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

Commonwealth Health Corporation Restated Retirement Plan

Corporate pensionBowling Green, KY
Assets
$180M
Total assets, Dec 31, 2024 reported
Funded
86.5%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
1 managers on Schedule C
Plan sponsor: Commonwealth Health Corporation
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 1.4%
  • Corporate debt instruments (preferred) 54.1%
  • U.S. Government securities 24.8%
  • Other investments 11.2%
  • Registered investment companies 1.0%
  • Common stock 7.5%
Consultants and advisers
3 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
11 managers on Schedule C
From Schedule C (investment management, code 28)
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
Total assets
$180M Dec 31, 2024 reported Form 5500
$185M (2023-12) · $165M (2022-12)
Plan assets
$187M Jan 1, 2024 reported Form 5500
$173M (2023-01) · $222M (2022-01)
Net assets
$180M Dec 31, 2024 reported Form 5500
$185M (2023-12) · $165M (2022-12)
Funded ratio
86.5% Jan 1, 2024 reported Form 5500
85.9% (2023-01) · 89.7% (2022-01)
Funding target
$152M Jan 1, 2024 reported Form 5500
$144M (2023-01) · $134M (2022-01)
Discount rate
5.25% Jan 1, 2024 reported Form 5500
5.39% (2023-01) · 5.57% (2022-01)
Participants
1,979 Jan 1, 2024 reported Form 5500
2,096 (2023-01) · 2,096 (2022-01)
Contributions
$0 Dec 31, 2024 reported Form 5500
$6.5M (2023-12) · $13.0M (2022-12)
Benefits paid
$9.2M Dec 31, 2024 reported Form 5500
$8.2M (2023-12) · $10.8M (2022-12)
Net investment income
$-5.7M Dec 31, 2024 reported Form 5500
$19.7M (2023-12) · $-43.1M (2022-12)
Investment management fees
$55,660 Dec 31, 2024 reported Form 5500
$128,318 (2023-12) · $321,586 (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 20241,979$187M$152M86.5%$180Mn/an/an/a
2023 to Dec 31, 20232,096$173M$144M85.9%$185Mn/an/an/a
2022 to Dec 31, 20222,096$222M$134M89.7%$165Mn/an/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
9 events
  • Dec 31, 2024Manager relationship endedinference
    Blackrock no longer appears on Commonwealth Health Corporation Restated Retirement Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with Blackrockaskebsa.dol.gov
  • Dec 31, 2024Manager relationship endedinference
    MFS Investment Management no longer appears on Commonwealth Health Corporation Restated Retirement Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with MFS Investment Managementaskebsa.dol.gov
  • Dec 31, 2024Manager relationship started
    MFS Invetment Management appears on Commonwealth Health Corporation Restated Retirement Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with MFS Invetment Managementaskebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinference
    TCW Lcv no longer appears on Commonwealth Health Corporation Restated Retirement Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with TCW Lcvaskebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinference
    Wells Fargo Asset Management no longer appears on Commonwealth Health Corporation Restated Retirement Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with Wells Fargo Asset Managementaskebsa.dol.gov
  • Dec 31, 2023Manager relationship started
    TCW Lcg appears on Commonwealth Health Corporation Restated Retirement Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with TCW Lcgaskebsa.dol.gov
  • Dec 31, 2023Assets changed
    Commonwealth Health Corporation Restated Retirement Plan total assets $165M -> $185M (+11.9%, 2022-12-31 to 2023-12-31)
    askebsa.dol.gov
  • Jan 1, 2023Funded status changed
    Commonwealth Health Corporation Restated Retirement Plan funded ratio 89.7% -> 85.9% (2022-01-01 to 2023-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Assets changed
    Commonwealth Health Corporation Restated Retirement Plan plan assets $222M -> $173M (-22.2%, 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 311118087-001
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.