DFX Intelligence

Allocator Intelligence

Southwestern Vermont Health Care Corporation Pension Plan

Corporate pension· Bennington, Vermont

Corporate pension, based in Bennington, Vermont, reporting $16 in assets, for 340 participants.

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

Assets
$16
View relationshipsAsk DFX about this allocator
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Open searchesSize and funding
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

9 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.

Click any name or line for the commitments and sources behind it. Line weight is commitments together; dashed lines are inferred.

Reading the network
  • Sponsor
  • 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
$16
Total assets, Dec 31, 2022 reported
Funded
not on record
not filed
Private markets target
no policy read
no policy read
Commitments
0
none on the tape
Plan sponsor: Southwestern Vermont Health Care Corporation

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

1 manager on Schedule C
From Schedule C (investment management, code 28)

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

7 readings
Total assets
$16 Dec 31, 2022 reported Form 5500
Net assets
$16 Dec 31, 2022 reported Form 5500
Participants
340 Jan 1, 2022 reported Form 5500
Contributions
$625,906 Dec 31, 2022 reported Form 5500
Benefits paid
$37.4M Dec 31, 2022 reported Form 5500
Net investment income
-$38.2M Dec 31, 2022 reported Form 5500
Investment management fees
$54,651 Dec 31, 2022 reported Form 5500

Form 5500 filings

1 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2022 to Dec 31, 2022340Not disclosedNot disclosedn/a$16$0Not disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)

+5 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 030179435-001
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: funded ratio, fund commitments, managers, allocation policy.

›Connections

every published relationship on the graph

+6 connections on the graph

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