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AllocatorsPlancorporate pension<100m

The Holyoke Hospital Pension Plan

Allocators

Holyoke, MA

This is the graph view. The full profile, with its team, deals and sources, is on Allocators.Open the full profile →

Search this name across graphsid dfx:al:accc2b93-aea8-4268-b7ac-d4b04b86f58d

Data as of Sep 15, 2026 (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built Sep 19, 2026, 3:32 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Sep 15, 2026 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Total assets: $798,587latest reading; see basis
Assets as of: Nov 30, 2024
Assets basis: REPORTED
Funded ratio: 86%
Participants: 1,323
Commitments: 0with an amount; holdings are counted apart
Managers: 0
Funds: 0
Re-ups: 0
First-time managers: 0
Consultants: 0
Private markets target, %: 0latest policy, percent of assets
Private equity target, %: 0latest policy, percent of assets
Latest policy: Nov 30, 2024
People: 0

Policy targets, latest period

the latest period this plan published, every item quoted from its own report; a target is never an actual; 5 rows folded into 2

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Non-interest-bearing cash	n/a	n/a	n/a	52	$415,993	Nov 30, 2024	Derived
Partnership/joint venture interests	n/a	n/a	n/a	22	$177,295	Nov 30, 2024	Derived

Consultants

Form 5500 Schedule C, Form ADV and the plan's own reports; a Schedule C relationship is current for 24 months after the plan year end

Consultant	Role	From	To	Current	Evidence	Source
Shepherd Kaplan Krochuk LLC	Investment adviser	Dec 1, 2022	Nov 30, 2023	no	fact	Dol form 5500 pension
Sentinel Benefits Group, LLC	actuary	Dec 1, 2022	Nov 30, 2023	no	fact	Dol form 5500 pension
Fidelity Brokerage Service LLC	custodian	Dec 1, 2022	Nov 30, 2023	no	fact	Dol form 5500 pension
Reliance Trust Company	Directed trustee	Dec 1, 2022	Nov 30, 2023	no	fact	Dol form 5500 pension

Relationships

Sponsors (1)

← Holyoke Medical Center, Inc.Plan sponsorPlan sponsor
Dec 1, 2022 to presentfactForm 5500

Advised by (4)

→ Shepherd Kaplan Krochuk LLCInvestment consultantInvestment adviser
Dec 1, 2022 to Nov 30, 2023factForm 5500
→ Sentinel Benefits Group, LLCInvestment consultantactuary
Dec 1, 2022 to Nov 30, 2023factForm 5500
→ Fidelity Brokerage Service LLCManager with allocator capitalcustodian
Dec 1, 2022 to Nov 30, 2023factForm 5500
→ Reliance Trust CompanyInvestment consultantDirected trustee
Dec 1, 2022 to Nov 30, 2023factForm 5500

Dated events

1 bookkeeping events (roster, classification and holdings changes) folded below

Show 1 bookkeeping events

Occurred
Nov 30, 2024
The Holyoke Hospital Pension Plan total assets $85M -> $798,587 (-99.1%, 2023-11-30 to 2024-11-30)

Provenance

Graph: Allocators
Canonical id: dfx:al:accc2b93-aea8-4268-b7ac-d4b04b86f58d
First observed: Sep 15, 2026
Last observed: Sep 15, 2026 3 days ago
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

The Holyoke Hospital Pension Plan

Allocators

Holyoke, MA

This is the graph view. The full profile, with its team, deals and sources, is on Allocators.Open the full profile →

Search this name across graphsid dfx:al:accc2b93-aea8-4268-b7ac-d4b04b86f58d

Bucket

Target %

Range low

Range high

Actual %

Actual

Period end

Basis

Non-interest-bearing cash

n/a

$415,993

Nov 30, 2024

Derived

Partnership/joint venture interests

n/a

$177,295

Nov 30, 2024

Derived

Consultant

Role

From

Current

Evidence

Source

Shepherd Kaplan Krochuk LLC

Investment adviser

Dec 1, 2022

Nov 30, 2023

fact

Dol form 5500 pension

Sentinel Benefits Group, LLC

actuary

Dec 1, 2022

Nov 30, 2023

fact

Dol form 5500 pension

Fidelity Brokerage Service LLC

custodian

Dec 1, 2022

Nov 30, 2023

fact

Dol form 5500 pension

Reliance Trust Company

Directed trustee

Dec 1, 2022

Nov 30, 2023

fact

Dol form 5500 pension