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
Pension Plan of North Carolina Baptist Hospital
Corporate pensionWinston-Salem, NC
Assets
$335M
Total assets, Dec 31, 2024 reported
Funded
90.3%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: North Carolina Baptist Hospital
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 0.9%
- Corporate debt instruments (preferred) 32.9%
- U.S. Government securities 11.0%
- Other investments 3.4%
- Partnership/joint venture interests 5.3%
- Registered investment companies 37.0%
- Common stock 0.8%
- Preferred stock 0.1%
Consultants and advisers
3 firms
- Highland Consulting Pension consultantthrough Dec 31, 2022 Form 5500
- Willis Towers Watson US LLC Actuarythrough Dec 31, 2024 Form 5500
- AON Consulting, Inc. 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
30 readings
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 | 6,794 | $281M | $326M | 90.3% | $335M | $17.7M | n/a | n/a |
| 2023 to Dec 31, 2023 | 6,878 | $256M | $327M | 84.8% | $327M | $25.7M | n/a | n/a |
| 2022 to Dec 31, 2022 | 6,952 | $356M | $320M | 109.7% | $286M | $25.5M | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- AON Consulting codes 15 50 $710,520 PY2024
- Highland Consulting codes 17 50 $91,530 PY2024
- Willis Towers Watson US LLC codes 11 50 $60,716 PY2024
- Cliftonlarsonallen LLP codes 10 50 $25,594 PY2024
- Willis Towers Watson US LLC codes 11 PY2024
- AON Consulting codes 15 50 $686,672 PY2023
- Highland Consulting codes 17 50 $122,040 PY2023
- Butler & Burke LLP codes 10 50 $17,750 PY2023
- AON Consulting, Inc. codes 11 PY2023
- AON Consulting codes 15 50 $594,634 PY2022
- Highland Consulting codes 17 50 $122,040 PY2022
- Butler & Burke LLP codes 10 50 $17,500 PY2022
- AON Consulting, Inc. codes 11 PY2022
What changed
4 events
- Jan 1, 2024Funded status changedPension Plan of North Carolina Baptist Hospital funded ratio 84.8% -> 90.3% (2023-01-01 to 2024-01-01)
- Dec 31, 2023Assets changedPension Plan of North Carolina Baptist Hospital total assets $286M -> $327M (+14.3%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedPension Plan of North Carolina Baptist Hospital funded ratio 109.7% -> 84.8% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedPension Plan of North Carolina Baptist Hospital plan assets $356M -> $256M (-28.2%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 560552787-001
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.