Grand View Hospital Retirement Income Plan

Corporate pension· Sellersville, Pennsylvania

Corporate pension, based in Sellersville, Pennsylvania, reporting $69.9M in assets, for 3,422 participants.

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

As of Dec 31, 2024 · the latest dated event for this allocator; each figure carries its own filing or report date

$69.9M assets · 78.0% funded ratioAll 4

Assets: $69.9M
Funded ratio: 78.0%
Fund commitments: 5
Managers: 1

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Open searches Plans backing its top manager Similar plans, same strategy Commitments (5)Allocation policy Managers

As of Dec 31, 2024 · the latest dated event for this allocator; each figure carries its own filing or report date

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Nothing material in the last 90 days. Last change: Dec 31, 2024, Western Asset Management Company appears on Grand View Hospital Retirement Income Plan's Schedule C as investment manager (plan year 2024 vs 2023).

7 more commitments and 1 more dated event

Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.

Capital path

who backs this record, through what, into what; each name opens its own path

Grand View Hospital Retirement Income Plan

Funds committed to

Prin Ldi Short Dur Sep Acct-Z2 commitments
Prin Ldi Long Duration Sa-Z2 commitments
Prin Lgcp S&p 500 Index Sa-Z2 commitments

All 5

Managers

Principal10 commitments

Relationship network

17 connected entities10 observed commitments6 repeat counterpartiescommitments 2022 to 2023

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.

What stands out

Reading the network

Sponsor
Fund or vehicle
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.

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Reading the network

Sponsor
Fund or vehicle
Service provider
Organization

›How strength and recency are read

Darker lines were active in the last 24 months or are current; lighter lines are older or undated.

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Size, funding, policy and commitments, with their basesCorporate pensionShow

Corporate pension

Assets

$69.9M

Total assets, Dec 31, 2024 reported

Funded

78.0%

Jan 1, 2024

Private markets target

no policy read

policy Dec 31, 2024

Commitments

1 manager on Schedule C

Plan sponsor: Grand View Hospital

Allocation policy

Form 5500, as of Dec 31, 2024

Actual allocation lines without a target (as filed)

Interest-bearing cash 0.4%
Non-interest-bearing cash 0.0%
Corporate debt instruments (other) 32.2%
U.S. Government securities 1.3%
Other investments 0.1%
Registered investment companies 65.3%

Consultants and advisers

2 firms

Milliman, Inc. Actuarythrough Dec 31, 2022 Form 5500
First State Trust Company Trusteethrough Dec 31, 2022 Form 5500

People

No investment staff or executives have been read for this allocator yet.

Manager roster

1 manager on the commitment tape

From the plan’s own commitment disclosures

Principal10 rows, latest Dec 31, 2023

From Schedule C (investment management, code 28)

Western Asset Mgmt Company, LLCplan years 2024
Citibank, N.A.plan years 2022

What changed

6 events

Dec 31, 2024Manager relationship started
Western Asset Management Company appears on Grand View Hospital Retirement Income Plan's Schedule C as investment manager (plan year 2024 vs 2023)
with Western Asset Mgmt Company, LLCaskebsa.dol.gov
Dec 31, 2024Manager relationship endedinference
Citibank N.A. no longer appears on Grand View Hospital Retirement Income Plan's Schedule C as investment manager (plan year 2024 vs 2023)
with Citibank, N.A.askebsa.dol.gov
Dec 31, 2024Assets changed
Grand View Hospital Retirement Income Plan total assets $122M -> $70M (-42.9%, 2023-12-31 to 2024-12-31)
askebsa.dol.gov
Jan 1, 2024Funded status changed
Grand View Hospital Retirement Income Plan funded ratio 80.0% -> 78.0% (2023-01-01 to 2024-01-01)
askebsa.dol.gov
Jan 1, 2023Funded status changed
Grand View Hospital Retirement Income Plan funded ratio 96.4% -> 80.0% (2022-01-01 to 2023-01-01)
askebsa.dol.gov

+1 more dated event

Every name, record and relationship behind this count, with the source on each.

Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.

Commitments

10 rows, 0 dated closings

Date	Fund	Manager	Bucket	Amount	Status	Source
as of Dec 31, 2023	Prin Ldi Short Dur Sep Acct-Zseparate account	Principal	Pooled vehicles	$4.3M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Prin Ldi Long Duration Sa-Zseparate account	Principal	Fixed income	$2.0M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Prin Lgcp S&p 500 Index Sa-Zseparate account	Principal	Pooled vehicles	$13.6M held	Disclosed holding	askebsa.dol.gov

+7 more commitments

Every fund and manager this allocator committed to, with the amount, date and source on each.

Size and funding

33 readings

Total assets

$69.9M Dec 31, 2024 reported Form 5500

$122M (2023-12) · $113M (2022-12)

Plan assets

$159M Jan 1, 2024 reported Form 5500

$152M (2023-01) · $203M (2022-01)

Net assets

$69.8M Dec 31, 2024 reported Form 5500

$122M (2023-12) · $112M (2022-12)

Funded ratio

78.0% Jan 1, 2024 reported Form 5500

80.0% (2023-01) · 96.4% (2022-01)

Funding target

$154M Jan 1, 2024 reported Form 5500

$152M (2023-01) · $146M (2022-01)

Discount rate

5.13% Jan 1, 2024 reported Form 5500

5.26% (2023-01) · 5.42% (2022-01)

Participants

3,422 Jan 1, 2024 reported Form 5500

3,256 (2023-01) · 3,132 (2022-01)

Contributions

$0 Dec 31, 2024 reported Form 5500

$0 (2023-12) · $0 (2022-12)

Benefits paid

$56.0M Dec 31, 2024 reported Form 5500

$8.3M (2023-12) · $7.6M (2022-12)

Net investment income

-$52.7M Dec 31, 2024 reported Form 5500

$10.1M (2023-12) · -$40.2M (2022-12)

Investment management fees

$228,529 Dec 31, 2024 reported Form 5500

$230,152 (2023-12) · $268,641 (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	3,422	$159M	$154M	78.0%	$69.9M	Not disclosed	Not disclosed	Not disclosed
2023 to Dec 31, 2023	3,256	$152M	$152M	80.0%	$122M	Not disclosed	Not disclosed	Not disclosed
2022 to Dec 31, 2022	3,132	$203M	$146M	96.4%	$113M	Not disclosed	Not disclosed	Not disclosed

Service providers and investment entities as filed (Schedule C and D, latest year first)

Milliman, Inc. codes 11 50 $739,946 PY2024
Western Asset Management Company codes 28 51 $228,529 PY2024
Principal Life Insurance Company codes 13 50 64 $56,601 PY2024

+26 more service providers

Every name, record and relationship behind this count, with the source on each.

Provenance

Identifiers: EIN-PN 231352181-001

Cross-graph: no entry on another DFX graph

First observed Sep 15, 2026, last observed Nov 3, 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.

Record history

6 dated events on the change ledger, latest event first

Manager relationship started
2024-12-31source on record
Manager relationship ended
2024-12-31source on record
Total assets changed
2024-12-31source on record

+3 more changes on this record's ledger

The ledger records every merge, rename and reclassification this record went through and the dated filings observed on it, so the identity on this page can be traced to the records it was built from. The ledger's own sentences name other records, so they show with the names.

›Connections

every published relationship on the graph

+5 connections on the graph