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
Stormont-Vail Healthcare Retirement Plan
Corporate pensionTopeka, KS
Assets
n/a
Total assets, May 31, 2023 reported
Funded
131.7%
Oct 1, 2022
Private markets target
n/a
no policy read
Commitments
0
none on the tape
Plan sponsor: Stormont-Vail Healthcare, Inc.
Allocation policy
No allocation policy has been read for this allocator yet. Public systems get theirs from the ACFR; corporate plans from the sponsor’s 10-K; plans from Schedule H lines.
Consultants and advisers
6 firms
- FID Mgmt Trust Co Pension consultantthrough May 31, 2023 Form 5500
- Mercer Investment adviser (plan)through May 31, 2023 Form 5500
- Jacobs Levy Equity Management Inc. Investment adviser (plan)through May 31, 2023 Form 5500
- Neumeier Poma Investment Counsel Investment adviser (plan)through May 31, 2023 Form 5500
- Gallagher Trusteethrough May 31, 2023 Form 5500
- Fidelity Investments Actuarythrough May 31, 2023 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
11 readings
Total assets
Plan assets
Net assets
Funded ratio
Funding target
Discount rate
Participants
Contributions
Benefits paid
Net investment income
Investment management fees
Form 5500 filings
1 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2022 to May 31, 2023 | 3,862 | $352M | $278M | 131.7% | $0 | $0 | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Gallagher codes 21 50 $570,000 PY2022
- Fidelity codes 17 50 $548,580 PY2022
- Mercer codes 27 51 52 $92,700 PY2022
- Jacobs Levy codes 27 51 52 $35,138 PY2022
- Neumeier Poma Investment codes 27 51 52 PY2022
- Fiam Intermediate Dur Commingled Sched. D C PY2022
- Fiam Long Corp a Or Better Comming Sched. D C PY2022
- Fiam 8-10 Year Corp Bond Commingled Sched. D C PY2022
- Fidelity Investments codes 11 PY2022
What changed
No dated events yet.
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 480543789-001
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.