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

Southeastern Ohio Regional Medical Center Pension Plan

Corporate pensionCambridge, OH
Assets
$50.2M
Total assets, Dec 31, 2024 reported
Funded
96.4%
Jan 1, 2023
Private markets target
n/a
policy Dec 31, 2024
Commitments
2
none on the tape
Plan sponsor: Southeastern Ohio Regional Medical Center
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Other investments 4.7%
  • Registered investment companies 95.3%
Consultants and advisers
10 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
2 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2022Legal & General Treasury 15+ Stripscollective trustLegal and GeneralFixed income$3.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Legal & General Long Duration U.S.collective trustLegal and GeneralFixed income$11.1M heldDisclosed holdingaskebsa.dol.gov
Size and funding
29 readings
Total assets
$50.2M Dec 31, 2024 reported Form 5500
$55.2M (2023-12) · $55.2M (2022-12)
Plan assets
$55.2M Jan 1, 2023 reported Form 5500
$68.1M (2022-01)
Net assets
$50.0M Dec 31, 2024 reported Form 5500
$54.8M (2023-12) · $55.2M (2022-12)
Funded ratio
96.4% Jan 1, 2023 reported Form 5500
103.9% (2022-01)
Funding target
$56.1M Jan 1, 2023 reported Form 5500
$56.1M (2022-01)
Discount rate
5.07% Jan 1, 2023 reported Form 5500
5.37% (2022-01)
Participants
663 Jan 1, 2024 reported Form 5500
673 (2023-01) · 690 (2022-01)
Contributions
$0 Dec 31, 2024 reported Form 5500
$0 (2023-12) · $0 (2022-12)
Benefits paid
$4.1M Dec 31, 2024 reported Form 5500
$4.1M (2023-12) · $4.1M (2022-12)
Net investment income
$-4.9M Dec 31, 2024 reported Form 5500
$-320,445 (2023-12) · $-13.1M (2022-12)
Investment management fees
$103,740 Dec 31, 2024 reported Form 5500
$210,855 (2023-12) · $62,574 (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 2024663n/an/an/a$50.2Mn/an/an/a
2023 to Dec 31, 2023673$55.2M$56.1M96.4%$55.2Mn/an/an/a
2022 to Dec 31, 2022690$68.1M$56.1M103.9%$55.2Mn/an/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
10 events
  • Dec 31, 2024Consultant changedinference
    Southeastern Ohio Regional Medical no longer appears on Southeastern Ohio Regional Medical Center Pension Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)
    with Southeastern Ohio Regional Medical Centeraskebsa.dol.gov
  • Dec 31, 2024Consultant changedinference
    Plante & Moran, PLLC appears on Southeastern Ohio Regional Medical Center Pension Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)
    with Plante & Moran, PLLCaskebsa.dol.gov
  • Dec 31, 2024Consultant changedinference
    Baker & Hostetler LLP appears on Southeastern Ohio Regional Medical Center Pension Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)
    with Baker & Hostetler, LLPaskebsa.dol.gov
  • Dec 31, 2024Consultant changedinference
    Clearstead Advisors, LLC no longer appears on Southeastern Ohio Regional Medical Center Pension Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)
    with Clearsteadaskebsa.dol.gov
  • Dec 31, 2024Consultant changedinference
    Legal & General no longer appears on Southeastern Ohio Regional Medical Center Pension Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)
    with Reliance Trust Companyaskebsa.dol.gov
  • Dec 31, 2023Consultant changedinference
    Clearstead Advisors, LLC appears on Southeastern Ohio Regional Medical Center Pension Plan's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)
    with Clearsteadaskebsa.dol.gov
  • Dec 31, 2023Consultant changedinference
    AON Investments USA Inc appears on Southeastern Ohio Regional Medical Center Pension Plan's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)
    with AON Investments USA Incaskebsa.dol.gov
  • Dec 31, 2023Consultant changedinference
    Legal & General appears on Southeastern Ohio Regional Medical Center Pension Plan's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)
    with Reliance Trust Companyaskebsa.dol.gov
  • Jan 1, 2023Funded status changed
    Southeastern Ohio Regional Medical Center Pension Plan funded ratio 103.9% -> 96.4% (2022-01-01 to 2023-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Assets changed
    Southeastern Ohio Regional Medical Center Pension Plan plan assets $68M -> $55M (-19.0%, 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 314391798-001
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.