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
Windber Medical Center Retirement Plan
Corporate pensionWindber, PA
Assets
$11.9M
Total assets, Jun 30, 2025 reported
Funded
93.0%
Jul 1, 2024
Private markets target
n/a
policy Jun 30, 2025
Commitments
0
none on the tape
Plan sponsor: Windber Hospital, Inc.
Allocation policy
Form 5500, as of Jun 30, 2025
Actual allocation lines without a target (as filed)
- Interest-bearing cash 8.4%
- Non-interest-bearing cash 0.0%
- Corporate debt instruments (other) 19.8%
- U.S. Government securities 6.6%
- Other investments 5.4%
- Registered investment companies 14.9%
- Common stock 43.7%
Consultants and advisers
4 firms
- Somerset Trust Company Trusteethrough Jun 30, 2025 Form 5500
- Cowden Associates Actuarythrough Jun 30, 2023 Form 5500
- 1st Summit Bank Trusteethrough Jun 30, 2023 Form 5500
- Acrisure Actuarythrough Jun 30, 2023 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
No manager relationship is on the tape for this allocator.
Commitments
No fund commitments are on the tape for this allocator. The tape holds the plans that publish their own private-markets reports; a plan that publishes one and is not here is a gap we can close.
Size and funding
32 readings
Net investment income
$284,598 (2024-06) · $426,553 (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 | 346 | $11.7M | $12.1M | 93.0% | $11.9M | n/a | n/a | n/a |
| 2023 to Jun 30, 2024 | 354 | $11.4M | $12.6M | 93.1% | $11.7M | n/a | n/a | n/a |
| 2022 to Jun 30, 2023 | 362 | $11.0M | $12.5M | 93.8% | $11.4M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Somerset Trust Company codes 21 $21,331 PY2024
- 1st Summit Bank codes 21 $13,362 PY2024
- Acrisure codes 11 $10,800 PY2024
- Acrisure codes 11 PY2024
- Acrisure codes 11 $45,610 PY2023
- 1st Summit Bank codes 21 $24,747 PY2023
- Acrisure codes 11 PY2023
- Cowden Associates codes 11 $24,058 PY2022
- 1st Summit Bank codes 21 $23,822 PY2022
- Acrisure codes 11 PY2022
What changed
No dated events yet.
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 251244202-001
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.