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

The Albany Medical Center Retirement Plan

Corporate pensionAlbany, NY
Assets
$290M
Total assets, Dec 31, 2024 reported
Funded
80.1%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
9
2 managers on Schedule C
Plan sponsor: Albany Med Health System
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 8.2%
  • Non-interest-bearing cash 2.5%
  • U.S. Government securities 7.9%
  • Partnership/joint venture interests 4.3%
  • Common/collective trusts 71.7%
  • Registered investment companies 5.4%
Consultants and advisers
2 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
4 managers on the commitment tape
From the plan’s own commitment disclosures
From Schedule C (investment management, code 28)
Commitments
9 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024Daily Msci Eafe Index Nl Fundcollective trustState Street - Russell 2000Pooled vehicles$12.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024GS Coll Tr-Intermed Cr Citcollective trustGoldman Sachs Asset ManagementPooled vehicles$35.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024GS Long Cr Fxd Inc Citcollective trustGoldman Sachs Asset ManagementPooled vehicles$48.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024GS Multi Mgr Intl Eq Citcollective trustGoldman Sachs Asset ManagementPooled vehicles$7.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024S&p 500 Flagship Nl Fundcollective trustState Street - Russell 2000Pooled vehicles$66.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023AEW Global Property Sec Fundcollective trustNepf Aew ReitsReal estate$7.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023GS Multi Mgr Intl Eq Citcollective trustGoldman Sachs Asset ManagementPooled vehicles$20.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Conning US Credit(over 25 Maturity)collective trustConning Collective Investment TrustPrivate credit$8.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022AEW Global Property Sec Fundcollective trustNepf Aew ReitsReal estate$6.4M heldDisclosed holdingaskebsa.dol.gov
Size and funding
32 readings
Total assets
$290M Dec 31, 2024 reported Form 5500
$287M (2023-12) · $308M (2022-12)
Plan assets
$287M Jan 1, 2024 reported Form 5500
$308M (2023-01) · $409M (2022-01)
Net assets
$290M Dec 31, 2024 reported Form 5500
$287M (2023-12) · $307M (2022-12)
Funded ratio
80.1% Jan 1, 2024 reported Form 5500
85.0% (2023-01) · 104.2% (2022-01)
Funding target
$277M Jan 1, 2024 reported Form 5500
$296M (2023-01) · $278M (2022-01)
Discount rate
5.24% Jan 1, 2024 reported Form 5500
5.31% (2023-01) · 5.46% (2022-01)
Participants
13,301 Jan 1, 2024 reported Form 5500
13,242 (2023-01) · 12,882 (2022-01)
Contributions
$14.2M Dec 31, 2024 reported Form 5500
$756,998 (2023-12)
Benefits paid
$18.7M Dec 31, 2024 reported Form 5500
$59.0M (2023-12) · $31.4M (2022-12)
Net investment income
$3.0M Dec 31, 2024 reported Form 5500
$-20.7M (2023-12) · $-101M (2022-12)
Investment management fees
$175,630 Dec 31, 2024 reported Form 5500
$623,442 (2023-12) · $658,332 (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 202413,301$287M$277M80.1%$290M$12.5Mn/an/a
2023 to Dec 31, 202313,242$308M$296M85.0%$287M$29.2Mn/an/a
2022 to Dec 31, 202212,882$409M$278M104.2%$308M$41.2Mn/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
12 events
  • Dec 31, 2024Holding started
    The Albany Medical Center Retirement Plan first reports an interest in S&p 500 Flagship Nl Fund (State Street - Russell 2000): $67M at 2024-12-31
    with State Street - Russell 2000askebsa.dol.gov
  • Dec 31, 2024Holding started
    The Albany Medical Center Retirement Plan first reports an interest in GS Long Cr Fxd Inc Cit (Goldman Sachs Asset Management): $49M at 2024-12-31
    with Goldman Sachs Asset Managementaskebsa.dol.gov
  • Dec 31, 2024Holding endedinference
    The Albany Medical Center Retirement Plan no longer reports AEW Global Property Sec Fund (Nepf Aew Reits) (last held $7M at 2023-12-31; absent from the 2024-12-31 filing)
    with Nepf Aew Reitsaskebsa.dol.gov
  • Dec 31, 2024Holding started
    The Albany Medical Center Retirement Plan first reports an interest in Daily Msci Eafe Index Nl Fund (State Street - Russell 2000): $12M at 2024-12-31
    with State Street - Russell 2000askebsa.dol.gov
  • Dec 31, 2024Holding started
    The Albany Medical Center Retirement Plan first reports an interest in GS Coll Tr-Intermed Cr Cit (Goldman Sachs Asset Management): $36M at 2024-12-31
    with Goldman Sachs Asset Managementaskebsa.dol.gov
  • Dec 31, 2024Manager relationship started
    Goldman Sachs appears on The Albany Medical Center Retirement Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with Goldman Sachsaskebsa.dol.gov
  • Dec 31, 2024Manager relationship endedinference
    Seaport Global Property Securities no longer appears on The Albany Medical Center Retirement Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with Seaport Global Property Securitiesaskebsa.dol.gov
  • Jan 1, 2024Funded status changed
    The Albany Medical Center Retirement Plan funded ratio 85.0% -> 80.1% (2023-01-01 to 2024-01-01)
    askebsa.dol.gov
  • Dec 31, 2023Holding endedinference
    The Albany Medical Center Retirement Plan no longer reports Conning US Credit(over 25 Maturity) (Conning Collective Investment Trust) (last held $9M at 2022-12-31; absent from the 2023-12-31 filing)
    with Conning Collective Investment Trustaskebsa.dol.gov
  • Dec 31, 2023Holding started
    The Albany Medical Center Retirement Plan first reports an interest in GS Multi Mgr Intl Eq Cit (Goldman Sachs Asset Management): $20M at 2023-12-31
    with Goldman Sachs Asset Managementaskebsa.dol.gov
  • Jan 1, 2023Funded status changed
    The Albany Medical Center Retirement Plan funded ratio 104.2% -> 85.0% (2022-01-01 to 2023-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Assets changed
    The Albany Medical Center Retirement Plan plan assets $409M -> $308M (-24.7%, 2022-01-01 to 2023-01-01)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 141641730-003
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.