Retirement Plan for Employees of Garrett County Memorial Hospital
Corporate pension, based in Oakland, Maryland, reporting $41.8M in assets, for 452 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, Sterling Capital Management no longer appears on Retirement Plan for Employees of Garrett County Memorial Hospital's Schedule C as investment adviser (plan) (plan year 2024 vs 2023).
4 more advisers
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.
Capital path
who backs this record, through what, into what; each name opens its own path- SLC Mgmnt Strips Cit1 commitment
- SLC Mgmnt Long Credit Cit1 commitment
- SLC Management1 commitment
Relationship network
15 connected entities2 observed commitmentscommitments 2024
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 2.7%
- Master trust investment accounts 96.6%
Consultants and advisers
- Concurrent Investment Advisors, LLC Investment adviser (plan)through Jun 30, 2025 Form 5500
- Sterling Capital Management LLC Investment adviser (plan)through Jun 30, 2024 Form 5500
- Principal Custody Solutions Trusteethrough Jun 30, 2025 Form 5500
+4 more consultants and advisers 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
Manager roster
- SLC Management1 row, latest Jun 30, 2024
- SLC Managementplan years
- State Street Bank & Trust Companyplan years 2024
- Sterling Capital Management LLCplan years 2023
What changed
- Dec 31, 2024Consultant changedinferenceSterling Capital Management no longer appears on Retirement Plan for Employees of Garrett County Memorial Hospital's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with Sterling Capital Management LLCaskebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceConcurrent Investment Advisors, LLC appears on Retirement Plan for Employees of Garrett County Memorial Hospital's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with Concurrent Investment Advisors, LLCaskebsa.dol.gov
- Jul 1, 2024Funded status changedRetirement Plan for Employees of Garrett County Memorial Hospital funded ratio 83.6% -> 86.8% (2023-07-01 to 2024-07-01)
- Dec 31, 2023Manager relationship startedState Street Bank and Trust Company appears on Retirement Plan for Employees of Garrett County Memorial Hospital's Schedule C as investment manager (plan year 2023 vs 2022)with State Street Bank & Trust Companyaskebsa.dol.gov
- Jul 1, 2023Funded status changedRetirement Plan for Employees of Garrett County Memorial Hospital funded ratio 80.7% -> 83.6% (2022-07-01 to 2023-07-01)
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Jun 30, 2024 | SLC Mgmnt Strips Citcollective trust | Wvuhs Strips Pool | Pooled vehicles | $9.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2024 | SLC Mgmnt Long Credit Citcollective trust | SLC Management | Private credit | $9.8M 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 Jun 30, 2025 | 452 | $40.7M | $46.8M | 86.8% | $41.8M | Not disclosed | $40.4M | Not disclosed |
| 2023 to Jun 30, 2024 | 455 | $38.5M | $46.1M | 83.6% | $41.0M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Jun 30, 2023 | 462 | $35.9M | $44.5M | 80.7% | $38.6M | Not disclosed | Not disclosed | Not disclosed |
- Principal Custody Solutions codes 21 50 $80,252 PY2024
- Concurrent Investment Advisors, LLC codes 27 50 $35,625 PY2024
- State Street Bank and Trust Company codes 28 51 52 $30,262 PY2024
+13 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
Provenance
Retirement Plan for Employees of Garrett County Memorial Hospital sits on 2 traced paths of capital across the graphs.
DFX traced 2 paths 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.
Checking your plan…
Record history
- Consultant changed2024-12-31source on record
- Consultant changed2024-12-31source on record
- Funded status changed2024-07-01source on record
+2 more changes on this record's ledger
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
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
+11 connections on the graph
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.