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
Ashland Community Hospital Retirement Plan
Corporate pensionMedford, OR
Assets
$30.7M
Total assets, Jun 30, 2025 reported
Funded
105.0%
Jul 1, 2024
Private markets target
n/a
policy Jun 30, 2025
Commitments
10
none on the tape
Plan sponsor: Asante
Allocation policy
Form 5500, as of Jun 30, 2025
Actual allocation lines without a target (as filed)
- Non-interest-bearing cash 1.3%
- Corporate debt instruments (other) 80.3%
- Other investments 6.9%
- Registered investment companies 10.4%
Consultants and advisers
4 firms
- ASI Wealth Management & Consulting Services Pension consultantthrough Jun 30, 2024 Form 5500
- FID Mgmt Trust Co Actuarythrough Jun 30, 2024 Form 5500
- MG Trust Company DBA Matrix Trust Actuarythrough Jun 30, 2023 Form 5500
- Fidelity Investments Actuarythrough Jun 30, 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
- Transamerica Financial Life Insuran10 rows, latest Jun 30, 2024
Commitments
10 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 Jun 30, 2024 | TA Money Market Fundseparate account | Transamerica Financial Life Insuran | Cash | $2,780 held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2024 | TA Interm Horizon Strat Allocseparate account | Transamerica Financial Life Insuran | Pooled vehicles | $11,554 held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2024 | TA Intermediate Long Strat Allocseparate account | Transamerica Financial Life Insuran | Pooled vehicles | $2,171 held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2024 | TA Short Horizon Strat Allocseparate account | Transamerica Financial Life Insuran | Pooled vehicles | $348 held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2024 | TA Neuberger Berman Soc Responsiveseparate account | Transamerica Financial Life Insuran | Pooled vehicles | $1,952 held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2023 | TA Money Market Fundseparate account | Transamerica Financial Life Insuran | Cash | $2,646 held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2023 | TA Interm Horizon Strat Allocseparate account | Transamerica Financial Life Insuran | Pooled vehicles | $9,165 held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2023 | TA Intermediate Long Strat Allocseparate account | Transamerica Financial Life Insuran | Pooled vehicles | $5,139 held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2023 | TA Short Horizon Strat Allocseparate account | Transamerica Financial Life Insuran | Pooled vehicles | $331 held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2023 | TA Neuberger Berman Soc Responsiveseparate account | Transamerica Financial Life Insuran | Pooled vehicles | $1,524 held | Disclosed holding | askebsa.dol.gov |
Size and funding
30 readings
Net investment income
$-168,644 (2024-06) · $969,976 (2023-06)
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 Jun 30, 2025 | 251 | $31.2M | $28.5M | 105.0% | $30.7M | n/a | n/a | n/a |
| 2023 to Jun 30, 2024 | 258 | $31.3M | $30.4M | 99.2% | $31.2M | n/a | n/a | n/a |
| 2022 to Jun 30, 2023 | 264 | $29.6M | $30.8M | 94.7% | $31.4M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- FID Inv Inst Ops Co codes 11 15 17 21 $277,509 PY2024
- Matrix Trust Company codes 11 12 15 28 38 50 59 61 62 63 64 $10,622 PY2024
- TA Interm Horizon Strat Alloc Sched. D P PY2024
- TA Intermediate Long Strat Alloc Sched. D P PY2024
- TA Short Horizon Strat Alloc Sched. D P PY2024
- TA Money Market Fund Sched. D P PY2024
- TA Neuberger Berman Soc Responsive Sched. D P PY2024
- Fidelity Investments codes 11 PY2024
- FID Inv Inst Ops Co codes 11 15 17 21 $22,335 PY2023
- Matrix Trust Company codes 11 12 15 28 38 50 59 61 62 63 64 $3,658 PY2023
- Advisory Services & Investments codes 17 50 $2,125 PY2023
- National Financial Services codes 33 71 PY2023
- TA Interm Horizon Strat Alloc Sched. D P $11,554 PY2023
- TA Money Market Fund Sched. D P $2,780 PY2023
- TA Intermediate Long Strat Alloc Sched. D P $2,171 PY2023
- TA Short Horizon Strat Alloc Sched. D P $348 PY2023
- TA Neuberger Berman Soc Responsive Sched. D P $1,952 PY2023
- Fidelity Investments codes 11 PY2023
- Matrix Trust Company codes 11 12 15 28 38 50 59 61 62 63 64 $1,554 PY2022
- National Financial Services codes 33 71 PY2022
- TA Intermediate Long Strat Alloc Sched. D P $5,139 PY2022
- TA Short Horizon Strat Alloc Sched. D P $331 PY2022
- TA Neuberger Berman Soc Responsive Sched. D P $1,524 PY2022
- TA Money Market Fund Sched. D P $2,646 PY2022
- TA Interm Horizon Strat Alloc Sched. D P $9,165 PY2022
- Fidelity Investments codes 11 PY2022
What changed
5 events
- Dec 31, 2024Consultant changedinferenceAdvisory Services & Investments no longer appears on Ashland Community Hospital Retirement Plan's Schedule C as pension consultant (plan year 2024 vs 2023)with ASI Wealth Management & Consulting Servicesaskebsa.dol.gov
- Jul 1, 2024Funded status changedAshland Community Hospital Retirement Plan funded ratio 99.2% -> 105.0% (2023-07-01 to 2024-07-01)
- Dec 31, 2023Consultant changedinferenceFID Inv Inst Ops Co appears on Ashland Community Hospital Retirement Plan's Schedule C as pension consultant (plan year 2023 vs 2022)with FID Mgmt Trust Coaskebsa.dol.gov
- Dec 31, 2023Consultant changedinferenceAdvisory Services & Investments appears on Ashland Community Hospital Retirement Plan's Schedule C as pension consultant (plan year 2023 vs 2022)with ASI Wealth Management & Consulting Servicesaskebsa.dol.gov
- Jul 1, 2023Funded status changedAshland Community Hospital Retirement Plan funded ratio 94.7% -> 99.2% (2022-07-01 to 2023-07-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 930223960-003
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.