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
Memorial Health System Employee Pension Plan
Corporate pensionSpringfield, IL
Assets
n/a
Total assets, Dec 31, 2023 reported
Funded
116.9%
Jan 1, 2022
Private markets target
n/a
policy Dec 31, 2022
Commitments
0
none on the tape
Plan sponsor: Memorial Health System
Allocation policy
Form 5500, as of Dec 31, 2022
Actual allocation lines without a target (as filed)
- Interest-bearing cash 14.8%
- Corporate debt instruments (other) 68.7%
- U.S. Government securities 15.5%
Consultants and advisers
4 firms
- Mercer Pension consultantthrough Dec 31, 2022 Form 5500
- Demarche Investment adviser (plan)through Dec 31, 2022 Form 5500
- PNC Bank, National Association Custodianthrough Dec 31, 2022 Form 5500
- Deloitte Consulting LLP Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on Schedule C
From Schedule C (investment management, code 28)
- Loomis Saylesplan years 2022
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
15 readings
Plan assets
Funded ratio
Funding target
Discount rate
Investment management fees
Form 5500 filings
2 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2023 to Dec 31, 2023 | 4,508 | n/a | n/a | n/a | $0 | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 4,546 | $536M | $387M | 116.9% | $404M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Mercer codes 17 $1.0M PY2023
- PNC Bank, National Association codes 19 21 28 $558,506 PY2023
- Mcdermott Will & Emery codes 29 $33,844 PY2023
- PNC Bank, National Association codes 19 21 28 $727,758 PY2022
- Mercer codes 17 $487,699 PY2022
- Deloitte Consulting LLC codes 11 $78,513 PY2022
- Mcdermott Will & Emery codes 29 $72,646 PY2022
- Demarche Associates Inc codes 27 $44,789 PY2022
- Loomis Sayles codes 51 $31,981 PY2022
- Sikich codes 10 $9,950 PY2022
- Deloitte Consulting LLP codes 11 PY2022
What changed
2 events
- Dec 31, 2023Consultant changedinferenceDemarche Associates Inc no longer appears on Memorial Health System Employee Pension Plan's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)with Demarcheaskebsa.dol.gov
- Dec 31, 2023Assets changedMemorial Health System Employee Pension Plan total assets $404M -> $0 (-100.0%, 2022-12-31 to 2023-12-31)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 371110690-001
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.