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
Northwest Community Hospital Employees Retirement Plan
Corporate pensionEvanston, IL
Assets
n/a
Total assets, Dec 31, 2024 reported
Funded
95.5%
Jan 1, 2023
Private markets target
n/a
policy Dec 31, 2023
Commitments
1
none on the tape
Plan sponsor: Northwest Community Hospital
Allocation policy
Form 5500, as of Dec 31, 2023
Actual allocation lines without a target (as filed)
- Non-interest-bearing cash 0.5%
- Corporate debt instruments (other) 34.1%
- Corporate debt instruments (preferred) 4.7%
- U.S. Government securities 48.7%
- Other investments 2.8%
- Common/collective trusts 2.7%
Consultants and advisers
7 firms
- Northern Trust Co. TrusteeInvestment adviser (plan)through Dec 31, 2024 Form 5500
- Fiducient Advisors LLC Investment adviser (plan)Pension consultantthrough Dec 31, 2024 Form 5500
- Deloitte Consulting LLP Pension consultantthrough Dec 31, 2023 Form 5500
- USI Consulting Group Pension consultantthrough Dec 31, 2022 Form 5500
- Silchester International Investor Trusteethrough Dec 31, 2022 Form 5500
- Mercer Actuarythrough Dec 31, 2022 Form 5500
- Scout Investments Trusteethrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
2 managers on Schedule C
From Schedule C (investment management, code 28)
- Merganser Capital Managementplan years 2023
- Scout Investmentsplan years 2023
Commitments
1 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2023 | Colv Short Term Invt Fdcollective trust | The Northern Trust Company | Cash | $3.1M held | Disclosed holding | askebsa.dol.gov |
Size and funding
29 readings
Investment management fees
$158,898 (2023-12) · $157,292 (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 | 1,180 | n/a | n/a | n/a | $0 | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 1,264 | $117M | $117M | 95.5% | $114M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 1,327 | $132M | $123M | 101.0% | $121M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Mercer codes 11 50 $249,238 PY2024
- Seyfarth Shaw LLP codes 29 50 $204,615 PY2024
- Reams Asset Management codes 28 50 $142,879 PY2024
- USI Consulting Group codes 17 50 $68,638 PY2024
- Northern Trust Company codes 21 50 $54,496 PY2024
- Fiducient Advisors codes 27 50 $9,750 PY2024
- NT Collective Short Term Invt Fd Sched. D C PY2024
- Mercer codes 11 50 $222,508 PY2023
- Reams Asset Management codes 28 $151,765 PY2023
- Northern Trust Company codes 27 $129,244 PY2023
- USI Consulting Group codes 17 $104,522 PY2023
- Seyfarth Shaw LLP codes 22 29 50 $99,216 PY2023
- Northwest Community Healthcare codes 14 $24,172 PY2023
- Mitchell & Titus, LLP codes 10 $20,000 PY2023
- Fiducient Advisors codes 17 $16,250 PY2023
- Deloitte Consulting LLP codes 17 $15,000 PY2023
- Merganser Capital Management, Inc. codes 28 $7,728 PY2023
- NT Collective Short Term Invt Fd Sched. D C $3.1M PY2023
- Mercer codes 11 PY2023
- Mercer codes 11 50 $125,317 PY2022
- Northern Trust Company codes 27 $100,128 PY2022
- Silchester codes 21 28 50 $83,685 PY2022
- Seyfarth Shaw LLP codes 22 29 50 $58,829 PY2022
- Findley Davies codes 17 $50,869 PY2022
- Scout Investments codes 21 28 50 $30,494 PY2022
- Mitchell & Titus, LLP codes 10 $24,172 PY2022
- Fiducient Advisors codes 17 $13,000 PY2022
- CF Sei Core Property Collective Inv Sched. D C PY2022
- Mercer codes 11 PY2022
What changed
11 events
- Dec 31, 2024Consultant changedinferenceDeloitte Consulting LLP no longer appears on Northwest Community Hospital Employees Retirement Plan's Schedule C as pension consultant (plan year 2024 vs 2023)with Deloitte Consulting LLPaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceMerganser Capital Management, Inc. no longer appears on Northwest Community Hospital Employees Retirement Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Merganser Capital Managementaskebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceNorthern Trust Company no longer appears on Northwest Community Hospital Employees Retirement Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with Northern Trust Co.askebsa.dol.gov
- Dec 31, 2024Assets changedNorthwest Community Hospital Employees Retirement Plan total assets $114M -> $0 (-100.0%, 2023-12-31 to 2024-12-31)
- Dec 31, 2023Consultant changedinferenceFindley Davies no longer appears on Northwest Community Hospital Employees Retirement Plan's Schedule C as pension consultant (plan year 2023 vs 2022)with USI Consulting Groupaskebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceSilchester no longer appears on Northwest Community Hospital Employees Retirement Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Silchester International Investoraskebsa.dol.gov
- Dec 31, 2023Consultant changedinferenceUSI Consulting Group appears on Northwest Community Hospital Employees Retirement Plan's Schedule C as pension consultant (plan year 2023 vs 2022)with USI Consulting Groupaskebsa.dol.gov
- Dec 31, 2023Manager relationship startedMerganser Capital Management, Inc. appears on Northwest Community Hospital Employees Retirement Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Merganser Capital Managementaskebsa.dol.gov
- Dec 31, 2023Consultant changedinferenceDeloitte Consulting LLP appears on Northwest Community Hospital Employees Retirement Plan's Schedule C as pension consultant (plan year 2023 vs 2022)with Deloitte Consulting LLPaskebsa.dol.gov
- Jan 1, 2023Funded status changedNorthwest Community Hospital Employees Retirement Plan funded ratio 101.0% -> 95.5% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedNorthwest Community Hospital Employees Retirement Plan plan assets $132M -> $117M (-11.3%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 362340313-001
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.