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

Wellstar Health System, Inc. Active Employees Retirement Plan B

Corporate pensionMarietta, GA
Assets
n/a
Total assets, Jun 30, 2024 reported
Funded
94.0%
Jul 1, 2023
Private markets target
n/a
policy Jun 30, 2023
Commitments
0
none on the tape
Plan sponsor: Wellstar Health System, Inc.
Allocation policy
Form 5500, as of Jun 30, 2023
Actual allocation lines without a target (as filed)
  • Master trust investment accounts 100.0%
Consultants and advisers
7 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
7 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
29 readings
Total assets
$0 Jun 30, 2024 reported Form 5500
$677M (2023-06) · $620M (2022-06)
Plan assets
$676M Jul 1, 2023 reported Form 5500
$620M (2022-07)
Net assets
$0 Jun 30, 2024 reported Form 5500
$677M (2023-06) · $620M (2022-06)
Funded ratio
94.0% Jul 1, 2023 reported Form 5500
97.3% (2022-07)
Funding target
$574M Jul 1, 2023 reported Form 5500
$548M (2022-07)
Discount rate
5.37% Jul 1, 2023 reported Form 5500
5.55% (2022-07)
Participants
17,957 Jul 1, 2023 reported Form 5500
18,563 (2022-07) · 13,683 (2021-07)
Contributions
$0 Jun 30, 2024 reported Form 5500
$0 (2023-06) · $0 (2022-06)
Benefits paid
$59.9M Jun 30, 2024 reported Form 5500
$24.0M (2023-06) · $2.3M (2022-06)
Net investment income
$27.4M Jun 30, 2024 reported Form 5500
$56.7M (2023-06) · $-47.0M (2022-06)
Investment management fees
$1.8M Jun 30, 2024 reported Form 5500
$2.3M (2023-06) · $931,048 (2022-06)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Jun 30, 202213,683n/an/an/a$620Mn/a$620Mn/a
2023 to Jun 30, 202417,957$676M$574M94.0%$0n/a$0n/a
2022 to Jun 30, 202318,563$620M$548M97.3%$677Mn/a$677Mn/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
4 events
  • Dec 31, 2024Manager relationship endedinference
    Richmond Capital no longer appears on Wellstar Health System, Inc. Active Employees Retirement Plan B's Schedule C as investment manager (plan year 2024 vs 2023)
    with Proloan Bond Fundaskebsa.dol.gov
  • Dec 31, 2024Manager relationship started
    Macquarie (delaware) appears on Wellstar Health System, Inc. Active Employees Retirement Plan B's Schedule C as investment manager (plan year 2024 vs 2023)
    with Macquarie (delaware)askebsa.dol.gov
  • Jun 30, 2024Assets changed
    Wellstar Health System, Inc. Active Employees Retirement Plan B total assets $677M -> $0 (-100.0%, 2023-06-30 to 2024-06-30)
    askebsa.dol.gov
  • Jul 1, 2023Funded status changed
    Wellstar Health System, Inc. Active Employees Retirement Plan B funded ratio 97.2% -> 94.0% (2022-07-01 to 2023-07-01)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 581649541-005
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.