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
The Methodist Hospitals, Inc. Retirement Plan
Corporate pensionGary, IN
Assets
$74.9M
Total assets, Dec 31, 2024 reported
Funded
112.0%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
2
none on the tape
Plan sponsor: The Methodist Hospitals, Inc.
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 2.1%
- Corporate debt instruments (preferred) 89.2%
- U.S. Government securities 7.9%
Consultants and advisers
2 firms
- Benefit Trust Company Trusteethrough Dec 31, 2024 Form 5500
- Willis Towers Watson US LLC Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on the commitment tape
From the plan’s own commitment disclosures
- Ir+m Collective Investment2 rows, latest Dec 31, 2023
Commitments
2 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, 2023 | Ir&m Long Corporate Collective Fundcollective trust | Ir+m Collective Investment | Pooled vehicles | $37.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Ir&m Long Corporate Collective Fundcollective trust | Ir+m Collective Investment | Pooled vehicles | $34.1M held | Disclosed holding | askebsa.dol.gov |
Size and funding
33 readings
Investment management fees
$115,626 (2023-12) · $89,014 (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 | 2,169 | $108M | $101M | 112.0% | $74.9M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 2,204 | $103M | $104M | 108.8% | $108M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 2,253 | $136M | $102M | 130.5% | $103M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Voya Retrmnt Insrnce & Annuity Co. codes 37 50 $1.4M PY2024
- The Angell Pension Group Inc codes 50 99 $49,925 PY2024
- Benefit Trust Company codes 21 PY2024
- Ir&m Long Corp Collective Fund Sched. D C PY2024
- Willis Towers Watson US LLC codes 11 PY2024
- Voya Retrmnt Insrnce & Annuity Co. codes 37 50 $115,626 PY2023
- The Angell Pension Group Inc codes 50 99 $63,125 PY2023
- Ir&m Long Corp Collective Fund Sched. D C $37.8M PY2023
- Willis Towers Watson US LLC codes 11 PY2023
- Voya Retrmnt Insrnce & Annuity Co. codes 37 50 $89,014 PY2022
- The Angell Pension Group Inc codes 50 99 $45,800 PY2022
- Ir&m Core Bond Collective Fund Sched. D C PY2022
- Ir&m Long Corp Collective Fund Sched. D C $34.1M PY2022
- Willis Towers Watson US LLC codes 11 PY2022
What changed
4 events
- Dec 31, 2024Assets changedThe Methodist Hospitals, Inc. Retirement Plan total assets $108M -> $75M (-30.6%, 2023-12-31 to 2024-12-31)
- Jan 1, 2024Funded status changedThe Methodist Hospitals, Inc. Retirement Plan funded ratio 108.8% -> 112.0% (2023-01-01 to 2024-01-01)
- Jan 1, 2023Funded status changedThe Methodist Hospitals, Inc. Retirement Plan funded ratio 130.5% -> 108.8% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedThe Methodist Hospitals, Inc. Retirement Plan plan assets $136M -> $103M (-23.8%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 350868133-001
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.