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
Oncology/hematology Care, Inc. Defined Benefit Plan
Corporate pensionCincinnati, OH
Assets
$5.4M
Total assets, Dec 31, 2024 reported
Funded
120.9%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: Oncology/hematology Care, Inc.
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 7.4%
- Other investments 33.7%
- Registered investment companies 59.0%
Consultants and advisers
1 firms
- SMS Retirement Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on Schedule C
From Schedule C (investment management, code 28)
- Fidelity Brokerage Service LLCplan years 2022
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
33 readings
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 | 149 | $4.5M | $3.7M | 120.9% | $5.4M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 161 | $6.8M | $6.3M | 108.9% | $4.5M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 164 | $8.3M | $5.8M | 143.3% | $6.8M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- SMS Retirement codes 11 $35,000 PY2024
- Fidelity Brokerage Service LLC codes 28 $17,034 PY2024
- Clark Schaefer Hackett codes 10 $14,000 PY2024
- SMS Retirement codes 11 PY2024
- SMS Retirement codes 11 $35,000 PY2023
- Fidelity Brokerage Service LLC codes 28 $17,143 PY2023
- Katz Teller codes 29 $5,570 PY2023
- SMS Retirement codes 11 PY2023
- SMS Retirement codes 11 $35,000 PY2022
- Fidelity Brokerage Service LLC codes 28 $24,217 PY2022
- Katz Teller codes $6,124 PY2022
- SMS Retirement codes 11 PY2022
What changed
6 events
- Dec 31, 2024Assets changedOncology/hematology Care, Inc. Defined Benefit Plan total assets $5M -> $5M (+19.7%, 2023-12-31 to 2024-12-31)
- Jan 1, 2024Funded status changedOncology/hematology Care, Inc. Defined Benefit Plan funded ratio 108.9% -> 120.9% (2023-01-01 to 2024-01-01)
- Jan 1, 2024Assets changedOncology/hematology Care, Inc. Defined Benefit Plan plan assets $7M -> $5M (-33.5%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Assets changedOncology/hematology Care, Inc. Defined Benefit Plan total assets $7M -> $5M (-33.5%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedOncology/hematology Care, Inc. Defined Benefit Plan funded ratio 143.3% -> 108.9% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedOncology/hematology Care, Inc. Defined Benefit Plan plan assets $8M -> $7M (-18.1%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 311106418-004
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.