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
Employees' Retirement Plan of United Health Services
Corporate pensionBinghamton, NY
Assets
$249M
Total assets, Dec 31, 2024 reported
Funded
86.2%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: United Health Services Hospitals Inc
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 0.6%
- Registered investment companies 95.1%
Consultants and advisers
2 firms
- Bchr US Acquisitions Inc Actuarythrough Dec 31, 2024 Form 5500
- Buck Global, LLC 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
32 readings
Investment management fees
$157,154 (2023-12) · $184,531 (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 | 3,864 | $252M | $311M | 86.2% | $249M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 4,017 | $225M | $303M | 81.6% | $253M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 4,164 | $330M | $289M | 107.7% | $225M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Buck Global, LLC codes 11 50 $537,185 PY2024
- The Vanguard Group, Inc. codes 26 $201,948 PY2024
- The Vanguard Group, Inc. codes 50 $66,566 PY2024
- Buck Global, LLC codes 11 PY2024
- Buck Global, LLC codes 11 50 $773,298 PY2023
- The Vanguard Group, Inc. codes 26 $184,004 PY2023
- The Vanguard Group, Inc. codes 50 $65,186 PY2023
- Buck Global, LLC codes 11 PY2023
- Buck Global, LLC codes 11 50 $893,297 PY2022
- The Vanguard Group, Inc. codes 26 $184,531 PY2022
- The Vanguard Group, Inc. codes 50 $67,356 PY2022
- Buck Global, LLC codes 11 PY2022
What changed
5 events
- Jan 1, 2024Funded status changedEmployees' Retirement Plan of United Health Services funded ratio 81.6% -> 86.2% (2023-01-01 to 2024-01-01)
- Jan 1, 2024Assets changedEmployees' Retirement Plan of United Health Services plan assets $225M -> $252M (+11.9%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Assets changedEmployees' Retirement Plan of United Health Services total assets $225M -> $253M (+12.2%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedEmployees' Retirement Plan of United Health Services funded ratio 107.7% -> 81.6% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedEmployees' Retirement Plan of United Health Services plan assets $330M -> $225M (-31.8%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 161165049-001
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.