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
Farmers and Merchants Trust Company of Chambersburg Pension Plan
Corporate pensionChambersburg, PA
Assets
$14.7M
Total assets, Dec 31, 2024 reported
Funded
109.5%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: Farmers and Merchants Trust Company
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 2.7%
- Corporate debt instruments (other) 16.9%
- Insurance company general account 2.0%
- Other investments 29.5%
- Registered investment companies 19.3%
- Common stock 29.1%
Consultants and advisers
1 firms
- Bpas Actuarial and Pension Services Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
No manager relationship is on the tape for this allocator.
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
32 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 | 167 | $14.0M | $13.2M | 109.5% | $14.7M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 172 | $13.8M | $13.5M | 112.2% | $14.0M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 182 | $18.5M | $13.8M | 109.3% | $13.8M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Bpas Actuarial & Pension Services codes 11 15 17 38 50 64 70 $31,627 PY2024
- SEK CPA and Advisors codes 10 50 $13,800 PY2024
- Bpas Actuarial & Pension Services codes 11 PY2024
- Bpas Actuarial & Pension Services codes 11 15 17 38 50 64 70 $33,595 PY2023
- SEK CPA and Advisors codes 10 50 $13,170 PY2023
- Bpas Actuarial & Pension Services codes 11 PY2023
- Bpas Actuarial & Pension Services codes 11 15 17 38 50 64 70 $32,799 PY2022
- SEK CPA and Advisors codes 10 50 $12,500 PY2022
- Bpas Actuarial & Pension Services codes 11 PY2022
What changed
3 events
- Jan 1, 2024Funded status changedFarmers and Merchants Trust Company of Chambersburg Pension Plan funded ratio 112.2% -> 109.5% (2023-01-01 to 2024-01-01)
- Jan 1, 2023Funded status changedFarmers and Merchants Trust Company of Chambersburg Pension Plan funded ratio 109.3% -> 112.2% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedFarmers and Merchants Trust Company of Chambersburg Pension Plan plan assets $18M -> $14M (-25.4%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 230570230-001
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.