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

Western Connecticut Health Network Pension Plan

Corporate pensionDanbury, CT
Assets
$922M
Total assets, Sep 30, 2025 reported
Funded
100.0%
Oct 1, 2024
Private markets target
n/a
policy Sep 30, 2025
Commitments
35
2 managers on Schedule C
Plan sponsor: Western Connecticut Health Network, Inc.
Allocation policy
Form 5500, as of Sep 30, 2025
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 2.9%
  • U.S. Government securities 5.9%
  • Other investments 27.2%
  • Common/collective trusts 64.0%
Consultants and advisers
4 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
4 managers on the commitment tape
From the plan’s own commitment disclosures
From Schedule C (investment management, code 28)
Commitments
35 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Sep 30, 2025Ssga US Treasury Index Nl Ctfcollective trustState StreetFixed income$59.1M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2025Ssga Long US Treasury Index Nl Fundcollective trustState Street - Russell 2000Fixed income$153M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2025State Street Msci Eafe 100 Hedgedcollective trustState Street Global Advisors TrustHedge / diversifiers$9.5M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2025S&p 500 Flagship Nl Fundcollective trustState Street - Russell 2000Pooled vehicles$32.7M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2025Silchester Int'l Value Equity Trustcollective trustSilchester International InvestorPublic equity$13.7M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2025Russell 1000 Value Index Sl Fundcollective trustState Street - Russell 2000Pooled vehicles$10.5M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2025Wtc-Cif II US Investment Grade Intecollective trustWellington FdPooled vehicles$101M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2025Nepc Emerging Markets Equity Citcollective trustNepc Collective Investment TrustPublic equity$8.9M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2025Nepc Global Equity Citcollective trustNepc Collective Investment TrustPublic equity$20.4M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2025Nepc US Small Cap Equity Citcollective trustNepc Collective Investment TrustPublic equity$10.8M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2025Nepc Diversified Credit Citcollective trustNepc Collective Investment TrustPrivate credit$8.9M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2025Metlife Long Credit Collective Trcollective trustSEI Trust CompanyPrivate credit$161M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2024Ssga US Treasury Index Nl Ctfcollective trustRussell InvestmentsFixed income$62.0M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2024Ssga Long US Treasury Index Nl Fundcollective trustState Street - Russell 2000Fixed income$175M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2024State Street Msci Eafe 100 Hedgedcollective trustState Street Global Advisors TrustHedge / diversifiers$10.0M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2024S&p 500 Flagship Nl Fundcollective trustState Street - Russell 2000Pooled vehicles$28.1M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2024Silchester Int'l Value Equity Trustcollective trustSilchester International InvestorPublic equity$7.0M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2024Russell 1000 Value Index Sl Fundcollective trustState Street - Russell 2000Pooled vehicles$16.8M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2024Wtc-Cif II US Investment Grade Intecollective trustWellington FdPooled vehicles$89.5M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2024Nepc Emerging Markets Equity Citcollective trustNepc Collective Investment TrustPublic equity$16.2M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2024Nepc Global Equity Citcollective trustNepc Collective Investment TrustPublic equity$25.4M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2024Nepc US Small Cap Equity