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
Touro Infirmary Retirement Plan
Corporate pensionNEW Orleans, LA
Assets
$22.0M
Total assets, Dec 31, 2024 reported
Funded
93.1%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
2
none on the tape
Plan sponsor: Touro Infirmary
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 4.6%
- U.S. Government securities 0.0%
- Registered investment companies 95.4%
Consultants and advisers
5 firms
- Mercer Investment adviser (plan)through Dec 31, 2022 Form 5500
- Principal Custody Solutions Trusteethrough Dec 31, 2024 Form 5500
- Economic Group Pension Services Actuarythrough Dec 31, 2023 Form 5500
- Economic Group Pension Servives,inc Actuarythrough Dec 31, 2022 Form 5500
- First Horizon Advisors Trusteethrough Dec 31, 2022 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
- Western Asset US Core Plus LLC1 rows, latest Dec 31, 2023
From Schedule C (investment management, code 28)
- Legg Mason, Inc and Subsidiariesplan years 2022
Commitments
2 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 Dec 31, 2023 | Western Asset US Core Plus LLC103 12 ie | Western Asset US Core Plus LLC | Fixed income | $4.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Western Asset Macro Opps Portfolio103 12 ie | Western Asset Management Company, LLC | Pooled vehicles | $1.8M held | Disclosed holding | askebsa.dol.gov |
Size and funding
33 readings
Net investment income
$-108,002 (2023-12) · $-8.5M (2022-12)
Investment management fees
$20,025 (2023-12) · $52,719 (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 | 1,211 | $22.7M | $24.3M | 93.1% | $22.0M | $0 | $0 | $0 |
| 2023 to Dec 31, 2023 | 1,394 | $22.8M | $26.3M | 86.5% | $22.7M | $0 | $0 | $0 |
| 2022 to Dec 31, 2022 | 1,589 | $31.2M | $28.9M | 108.0% | $22.8M | $0 | $0 | $0 |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Principal Bank codes 21 $30,873 PY2024
- Mercer Investment Consulting, Inc. codes 27 $30,000 PY2024
- PBI Pension Benefit Information LLC codes 38 $12,547 PY2024
- Western Asset Management Co. codes 28 $9,837 PY2024
- Western Asset US Core Plus, L.L.C Sched. D E PY2024
- Western Asset Macro Opps Portfolio Sched. D E PY2024
- Economic Group Pension Services codes 11 PY2024
- First Horizon Advisors codes 21 $25,092 PY2023
- PBI Pension Benefit Information LLC codes 38 $11,170 PY2023
- Western Asset Management Co. codes 28 $10,025 PY2023
- Mercer Investment Consulting, Inc. codes 27 $10,000 PY2023
- Western Asset US Core Plus, L.L.C Sched. D E $4.3M PY2023
- Western Asset Macro Opps Portfolio Sched. D E $1.8M PY2023
- Economic Group Pension Services codes 11 PY2023
- Mercer Investment Consulting, Inc. codes 27 $40,000 PY2022
- First Horizon Advisors codes 21 $39,305 PY2022
- Western Asset Management Co. codes 28 $12,719 PY2022
- PBI Pension Benefit Information LLC codes 38 $9,410 PY2022
- Economic Group Pension Servives,inc codes 11 PY2022
What changed
3 events
- Jan 1, 2024Funded status changedTouro Infirmary Retirement Plan funded ratio 86.5% -> 93.1% (2023-01-01 to 2024-01-01)
- Jan 1, 2023Funded status changedTouro Infirmary Retirement Plan funded ratio 108.0% -> 86.5% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedTouro Infirmary Retirement Plan plan assets $31M -> $23M (-27.1%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 720423659-001
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.