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
Geisinger Consolidated Pension Plan
Corporate pensionDanville, PA
Assets
$3.6M
Total assets, Jun 30, 2024 reported
Funded
127.3%
Jul 1, 2022
Private markets target
n/a
policy Jun 30, 2024
Commitments
7
none on the tape
Plan sponsor: Geisinger System Services
Allocation policy
Form 5500, as of Jun 30, 2024
Actual allocation lines without a target (as filed)
- Common/collective trusts 99.6%
Consultants and advisers
4 firms
- Cbiz Ris Actuarythrough Jun 30, 2023 Form 5500
- State Street Global Advisors Custodianthrough Jun 30, 2023 Form 5500
- Northern Trust Co. Trusteethrough Jun 30, 2023 Form 5500
- Cbiz Actuarythrough Jun 30, 2023 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
3 managers on the commitment tape
From the plan’s own commitment disclosures
- State Street - Russell 20003 rows, latest Jun 30, 2023
- Northern Trust Collective Eafe Inde2 rows, latest Jun 30, 2024
- State Street Global Advisors Trust2 rows, latest Jun 30, 2023
Commitments
7 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
Size and funding
18 readings
Plan assets
Funded ratio
Funding target
Discount rate
Form 5500 filings
2 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2023 to Jun 30, 2024 | 1,732 | n/a | n/a | n/a | $3.6M | n/a | n/a | n/a |
| 2022 to Jun 30, 2023 | 2,512 | $151M | $131M | 127.3% | $102M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Cbiz codes 11 17 50 70 $667,134 PY2023
- State Street Global Advisors codes 18 19 51 $139,292 PY2023
- Northern Trust codes 21 50 $33,340 PY2023
- Baker Tilly US, LLP codes 10 50 $12,610 PY2023
- Smith & Downey, P.A. codes 29 $10,251 PY2023
- NT Collective Govt St Inv Fund Sched. D C $3.6M PY2023
- Long U.S. Treasury Indx Nl Fund Sched. D C PY2023
- Long U.S. Credit Indx Nl Fund Sched. D C PY2023
- 20 Plus Year US Corp Bond Nl Fund Sched. D C PY2023
- 3-10 Year US Treasury Indx Nl Fund Sched. D C PY2023
- 5-20 Year US Corp Bond Nl Fund Sched. D C PY2023
- Cbiz codes 11 17 50 70 $1.1M PY2022
- State Street Global Advisors codes 18 19 51 $198,053 PY2022
- Northern Trust codes 21 50 $78,332 PY2022
- Baker Tilly US, LLP codes 10 50 $12,566 PY2022
- Long U.S. Credit Indx Nl Fund Sched. D C $10.8M PY2022
- U.S. High Yield Bond Indx Nl Ctf Sched. D C PY2022
- 3-10 Year US Treasury Indx Nl Fund Sched. D C $20.0M PY2022
- 5-20 Year US Corp Bond Nl Fund Sched. D C $51.7M PY2022
- 20 Plus Year US Corp Bond Nl Fund Sched. D C $13.6M PY2022
- NT Collective Govt St Inv Fund Sched. D C $116,023 PY2022
- Long U.S. Treasury Indx Nl Fund Sched. D C $5.2M PY2022
- Cbiz codes 11 PY2022
What changed
6 events
- Jun 30, 2024Holding endedinferenceGeisinger Consolidated Pension Plan no longer reports Ssga Long US Treasury Index Nl Fund (State Street - Russell 2000) (last held $5M at 2023-06-30; absent from the 2024-06-30 filing)with State Street - Russell 2000askebsa.dol.gov
- Jun 30, 2024Holding endedinferenceGeisinger Consolidated Pension Plan no longer reports 3-10 Year U.S. Treasury Indx Nl Fd (State Street - Russell 2000) (last held $20M at 2023-06-30; absent from the 2024-06-30 filing)with State Street - Russell 2000askebsa.dol.gov
- Jun 30, 2024Holding endedinferenceGeisinger Consolidated Pension Plan no longer reports 5-20 Yr US High Quality Corp Bond N (State Street Global Advisors Trust) (last held $52M at 2023-06-30; absent from the 2024-06-30 filing)with State Street Global Advisors Trustaskebsa.dol.gov
- Jun 30, 2024Holding endedinferenceGeisinger Consolidated Pension Plan no longer reports Long US Credit Indx Nl Fund (State Street - Russell 2000) (last held $11M at 2023-06-30; absent from the 2024-06-30 filing)with State Street - Russell 2000askebsa.dol.gov
- Jun 30, 2024Holding endedinferenceGeisinger Consolidated Pension Plan no longer reports 20 Yr US High Quality Corp Bond Nl (State Street Global Advisors Trust) (last held $14M at 2023-06-30; absent from the 2024-06-30 filing)with State Street Global Advisors Trustaskebsa.dol.gov
- Jun 30, 2024Assets changedGeisinger Consolidated Pension Plan total assets $102M -> $4M (-96.5%, 2023-06-30 to 2024-06-30)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 232164794-001
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.