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

Arnot Ogden Medical Center Pension Plan for Afl-Cio Local 111

Corporate pensionElmira, NY
Assets
$13.7M
Total assets, Dec 31, 2024 reported
Funded
105.7%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
1 managers on Schedule C
Plan sponsor: Arnot Ogden Medical Center
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Master trust investment accounts 100.0%
Consultants and advisers
2 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
3 managers on Schedule C
From Schedule C (investment management, code 28)
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
Total assets
$13.7M Dec 31, 2024 reported Form 5500
$14.1M (2023-12) · $13.6M (2022-12)
Plan assets
$14.2M Jan 1, 2024 reported Form 5500
$13.3M (2023-01) · $18.5M (2022-01)
Net assets
$13.7M Dec 31, 2024 reported Form 5500
$14.1M (2023-12) · $13.6M (2022-12)
Funded ratio
105.7% Jan 1, 2024 reported Form 5500
105.5% (2023-01) · 120.9% (2022-01)
Funding target
$13.5M Jan 1, 2024 reported Form 5500
$13.8M (2023-01) · $13.8M (2022-01)
Discount rate
5.19% Jan 1, 2024 reported Form 5500
5.28% (2023-01) · 5.46% (2022-01)
Participants
325 Jan 1, 2024 reported Form 5500
329 (2023-01) · 346 (2022-01)
Contributions
$0 Dec 31, 2024 reported Form 5500
$0 (2023-12) · $0 (2022-12)
Benefits paid
$792,902 Dec 31, 2024 reported Form 5500
$942,627 (2023-12) · $862,694 (2022-12)
Net investment income
$-340,679 Dec 31, 2024 reported Form 5500
$432,437 (2023-12) · $-4.9M (2022-12)
Investment management fees
$30,777 Dec 31, 2024 reported Form 5500
$16,198 (2023-12) · $15,959 (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 2024325$14.2M$13.5M105.7%$13.7Mn/a$13.7Mn/a
2023 to Dec 31, 2023329$13.3M$13.8M105.5%$14.1Mn/a$14.1Mn/a
2022 to Dec 31, 2022346$18.5M$13.8M120.9%$13.6Mn/a$13.6Mn/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
2 events
  • Jan 1, 2023Funded status changed
    Arnot Ogden Medical Center Pension Plan for Afl-Cio Local 111 funded ratio 120.9% -> 105.5% (2022-01-01 to 2023-01-01)
  • Jan 1, 2023Assets changed
    Arnot Ogden Medical Center Pension Plan for Afl-Cio Local 111 plan assets $18M -> $13M (-28.1%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 160743905-002
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.