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
Connecticut Hospital Association and Affiliates Pension Plan
Corporate pensionWallingford, CT
Assets
$23.9M
Total assets, Apr 30, 2025 reported
Funded
83.8%
May 1, 2024
Private markets target
n/a
policy Apr 30, 2025
Commitments
0
none on the tape
Plan sponsor: Connecticut Hospital Association
Allocation policy
Form 5500, as of Apr 30, 2025
Actual allocation lines without a target (as filed)
- Interest-bearing cash 1.7%
- Non-interest-bearing cash 0.5%
- Registered investment companies 96.9%
Consultants and advisers
3 firms
- Fiducient Advisors LLC Investment adviser (plan)through Apr 30, 2023 Form 5500
- The Angell Pension Group, Inc. Actuarythrough Apr 30, 2023 Form 5500
- Wilmington Trust Custodianthrough Apr 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
33 readings
Net investment income
$634,149 (2024-04) · $-500,707 (2023-04)
Investment management fees
$38,783 (2024-04) · $37,653 (2023-04)
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 Apr 30, 2025 | 171 | $23.2M | $27.7M | 83.8% | $23.9M | n/a | n/a | n/a |
| 2023 to Apr 30, 2024 | 172 | $22.6M | $28.2M | 80.2% | $23.3M | n/a | n/a | n/a |
| 2022 to Apr 30, 2023 | 176 | $23.1M | $27.9M | 80.0% | $22.6M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Fiducient Advisors codes 27 28 $39,946 PY2024
- The Angell Pension Group, Inc. codes 11 $28,406 PY2024
- Wilmington Trust codes 19 21 $21,655 PY2024
- The Angell Pension Group, Inc. codes 11 PY2024
- Fiducient Advisors codes 27 28 $38,783 PY2023
- Wilmington Trust codes 19 21 $20,717 PY2023
- The Angell Pension Group, Inc. codes 11 $20,038 PY2023
- Marcum LLP codes 10 $13,000 PY2023
- The Angell Pension Group, Inc. codes 11 PY2023
- Fiducient Advisors codes 27 28 $37,653 PY2022
- The Angell Pension Group, Inc. codes 11 $28,800 PY2022
- Wilmington Trust codes 19 21 $17,842 PY2022
- Marcum LLP codes 10 $12,600 PY2022
- The Angell Pension Group, Inc. codes 11 PY2022
What changed
1 events
- May 1, 2024Funded status changedConnecticut Hospital Association and Affiliates Pension Plan funded ratio 80.2% -> 83.8% (2023-05-01 to 2024-05-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 060632049-001
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.