Bradford Hospital Retirement Plan
Corporate pension, based in Olean, New York, reporting $24.8M in assets, for 710 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 1 Apr 2023, Bradford Hospital Retirement Plan plan assets $26M -> $23M (-10.6%, 2022-04-01 to 2023-04-01).
1 more adviser
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
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Capital path
who backs this record, through what, into what; each name opens its own path- State Street Real Asset Non-Lending3 commitments
- State Street Global Advisors Trust3 commitments
Relationship network
14 connected entities3 observed commitments2 repeat counterpartiescommitments 2023 to 2025
From board minutes, annual reports, Form 5500 filings and public records of commitments, consultants and staff in the allocator graph. Commitment amounts are those the allocator disclosed; many are not printed, and none is estimated.
Some relationships on this record are counted rather than named here. They open with the full profile.
Click any name or line for the commitments and sources behind it. Line weight is commitments together; dashed lines are inferred.
- Sponsor
- Fund or vehicle
- Service provider
- Organization
›How strength and recency are read
Managers, funds and consultants are read from the commitments: three or more is a strong observed relationship, two a repeat counterparty. No consultant link is marked current on the source, so none is labelled current or former here. Related plans, people and plan service providers are ordered by what the filing shows.
Darker lines were active in the last 24 months or are current; lighter lines are older or undated.
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
Allocation policy
- 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
- 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
+1 more consultant or adviser advise this allocator
Every name, record and relationship behind this count, with the source on each.
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People
Manager roster
- State Street Global Advisors Trust3 rows, latest Mar 31, 2025
- Harbor Capital Advisors, Incplan years 2023, 2025
- Parnassus Investmentsplan years 2023
- T Rowe Price Associates Incplan years 2023
+1 more Schedule C manager
Every name, record and relationship behind this count, with the source on each.
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What changed
- Apr 1, 2023Assets changedBradford Hospital Retirement Plan plan assets $26M -> $23M (-10.6%, 2022-04-01 to 2023-04-01)
Commitments
| 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
Form 5500 filings
| 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 | Not disclosed | Not disclosed |
| 2023 to Mar 31, 2024 | 721 | $23.4M | $27.0M | 92.5% | $24.5M | $4.0M | Not disclosed | Not disclosed |
| 2022 to Mar 31, 2023 | 735 | $26.1M | $26.6M | 93.2% | $23.4M | $3.8M | Not disclosed | Not disclosed |
- 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
+27 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Bradford Hospital Retirement Plan sits on 1 traced path of capital across the graphs.
DFX traced 1 path of capital through this record
Every record on each path, what it committed or lent, and as of when.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.
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Record history
- Total assets changed2023-04-01source on record
The ledger records every merge, rename and reclassification this record went through and the dated filings observed on it, so the identity on this page can be traced to the records it was built from. The ledger's own sentences name other records, so they show with the names.
›Connections
every published relationship on the graph
+10 connections on the graph
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