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
Bradford Hospital Retirement Plan
Corporate pensionOlean, NY
Assets
$24.8M
Total assets, Mar 31, 2025 reported
Funded
92.9%
Apr 1, 2024
Private markets target
n/a
policy Mar 31, 2025
Commitments
3
1 managers on Schedule C
Plan sponsor: Olean General Hospital
Allocation policy
Form 5500, as of Mar 31, 2025
Actual allocation lines without a target (as filed)
- Interest-bearing cash 2.9%
- Other investments 1.4%
- Partnership/joint venture interests 17.4%
- Common/collective trusts 10.7%
- Registered investment companies 67.6%
- Common stock 0.0%
Consultants and advisers
4 firms
- Prime Buchholz LLC Investment adviser (plan)through Mar 31, 2023 Form 5500
- Boomershine Consulting Group L.L.C Actuarythrough Mar 31, 2023 Form 5500
- Fifth Third Bank Trusteethrough Mar 31, 2023 Form 5500
- State Street Bank & Trust Company Custodianthrough Mar 31, 2023 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
- State Street Global Advisors Trust3 rows, latest Mar 31, 2025
From Schedule C (investment management, code 28)
- Harbor Capital Advisors, Incplan years 2023, 2025
- Parnassus Investmentsplan years 2023
- T Rowe Price Associates Incplan years 2023
- Blackrock Financial Management, Incplan years 2023
Commitments
3 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 Mar 31, 2025 | State Street Real Asset Non-Lendingcollective trust | State Street Global Advisors Trust | Real assets | $2.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Mar 31, 2024 | State Street Real Asset Non-Lendingcollective trust | State Street Global Advisors Trust | Real assets | $2.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Mar 31, 2023 | State Street Real Asset Non-Lendingcollective trust | State Street Global Advisors Trust | Real assets | $2.9M held | Disclosed holding | askebsa.dol.gov |
Size and funding
33 readings
Investment management fees
$45,275 (2024-03) · $41,083 (2023-03)
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 Mar 31, 2025 | 710 | $24.5M | $26.4M | 92.9% | $24.8M | $4.3M | n/a | n/a |
| 2023 to Mar 31, 2024 | 721 | $23.4M | $27.0M | 92.5% | $24.5M | $4.0M | n/a | n/a |
| 2022 to Mar 31, 2023 | 735 | $26.1M | $26.6M | 93.2% | $23.4M | $3.8M | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Boomershine Consulting Group, LLC codes 11 $97,660 PY2024
- Prime Buckholz & Associates codes 27 $41,326 PY2024
- Fifth Third Bank codes 21 $32,561 PY2024
- State Street Global Advisors codes 18 19 51 $5,515 PY2024
- Parnassus Investments codes 52 PY2024
- T. Rowe Price Associates, Inc. codes 52 PY2024
- Harbor Capital Advisors, Inc. codes 52 PY2024
- Ssga Real Asset Nl Fund Sched. D C $2.7M PY2024
- Boomershine Consulting Group, LLC codes 11 PY2024
- Boomershine Consulting Group, LLC codes 11 $67,853 PY2023
- Fifth Third Bank codes 21 $45,087 PY2023
- Prime Buckholz & Associates codes 27 $37,043 PY2023
- State Street Global Advisors codes 18 19 51 $8,232 PY2023
- Harbor Capital Advisors, Inc. codes 52 PY2023
- Parnassus Investments codes 52 PY2023
- T. Rowe Price Associates, Inc. codes 52 PY2023
- Ssga Real Asset Nl Fund Sched. D C $2.4M PY2023
- Boomershine Consulting Group, LLC codes 11 PY2023
- Boomershine Consulting Group codes 11 $112,737 PY2022
- Fifth Third Bank codes 21 $40,891 PY2022
- Prime Buckholz & Associates codes 27 $32,227 PY2022
- State Street Global Advisors codes 18 19 51 $8,856 PY2022
- Blackrock Investment Management codes 71 PY2022
- Blackrock Investments, LLC codes 59 63 PY2022
- Parnassus Investments codes 52 PY2022
- T. Rowe Price Associates, Inc. codes 52 PY2022
- Harbor Capital Advisors, Inc. codes 52 PY2022
- Blackrock Advisors, LLC codes 52 54 71 PY2022
- Ssga Real Asset Nl Fund Sched. D C $2.9M PY2022
- Boomershine Consulting Group, LLC codes 11 PY2022
What changed
1 events
- Apr 1, 2023Assets changedBradford Hospital Retirement Plan plan assets $26M -> $23M (-10.6%, 2022-04-01 to 2023-04-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 160743102-003
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.