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
Central Vermont Medical Center Employees Pension Plan
Corporate pensionBerlin, VT
Assets
n/a
Total assets, Dec 31, 2024 reported
Funded
112.6%
Jan 1, 2022
Private markets target
n/a
policy Dec 31, 2023
Commitments
2
none on the tape
Plan sponsor: Central Vermont Medical Center
Allocation policy
Form 5500, as of Dec 31, 2023
Actual allocation lines without a target (as filed)
- Corporate debt instruments (other) 55.6%
- Corporate debt instruments (preferred) 7.1%
- U.S. Government securities 17.4%
- Other investments 0.4%
- Common/collective trusts 7.5%
- Registered investment companies 11.0%
Consultants and advisers
6 firms
- Alirt Insurance Research Pension consultantthrough Dec 31, 2024 Form 5500
- Ryan Labs Asset Management Investment adviser (plan)through Dec 31, 2022 Form 5500
- Willis Towers Watson US LLC Actuarythrough Dec 31, 2023 Form 5500
- Transamerica Actuarythrough Dec 31, 2022 Form 5500
- Northern Trust Co. Trusteethrough Dec 31, 2022 Form 5500
- Transamerica Retirement Solutions Actuarythrough Dec 31, 2022 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
- Northern Trust Collective Eafe Inde2 rows, latest Dec 31, 2023
Commitments
2 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 Dec 31, 2023 | NT Collective Govt Short Term Invtcollective trust | Northern Trust Collective Eafe Inde | Cash | $7.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | NT Collective Govt Short Term Invtcollective trust | Northern Trust Collective Eafe Inde | Cash | $1.4M held | Disclosed holding | askebsa.dol.gov |
Size and funding
23 readings
Plan assets
Funded ratio
Funding target
Discount rate
Contributions
Investment management fees
$308,856 (2023-12) · $193,587 (2022-12)
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 Dec 31, 2024 | 920 | n/a | n/a | n/a | $0 | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 1,429 | n/a | n/a | n/a | $98.3M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 960 | $145M | $113M | 112.6% | $125M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Willis Towers Watson US LLC codes 11 16 27 50 $392,875 PY2024
- Transamerica Retirement Solutions codes 11 12 15 28 38 50 59 61 62 63 64 $200,391 PY2024
- Northern Trust Company codes 21 50 $80,073 PY2024
- Mcsoley Mccoy & Co codes 10 50 $25,250 PY2024
- Alirt Insurance Research codes 17 50 $6,500 PY2024
- National Financial Services codes 33 71 PY2024
- Ntgi Coltv Govt Stif Registered Sched. D C PY2024
- Willis Towers Watson US LLC codes 11 16 27 50 $827,202 PY2023
- Transamerica Retirement Solutions codes 11 12 15 28 38 50 59 61 62 63 64 $192,500 PY2023
- Ryan Labs Asset Management codes 27 50 $160,285 PY2023
- Northern Trust Company codes 21 50 $58,281 PY2023
- National Financial Services codes 33 71 PY2023
- Ntgi Coltv Govt Stif Registered Sched. D C $7.4M PY2023
- Ryan Labs Asset Management codes 27 50 $193,587 PY2022
- Transamerica Retirement Solutions codes 11 12 15 28 38 50 59 61 62 63 64 $138,067 PY2022
- Northern Trust Company codes 21 50 $17,968 PY2022
- Mcsoley Mccoy & Co. codes 10 50 $10,880 PY2022
- National Financial Services codes 33 71 PY2022
- Ntgi Coltv Govt Stif Registered Sched. D C $1.4M PY2022
- Transamerica codes 11 PY2022
What changed
5 events
- Dec 31, 2024Consultant changedinferenceAlirt Insurance Research appears on Central Vermont Medical Center Employees Pension Plan's Schedule C as pension consultant (plan year 2024 vs 2023)with Alirt Insurance Researchaskebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceRyan Labs Asset Management no longer appears on Central Vermont Medical Center Employees Pension Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with Ryan Labs Asset Managementaskebsa.dol.gov
- Dec 31, 2024Assets changedCentral Vermont Medical Center Employees Pension Plan total assets $98M -> $0 (-100.0%, 2023-12-31 to 2024-12-31)
- Dec 31, 2023Consultant changedinferenceWillis Towers Watson US LLC appears on Central Vermont Medical Center Employees Pension Plan's Schedule C as general consultant (plan year 2023 vs 2022)with Willis Towers Watson US LLCaskebsa.dol.gov
- Dec 31, 2023Assets changedCentral Vermont Medical Center Employees Pension Plan total assets $125M -> $98M (-21.2%, 2022-12-31 to 2023-12-31)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 824063645-001
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.