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

The Retirement Plan of Central Georgia Health Systems, Inc.

Corporate pensionMacon, GA
Assets
$278M
Total assets, Dec 31, 2024 reported
Funded
102.8%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
15
none on the tape
Plan sponsor: Navicent Health, Inc.
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 1.3%
  • Partnership/joint venture interests 3.9%
  • Common/collective trusts 88.8%
  • Registered investment companies 5.2%
Consultants and advisers
5 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
3 managers on the commitment tape
From the plan’s own commitment disclosures
From Schedule C (investment management, code 28)
Commitments
15 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024Loomis Sayles Long Corp Disc Alphacollective trustLoomis SaylesPooled vehicles$80.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024NT Collective Acw Index Fd Nlcollective trustNorthern Trust Collective Eafe IndePooled vehicles$56.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Wtc-Cif II US Investment Grade Intecollective trustWellington FdPooled vehicles$43.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Ssga 20 Yr US Treasury Strips Indexcollective trustState Street Global Advisors Trust CompanyFixed income$66.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Private Advisors Hedged Equity Fun103 12 iePrivate AdvisorsHedge / diversifiers$16,573 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Wtc-Cif II US Investment Grade Intecollective trustWellington FdPooled vehicles$43.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Ssga 20 Yr US Treasury Strips Indexcollective trustState Street Global Advisors Trust CompanyFixed income$76.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Loomis Sayles Long Corp Disc Alphacollective trustLoomis SaylesPooled vehicles$86.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023NT Collective Acw Index Fd Nlcollective trustNorthern Trust Collective Eafe IndePooled vehicles$57.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Private Advisors Hedged Equity Fun103 12 iePrivate AdvisorsHedge / diversifiers$9,103 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022NT Collective S&p 500 Index Fundcollective trustNorthern Trust Collective Eafe IndePooled vehicles$32.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Wtc-Cif II US Investment Grade Intecollective trustWellington FdPooled vehicles$30.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Ssga 20 Yr US Treasury Strips Indexcollective trustState Street Global Advisors Trust CompanyFixed income$69.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Loomis Sayles Long Corp Disc Alphacollective trustLoomis SaylesPooled vehicles$39.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022NT Collective Acw Index Fd Nlcollective trustNorthern Trust Collective Eafe IndePooled vehicles$21.9M heldDisclosed holdingaskebsa.dol.gov
Size and funding
33 readings
Total assets
$278M Dec 31, 2024 reported Form 5500
$293M (2023-12) · $280M (2022-12)
Plan assets
$293M Jan 1, 2024 reported Form 5500
$280M (2023-01) · $345M (2022-01)
Net assets
$276M Dec 31, 2024 reported Form 5500
$293M (2023-12) · $280M (2022-12)
Funded ratio
102.8% Jan 1, 2024 reported Form 5500
103.3% (2023-01) · 108.2% (2022-01)
Funding target
$294M Jan 1, 2024 reported Form 5500
$294M (2023-01) · $289M (2022-01)
Discount rate
5.11% Jan 1, 2024 reported Form 5500
5.25% (2023-01) · 5.43% (2022-01)
Participants
3,274 Jan 1, 2024 reported Form 5500
3,291 (2023-01) · 3,354 (2022-01)
Contributions
$0 Dec 31, 2024 reported Form 5500
$0 (2023-12) · $0 (2022-12)
Benefits paid
$16.4M Dec 31, 2024 reported Form 5500
$15.5M (2023-12) · $14.5M (2022-12)
Net investment income
$-17.2M Dec 31, 2024 reported Form 5500
$13.3M (2023-12) · $-65.7M (2022-12)
Investment management fees
$101,160 Dec 31, 2024 reported Form 5500
$60,538 (2023-12) · $193,626 (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 20243,274$293M$294M102.8%$278M$10.9Mn/an/a
2023 to Dec 31, 20233,291$280M$294M103.3%$293M$14.4Mn/an/a
2022 to Dec 31, 20223,354$345M$289M108.2%$280Mn/an/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
5 events
  • Dec 31, 2024Holding endedinference
    The Retirement Plan of Central Georgia Health Systems, Inc. no longer reports Private Advisors Hedged Equity Fun (last held $16,573 at 2023-12-31; absent from the 2024-12-31 filing)
    with Private Advisors Hedged Equity Funaskebsa.dol.gov
  • Dec 31, 2024Manager relationship started
    AON Consulting, Inc. appears on The Retirement Plan of Central Georgia Health Systems, Inc.'s Schedule C as investment manager (plan year 2024 vs 2023)
    with Aonaskebsa.dol.gov
  • Dec 31, 2023Holding endedinference
    The Retirement Plan of Central Georgia Health Systems, Inc. no longer reports NT Collective S&p 500 Index Fund (Northern Trust Collective Eafe Inde) (last held $33M at 2022-12-31; absent from the 2023-12-31 filing)
    with Northern Trust Collective Eafe Indeaskebsa.dol.gov
  • Jan 1, 2023Funded status changed
    The Retirement Plan of Central Georgia Health Systems, Inc. funded ratio 108.2% -> 103.3% (2022-01-01 to 2023-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Assets changed
    The Retirement Plan of Central Georgia Health Systems, Inc. plan assets $345M -> $280M (-19.0%, 2022-01-01 to 2023-01-01)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 582149127-001
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.