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
Beloit Health System, Inc. Retirement Plan
Corporate pensionBeloit, WI
Assets
$128,733
Total assets, Dec 31, 2023 reported
Funded
82.0%
Jan 1, 2023
Private markets target
n/a
policy Dec 31, 2023
Commitments
0
none on the tape
Plan sponsor: Beloit Health System, Inc.
Allocation policy
Form 5500, as of Dec 31, 2023
Actual allocation lines without a target (as filed)
- Interest-bearing cash 99.6%
Consultants and advisers
3 firms
- Ellwood Consulting Investment adviser (plan)through Dec 31, 2022 Form 5500
- BMO Harris Bank, N.A. Trusteethrough Dec 31, 2022 Form 5500
- Economic Group Pension Services 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
22 readings
Form 5500 filings
2 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2023 to Dec 31, 2023 | 1,398 | $76.0M | $84.2M | 82.0% | $128,733 | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 1,402 | $94.3M | $81.6M | 93.6% | $76.0M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Ellwood Consulting codes 27 $32,203 PY2023
- BMO Harris Bank N.A. codes 21 $10,681 PY2023
- Economic Group Pension Services codes 11 PY2023
- BMO Harris Bank N.A. codes 21 $24,985 PY2022
- Ellwood Consulting codes 27 PY2022
- Economic Group Pension Services codes 11 PY2022
What changed
3 events
- Dec 31, 2023Assets changedBeloit Health System, Inc. Retirement Plan total assets $76M -> $128,733 (-99.8%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedBeloit Health System, Inc. Retirement Plan funded ratio 93.6% -> 82.0% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedBeloit Health System, Inc. Retirement Plan plan assets $94M -> $76M (-19.4%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 391028081-001
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.