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
Elliot Health System Pension Plan
Corporate pensionManchester, NH
Assets
$267M
Total assets, Dec 31, 2024 reported
Funded
103.7%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: Elliot Health System, Inc.
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 2.2%
- Insurance company general account 0.2%
- Partnership/joint venture interests 92.0%
- Registered investment companies 5.6%
Consultants and advisers
10 firms
- Onedigital Pension consultantthrough Dec 31, 2022 Form 5500
- Loomis Sayles Trusteethrough Dec 31, 2024 Form 5500
- William Blair Funds Trusteethrough Dec 31, 2023 Form 5500
- William Blair Investment Management Trusteethrough Dec 31, 2022 Form 5500
- Income Research & Mgmt. Inc. Trusteethrough Dec 31, 2022 Form 5500
- Loomis, Sayles & Company, L.P. Trusteethrough Dec 31, 2022 Form 5500
- Hardman Johnston Global Advisors Trusteethrough Dec 31, 2022 Form 5500
- State Street Research & Management Trusteethrough Dec 31, 2022 Form 5500
- Milliman, Inc. Actuarythrough Dec 31, 2022 Form 5500
- Northern Trust Co. Trusteethrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
No manager relationship is on the tape for this allocator.
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
$135,154 (2023-12) · $159,060 (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 | 1,513 | $275M | $285M | 103.7% | $267M | $246M | n/a | n/a |
| 2023 to Dec 31, 2023 | 1,896 | $286M | $313M | 100.1% | $278M | $253M | n/a | n/a |
| 2022 to Dec 31, 2022 | 1,910 | $365M | $300M | 116.9% | $286M | $202M | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Milliman codes 11 $330,975 PY2024
- Income Research & Management Co. codes 21 $164,875 PY2024
- Northern Trust Company codes 21 $34,973 PY2024
- Loomis Sayles codes 21 $28,996 PY2024
- State Street Research & Management codes 21 $13,636 PY2024
- Aetna Life Insurance Co. codes 23 $9,288 PY2024
- Milliman, Inc. codes 11 PY2024
- Milliman codes 11 $244,611 PY2023
- Income Research & Management Co. codes 21 $77,312 PY2023
- Loomis Sayles codes 21 $51,715 PY2023
- Northern Trust Company codes 21 $50,780 PY2023
- Hardman Johnston Global Advisors codes 21 $46,366 PY2023
- Resource Investment Advisors LLC codes 17 $24,413 PY2023
- William Blair Funds codes 21 $16,667 PY2023
- State Street Research & Management codes 21 $12,813 PY2023
- Aetna Life Insurance Co. codes 23 $9,812 PY2023
- William Blair codes 21 $7,593 PY2023
- Milliman, Inc. codes 11 PY2023
- Milliman codes 11 $178,233 PY2022
- Loomis Sayles codes 21 $53,636 PY2022
- Northern Trust Company codes 21 $53,257 PY2022
- Hardman Johnston Global Advisors codes 21 $52,630 PY2022
- William Blair codes 21 $34,681 PY2022
- Income Research & Management Co. codes 21 $34,509 PY2022
- State Street Research & Management codes 21 $18,113 PY2022
- Resource Investment Advisors LLC codes 17 $13,875 PY2022
- Aetna Life Insurance Co. codes 23 $10,302 PY2022
- Milliman, Inc. codes 11 PY2022
What changed
4 events
- Dec 31, 2024Consultant changedinferenceResource Investment Advisors LLC no longer appears on Elliot Health System Pension Plan's Schedule C as pension consultant (plan year 2024 vs 2023)with Onedigitalaskebsa.dol.gov
- Jan 1, 2024Funded status changedElliot Health System Pension Plan funded ratio 100.1% -> 103.7% (2023-01-01 to 2024-01-01)
- Jan 1, 2023Funded status changedElliot Health System Pension Plan funded ratio 116.9% -> 100.1% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedElliot Health System Pension Plan plan assets $365M -> $286M (-21.8%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 020509911-001
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.