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

Columbia Memorial Hospital Retirement Plan

Corporate pensionAstoria, OR
Assets
$50.4M
Total assets, Dec 31, 2024 reported
Funded
118.9%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
40
none on the tape
Plan sponsor: Columbia Memorial Hospital
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Pooled separate accounts 100.0%
Consultants and advisers
2 firms
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
Commitments
40 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024Prin Midcap Sep Acct-Zseparate accountPrincipalPooled vehicles$409,774 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Principal U.S. Property Sa-Zseparate accountPrincipalReal estate$861,130 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Prin Diversified Intl Sa-Zseparate accountPrincipalHedge / diversifiers$1.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Prin Lgcp S&p 500 Index Sa-Zseparate accountPrincipalPooled vehicles$1.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Prin Midcap Value I Sa-Zseparate accountPrincipalPooled vehicles$411,829 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Prin Smcap Growth I Sep Acct-Zseparate accountPrincipalPooled vehicles$256,525 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Prin Largecap Growth I Sa-Zseparate accountPrincipalPooled vehicles$940,858 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Prin Smcap Value II Sep Acct-Zseparate accountPrincipalPooled vehicles$255,102 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Prin Ldi Long Duration Sa-Zseparate accountPrincipalFixed income$21.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Principal Overseas Sep Acct-Zseparate accountPrincipalPooled vehicles$520,121 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Prin Equity Income Sa-Zseparate accountPrincipalFixed income$933,685 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Prin Ldi Intrm Dur Sep Acct-Zseparate accountPrincipalPooled vehicles$22.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Principal U.S. Property Sa-Zseparate accountPrincipalReal estate$3.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prin Diversified Intl Sa-Zseparate accountPrincipalHedge / diversifiers$858,369 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prin Lgcp S&p 500 Index Sa-Zseparate accountPrincipalPooled vehicles$508,372 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prin Midcap Value I Sa-Zseparate accountPrincipalPooled vehicles$173,580 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prin Midcap Growth III Sa-Zseparate accountPrincipalPooled vehicles$176,774 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prin Smcap Growth I Sep Acct-Zseparate accountPrincipalPooled vehicles$94,101 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prin Largecap Growth I Sa-Zseparate accountPrincipalPooled vehicles$1.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prin Smcap Value II Sep Acct-Zseparate accountPrincipalPooled vehicles$96,152 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prin Ldi Long Duration Sa-Zseparate accountPrincipalFixed income$23.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Principal Overseas Sep Acct-Zseparate accountPrincipalPooled vehicles$387,128 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prin Equity Income Sa-Zseparate accountPrincipalFixed income$1.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prin Ldi Intrm Dur Sep Acct-Zseparate accountPrincipalPooled vehicles$22.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prin Org Emg Mkts Sep Acct-Zseparate accountPrincipalPooled vehicles$246,658 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prin Intl Smallcap Sep Acct-Zseparate accountPrincipalPooled vehicles$820,767 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Principal U.S. Property Sa-Zseparate accountPrincipalReal estate$4.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prin Diversified Intl Sa-Zseparate accountPrincipalHedge / diversifiers$4.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prin Lgcp S&p 500 Index Sa-Zseparate accountPrincipalPooled vehicles$2.