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 Program for Employees of Olean General Hospital
Corporate pensionOlean, NY
Assets
$20.0M
Total assets, Dec 31, 2024 reported
Funded
80.5%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
3
1 managers on Schedule C
Plan sponsor: Olean General Hospital
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 2.2%
- Partnership/joint venture interests 17.7%
- Common/collective trusts 9.9%
- Registered investment companies 70.2%
- Common stock 0.1%
Consultants and advisers
4 firms
- Prime Buchholz LLC Investment adviser (plan)through Dec 31, 2022 Form 5500
- Community Bank, N.A. Trusteethrough Dec 31, 2022 Form 5500
- State Street Bank & Trust Company Custodianthrough Dec 31, 2022 Form 5500
- Boomershine Consulting Group L.L.C Actuarythrough Dec 31, 2022 Form 5500
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
- State Street Global Advisors Trust3 rows, latest Dec 31, 2024
From Schedule C (investment management, code 28)
- Harbor Capital Advisors, Incplan years 2022, 2024
- Parnassus Investmentsplan years 2022
- T Rowe Price Associates Incplan years 2022
- Blackrock Financial Management, Incplan years 2022
Commitments
3 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 | State Street Real Asset Non-Lendingcollective trust | State Street Global Advisors Trust | Real assets | $2.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | State Street Real Asset Non-Lendingcollective trust | State Street Global Advisors Trust | Real assets | $1.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | State Street Real Asset Non-Lendingcollective trust | State Street Global Advisors Trust | Real assets | $2.1M held | Disclosed holding | askebsa.dol.gov |
Size and funding
33 readings
Investment management fees
$37,020 (2023-12) · $37,496 (2022-12)
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 | 826 | $19.5M | $25.2M | 80.5% | $20.0M | $3.5M | n/a | n/a |
| 2023 to Dec 31, 2023 | 833 | $19.8M | $25.8M | 81.5% | $19.1M | $3.5M | n/a | n/a |
| 2022 to Dec 31, 2022 | 854 | $25.2M | $25.6M | 92.3% | $19.8M | $3.2M | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Boomershine Consulting Group, LLC codes 11 $216,372 PY2024
- Prime, Buchholz & Associates codes 27 $32,813 PY2024
- Community Bank codes 21 $22,228 PY2024
- State Street Global Advisors codes 18 19 51 $4,213 PY2024
- Parnassus Investments codes 52 PY2024
- Harbor Capital Advisor, Inc. codes 52 PY2024
- T. Rowe Price Associates, Inc. codes 52 PY2024
- Ssga Real Asset Nl Fund (zvbq) Sched. D C $2.0M PY2024
- Boomershine Consulting Group L.L.C. codes 11 PY2024
- Boomershine Consulting Group, LLC codes 11 $169,750 PY2023
- Prime, Buchholz & Associates codes 27 $30,707 PY2023
- Community Bank codes 21 $21,768 PY2023
- State Street Global Advisors codes 18 19 51 $6,313 PY2023
- T. Rowe Price Associates, Inc. codes 52 PY2023
- Parnassus Investments codes 52 PY2023
- Harbor Capital Advisor, Inc. codes 52 PY2023
- Ssga Real Asset Nl Fund (zvbq) Sched. D C $1.8M PY2023
- Boomershine Consulting Group L.L.C. codes 11 PY2023
- Boomershine Consulting Group, LLC codes 11 $143,868 PY2022
- Prime, Buchholz & Associates codes 27 $28,389 PY2022
- Community Bank codes 21 $23,396 PY2022
- State Street Global Advisors codes 18 19 51 $9,107 PY2022
- Blackrock Investments, LLC codes 59 63 PY2022
- Parnassus Investments codes 52 PY2022
- Blackrock Investment Management, Ll codes 71 PY2022
- Blackrock Advisors, LLC codes 52 54 71 PY2022
- T. Rowe Price Associates, Inc. codes 52 PY2022
- Harbor Capital Advisor, Inc. codes 52 PY2022
- Ssga Real Asset Nl Fund (zvbq) Sched. D C $2.1M PY2022
- Boomershine Consulting Group L.L.C. codes 11 PY2022
What changed
2 events
- Jan 1, 2023Funded status changedPension Program for Employees of Olean General Hospital funded ratio 92.3% -> 81.5% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedPension Program for Employees of Olean General Hospital plan assets $25M -> $20M (-21.6%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 160743102-001
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.