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
Retirement Plan for Employees of Redington Fairview General Hospital
Corporate pensionSkowhegan, ME
Assets
$107M
Total assets, Jun 30, 2025 reported
Funded
97.1%
Jul 1, 2024
Private markets target
n/a
policy Jun 30, 2025
Commitments
0
none on the tape
Plan sponsor: Redington-Fairview General Hospital
Allocation policy
Form 5500, as of Jun 30, 2025
Actual allocation lines without a target (as filed)
- Interest-bearing cash 1.5%
- Corporate debt instruments (other) 3.6%
- U.S. Government securities 8.1%
- Other investments 2.8%
- Registered investment companies 36.9%
- Common stock 44.4%
Consultants and advisers
2 firms
- Charles Schwab Trust Custodianthrough Jun 30, 2023 Form 5500
- Epic Retirement Plan Services Actuarythrough Jun 30, 2023 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
$49,914 (2024-06) · $49,038 (2023-06)
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 Jun 30, 2025 | 1,282 | $96.7M | $69.9M | 97.1% | $107M | n/a | n/a | n/a |
| 2023 to Jun 30, 2024 | 1,282 | $83.9M | $68.1M | 87.8% | $96.8M | n/a | n/a | n/a |
| 2022 to Jun 30, 2023 | 1,208 | $73.2M | $61.9M | 87.3% | $84.1M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Charles Schwab & Co. codes 19 27 72 $69,993 PY2024
- Epic Retirement Plan Services codes 11 PY2024
- Charles Schwab & Co. codes 19 27 72 $49,914 PY2023
- Epic Retirement Plan Services codes 11 PY2023
- Charles Schwab & Co. codes 19 27 72 $49,038 PY2022
- Epic Retirement Plan Services codes 11 PY2022
What changed
5 events
- Jun 30, 2025Assets changedRetirement Plan for Employees of Redington Fairview General Hospital total assets $97M -> $107M (+10.4%, 2024-06-30 to 2025-06-30)
- Jul 1, 2024Funded status changedRetirement Plan for Employees of Redington Fairview General Hospital funded ratio 87.8% -> 97.1% (2023-07-01 to 2024-07-01)
- Jul 1, 2024Assets changedRetirement Plan for Employees of Redington Fairview General Hospital plan assets $84M -> $97M (+15.2%, 2023-07-01 to 2024-07-01)
- Jun 30, 2024Assets changedRetirement Plan for Employees of Redington Fairview General Hospital total assets $84M -> $97M (+15.1%, 2023-06-30 to 2024-06-30)
- Jul 1, 2023Assets changedRetirement Plan for Employees of Redington Fairview General Hospital plan assets $73M -> $84M (+14.6%, 2022-07-01 to 2023-07-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 010284446-001
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.