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
ST. John's Health Care Corporation Pension Plan
Corporate pensionRochester, NY
Assets
$19.9M
Total assets, Dec 31, 2024 reported
Funded
80.1%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: ST. John's Health Care Corporation
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 3.0%
- Registered investment companies 92.5%
Consultants and advisers
2 firms
- Harper Danesh LLC Actuarythrough Dec 31, 2022 Form 5500
- M&t Bank Custodianthrough 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)
- Alesco Advisors LLCplan 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
$34,306 (2023-12) · $119,131 (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 | 461 | $20.5M | $26.6M | 80.1% | $19.9M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 525 | $21.6M | $29.0M | 81.9% | $20.5M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 536 | $25.7M | $28.9M | 88.4% | $21.6M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Alesco Advisors codes 28 50 52 $99,685 PY2024
- Harper Danesh LLC codes 11 17 50 $35,000 PY2024
- M&t Bank codes 18 50 $17,426 PY2024
- Harper Danesh LLC codes 11 PY2024
- Harper Danesh LLC codes 11 17 50 $35,300 PY2023
- Alesco Advisors codes 28 50 52 $34,306 PY2023
- M&t Bank codes 18 50 $17,082 PY2023
- Harper Danesh LLC codes 11 PY2023
- Alesco Advisors codes 28 50 52 $119,131 PY2022
- Harper Danesh LLC codes 11 17 50 $57,800 PY2022
- M&t Bank codes 18 50 $16,161 PY2022
- Harper Danesh LLC codes 11 PY2022
What changed
2 events
- Jan 1, 2023Funded status changedST. John's Health Care Corporation Pension Plan funded ratio 88.4% -> 81.9% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedST. John's Health Care Corporation Pension Plan plan assets $26M -> $22M (-16.0%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 161469476-001
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.