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
Crozer-Keystone Health System Employees Retirement Plan
Corporate pensionChester, PA
Assets
$148M
Total assets, Dec 31, 2024 reported
Funded
53.0%
Jan 1, 2023
Private markets target
n/a
policy Dec 31, 2024
Commitments
11
none on the tape
Plan sponsor: Prospect Crozer, LLC
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Partnership/joint venture interests 2.6%
- Pooled separate accounts 90.9%
- Registered investment companies 6.5%
Consultants and advisers
1 firms
- Principal Financial Group 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
- Principal11 rows, latest Dec 31, 2024
Commitments
11 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, 2024 | Prin Ldi Short Dur Sep Acct-Zseparate account | Principal | Pooled vehicles | $28,790 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Prin Ldi Intrm Dur Sep Acct-Zseparate account | Principal | Pooled vehicles | $36.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Prin Ldi Ext Dur Sep Acct-Zseparate account | Principal | Pooled vehicles | $98.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Prin Ldi Long Duration Sa-Zseparate account | Principal | Fixed income | $1.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Prin Ldi Short Dur Sep Acct-Zseparate account | Principal | Pooled vehicles | $9.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Prin Ldi Intrm Dur Sep Acct-Zseparate account | Principal | Pooled vehicles | $39.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Prin Ldi Ext Dur Sep Acct-Zseparate account | Principal | Pooled vehicles | $118M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Prin Ldi Long Duration Sa-Zseparate account | Principal | Fixed income | $23.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Prin Ldi Short Dur Sep Acct-Zseparate account | Principal | Pooled vehicles | $8.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Prin Ldi Intrm Dur Sep Acct-Zseparate account | Principal | Pooled vehicles | $36.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Prin Ldi Ext Dur Sep Acct-Zseparate account | Principal | Pooled vehicles | $114M held | Disclosed holding | askebsa.dol.gov |
Size and funding
26 readings
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 | 4,376 | n/a | n/a | n/a | $148M | $3.9M | n/a | n/a |
| 2023 to Dec 31, 2023 | 4,527 | $186M | $384M | 53.0% | $174M | $3.2M | n/a | n/a |
| 2022 to Dec 31, 2022 | 4,675 | $329M | $384M | 82.1% | $186M | $4.2M | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Principal Life Insurance Company codes 13 50 64 $807,917 PY2024
- Groom Law Group, Chartered codes 29 50 $67,330 PY2024
- Bdo codes 10 13 50 $54,808 PY2024
- Prin Ldi Ext Dur Sep Acct-Z Sched. D P $98.3M PY2024
- Prin Ldi Short Dur Sep Acct-Z Sched. D P $28,790 PY2024
- Prin Ldi Long Duration Sa-Z Sched. D P PY2024
- Prin Ldi Intrm Dur Sep Acct-Z Sched. D P $36.2M PY2024
- Principal Life Insurance Company codes 13 50 64 $783,624 PY2023
- Prin Ldi Long Duration Sa-Z Sched. D P $1.1M PY2023
- Prin Ldi Short Dur Sep Acct-Z Sched. D P $9.6M PY2023
- Prin Ldi Intrm Dur Sep Acct-Z Sched. D P $39.0M PY2023
- Prin Ldi Ext Dur Sep Acct-Z Sched. D P $118M PY2023
- Principal Financial Group codes 11 PY2023
- Principal Life Insurance Company codes 13 50 64 $744,667 PY2022
- Prin Ldi Long Duration Sa-Z Sched. D P $23.6M PY2022
- Prin Ldi Ext Dur Sep Acct-Z Sched. D P $114M PY2022
- Prin Ldi Intrm Dur Sep Acct-Z Sched. D P $36.3M PY2022
- Prin Ldi Short Dur Sep Acct-Z Sched. D P $8.9M PY2022
- Principal Financial Group codes 11 PY2022
What changed
4 events
- Dec 31, 2024Holding endedinferenceCrozer-Keystone Health System Employees Retirement Plan no longer reports Prin Ldi Long Duration Sa-Z (Principal) (last held $1M at 2023-12-31; absent from the 2024-12-31 filing)with Principalaskebsa.dol.gov
- Dec 31, 2024Assets changedCrozer-Keystone Health System Employees Retirement Plan total assets $174M -> $148M (-14.9%, 2023-12-31 to 2024-12-31)
- Jan 1, 2023Funded status changedCrozer-Keystone Health System Employees Retirement Plan funded ratio 82.1% -> 53.0% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedCrozer-Keystone Health System Employees Retirement Plan plan assets $329M -> $186M (-43.3%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 611778286-001
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.