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
Penn Security Bank and Trust Company Employees' Pension Plan
Corporate pensionDunmore, PA
Assets
$18.5M
Total assets, Dec 31, 2024 reported
Funded
132.4%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: Peoples Security Bank & Trust Company
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 1.4%
- Corporate debt instruments (other) 29.0%
- U.S. Government securities 18.7%
- Registered investment companies 10.5%
- Common stock 40.5%
Consultants and advisers
2 firms
- Peoples Security Bank & Trust Company Trusteethrough Dec 31, 2022 Form 5500
- Conrad Siegel Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on Schedule C
From Schedule C (investment management, code 28)
- Dodge & Coxplan years 2022
Commitments
No fund commitments are on the tape for this allocator. The tape holds the plans that publish their own private-markets reports; a plan that publishes one and is not here is a gap we can close.
Size and funding
30 readings
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 | 224 | $17.6M | $13.0M | 132.4% | $18.5M | $0 | $0 | $0 |
| 2023 to Dec 31, 2023 | 229 | $16.1M | $13.2M | 131.3% | $17.6M | $0 | $0 | $0 |
| 2022 to Dec 31, 2022 | 236 | $19.3M | $13.0M | 134.8% | $16.1M | $0 | $0 | $0 |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Peoples Security Bank & Trust Compa codes 21 50 $42,820 PY2024
- Conrad Siegel codes 11 PY2024
- Peoples Security Bank & Trust Compa codes 21 50 $36,794 PY2023
- Dodge & Cox codes 28 52 PY2023
- Conrad Siegel codes 11 PY2023
- Peoples Security Bank & Trust Compa codes 21 50 $36,794 PY2022
- Conrad Siegel codes 11 15 17 38 49 50 PY2022
- Dodge & Cox codes 28 52 PY2022
- Conrad Siegel codes 11 PY2022
What changed
4 events
- Dec 31, 2024Manager relationship endedinferenceDodge & Cox no longer appears on Penn Security Bank and Trust Company Employees' Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Dodge & Coxaskebsa.dol.gov
- Dec 31, 2023Consultant changedinferenceConrad Siegel no longer appears on Penn Security Bank and Trust Company Employees' Pension Plan's Schedule C as pension consultant (plan year 2023 vs 2022)with Conrad Siegelaskebsa.dol.gov
- Jan 1, 2023Funded status changedPenn Security Bank and Trust Company Employees' Pension Plan funded ratio 134.8% -> 131.3% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedPenn Security Bank and Trust Company Employees' Pension Plan plan assets $19M -> $16M (-16.4%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 240603570-001
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.