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prin Midcap Value I Sa-Zseparate accountPrincipalPooled vehicles$959,774 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prin Midcap Growth III Sa-Zseparate accountPrincipalPooled vehicles$970,107 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prin Smcap Growth I Sep Acct-Zseparate accountPrincipalPooled vehicles$476,128 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prin Largecap Growth I Sa-Zseparate accountPrincipalPooled vehicles$6.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prin Smcap Value II Sep Acct-Zseparate accountPrincipalPooled vehicles$474,661 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prin High Income Sep Acct-Zseparate accountPrincipalFixed income$1.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Principal Overseas Sep Acct-Zseparate accountPrincipalPooled vehicles$1.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prin Core Fix Inc Sep Acct-Zseparate accountPrincipalPooled vehicles$13.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prin Equity Income Sa-Zseparate accountPrincipalFixed income$6.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prin Bond Market Index Sa-Zseparate accountPrincipalFixed income$3.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prin Org Emg Mkts Sep Acct-Zseparate accountPrincipalPooled vehicles$1.3M heldDisclosed holdingaskebsa.dol.gov
Size and funding
32 readings
Total assets
$50.4M Dec 31, 2024 reported Form 5500
$53.8M (2023-12) · $49.8M (2022-12)
Plan assets
$53.8M Jan 1, 2024 reported Form 5500
$49.8M (2023-01) · $60.9M (2022-01)
Net assets
$50.4M Dec 31, 2024 reported Form 5500
$53.8M (2023-12) · $49.8M (2022-12)
Funded ratio
118.9% Jan 1, 2024 reported Form 5500
116.0% (2023-01) · 127.2% (2022-01)
Funding target
$43.9M Jan 1, 2024 reported Form 5500
$45.1M (2023-01) · $43.2M (2022-01)
Discount rate
5.14% Jan 1, 2024 reported Form 5500
5.06% (2023-01) · 5.42% (2022-01)
Participants
335 Jan 1, 2024 reported Form 5500
344 (2023-01) · 352 (2022-01)
Contributions
$0 Dec 31, 2024 reported Form 5500
$0 (2023-12) · $1.1M (2022-12)
Benefits paid
$3.1M Dec 31, 2024 reported Form 5500
$2.9M (2023-12) · $2.8M (2022-12)
Net investment income
$-3.4M Dec 31, 2024 reported Form 5500
$4.0M (2023-12) · $-11.1M (2022-12)
Investment management fees
$23,957 Dec 31, 2024 reported Form 5500
$23,406 (2023-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 2024335$53.8M$43.9M118.9%$50.4Mn/an/an/a
2023 to Dec 31, 2023344$49.8M$45.1M116.0%$53.8Mn/an/an/a
2022 to Dec 31, 2022352$60.9M$43.2M127.2%$49.8Mn/an/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • Principal Life Insurance Company codes 13 50 64 $158,641 PY2024
  • Principal Global Investors, LLC codes 27 50 $23,957 PY2024
  • Principal U.S. Property Sa-Z Sched. D P $861,130 PY2024
  • Prin Diversified Intl Sa-Z Sched. D P $1.4M PY2024
  • Prin Lgcp S&p 500 Index Sa-Z Sched. D P $1.3M PY2024
  • Prin Midcap Value I Sa-Z Sched. D P $411,829 PY2024
  • Prin Midcap Growth III Sa-Z Sched. D P PY2024
  • Prin Smcap Growth I Sep Acct-Z Sched. D P $256,525 PY2024
  • Prin Midcap Sep Acct-Z Sched. D P $409,774 PY2024
  • Prin Ldi Intrm Dur Sep Acct-Z Sched. D P $22.1M PY2024
  • Prin Org Emg Mkts Sep Acct-Z Sched. D P PY2024
  • Prin Largecap Growth I Sa-Z Sched. D P $940,858 PY2024
  • Prin Smcap Value II Sep Acct-Z Sched. D P $255,102 PY2024
  • Prin Ldi Long Duration Sa-Z Sched. D P $21.0M PY2024
  • Principal Overseas Sep Acct-Z Sched. D P $520,121 PY2024
  • Prin Equity Income Sa-Z Sched. D P $933,685 PY2024
  • Principal Financial Group codes 11 PY2024
  • Principal Life Insurance Company codes 13 50 64 $152,790 PY2023
  • Principal Global Investors, LLC codes 27 50 $23,406 PY2023
  • Prin Org Emg Mkts Sep Acct-Z Sched. D P $246,658 PY2023
  • Prin Intl Smallcap Sep Acct-Z Sched. D P PY2023
  • Principal U.S. Property Sa-Z Sched. D P $3.3M PY2023
  • Prin Diversified Intl Sa-Z Sched. D P $858,369 PY2023
  • Prin Lgcp S&p 500 Index Sa-Z Sched. D P $508,372 PY2023
  • Prin Midcap Value I Sa-Z Sched. D P $173,580 PY2023
  • Prin Midcap Growth III Sa-Z Sched. D P $176,774 PY2023
  • Prin Smcap Growth I Sep Acct-Z Sched. D P $94,101 PY2023
  • Prin Largecap Growth I Sa-Z Sched. D P $1.2M PY2023
  • Prin Smcap Value II Sep Acct-Z Sched. D P $96,152 PY2023
  • Prin High Income Sep Acct-Z Sched. D P PY2023
