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

Bronson Healthcare Retirement Plan

Corporate pensionKalamazoo, MI
Assets
$318M
Total assets, Dec 31, 2024 reported
Funded
99.3%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: Bronson Healthcare Group, Inc.
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 30.8%
  • Corporate debt instruments (other) 48.8%
  • U.S. Government securities 16.5%
  • Other investments 2.5%
Consultants and advisers
5 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
5 managers on Schedule C
From Schedule C (investment management, code 28)
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
Total assets
$318M Dec 31, 2024 reported Form 5500
$306M (2023-12) · $287M (2022-12)
Plan assets
$306M Jan 1, 2024 reported Form 5500
$287M (2023-01) · $362M (2022-01)
Net assets
$315M Dec 31, 2024 reported Form 5500
$306M (2023-12) · $287M (2022-12)
Funded ratio
99.3% Jan 1, 2024 reported Form 5500
97.6% (2023-01) · 105.7% (2022-01)
Funding target
$305M Jan 1, 2024 reported Form 5500
$307M (2023-01) · $300M (2022-01)
Discount rate
5.16% Jan 1, 2024 reported Form 5500
5.30% (2023-01) · 5.47% (2022-01)
Participants
4,489 Jan 1, 2024 reported Form 5500
4,603 (2023-01) · 4,739 (2022-01)
Contributions
$0 Dec 31, 2024 reported Form 5500
$0 (2023-12) · $0 (2022-12)
Benefits paid
$18.7M Dec 31, 2024 reported Form 5500
$17.9M (2023-12) · $18.2M (2022-12)
Net investment income
$9.5M Dec 31, 2024 reported Form 5500
$18.6M (2023-12) · $-75.6M (2022-12)
Investment management fees
$1.4M Dec 31, 2024 reported Form 5500
$1.4M (2023-12) · $1.4M (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 20244,489$306M$305M99.3%$318Mn/an/an/a
2023 to Dec 31, 20234,603$287M$307M97.6%$306Mn/an/an/a
2022 to Dec 31, 20224,739$362M$300M105.7%$287Mn/an/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
3 events
  • Dec 31, 2024Consultant changedinference
    PNC Bank, National Association no longer appears on Bronson Healthcare Retirement Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)
    with PNC Bankaskebsa.dol.gov
  • Jan 1, 2023Funded status changed
    Bronson Healthcare Retirement Plan funded ratio 105.7% -> 97.6% (2022-01-01 to 2023-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Assets changed
    Bronson Healthcare Retirement Plan plan assets $362M -> $287M (-20.7%, 2022-01-01 to 2023-01-01)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 382418383-004
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.