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 the Uniontown Hospital
Corporate pensionUniontown, PA
Assets
$47.0M
Total assets, Jun 30, 2025 reported
Funded
93.1%
Jul 1, 2024
Private markets target
n/a
policy Jun 30, 2025
Commitments
4
none on the tape
Plan sponsor: The Uniontown Hospital
Allocation policy
Form 5500, as of Jun 30, 2025
Actual allocation lines without a target (as filed)
- Interest-bearing cash 0.4%
- Master trust investment accounts 98.9%
Consultants and advisers
8 firms
- Concurrent Investment Advisors, LLC Investment adviser (plan)through Jun 30, 2024 Form 5500
- Gallagher Fiduciary Advisors Investment adviser (plan)through Jun 30, 2023 Form 5500
- Raymond James Investment adviser (plan)through Jun 30, 2023 Form 5500
- Principal Financial Group Actuarythrough Jun 30, 2025 Form 5500
- Principal Custody Solutions Trusteethrough Jun 30, 2025 Form 5500
- Cowden Associates Actuarythrough Jun 30, 2023 Form 5500
- PNC Bank, National Association Trusteethrough Jun 30, 2023 Form 5500
- Acrisure Actuarythrough Jun 30, 2023 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
- Slcmgmt Collective Investment Trust3 rows, latest Jun 30, 2024
From Schedule C (investment management, code 28)
- State Street Bank & Trust Companyplan years 2024
- Alliance Bernstein, L.P.plan years 2023
Commitments
4 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 Jun 30, 2024 | SLC Mgmnt Long Credit Citcollective trust | Slcmgmt Collective Investment Trust | Private credit | $11.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2024 | SLC Mgmnt Strips Citcollective trust | Slcmgmt Collective Investment Trust | Pooled vehicles | $8.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2024 | SLC Mgmnt Interm Credit Cit Ocollective trust | Slcmgmt Collective Investment Trust | Private credit | $12.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2023 | Bernstein Global Style Blendcollective trust | Alliance Bernstein | Pooled vehicles | $29.9M held | Disclosed holding | askebsa.dol.gov |
Size and funding
33 readings
Investment management fees
$105,695 (2024-06) · $221,486 (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 | 1,013 | $47.6M | $50.2M | 93.1% | $47.0M | n/a | $46.5M | n/a |
| 2023 to Jun 30, 2024 | 1,035 | $46.6M | $53.0M | 86.7% | $47.9M | n/a | n/a | n/a |
| 2022 to Jun 30, 2023 | 1,069 | $47.2M | $53.5M | 96.3% | $46.6M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Principal Custody Solutions codes 21 50 $114,846 PY2024
- State Street Bank and Trust Company codes 28 51 52 $53,758 PY2024
- Concurrent Investment Advisors, LLC codes 27 50 $41,250 PY2024
- Baker Tilly US LLP codes 10 50 $17,850 PY2024
- Houston Harbaugh PC codes 10 50 $4,425 PY2024
- Master Trust Sched. D M $46.5M PY2024
- SLC Mgmnt Long Credit Cit Sched. D C PY2024
- SLC Mgmnt Strips Cit Sched. D C PY2024
- SLC Mgmnt Intermediate Cit Sched. D C PY2024
- Principal Financial Group codes 11 PY2024
- Alliance Bernstein, LP codes 28 51 52 $88,972 PY2023
- PNC Bank codes 21 50 52 62 68 $41,538 PY2023
- Forvis codes 10 50 $22,050 PY2023
- State Street Bank and Trust Company codes 28 51 52 $8,473 PY2023
- Concurrent Investment Advisors, LLC codes 27 50 $8,250 PY2023
- SLC Mgmnt Long Credit Cit Sched. D C $11.5M PY2023
- SLC Mgmnt Strips Cit Sched. D C $8.4M PY2023
- SLC Mgmnt Intermediate Cit Sched. D C $12.4M PY2023
- Transfer Business Sched. D C PY2023
- Acrisure codes 11 PY2023
- Alliance Bernstein, LP codes 28 51 52 $179,496 PY2022
- PNC Bank codes 21 50 52 62 68 $59,599 PY2022
- Cowden Associates, Inc codes 11 50 $36,300 PY2022
- Raymond James Fiancial Services Adv codes 27 50 $30,990 PY2022
- Gallagher Benefit Services, Inc codes 27 50 $11,000 PY2022
- Bernstein Global Style Blend Sched. D C $29.9M PY2022
- Acrisure codes 11 PY2022
What changed
11 events
- Dec 31, 2024Manager relationship endedinferenceAlliance Bernstein, LP no longer appears on Retirement Plan for Employees of the Uniontown Hospital's Schedule C as investment manager (plan year 2024 vs 2023)with Alliance Bernstein, L.P.askebsa.dol.gov
- Jul 1, 2024Funded status changedRetirement Plan for Employees of the Uniontown Hospital funded ratio 86.7% -> 93.1% (2023-07-01 to 2024-07-01)
- Jun 30, 2024Holding startedRetirement Plan for Employees of the Uniontown Hospital first reports an interest in SLC Mgmnt Strips Cit (Slcmgmt Collective Investment Trust): $8M at 2024-06-30with Slcmgmt Collective Investment Trustaskebsa.dol.gov
- Jun 30, 2024Holding startedRetirement Plan for Employees of the Uniontown Hospital first reports an interest in SLC Mgmnt Interm Credit Cit O (Slcmgmt Collective Investment Trust): $12M at 2024-06-30with Slcmgmt Collective Investment Trustaskebsa.dol.gov
- Jun 30, 2024Holding startedRetirement Plan for Employees of the Uniontown Hospital first reports an interest in SLC Mgmnt Long Credit Cit (Slcmgmt Collective Investment Trust): $12M at 2024-06-30with Slcmgmt Collective Investment Trustaskebsa.dol.gov
- Jun 30, 2024Holding endedinferenceRetirement Plan for Employees of the Uniontown Hospital no longer reports Bernstein Global Style Blend (last held $30M at 2023-06-30; absent from the 2024-06-30 filing)with Bernstein Global Style Blendaskebsa.dol.gov
- Dec 31, 2023Consultant changedinferenceConcurrent Investment Advisors, LLC appears on Retirement Plan for Employees of the Uniontown Hospital's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)with Concurrent Investment Advisors, LLCaskebsa.dol.gov
- Dec 31, 2023Consultant changedinferenceRaymond James Fiancial Services Adv no longer appears on Retirement Plan for Employees of the Uniontown Hospital's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)with Raymond Jamesaskebsa.dol.gov
- Dec 31, 2023Consultant changedinferenceGallagher Benefit Services, Inc no longer appears on Retirement Plan for Employees of the Uniontown Hospital's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)with Gallagher Fiduciary Advisorsaskebsa.dol.gov
- Dec 31, 2023Manager relationship startedState Street Bank and Trust Company appears on Retirement Plan for Employees of the Uniontown Hospital's Schedule C as investment manager (plan year 2023 vs 2022)with State Street Bank & Trust Companyaskebsa.dol.gov
- Jul 1, 2023Funded status changedRetirement Plan for Employees of the Uniontown Hospital funded ratio 96.3% -> 86.7% (2022-07-01 to 2023-07-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 250965588-001
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.