Deaconess Health System, Inc. Retirement Plan
Corporate pension, based in Evansville, Indiana, reporting $262M in assets, for 3,957 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, Deaconess Health System, Inc. Retirement Plan first reports an interest in Mercer Active Intermediate Credit F: $43M at 2024-12-31.
3 more managers, 24 more commitments and 9 more dated events
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
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Capital path
who backs this record, through what, into what; each name opens its own path- Mercer Active Long Corporate Fixed3 commitments
- U.S. Long Treasury Indx Nl Sf Cl a3 commitments
- Mercer Non-Us Core Equity Portfolio2 commitments
- Mercer Investments LLC11 commitments
- State Street Global Advisors Trust6 commitments
- State Street Global Advisors Trust Company4 commitments
Relationship network
39 connected entities27 observed commitments16 repeat counterparties23 dated commitments shown here, 2022 to 2024
From board minutes, annual reports, Form 5500 filings and public records of commitments, consultants and staff in the allocator graph. Commitment amounts are those the allocator disclosed; many are not printed, and none is estimated.
Some relationships on this record are counted rather than named here. They open with the full profile.
Click any name or line for the commitments and sources behind it. Line weight is commitments together; dashed lines are inferred.
- Sponsor
- Fund or vehicle
- Service provider
- Organization
›How strength and recency are read
Managers, funds and consultants are read from the commitments: three or more is a strong observed relationship, two a repeat counterparty. No consultant link is marked current on the source, so none is labelled current or former here. Related plans, people and plan service providers are ordered by what the filing shows.
Darker lines were active in the last 24 months or are current; lighter lines are older or undated.
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
Allocation policy
- Interest-bearing cash 0.7%
- Common/collective trusts 99.3%
Consultants and advisers
- Mercer Actuarythrough Dec 31, 2022 Form 5500
- Fifth Third Bank Trusteethrough Dec 31, 2022 Form 5500
People
Manager roster
- Mercer Investments LLC11 rows, latest Dec 31, 2024
- State Street Global Advisors Trust6 rows, latest Dec 31, 2024
- State Street Global Advisors Trust Company4 rows, latest Dec 31, 2023
+3 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
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- Western Asset Mgmt Company, LLCplan years
- Cohen & Steersplan years
- Wellington Trust Company, Naplan years
+2 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
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What changed
- Dec 31, 2024Holding startedDeaconess Health System, Inc. Retirement Plan first reports an interest in Mercer Active Intermediate Credit F: $43M at 2024-12-31with Mercer Active Intermediate Credit Faskebsa.dol.gov
- Dec 31, 2024Holding endedinferenceDeaconess Health System, Inc. Retirement Plan no longer reports Ssga Emerging Mkts Equity Indx a (State Street - Russell 2000) (last held $16M at 2023-12-31; absent from the 2024-12-31 filing)with State Street Global Advisors Trust Companyaskebsa.dol.gov
- Dec 31, 2024Holding endedinferenceDeaconess Health System, Inc. Retirement Plan no longer reports Mercer US Small/mid Cap Equity Port (last held $10M at 2023-12-31; absent from the 2024-12-31 filing)with Mercer US Small/mid Cap Equity Portaskebsa.dol.gov
- Dec 31, 2024Holding endedinferenceDeaconess Health System, Inc. Retirement Plan no longer reports Cohen & Steers Global Realty Fd Cl (last held $7M at 2023-12-31; absent from the 2024-12-31 filing)with Cohen & Steers Global Realty Fd Claskebsa.dol.gov
- Dec 31, 2024Holding endedinferenceDeaconess Health System, Inc. Retirement Plan no longer reports International Index Non-Lending Ser (State Street Global Advisors Trust) (last held $13M at 2023-12-31; absent from the 2024-12-31 filing)with State Street Global Advisors Trustaskebsa.dol.gov
+9 more dated events
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Mercer Ultra Long Duration Portfolicollective trust | Mercer Investments LLC | Fixed income | $3.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Mercer Active Long Corporate Fixedcollective trust | Mercer Investments LLC | Fixed income | $156M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Mercer Active Intermediate Credit Fcollective trust | Mercer Investments LLC | Private credit | $42.8M held | Disclosed holding | askebsa.dol.gov |
+24 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
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Size and funding
Form 5500 filings
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Dec 31, 2024 | 3,957 | $273M | $277M | 103.3% | $262M | $0 | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 4,039 | $254M | $272M | 102.8% | $273M | $10.2M | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 3,233 | $283M | $230M | 115.3% | $255M | $9.3M | Not disclosed | Not disclosed |
- Mercer codes 11 51 52 $937,309 PY2024
- Fifth Third Bank codes 21 $162,418 PY2024
- Blue & Co, LLC codes 10 $18,600 PY2024
+36 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Deaconess Health System, Inc. Retirement Plan sits on 1 traced path of capital across the graphs.
DFX traced 1 path of capital through this record
Every record on each path, what it committed or lent, and as of when.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.
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Record history
- Holding in a pooled vehicle started2024-12-31source on record
- Holding in a pooled vehicle ended2024-12-31source on record
- Holding in a pooled vehicle ended2024-12-31source on record
+11 more changes on this record's ledger
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The ledger records every merge, rename and reclassification this record went through and the dated filings observed on it, so the identity on this page can be traced to the records it was built from. The ledger's own sentences name other records, so they show with the names.
›Connections
every published relationship on the graph
+8 connections on the graph
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