.6% -> 107.3% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedFroedtert Hospital Retirement Plan for Certain Former Milwaukee County Employees plan assets $77M -> $54M (-29.8%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 392014409-010
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.