Orthopaedic & Spine Center of the Rockies, P.C. Cash Balance Plan
Corporate pension, based in Fort Collins, Colorado, reporting $15.3M in assets, for 175 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, AB Bernstein appears on Orthopaedic & Spine Center of the Rockies, P.C. Cash Balance Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023).
1 more adviser and 2 more dated events
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Capital path
who backs this record, through what, into what; each name opens its own path- AB Global Strategic Core Equity Ct1 commitment
- Alliance Bernstein, L.P.1 commitment
Relationship network
7 connected entities1 observed commitmentcommitments 2024
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.
- 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.
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
Allocation policy
- Non-interest-bearing cash 0.5%
- Common/collective trusts 15.3%
- Registered investment companies 84.2%
Consultants and advisers
- First Western Trust TrusteeInvestment adviser (plan)through Dec 31, 2023 Form 5500
- Alliance Bernstein, L.P. Trusteethrough Dec 31, 2024 Form 5500
- October Three Consulting LLC Actuarythrough Dec 31, 2023 Form 5500
+1 more consultant or adviser advise this allocator
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
People
Manager roster
- Alliance Bernstein, L.P.1 row, latest Dec 31, 2024
What changed
- Dec 31, 2024Consultant changedinferenceAB Bernstein appears on Orthopaedic & Spine Center of the Rockies, P.C. Cash Balance Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with Alliance Bernstein, L.P.askebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceFirst Western Trust no longer appears on Orthopaedic & Spine Center of the Rockies, P.C. Cash Balance Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with First Western Trustaskebsa.dol.gov
- Dec 31, 2024Assets changedOrthopaedic & Spine Center of the Rockies, P.C. Cash Balance Plan total assets $13M -> $15M (+20.9%, 2023-12-31 to 2024-12-31)
- Jan 1, 2024Funded status changedOrthopaedic & Spine Center of the Rockies, P.C. Cash Balance Plan funded ratio 95.8% -> 100.2% (2023-01-01 to 2024-01-01)
- Jan 1, 2024Assets changedOrthopaedic & Spine Center of the Rockies, P.C. Cash Balance Plan plan assets $10M -> $13M (+26.8%, 2023-01-01 to 2024-01-01)
+2 more dated events
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | AB Global Strategic Core Equity Ctcollective trust | Alliance Bernstein, L.P. | Public equity | $2.3M held | Disclosed holding | askebsa.dol.gov |
Size and funding
Form 5500 filings
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Dec 31, 2024 | 175 | $12.7M | $12.6M | 100.2% | $15.3M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 168 | $10.0M | $10.4M | 95.8% | $12.7M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 157 | $9.9M | $8.5M | 115.8% | $10.0M | Not disclosed | Not disclosed | Not disclosed |
- AB Bernstein codes 21 27 $76,231 PY2024
- Bernstein Global Low Vol Port Sched. D C $2.3M PY2024
- October Three Consulting LLC codes 11 PY2024
+4 more service providers
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Provenance
Provenance
Orthopaedic & Spine Center of the Rockies, P.C. Cash Balance Plan sits on 1 traced path of capital across the graphs.
DFX traced 1 path of capital through this record
Every record on each path, what it committed or lent, and as of when.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.
Checking your plan…
Record history
- Consultant changed2024-12-31source on record
- Consultant changed2024-12-31source on record
- Total assets changed2024-12-31source on record
+4 more changes on this record's ledger
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
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
+6 connections on the graph
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.