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
Lawrence & Memorial Hospital Pension Plan
Corporate pensionNEW London, CT
Assets
n/a
Total assets, Dec 31, 2024 reported
Funded
103.0%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2023
Commitments
1
none on the tape
Plan sponsor: Lawrence & Memorial Hospital, Inc.
Allocation policy
Form 5500, as of Dec 31, 2023
Actual allocation lines without a target (as filed)
- Master trust investment accounts 100.0%
Consultants and advisers
3 firms
- Northern Trust Co. Directed trusteethrough Dec 31, 2022 Form 5500
- Mercer Actuarythrough Dec 31, 2022 Form 5500
- Willis Towers Watson US LLC 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
- Northern Trust Collective Eafe Inde1 rows, latest Dec 31, 2022
From Schedule C (investment management, code 28)
- Metlife Investment Managementplan years 2022
Commitments
1 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, 2022 | NT Collective Govt Short Term Invtcollective trust | Northern Trust Collective Eafe Inde | Cash | $708,006 held | Disclosed holding | askebsa.dol.gov |
Size and funding
30 readings
Investment management fees
$713,687 (2023-12) · $457,416 (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 | 680 | $109M | $108M | 103.0% | $0 | n/a | $0 | n/a |
| 2023 to Dec 31, 2023 | 714 | $110M | $116M | 100.5% | $109M | n/a | $109M | n/a |
| 2022 to Dec 31, 2022 | 734 | $145M | $118M | 113.0% | $110M | n/a | $110M | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Master Pension Trust Sched. D M PY2024
- Willis Towers Watson US LLC codes 11 PY2024
- Master Pension Trust Sched. D M $109M PY2023
- Willis Towers Watson US LLC codes 11 PY2023
- Metlife Investment Management Holdi codes 28 50 51 $122,320 PY2022
- Northern Trust Company codes 25 $27,047 PY2022
- Mercer (US), Inc. codes 11 $17,144 PY2022
- Master Pension Trust Sched. D M $110M PY2022
- NT Collective Government Short Term Sched. D C $708,006 PY2022
- Willis Towers Watson US LLC codes 11 PY2022
What changed
4 events
- Dec 31, 2024Assets changedLawrence & Memorial Hospital Pension Plan total assets $109M -> $0 (-100.0%, 2023-12-31 to 2024-12-31)
- Jan 1, 2024Funded status changedLawrence & Memorial Hospital Pension Plan funded ratio 100.5% -> 103.0% (2023-01-01 to 2024-01-01)
- Jan 1, 2023Funded status changedLawrence & Memorial Hospital Pension Plan funded ratio 113.0% -> 100.5% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedLawrence & Memorial Hospital Pension Plan plan assets $145M -> $110M (-23.7%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 060646704-001
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.