Retirement Plan for Employees of the Uniontown Hospital
Corporate pension, based in Uniontown, Pennsylvania, reporting $47.0M in assets, for 1,013 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, Alliance 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).
5 more advisers, 1 more commitment and 6 more dated events
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
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Capital path
who backs this record, through what, into what; each name opens its own path- SLC Mgmnt Long Credit Cit1 commitment
- SLC Mgmnt Interm Credit Cit O1 commitment
- SLC Mgmnt Strips Cit1 commitment
- SLC Management2 commitments
- Alliance Bernstein, L.P.1 commitment
Relationship network
25 connected entities4 observed commitments1 repeat counterpartycommitments 2023 to 2024
From board minutes, annual reports, Form 5500 filings and public records of commitments, consultants and staff in the allocator graph. Commitment amounts are those the allocator disclosed; many are not printed, and none is estimated.
Some relationships on this record are counted rather than named here. They open with the full profile.
Click any name or line for the commitments and sources behind it. Line weight is commitments together; dashed lines are inferred.
- Sponsor
- Fund or vehicle
- Service provider
- Organization
›How strength and recency are read
Managers, funds and consultants are read from the commitments: three or more is a strong observed relationship, two a repeat counterparty. No consultant link is marked current on the source, so none is labelled current or former here. Related plans, people and plan service providers are ordered by what the filing shows.
Darker lines were active in the last 24 months or are current; lighter lines are older or undated.
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
Allocation policy
- Interest-bearing cash 0.4%
- Master trust investment accounts 98.9%
Consultants and advisers
- 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
+5 more consultants and advisers advise this allocator
Every name, record and relationship behind this count, with the source on each.
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People
Manager roster
- SLC Management2 rows, latest Jun 30, 2024
- Alliance Bernstein, L.P.1 row, latest Jun 30, 2023
- SLC Managementplan years
- Alliance Bernstein, L.P.plan years 2023
- State Street Bank & Trust Companyplan years 2024
What changed
- 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
+6 more dated events
Every name, record and relationship behind this count, with the source on each.
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Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Jun 30, 2024 | SLC Mgmnt Long Credit Citcollective trust | SLC Management | Private credit | $11.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2024 | SLC Mgmnt Interm Credit Cit Ocollective trust | SLC Management | Private credit | $12.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2024 | SLC Mgmnt Strips Citcollective trust | Wvuhs Strips Pool | Pooled vehicles | $8.4M held | Disclosed holding | askebsa.dol.gov |
+1 more commitment
Every fund and manager this allocator committed to, with the amount, date and source on each.
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Size and funding
Form 5500 filings
| 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 | Not disclosed | $46.5M | Not disclosed |
| 2023 to Jun 30, 2024 | 1,035 | $46.6M | $53.0M | 86.7% | $47.9M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Jun 30, 2023 | 1,069 | $47.2M | $53.5M | 96.3% | $46.6M | Not disclosed | Not disclosed | Not disclosed |
- 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
+24 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Retirement Plan for Employees of the Uniontown Hospital sits on 4 traced paths of capital across the graphs.
DFX traced 4 paths of capital through this record
Every record on each path, what it committed or lent, and as of when.
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Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.
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Record history
- Manager relationship ended2024-12-31source on record
- Funded status changed2024-07-01source on record
- Holding in a pooled vehicle started2024-06-30source on record
+8 more changes on this record's ledger
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The ledger records every merge, rename and reclassification this record went through and the dated filings observed on it, so the identity on this page can be traced to the records it was built from. The ledger's own sentences name other records, so they show with the names.
›Connections
every published relationship on the graph
+13 connections on the graph
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