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
Retirement Plan for Former Employees of Cape Coral Medical Center, Inc.
Corporate pensionFort Myers, FL
Assets
$27.8M
Total assets, Oct 31, 2025 reported
Funded
84.8%
Nov 1, 2024
Private markets target
n/a
policy Oct 31, 2025
Commitments
1
none on the tape
Plan sponsor: LEE Health System, Inc.
Allocation policy
Form 5500, as of Oct 31, 2025
Actual allocation lines without a target (as filed)
- Common/collective trusts 2.7%
- Registered investment companies 96.0%
Consultants and advisers
3 firms
- Burnham Gibson Wealth Advisors Inc. Investment adviser (plan)through Oct 31, 2025 Form 5500
- Northern Trust Co. Trusteethrough Oct 31, 2025 Form 5500
- AON Consulting, Inc. Actuarythrough Oct 31, 2025 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on the commitment tape
From the plan’s own commitment disclosures
- Northern Trust Collective Eafe Inde1 rows, latest Oct 31, 2025
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 Oct 31, 2025 | NT Collective Short Term Investmentcollective trust | Northern Trust Collective Eafe Inde | Cash | $762,217 held | Disclosed holding | askebsa.dol.gov |
Size and funding
11 readings
Total assets
Plan assets
Net assets
Funded ratio
Funding target
Discount rate
Participants
Contributions
Benefits paid
Net investment income
Investment management fees
Form 5500 filings
1 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Oct 31, 2025 | 873 | $26.3M | $31.1M | 84.8% | $27.8M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- The Northern Trust Company codes 21 50 $99,391 PY2024
- The Baldwin Group Wealth Advisors, codes 27 50 $18,750 PY2024
- NT Collective Short Term Inv Fd Sched. D C $762,217 PY2024
- AON Consulting, Inc. codes 11 PY2024
What changed
No dated events yet.
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 992646504-002
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.