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
Defined Benefit Pension Plan for the Employees of Excela Health
Corporate pensionGreensburg, PA
Assets
$120M
Total assets, Dec 31, 2024 reported
Funded
83.0%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: Excela Health
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Master trust investment accounts 98.8%
Consultants and advisers
2 firms
- Willis Towers Watson US LLC Actuarythrough Dec 31, 2022 Form 5500
- SEI Investments Company Trusteethrough 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)
- SEI Investment Management Coplan years 2022
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
$328,859 (2023-12) · $363,542 (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 | 1,471 | $121M | $154M | 83.0% | $120M | n/a | $119M | n/a |
| 2023 to Dec 31, 2023 | 1,518 | $118M | $161M | 80.7% | $121M | n/a | $119M | n/a |
| 2022 to Dec 31, 2022 | 1,620 | $170M | $171M | 91.3% | $118M | n/a | $117M | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- SEI Investment Management Corp. codes 28 51 $309,996 PY2024
- Towers Watson, Inc codes 11 17 50 $105,876 PY2024
- SEI Private Trust Company codes 21 50 $11,831 PY2024
- Excela Health Master Trust Sched. D M $119M PY2024
- Willis Towers Watson US LLC codes 11 PY2024
- SEI Investment Management Corp. codes 28 $328,859 PY2023
- Towers Watson, Inc codes 11 $107,136 PY2023
- SEI Private Trust Company codes 21 $11,959 PY2023
- Excela Health Master Trust Sched. D M $119M PY2023
- Willis Towers Watson US LLC codes 11 PY2023
- SEI Investment Management Corp. codes 28 $363,542 PY2022
- Towers Watson, Inc codes 11 $149,217 PY2022
- SEI Private Trust Company codes 21 $15,046 PY2022
- Excela Health Master Trust Sched. D M $117M PY2022
- Willis Towers Watson US LLC codes 11 PY2022
What changed
4 events
- Dec 31, 2024Consultant changedinferenceTowers Watson, Inc appears on Defined Benefit Pension Plan for the Employees of Excela Health's Schedule C as pension consultant (plan year 2024 vs 2023)with Willis Towers Watson US LLCaskebsa.dol.gov
- Jan 1, 2024Funded status changedDefined Benefit Pension Plan for the Employees of Excela Health funded ratio 80.7% -> 83.0% (2023-01-01 to 2024-01-01)
- Jan 1, 2023Funded status changedDefined Benefit Pension Plan for the Employees of Excela Health funded ratio 91.3% -> 80.7% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedDefined Benefit Pension Plan for the Employees of Excela Health plan assets $170M -> $118M (-30.9%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 251471089-001
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.