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 Holyoke Hospital Pension Plan
Corporate pensionHolyoke, MA
Assets
$798,587
Total assets, Nov 30, 2024 reported
Funded
86.1%
Dec 1, 2023
Private markets target
n/a
policy Nov 30, 2024
Commitments
0
none on the tape
Plan sponsor: Holyoke Medical Center, Inc.
Allocation policy
Form 5500, as of Nov 30, 2024
Actual allocation lines without a target (as filed)
- Non-interest-bearing cash 52.1%
- Partnership/joint venture interests 22.2%
Consultants and advisers
4 firms
- Shepherd Kaplan Krochuk LLC Investment adviser (plan)through Nov 30, 2023 Form 5500
- Sentinel Benefits Group, LLC Actuarythrough Nov 30, 2023 Form 5500
- Fidelity Brokerage Service LLC Custodianthrough Nov 30, 2023 Form 5500
- Reliance Trust Company Directed trusteethrough Nov 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
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 Nov 30, 2024 | 1,323 | $85.1M | $98.9M | 86.1% | $798,587 | $177,295 | n/a | n/a |
| 2022 to Nov 30, 2023 | 1,342 | $86.7M | $98.7M | 87.9% | $84.6M | $11.6M | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Sentinel Benefits Group, LLC codes 11 17 50 $453,561 PY2023
- Shepherd Kaplan LLC codes 27 50 $261,675 PY2023
- Penchecks, Inc. codes 49 50 $29,136 PY2023
- Reliance Trust Company codes 25 50 $10,443 PY2023
- Meyer Brothers Kalicka, P.C. codes 10 50 $10,400 PY2023
- Sentinel Benefits Group, Inc. codes 11 PY2023
- Shepherd Kaplan LLC codes 27 50 $293,941 PY2022
- Sentinel Benefits Group, LLC codes 11 17 50 $79,796 PY2022
- Penchecks, Inc. codes 49 50 $35,048 PY2022
- Meyer Brothers Kalicka, P.C. codes 10 50 $19,900 PY2022
- Fidelity Instl Brokerage Group codes 18 50 $14,249 PY2022
- Reliance Trust Company codes 25 50 $13,719 PY2022
- Sentinel Benefits Group, Inc. codes 11 PY2022
What changed
1 events
- Nov 30, 2024Assets changedThe Holyoke Hospital Pension Plan total assets $85M -> $798,587 (-99.1%, 2023-11-30 to 2024-11-30)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 222520073-001
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.