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

Pension Plan of Centra Health, Inc.

Corporate pensionLynchburg, VA
Assets
$708,970
Total assets, Dec 31, 2023 reported
Funded
112.2%
Jan 1, 2022
Private markets target
n/a
policy Dec 31, 2023
Commitments
8
none on the tape
Plan sponsor: Centra Health, Inc.
Allocation policy
Form 5500, as of Dec 31, 2023
Actual allocation lines without a target (as filed)
  • Common/collective trusts 99.5%
Consultants and advisers
2 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on the commitment tape
From the plan’s own commitment disclosures
Commitments
8 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2023Short-Term Investment Fundcollective trustRussell Trust CompanyCash$705,703 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Russell Instl Multi Asset Core Pluscollective trustRussell Trust CompanyFixed income$55.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Russell 25 Plus Yr Strips Fixed Inccollective trustFrank Russell Trust CompanyFixed income$24.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Russell 15-20 Yr Strips Fxd Inc Fdcollective trustFrank Russell Trust CompanyPooled vehicles$12.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Russell 8-Year Ldi Fixed Income Fdcollective trustFrank Russell Trust CompanyFixed income$11.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Russell 10-15 Yr Strips Fxd Inc Fdcollective trustFrank Russell Trust CompanyPooled vehicles$30.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Russell Long Dur Fixed Income Fdcollective trustRussell Trust CompanyFixed income$9.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 202214 Year Ldi Fixed Income Fundcollective trustFrank Russell Trust CompanyFixed income$11.6M heldDisclosed holdingaskebsa.dol.gov
Size and funding
16 readings
Total assets
$708,970 Dec 31, 2023 reported Form 5500
$188M (2022-12)
Plan assets
$255M Jan 1, 2022 reported Form 5500
Net assets
$708,970 Dec 31, 2023 reported Form 5500
$188M (2022-12)
Funded ratio
112.2% Jan 1, 2022 reported Form 5500
Funding target
$196M Jan 1, 2022 reported Form 5500
Discount rate
5.40% Jan 1, 2022 reported Form 5500
Participants
3,674 Jan 1, 2023 reported Form 5500
3,733 (2022-01)
Contributions
$11.0M Dec 31, 2023 reported Form 5500
$0 (2022-12)
Benefits paid
$193M Dec 31, 2023 reported Form 5500
$11.7M (2022-12)
Net investment income
$-187M Dec 31, 2023 reported Form 5500
$-67.4M (2022-12)
Form 5500 filings
2 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2023 to Dec 31, 20233,674n/an/an/a$708,970n/an/an/a
2022 to Dec 31, 20223,733$255M$196M112.2%$188Mn/an/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • AON Consulting codes 11 50 $1.6M PY2023
  • Frank Russell Trust Company codes 25 28 50 51 61 99 $492,821 PY2023
  • Hunton Andrews Kurth, LLP codes 29 50 $38,681 PY2023
  • BDO USA, P.C. codes 10 50 $35,277 PY2023
  • Russell Multi-Asset Core Fund Sched. D C PY2023
  • Russell 25 Plus Year Strips Fixed Sched. D C PY2023
  • Russell 15 to 20 Year Strips Fixed Sched. D C PY2023
  • Russell 8-Year Ldi Fixed Income Fd Sched. D C PY2023
  • Russell 10 to 15 Year Strips Fixed Sched. D C PY2023
  • Russell Long Dur Fixed Income Fd Sched. D C PY2023
  • Russell 14 Year Ldi Fixed Income Fd Sched. D C PY2023
  • Short-Term Investment Fund Sched. D C $705,703 PY2023
  • Frank Russell Trust Company codes 25 28 50 51 61 99 $706,794 PY2022
  • AON Consulting codes 11 50 $547,634 PY2022
  • Hunton Andrews Kurth, LLP codes 29 50 $20,270 PY2022
  • BDO USA, P.C. codes 10 50 $11,855 PY2022
  • Cherry Bekaert LLP codes 10 55 $5,600 PY2022
  • Russell 8-Year Ldi Fixed Income Fd Sched. D C $11.0M PY2022
  • Russell 10 to 15 Year Strips Fixed Sched. D C $30.7M PY2022
  • Russell Long Dur Fixed Income Fd Sched. D C $9.0M PY2022
  • Russell 14 Year Ldi Fixed Income Fd Sched. D C $11.6M PY2022
  • Russell Multi-Asset Core Fund Sched. D C $55.5M PY2022
  • Russell 25 Plus Year Strips Fixed Sched. D C $24.3M PY2022
  • Russell 15 to 20 Year Strips Fixed Sched. D C $12.1M PY2022
  • AON Consulting, Inc. codes 11 PY2022
What changed
9 events
  • Dec 31, 2023Holding endedinference
    Pension Plan of Centra Health, Inc. no longer reports Russell 25 Plus Yr Strips Fixed Inc (last held $24M at 2022-12-31; absent from the 2023-12-31 filing)
    with Russell 25 Plus Yr Strips Fixed Incaskebsa.dol.gov
  • Dec 31, 2023Holding endedinference
    Pension Plan of Centra Health, Inc. no longer reports 14 Year Ldi Fixed Income Fund (last held $12M at 2022-12-31; absent from the 2023-12-31 filing)
    with 14 Year Ldi Fixed Income Fundaskebsa.dol.gov
  • Dec 31, 2023Holding endedinference
    Pension Plan of Centra Health, Inc. no longer reports Russell 10-15 Yr Strips Fxd Inc Fd (last held $31M at 2022-12-31; absent from the 2023-12-31 filing)
    with Russell 10-15 Yr Strips Fxd Inc Fdaskebsa.dol.gov
  • Dec 31, 2023Holding endedinference
    Pension Plan of Centra Health, Inc. no longer reports Russell 8-Year Ldi Fixed Income Fd (last held $11M at 2022-12-31; absent from the 2023-12-31 filing)
    with Russell 8-Year Ldi Fixed Income Fdaskebsa.dol.gov
  • Dec 31, 2023Holding endedinference
    Pension Plan of Centra Health, Inc. no longer reports Russell 15-20 Yr Strips Fxd Inc Fd (last held $12M at 2022-12-31; absent from the 2023-12-31 filing)
    with Russell 15-20 Yr Strips Fxd Inc Fdaskebsa.dol.gov
  • Dec 31, 2023Holding started
    Pension Plan of Centra Health, Inc. first reports an interest in Short-Term Investment Fund (Russell Trust Company): $705,703 at 2023-12-31
    with Russell Trust Companyaskebsa.dol.gov
  • Dec 31, 2023Holding endedinference
    Pension Plan of Centra Health, Inc. no longer reports Russell Long Dur Fixed Income Fd (Russell Trust Company) (last held $9M at 2022-12-31; absent from the 2023-12-31 filing)
    with Russell Trust Companyaskebsa.dol.gov
  • Dec 31, 2023Holding endedinference
    Pension Plan of Centra Health, Inc. no longer reports Russell Instl Multi Asset Core Plus (Russell Trust Company) (last held $55M at 2022-12-31; absent from the 2023-12-31 filing)
    with Russell Trust Companyaskebsa.dol.gov
  • Dec 31, 2023Assets changed
    Pension Plan of Centra Health, Inc. total assets $188M -> $708,970 (-99.6%, 2022-12-31 to 2023-12-31)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 540715569-001
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.