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
Defined Benefit Pension Plan of Curative Care Network, Inc.
Corporate pensionMilwaukee, WI
Assets
n/a
Total assets, Jun 30, 2025 reported
Funded
104.3%
Jul 1, 2023
Private markets target
n/a
policy Jun 30, 2024
Commitments
0
none on the tape
Plan sponsor: Curative Care Network, Inc.
Allocation policy
Form 5500, as of Jun 30, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 5.6%
- Corporate debt instruments (other) 94.4%
Consultants and advisers
4 firms
- Ameriprise Financial, Inc Investment adviser (plan)through Jun 30, 2023 Form 5500
- Bolton Partners, Inc. Actuarythrough Jun 30, 2023 Form 5500
- Mutual of America Life Insurance Co Actuarythrough Jun 30, 2023 Form 5500
- Fifth Third Bank Trusteethrough Jun 30, 2023 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
29 readings
Investment management fees
$147,461 (2024-06) · $32,735 (2023-06)
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 Jun 30, 2025 | 408 | n/a | n/a | n/a | $0 | n/a | n/a | n/a |
| 2023 to Jun 30, 2024 | 412 | $29.1M | $28.0M | 104.3% | $27.6M | n/a | n/a | n/a |
| 2022 to Jun 30, 2023 | 423 | $30.4M | $29.8M | 102.7% | $29.1M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Bolton Partners, Inc. codes 11 15 17 38 50 $306,896 PY2024
- Columbia Management Investment Advi codes 27 51 $142,545 PY2024
- Godfrey & Kahn S.C. - Ach codes 29 $91,831 PY2024
- Fifth Third Bank codes 21 50 65 $24,905 PY2024
- Maselan & Jones codes 29 $16,470 PY2024
- Columbia Management Investment Advi codes 27 51 $149,012 PY2023
- Bolton Partners, Inc. codes 11 15 17 38 50 $95,493 PY2023
- Fifth Third Bank codes 21 50 65 $21,317 PY2023
- Maselan & Jones codes 29 $19,515 PY2023
- Bolton Partners, Inc. codes 11 PY2023
- Bolton Partners, Inc. codes 11 15 17 38 50 $60,173 PY2022
- Columbia Management Investment Advi codes 27 51 $32,735 PY2022
- Mutual of America Life Insurance Co codes 11 12 15 $13,771 PY2022
- Fifth Third Bank codes 21 50 65 $8,666 PY2022
- Separate Account Number 1 Sched. D P PY2022
- Bolton Partners, Inc. codes 11 PY2022
What changed
1 events
- Jun 30, 2025Assets changedDefined Benefit Pension Plan of Curative Care Network, Inc. total assets $28M -> $0 (-100.0%, 2024-06-30 to 2025-06-30)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 390806286-001
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.