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

Pension Plan of the Pennsylvania Medical Society

Corporate pensionMechanicsburg, PA
Assets
$6,244
Total assets, Dec 31, 2023 reported
Funded
113.8%
Jan 1, 2022
Private markets target
n/a
policy Dec 31, 2023
Commitments
0
none on the tape
Plan sponsor: Pennsylvania Medical Society
Allocation policy
Form 5500, as of Dec 31, 2023
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 38.1%
Consultants and advisers
1 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
12 managers on Schedule C
From Schedule C (investment management, code 28)
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
18 readings
Total assets
$6,244 Dec 31, 2023 reported Form 5500
$31.9M (2022-12)
Plan assets
$38.8M Jan 1, 2022 reported Form 5500
Net assets
$0 Dec 31, 2023 reported Form 5500
$31.9M (2022-12)
Funded ratio
113.8% Jan 1, 2022 reported Form 5500
Funding target
$28.6M Jan 1, 2022 reported Form 5500
Discount rate
5.38% Jan 1, 2022 reported Form 5500
Participants
142 Jan 1, 2023 reported Form 5500
144 (2022-01)
Contributions
$0 Dec 31, 2023 reported Form 5500
$0 (2022-12)
Benefits paid
$30.1M Dec 31, 2023 reported Form 5500
$1.9M (2022-12)
Net investment income
$-29.3M Dec 31, 2023 reported Form 5500
$-7.0M (2022-12)
Investment management fees
$75,961 Dec 31, 2023 reported Form 5500
$112,402 (2022-12)
Form 5500 filings
2 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2023 to Dec 31, 2023142n/an/an/a$6,244n/an/an/a
2022 to Dec 31, 2022144$38.8M$28.6M113.8%$31.9Mn/an/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
12 events
  • Dec 31, 2023Manager relationship endedinference
    Lazard Asset Management LLC no longer appears on Pension Plan of the Pennsylvania Medical Society's Schedule C as investment manager (plan year 2023 vs 2022)
    with Lazard Asset Management LLCaskebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinference
    Blackrock Fund Advisors no longer appears on Pension Plan of the Pennsylvania Medical Society's Schedule C as investment manager (plan year 2023 vs 2022)
    with Blackrock Fund Advisorsaskebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinference
    VAN Eck Associates Corporation no longer appears on Pension Plan of the Pennsylvania Medical Society's Schedule C as investment manager (plan year 2023 vs 2022)
    with VAN Eck Associates Corporationaskebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinference
    Fuller & Thaler Asset Management, I no longer appears on Pension Plan of the Pennsylvania Medical Society's Schedule C as investment manager (plan year 2023 vs 2022)
    with Fuller & Thaler Asset Management, Iaskebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinference
    Virtus Investment Advisors (via) no longer appears on Pension Plan of the Pennsylvania Medical Society's Schedule C as investment manager (plan year 2023 vs 2022)
    with Virtus Investment Advisors (via)askebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinference
    Clearbridge, LLC no longer appears on Pension Plan of the Pennsylvania Medical Society's Schedule C as investment manager (plan year 2023 vs 2022)
    with Clearbridgeaskebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinference
    Edgewood LLC no longer appears on Pension Plan of the Pennsylvania Medical Society's Schedule C as investment manager (plan year 2023 vs 2022)
    with Edgewood LLCaskebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinference
    American Beacon Advisors Inc no longer appears on Pension Plan of the Pennsylvania Medical Society's Schedule C as investment manager (plan year 2023 vs 2022)
    with American Beacon Advisors Incaskebsa.dol.gov
  • Dec 31, 2023Consultant changedinference
    Conrad Siegel appears on Pension Plan of the Pennsylvania Medical Society's Schedule C as pension consultant (plan year 2023 vs 2022)
    with Conrad Siegelaskebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinference
    GQG Partners LLC no longer appears on Pension Plan of the Pennsylvania Medical Society's Schedule C as investment manager (plan year 2023 vs 2022)
    with GQG Partners LLCaskebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinference
    Invesco Ltd. no longer appears on Pension Plan of the Pennsylvania Medical Society's Schedule C as investment manager (plan year 2023 vs 2022)
    with Invescoaskebsa.dol.gov
  • Dec 31, 2023Assets changed
    Pension Plan of the Pennsylvania Medical Society total assets $32M -> $6,244 (-100.0%, 2022-12-31 to 2023-12-31)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 231570227-001
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.