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
Community Memorial Hospital Retirement Plan
Corporate pensionMilwaukee, WI
Assets
$117M
Total assets, Dec 31, 2024 reported
Funded
107.3%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: Froedtert Thedacare Health, Inc.
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Master trust investment accounts 100.0%
Consultants and advisers
2 firms
- Mercer Actuarythrough Dec 31, 2022 Form 5500
- BMO Harris Trust Company 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
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
$181,038 (2023-12) · $181,031 (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 | 785 | $120M | $115M | 107.3% | $117M | n/a | $117M | n/a |
| 2023 to Dec 31, 2023 | 772 | $111M | $112M | 106.0% | $120M | n/a | $120M | n/a |
| 2022 to Dec 31, 2022 | 788 | $146M | $107M | 124.6% | $111M | n/a | $106M | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Robert W. Baird & Co., Incorporated codes 28 $63,605 PY2024
- Mercer codes 11 $54,233 PY2024
- Dghm codes 51 $36,751 PY2024
- Cliftonallenlarsen codes 10 50 $18,900 PY2024
- Lincoln Financial Group codes $18,214 PY2024
- BMO Financial Group codes 21 $11,958 PY2024
- Principal Financial Group codes 14 $7,426 PY2024
- Froedt & Community Health Master Tr Sched. D M $117M PY2024
- Mercer codes 11 PY2024
- Robert W. Baird & Co., Incorporated codes 28 $132,557 PY2023
- Mercer codes 11 $71,592 PY2023
- Dghm codes 51 $48,481 PY2023
- Principal Financial Group codes 14 $20,376 PY2023
- BMO Financial Group codes 21 $11,111 PY2023
- Froedt & Community Health Master Tr Sched. D M $120M PY2023
- Mercer codes 11 PY2023
- Robert W. Baird & Co., Incorporated codes 28 $111,896 PY2022
- Dghm codes 51 $69,135 PY2022
- Mercer codes 11 $53,119 PY2022
- Principal Financial Group codes 14 $22,241 PY2022
- BMO Financial Group codes 21 $11,859 PY2022
- Cliftonlarsonallen LLP codes 10 50 $1,575 PY2022
- Froedt & Community Health Master Tr Sched. D M $106M PY2022
- Mercer codes 11 PY2022
What changed
2 events
- Jan 1, 2023Funded status changedCommunity Memorial Hospital Retirement Plan funded ratio 124.6% -> 106.0% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedCommunity Memorial Hospital Retirement Plan plan assets $146M -> $111M (-24.1%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 392014409-013
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.