  • Prin Ldi Long Duration Sa-Z Sched. D P $23.2M PY2023
  • Principal Overseas Sep Acct-Z Sched. D P $387,128 PY2023
  • Prin Core Fix Inc Sep Acct-Z Sched. D P PY2023
  • Prin Equity Income Sa-Z Sched. D P $1.2M PY2023
  • Prin Bond Market Index Sa-Z Sched. D P PY2023
  • Prin Ldi Intrm Dur Sep Acct-Z Sched. D P $22.4M PY2023
  • Principal Financial Group codes 11 PY2023
  • Principal Life Insurance Company codes 13 50 64 $163,638 PY2022
  • Prin Intl Smallcap Sep Acct-Z Sched. D P $820,767 PY2022
  • Principal U.S. Property Sa-Z Sched. D P $4.0M PY2022
  • Prin Diversified Intl Sa-Z Sched. D P $4.1M PY2022
  • Prin Lgcp S&p 500 Index Sa-Z Sched. D P $2.9M PY2022
  • Prin Midcap Value I Sa-Z Sched. D P $959,774 PY2022
  • Prin Midcap Growth III Sa-Z Sched. D P $970,107 PY2022
  • Prin Smcap Growth I Sep Acct-Z Sched. D P $476,128 PY2022
  • Prin Largecap Growth I Sa-Z Sched. D P $6.4M PY2022
  • Prin Smcap Value II Sep Acct-Z Sched. D P $474,661 PY2022
  • Prin High Income Sep Acct-Z Sched. D P $1.7M PY2022
  • Principal Overseas Sep Acct-Z Sched. D P $1.8M PY2022
  • Prin Core Fix Inc Sep Acct-Z Sched. D P $13.9M PY2022
  • Prin Equity Income Sa-Z Sched. D P $6.7M PY2022
  • Prin Bond Market Index Sa-Z Sched. D P $3.0M PY2022
  • Prin Org Emg Mkts Sep Acct-Z Sched. D P $1.3M PY2022
  • Principal Financial Group codes 11 PY2022
What changed
13 events
  • Dec 31, 2024Holding started
    Columbia Memorial Hospital Retirement Plan first reports an interest in Prin Midcap Sep Acct-Z (Principal): $409,774 at 2024-12-31
    with Principalaskebsa.dol.gov
  • Dec 31, 2024Holding endedinference
    Columbia Memorial Hospital Retirement Plan no longer reports Prin Org Emg Mkts Sep Acct-Z (Principal) (last held $246,658 at 2023-12-31; absent from the 2024-12-31 filing)
    with Principalaskebsa.dol.gov
  • Dec 31, 2024Holding endedinference
    Columbia Memorial Hospital Retirement Plan no longer reports Prin Midcap Growth III Sa-Z (Principal) (last held $176,774 at 2023-12-31; absent from the 2024-12-31 filing)
    with Principalaskebsa.dol.gov
  • Jan 1, 2024Funded status changed
    Columbia Memorial Hospital Retirement Plan funded ratio 116.0% -> 118.9% (2023-01-01 to 2024-01-01)
    askebsa.dol.gov
  • Dec 31, 2023Holding endedinference
    Columbia Memorial Hospital Retirement Plan no longer reports Prin Intl Smallcap Sep Acct-Z (Principal) (last held $820,767 at 2022-12-31; absent from the 2023-12-31 filing)
    with Principalaskebsa.dol.gov
  • Dec 31, 2023Holding endedinference
    Columbia Memorial Hospital Retirement Plan no longer reports Prin Bond Market Index Sa-Z (Principal) (last held $3M at 2022-12-31; absent from the 2023-12-31 filing)
    with Principalaskebsa.dol.gov
  • Dec 31, 2023Holding endedinference
    Columbia Memorial Hospital Retirement Plan no longer reports Prin High Income Sep Acct-Z (Principal) (last held $2M at 2022-12-31; absent from the 2023-12-31 filing)
    with Principalaskebsa.dol.gov
  • Dec 31, 2023Holding started
    Columbia Memorial Hospital Retirement Plan first reports an interest in Prin Ldi Intrm Dur Sep Acct-Z (Principal): $22M at 2023-12-31
    with Principalaskebsa.dol.gov
  • Dec 31, 2023Holding started
    Columbia Memorial Hospital Retirement Plan first reports an interest in Prin Ldi Long Duration Sa-Z (Principal): $23M at 2023-12-31
    with Principalaskebsa.dol.gov
  • Dec 31, 2023Holding endedinference
    Columbia Memorial Hospital Retirement Plan no longer reports Prin Core Fix Inc Sep Acct-Z (Principal) (last held $14M at 2022-12-31; absent from the 2023-12-31 filing)
    with Principalaskebsa.dol.gov
  • Dec 31, 2023Consultant changedinference
    Principal Global Investors, LLC appears on Columbia Memorial Hospital Retirement Plan's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)
    with Principal Global Investors LLCaskebsa.dol.gov
  • Jan 1, 2023Funded status changed
    Columbia Memorial Hospital Retirement Plan funded ratio 127.2% -> 116.0% (2022-01-01 to 2023-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Assets changed
    Columbia Memorial Hospital Retirement Plan plan assets $61M -> $50M (-18.2%, 2022-01-01 to 2023-01-01)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 930583856-001
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.