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
Oneida Healthcare Center Pension Plan
Corporate pensionOneida, NY
Assets
$41.6M
Total assets, Dec 31, 2024 reported
Funded
112.8%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: Oneida Health Systems, Inc.
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 1.4%
- Non-interest-bearing cash 0.0%
- Corporate debt instruments (other) 69.4%
- U.S. Government securities 14.4%
- Registered investment companies 14.0%
Consultants and advisers
2 firms
- Morgan Stanley Smith Barney Investment adviser (plan)through Dec 31, 2022 Form 5500
- Bpas Actuarial and Pension Services Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
No manager relationship is on the tape for this allocator.
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
33 readings
Investment management fees
$202,769 (2023-12) · $241,243 (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 | 555 | $43.0M | $39.4M | 112.8% | $41.6M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 567 | $41.6M | $40.3M | 109.4% | $43.0M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 576 | $54.5M | $39.6M | 127.3% | $41.6M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- RBC Capital Markets, LLC codes 33 49 50 55 71 $183,956 PY2024
- Bpas Actuarial & Pension Services codes 11 PY2024
- Morgan Stanley Smith Barney LLC codes 27 50 72 $128,855 PY2023
- RBC Capital Markets, LLC codes 33 49 50 55 71 $7,569 PY2023
- Morgan Stanley Bank N.A. codes 33 49 55 PY2023
- Morgan Stanley Private Bank N.A. codes 33 49 55 PY2023
- Harding Loevner Funds Hl Intl Eqty codes 15 49 64 99 PY2023
- Bpas Actuarial & Pension Services codes 11 PY2023
- Morgan Stanley Smith Barney LLC codes 27 50 72 $177,371 PY2022
- Morgan Stanley Bank N.A. codes 33 49 50 55 71 $107 PY2022
- Morgan Stanley Private Bank N.A. codes 33 49 55 PY2022
- Bpas Actuarial & Pension Services codes 11 PY2022
What changed
4 events
- Dec 31, 2024Consultant changedinferenceMorgan Stanley Smith Barney LLC no longer appears on Oneida Healthcare Center Pension Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with Morgan Stanley Smith Barneyaskebsa.dol.gov
- Jan 1, 2024Funded status changedOneida Healthcare Center Pension Plan funded ratio 109.4% -> 112.8% (2023-01-01 to 2024-01-01)
- Jan 1, 2023Funded status changedOneida Healthcare Center Pension Plan funded ratio 127.3% -> 109.4% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedOneida Healthcare Center Pension Plan plan assets $54M -> $42M (-23.7%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 161492011-001
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.