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
Eastern Connecticut Health Network, Inc. Pension Plan
Corporate pensionManchester, CT
Assets
$74.2M
Total assets, Dec 31, 2024 reported
Funded
55.8%
Jan 1, 2023
Private markets target
n/a
policy Dec 31, 2024
Commitments
12
none on the tape
Plan sponsor: Prospect Echn, Inc.
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Insurance company general account 3.8%
- Pooled separate accounts 89.8%
- Registered investment companies 6.2%
- Common stock 0.2%
Consultants and advisers
1 firms
- Principal Financial Group Actuarythrough 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
- Principal12 rows, latest Dec 31, 2024
Commitments
12 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, 2024 | Prin Ldi Long Duration Sa-Zseparate account | Principal | Fixed income | $32.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Prin Ldi Short Dur Sep Acct-Zseparate account | Principal | Pooled vehicles | $1.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Prin Ldi Intrm Dur Sep Acct-Zseparate account | Principal | Pooled vehicles | $17.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Prin Ldi Ext Dur Sep Acct-Zseparate account | Principal | Pooled vehicles | $14.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Prin Ldi Long Duration Sa-Zseparate account | Principal | Fixed income | $40.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Prin Ldi Short Dur Sep Acct-Zseparate account | Principal | Pooled vehicles | $5.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Prin Ldi Intrm Dur Sep Acct-Zseparate account | Principal | Pooled vehicles | $17.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Prin Ldi Ext Dur Sep Acct-Zseparate account | Principal | Pooled vehicles | $17.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Prin Ldi Long Duration Sa-Zseparate account | Principal | Fixed income | $45.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Prin Ldi Short Dur Sep Acct-Zseparate account | Principal | Pooled vehicles | $4.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Prin Ldi Intrm Dur Sep Acct-Zseparate account | Principal | Pooled vehicles | $16.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Prin Ldi Ext Dur Sep Acct-Zseparate account | Principal | Pooled vehicles | $16.7M held | Disclosed holding | askebsa.dol.gov |
Size and funding
26 readings
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 | 1,540 | n/a | n/a | n/a | $74.2M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 1,639 | $87.6M | $172M | 55.8% | $85.6M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 1,655 | $132M | $169M | 75.7% | $87.6M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Principal Life Insurance Company codes 13 50 64 $320,609 PY2024
- Bdo codes 10 13 50 $52,624 PY2024
- Aetna Life Insurance Company codes 15 49 50 $25,931 PY2024
- Groom Law Group, Chartered codes 29 50 $20,425 PY2024
- Prin Ldi Long Duration Sa-Z Sched. D P $32.7M PY2024
- Prin Ldi Short Dur Sep Acct-Z Sched. D P $1.7M PY2024
- Prin Ldi Intrm Dur Sep Acct-Z Sched. D P $17.3M PY2024
- Prin Ldi Ext Dur Sep Acct-Z Sched. D P $14.9M PY2024
- Principal Life Insurance Company codes 13 50 64 $313,803 PY2023
- Aetna Life Insurance Company codes 15 49 50 $26,820 PY2023
- Prin Ldi Long Duration Sa-Z Sched. D P $40.6M PY2023
- Prin Ldi Short Dur Sep Acct-Z Sched. D P $5.2M PY2023
- Prin Ldi Intrm Dur Sep Acct-Z Sched. D P $17.7M PY2023
- Prin Ldi Ext Dur Sep Acct-Z Sched. D P $17.8M PY2023
- Principal Financial Group codes 11 PY2023
- Principal Life Insurance Company codes 13 50 64 $302,827 PY2022
- Aetna Life Insurance Company codes 15 49 50 $27,148 PY2022
- Prin Ldi Intrm Dur Sep Acct-Z Sched. D P $16.1M PY2022
- Prin Ldi Long Duration Sa-Z Sched. D P $45.7M PY2022
- Prin Ldi Ext Dur Sep Acct-Z Sched. D P $16.7M PY2022
- Prin Ldi Short Dur Sep Acct-Z Sched. D P $4.7M PY2022
- Principal Financial Group codes 11 PY2022
What changed
3 events
- Dec 31, 2024Assets changedEastern Connecticut Health Network, Inc. Pension Plan total assets $86M -> $74M (-13.3%, 2023-12-31 to 2024-12-31)
- Jan 1, 2023Funded status changedEastern Connecticut Health Network, Inc. Pension Plan funded ratio 75.7% -> 55.8% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedEastern Connecticut Health Network, Inc. Pension Plan plan assets $132M -> $88M (-33.7%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 812312893-001
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.