DFX Intelligence

Allocator Intelligence

Windber Medical Center Retirement Plan

Corporate pension· Windber, Pennsylvania

Corporate pension, based in Windber, Pennsylvania, reporting $11.9M in assets, for 346 participants.

Composed from this allocator's classification, location and filed figures.

Assets
$11.9M
Funded ratio
93.0%
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Open searchesAllocation policy
As of · the latest dated event for this allocator; each figure carries its own filing or report date

Nothing material in the last 90 days. No dated change on record yet.

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.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

Relationship network

5 connected entities

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.

Windber Medical Center Retirement Plan
PA

1 more consultant on this record

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

Reading the network
  • 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 pensionShow
Corporate pension
Assets
$11.9M
Total assets, Jun 30, 2025 reported
Funded
93.0%
Jul 1, 2024
Private markets target
no policy read
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

+1 more consultant or adviser advise this allocator

Every name, record and relationship behind this count, with the source on each.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

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.

What changed

No dated events yet.
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.

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
Total assets
$11.9M Jun 30, 2025 reported Form 5500
$11.7M (2024-06) · $11.4M (2023-06)
Plan assets
$11.7M Jul 1, 2024 reported Form 5500
$11.4M (2023-07) · $11.0M (2022-07)
Net assets
$11.9M Jun 30, 2025 reported Form 5500
$11.7M (2024-06) · $11.4M (2023-06)
Funded ratio
93.0% Jul 1, 2024 reported Form 5500
93.1% (2023-07) · 93.8% (2022-07)
Funding target
$12.1M Jul 1, 2024 reported Form 5500
$12.6M (2023-07) · $12.5M (2022-07)
Discount rate
5.21% Jul 1, 2024 reported Form 5500
5.18% (2023-07) · 5.35% (2022-07)
Participants
346 Jul 1, 2024 reported Form 5500
354 (2023-07) · 362 (2022-07)
Contributions
$148,059 Jun 30, 2025 reported Form 5500
$117,844 (2024-06) · $137,776 (2023-06)
Benefits paid
$929,385 Jun 30, 2025 reported Form 5500
$781,871 (2024-06) · $865,297 (2023-06)
Net investment income
$221,652 Jun 30, 2025 reported Form 5500
$284,598 (2024-06) · $426,553 (2023-06)
Investment management fees
$24,747 Jun 30, 2024 reported Form 5500
$23,822 (2023-06)

Form 5500 filings

3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Jun 30, 2025346$11.7M$12.1M93.0%$11.9MNot disclosedNot disclosedNot disclosed
2023 to Jun 30, 2024354$11.4M$12.6M93.1%$11.7MNot disclosedNot disclosedNot disclosed
2022 to Jun 30, 2023362$11.0M$12.5M93.8%$11.4MNot disclosedNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)

+7 more service providers

Every name, record and relationship behind this count, with the source on each.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

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.

Not yet on record: fund commitments, managers.

›Connections

every published relationship on the graph

+5 connections on the graph

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