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
UC Health Retirement Plan
Corporate pensionCincinnati, OH
Assets
$240M
Total assets, Dec 31, 2024 reported
Funded
90.2%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: UC Health, LLC
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 1.4%
- Other investments 1.3%
- Partnership/joint venture interests 59.5%
- Registered investment companies 36.1%
Consultants and advisers
2 firms
- Willis Towers Watson US LLC Actuarythrough Dec 31, 2022 Form 5500
- State Street Bank & Trust Company TrusteeCustodianthrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on Schedule C
From Schedule C (investment management, code 28)
- Fegplan years 2022
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
Investment management fees
$205,181 (2023-12) · $220,782 (2022-12)
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 Dec 31, 2024 | 5,100 | $235M | $271M | 90.2% | $240M | $143M | n/a | n/a |
| 2023 to Dec 31, 2023 | 5,247 | $230M | $274M | 90.5% | $240M | $148M | n/a | n/a |
| 2022 to Dec 31, 2022 | 5,438 | $278M | $269M | 98.0% | $228M | $156M | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Towers Watson Delaware codes 11 50 $635,278 PY2024
- Fund Evaluation Group, LLC codes 28 51 $217,558 PY2024
- State Street Retiree Services codes 21 50 $49,425 PY2024
- Ernst & Young LLP codes 10 50 $41,200 PY2024
- State Street Bank & Trust codes 19 51 $30,360 PY2024
- Deloitte & Touche LLP codes 10 50 $9,876 PY2024
- Willis Towers Watson US LLC codes 11 PY2024
- Towers Watson Delaware codes 11 50 $470,825 PY2023
- Fund Evaluation Group, LLC codes 28 51 $205,181 PY2023
- Ernst & Young LLP codes 10 50 $52,200 PY2023
- State Street Retiree Services codes 21 50 $43,564 PY2023
- State Street Bank & Trust codes 19 51 $29,030 PY2023
- Deloitte & Touche LLP codes 10 50 $9,146 PY2023
- Willis Towers Watson US LLC codes 11 PY2023
- Towers Watson Delaware codes 11 50 $245,863 PY2022
- Fund Evaluation Group, LLC codes 28 51 $190,731 PY2022
- Ernst & Young LLP codes 10 50 $48,000 PY2022
- State Street Retiree Services codes 21 50 $39,960 PY2022
- State Street Bank & Trust codes 19 51 $30,051 PY2022
- Deloitte & Touche LLP codes 10 50 $8,704 PY2022
- Willis Towers Watson US LLC codes 11 PY2022
What changed
2 events
- Jan 1, 2023Funded status changedUC Health Retirement Plan funded ratio 98.0% -> 90.5% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedUC Health Retirement Plan plan assets $278M -> $230M (-17.2%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 311435820-006
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.