Citcollective trustNepc Collective Investment TrustPublic equity$18.7M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2024Nepc Diversified Credit Citcollective trustNepc Collective Investment TrustPrivate credit$13.0M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2024Metlife Long Credit Collective Trcollective trustSEI Trust CompanyPrivate credit$159M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2023Ssga US Treasury Index Nl Ctfcollective trustRussell InvestmentsFixed income$56.5M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2023Ssga Long US Treasury Index Nl Fundcollective trustState Street - Russell 2000Fixed income$105M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2023State Street Msci Eafe 100 Hedgedcollective trustState Street Global Advisors TrustHedge / diversifiers$3.4M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2023S&p 500 Flagship Nl Fundcollective trustState Street - Russell 2000Pooled vehicles$20.6M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2023Silchester Int'l Value Equity Trustcollective trustSilchester International InvestorPublic equity$11.8M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2023Russell 1000 Value Index Sl Fundcollective trustState Street - Russell 2000Pooled vehicles$16.1M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2023Wtc-Cif II US Investment Grade Intecollective trustWellington FdPooled vehicles$79.4M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2023Nepc Emerging Markets Equity Citcollective trustNepc Collective Investment TrustPublic equity$13.1M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2023Nepc Global Equity Citcollective trustNepc Collective Investment TrustPublic equity$26.3M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2023Nepc US Small Cap Equity Citcollective trustNepc Collective Investment TrustPublic equity$35.4M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2023Nepc Diversified Credit Citcollective trustNepc Collective Investment TrustPrivate credit$10.2M heldDisclosed holdingaskebsa.dol.gov
Size and funding
33 readings
Total assets
$922M Sep 30, 2025 reported Form 5500
$964M (2024-09) · $881M (2023-09)
Plan assets
$957M Oct 1, 2024 reported Form 5500
$879M (2023-10) · $874M (2022-10)
Net assets
$922M Sep 30, 2025 reported Form 5500
$963M (2024-09) · $881M (2023-09)
Funded ratio
100.0% Oct 1, 2024 reported Form 5500
101.0% (2023-10) · 109.6% (2022-10)
Funding target
$851M Oct 1, 2024 reported Form 5500
$886M (2023-10) · $812M (2022-10)
Discount rate
5.36% Oct 1, 2024 reported Form 5500
5.22% (2023-10) · 5.39% (2022-10)
Participants
8,752 Oct 1, 2024 reported Form 5500
8,880 (2023-10) · 8,979 (2022-10)
Contributions
$0 Sep 30, 2025 reported Form 5500
$0 (2024-09) · $0 (2023-09)
Benefits paid
$57.3M Sep 30, 2025 reported Form 5500
$54.0M (2024-09) · $51.4M (2023-09)
Net investment income
$-41.1M Sep 30, 2025 reported Form 5500
$82.5M (2024-09) · $-37.6M (2023-09)
Investment management fees
$1.7M Sep 30, 2025 reported Form 5500
$1.4M (2024-09) · $781,173 (2023-09)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Sep 30, 20258,752$957M$851M100.0%$922Mn/an/an/a
2023 to Sep 30, 20248,880$879M$886M101.0%$964Mn/an/an/a
2022 to Sep 30, 20238,979$874M$812M109.6%$881Mn/an/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • SEI Trust Company codes 28 50 $1.6M PY2024
  • Nepc LLC codes 17 50 $922,504 PY2024
  • Principal Costodial Solutions codes 25 50 $611,033 PY2024
  • Ernst & Young codes 29 50 $56,032 PY2024
  • Principal Life Insurance Company codes 28 50 $31,808 PY2024
  • Baker Tilly US, LLP codes 10 50 $27,810 PY2024
  • Ssga US Treasury Index Nl St Sched. D C $59.1M PY2024
  • Ssga Long US Treasury Index Lending Sched. D C $153M PY2024
  • Ssga Msci Eafe 100% Hedged to Usd Sched. D C $9.5M PY2024
  • Ssga S&p 500 Flagship Non Lending Sched. D C $32.7M PY2024
  • Silchester Intl Value Equity Sched. D C $13.7M PY2024
  • Ssga Ftse Raf US 1000 Index Sched. D C $10.5M PY2024
  • Wtc-Cif II US Inv Grade Int Sched. D C $101M PY2024
