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 for Employees of United Memorial Medical Center
Corporate pensionBatavia, NY
Assets
$17.9M
Total assets, Dec 31, 2024 reported
Funded
83.0%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
6
none on the tape
Plan sponsor: United Memorial Medical Center
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 1.9%
- Common/collective trusts 88.5%
- Registered investment companies 5.3%
Consultants and advisers
2 firms
- Mercer Actuarythrough Dec 31, 2022 Form 5500
- Reliance Trust Company Trusteethrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
2 managers on the commitment tape
From the plan’s own commitment disclosures
- Blackrock Institutional Trust Co,na2 rows, latest Dec 31, 2024
- Johnston International Equity2 rows, latest Dec 31, 2024
Commitments
6 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Russell 3000 Index Fundcollective trust | Blackrock Institutional Trust Co,na | Pooled vehicles | $619,507 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Axiom Investors Collective Investmecollective trust | SEI Trust Company | Pooled vehicles | $1.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Hardman Johnston Int'l Equity Groupcollective trust | Johnston International Equity | Public equity | $1.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Russell 3000 Index Fundcollective trust | Blackrock Institutional Trust Co,na | Pooled vehicles | $717,718 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Axiom Investors Collective Investmecollective trust | SEI Trust Company | Pooled vehicles | $1.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Hardman Johnston Int'l Equity Groupcollective trust | Johnston International Equity | Public equity | $941,538 held | Disclosed holding | askebsa.dol.gov |
Size and funding
31 readings
Investment management fees
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 | 604 | $17.7M | $21.5M | 83.0% | $17.9M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 624 | $16.3M | $22.0M | 80.0% | $17.8M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 637 | $21.7M | $21.7M | 92.2% | $16.3M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Mercer codes 11 50 $65,425 PY2024
- Reliance Trust Company codes 21 28 $22,284 PY2024
- Willis Towers Watson codes 15 $6,461 PY2024
- Long Term Credit Bond Index Fund Sched. D C $1.7M PY2024
- Russell 3000 Sched. D C $5.8M PY2024
- Intermediate Term Credit Bond Index Sched. D C $3.2M PY2024
- Johnston International Equity Gr Tr Sched. D C $1.1M PY2024
- US Strips 20+ Yr Bond Index Fund Sched. D C $619,507 PY2024
- US Long Treasury Index Fund C Sched. D C $1.3M PY2024
- Axiom Emerging Markets Trust Cl 2 Sched. D C $1.3M PY2024
- Eafe Equity Index Fund Sched. D C $815,757 PY2024
- Mercer codes 11 PY2024
- Mercer codes 11 50 $59,199 PY2023
- Reliance Trust Company codes 21 28 $22,776 PY2023
- Willis Towers Watson codes 15 $19,680 PY2023
- Russell 3000 Sched. D C $5.2M PY2023
- Intermediate Term Credit Bond Index Sched. D C $3.1M PY2023
- Long Term Credit Bond Index Fund Sched. D C $1.8M PY2023
- US Long Treasury Index Fund C Sched. D C $1.4M PY2023
- Axiom Emerging Markets Trust Cl 2 Sched. D C $1.1M PY2023
- Eafe Equity Index Fund Sched. D C $1.1M PY2023
- Johnston International Equity Gr Tr Sched. D C $941,538 PY2023
- US Strips 20+ Yr Bond Index Fund Sched. D C $717,718 PY2023
- Mercer codes 11 PY2023
- Mercer codes 11 50 $65,593 PY2022
- Reliance Trust Company codes 21 28 $27,414 PY2022
- Mercer codes 11 PY2022
What changed
3 events
- Jan 1, 2024Funded status changedPension Plan for Employees of United Memorial Medical Center funded ratio 80.0% -> 83.0% (2023-01-01 to 2024-01-01)
- Jan 1, 2023Funded status changedPension Plan for Employees of United Memorial Medical Center funded ratio 92.2% -> 80.0% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedPension Plan for Employees of United Memorial Medical Center plan assets $22M -> $16M (-24.9%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 160743029-001
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.