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 Income Plan for Bargaining Unit Employees of Datex-Ohmeda, Inc.
Corporate pensionChicago, IL
Assets
$67.9M
Total assets, Dec 31, 2024 reported
Funded
109.0%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: Datex-Ohmeda, 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
5 firms
- Alight Solutions LLC Pension consultantthrough Dec 31, 2022 Form 5500
- Principal Spectrum Asset Management Pension consultantthrough Dec 31, 2022 Form 5500
- State Street Bank Trusteethrough Dec 31, 2024 Form 5500
- Hewitt Associates Actuarythrough Dec 31, 2022 Form 5500
- AON Consulting, Inc. Actuarythrough 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)
- Willis Towers Watsonplan years 2023
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
31 readings
Investment management fees
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 | 412 | $71.6M | $61.9M | 109.0% | $67.9M | n/a | $67.9M | n/a |
| 2023 to Dec 31, 2023 | 424 | $70.3M | $62.6M | 106.9% | $71.6M | n/a | $71.6M | n/a |
| 2022 to Dec 31, 2022 | 424 | $93.6M | $60.4M | 124.1% | $70.3M | n/a | $70.3M | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- AON Consulting Inc. codes 11 50 $135,058 PY2024
- Deloitte & Touche LLP codes 10 50 $25,000 PY2024
- Ivins, Phillips & Baker codes 29 50 $24,338 PY2024
- Plante Moran codes 10 50 $20,900 PY2024
- State Street Bank codes 21 50 $7,005 PY2024
- GE Healthcare Pension Master Trust Sched. D M $67.9M PY2024
- AON Consulting, Inc. codes 11 PY2024
- AON Consulting Inc. codes 11 50 $150,478 PY2023
- Deloitte & Touche LLP codes 10 50 $23,900 PY2023
- Willis Towers Watson codes 28 51 $11,191 PY2023
- Ivins, Phillips & Baker codes 29 50 $11,039 PY2023
- Principal Bank codes 15 50 $5,132 PY2023
- General Electric Pension Trust Sched. D M PY2023
- GE Healthcare Pension Master Trust Sched. D M $71.6M PY2023
- AON Consulting, Inc. codes 11 PY2023
- AON Consulting Inc. codes 11 50 $116,015 PY2022
- Deloitte & Touche LLP codes 10 50 $27,350 PY2022
- Alight Solutions LLC codes 17 50 $16,500 PY2022
- Ivins, Phillips & Baker codes 29 50 $9,039 PY2022
- Principal Bank codes 17 50 $4,456 PY2022
- General Electric Pension Trust Sched. D M $70.3M PY2022
- AON Consulting, Inc. codes 11 PY2022
What changed
7 events
- Dec 31, 2024Manager relationship endedinferenceWillis Towers Watson no longer appears on Retirement Income Plan for Bargaining Unit Employees of Datex-Ohmeda, Inc.'s Schedule C as investment manager (plan year 2024 vs 2023)with Willis Towers Watsonaskebsa.dol.gov
- Jan 1, 2024Funded status changedRetirement Income Plan for Bargaining Unit Employees of Datex-Ohmeda, Inc. funded ratio 106.9% -> 109.0% (2023-01-01 to 2024-01-01)
- Dec 31, 2023Consultant changedinferencePrincipal Bank no longer appears on Retirement Income Plan for Bargaining Unit Employees of Datex-Ohmeda, Inc.'s Schedule C as pension consultant (plan year 2023 vs 2022)with Principal Spectrum Asset Managementaskebsa.dol.gov
- Dec 31, 2023Manager relationship startedWillis Towers Watson appears on Retirement Income Plan for Bargaining Unit Employees of Datex-Ohmeda, Inc.'s Schedule C as investment manager (plan year 2023 vs 2022)with Willis Towers Watsonaskebsa.dol.gov
- Dec 31, 2023Consultant changedinferenceAlight Solutions LLC no longer appears on Retirement Income Plan for Bargaining Unit Employees of Datex-Ohmeda, Inc.'s Schedule C as pension consultant (plan year 2023 vs 2022)with Alight Solutions LLCaskebsa.dol.gov
- Jan 1, 2023Funded status changedRetirement Income Plan for Bargaining Unit Employees of Datex-Ohmeda, Inc. funded ratio 124.1% -> 106.9% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedRetirement Income Plan for Bargaining Unit Employees of Datex-Ohmeda, Inc. plan assets $94M -> $70M (-24.8%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 223029570-003
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.