  • Nepc Emerging Mkts Equity Sched. D C $8.9M PY2024
  • Nepc Global Equity Sched. D C $20.4M PY2024
  • Nepc Diversified Credit Class a Sched. D C $10.8M PY2024
  • Nepc US Small Cap Equity Class a Sched. D C $8.9M PY2024
  • Metlife Long Credit Collective Sched. D C $161M PY2024
  • Principal Financial Group codes 11 PY2024
  • Nepc LLC codes 17 50 $1.4M PY2023
  • SEI Trust Company codes 28 50 $1.1M PY2023
  • Principal Costodial Solutions codes 25 50 $364,378 PY2023
  • Principal Life Insurance Company codes 28 50 $273,374 PY2023
  • Marcum LLP codes 10 50 $59,385 PY2023
  • Ssga US Treasury Index Nl St Sched. D C $62.0M PY2023
  • Ssga Long US Treasury Index Lending Sched. D C $175M PY2023
  • Ssga Msci Eafe 100% Hedged to Usd Sched. D C $10.0M PY2023
  • Ssga S&p 500 Flagship Non Lending Sched. D C $28.1M PY2023
  • Silchester Intl Value Equity Sched. D C $7.0M PY2023
  • Ssga Ftse Raf US 1000 Index Sched. D C $16.8M PY2023
  • Wtc-Cif II US Inv Grade Int Sched. D C $89.5M PY2023
  • Nepc Emerging Mkts Equity Sched. D C $16.2M PY2023
  • Nepc Global Equity Sched. D C $25.4M PY2023
  • Nepc Diversified Credit Class a Sched. D C $18.7M PY2023
  • Nepc US Small Cap Equity Class a Sched. D C $13.0M PY2023
  • Metlife Long Credit Collective Sched. D C $159M PY2023
  • Principal Financial Group codes 11 PY2023
  • Marquette Asset Mgmt LLC codes 27 50 $775,034 PY2022
  • Nepc LLC codes 13 50 $458,426 PY2022
  • Principal Life Insurance Company codes 13 50 64 $216,557 PY2022
  • Principal Costodial Solutions codes 13 50 $126,032 PY2022
  • Marcum LLP codes 10 50 $33,475 PY2022
  • Ssga US Treasury Index Nl St Sched. D C $56.5M PY2022
  • Ssga Long US Treasury Index Lending Sched. D C $105M PY2022
  • Ssga Msci Eafe 100% Hedged to Usd Sched. D C $3.4M PY2022
  • Ssga Russell 2000 Index Non Lending Sched. D C PY2022
  • Ssga S&p 500 Flagship Non Lending Sched. D C $20.6M PY2022
  • Ssga Russell Small Cap Sched. D C PY2022
  • Silchester Intl Value Equity Sched. D C $11.8M PY2022
  • Ssga Ftse Raf US 1000 Index Sched. D C $16.1M PY2022
  • Wtc-Cif II US Inv Grade Int Sched. D C $79.4M PY2022
  • Nepc Emerging Mkts Equity Sched. D C $13.1M PY2022
  • Nepc Global Equity Sched. D C $26.3M PY2022
  • Nepc Diversified Credit Class a Sched. D C $35.4M PY2022
  • Nepc US Small Cap Equity Class a Sched. D C $10.2M PY2022
  • Credit Asset Trust Class B Sched. D C PY2022
  • GQG Partners Global Equity Cit Sched. D C PY2022
  • Legal and General US Long Dur Eq Sched. D C PY2022
  • Ssga Daily Mcsi Emerging Mkts Idx Sched. D C PY2022
  • Principal Financial Group codes 11 PY2022
What changed
6 events
  • Sep 30, 2024Holding started
    Western Connecticut Health Network Pension Plan first reports an interest in Metlife Long Credit Collective Tr: $159M at 2024-09-30
    with Metlife Long Credit Collective Traskebsa.dol.gov
  • Dec 31, 2023Manager relationship started
    Principal Life Insurance Company appears on Western Connecticut Health Network Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with Principalaskebsa.dol.gov
  • Dec 31, 2023Consultant changedinference
    Marquette Asset Mgmt LLC no longer appears on Western Connecticut Health Network Pension Plan's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)
    with Marquette Asset Managementaskebsa.dol.gov
  • Dec 31, 2023Consultant changedinference
    Nepc LLC appears on Western Connecticut Health Network Pension Plan's Schedule C as pension consultant (plan year 2023 vs 2022)
    with Nepc, LLCaskebsa.dol.gov
  • Dec 31, 2023Manager relationship started
    SEI Trust Company appears on Western Connecticut Health Network Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with SEI Trust Companyaskebsa.dol.gov
  • Oct 1, 2023Funded status changed
    Western Connecticut Health Network Pension Plan funded ratio 109.6% -> 101.0% (2022-10-01 to 2023-10-01)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 222594977-001
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.