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

Fulton County Medical Center Employees' Pension Plan

Corporate pensionMcconnellsburg, PA
Assets
$17.4M
Total assets, Jun 30, 2025 reported
Funded
87.5%
Jul 1, 2024
Private markets target
n/a
policy Jun 30, 2025
Commitments
2
none on the tape
Plan sponsor: Fulton County Medical Center
Allocation policy
Form 5500, as of Jun 30, 2025
Actual allocation lines without a target (as filed)
  • Common/collective trusts 7.7%
  • Registered investment companies 92.3%
Consultants and advisers
3 firms
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
2 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Jun 30, 20251-3 Year Government Bond Index Fundcollective trustBlackrockFixed income$1.3M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 20241-3 Year Government Bond Index Fundcollective trustBlackrockFixed income$1.5M heldDisclosed holdingaskebsa.dol.gov
Size and funding
30 readings
Total assets
$17.4M Jun 30, 2025 reported Form 5500
$18.3M (2024-06) · $21.6M (2023-06)
Plan assets
$18.3M Jul 1, 2024 reported Form 5500
$21.6M (2023-07) · $20.9M (2022-07)
Net assets
$17.4M Jun 30, 2025 reported Form 5500
$18.3M (2024-06) · $21.6M (2023-06)
Funded ratio
87.5% Jul 1, 2024 reported Form 5500
96.8% (2023-07) · 101.0% (2022-07)
Funding target
$14.7M Jul 1, 2024 reported Form 5500
$18.4M (2023-07) · $17.3M (2022-07)
Discount rate
5.37% Jul 1, 2024 reported Form 5500
5.37% (2023-07) · 5.55% (2022-07)
Participants
340 Jul 1, 2024 reported Form 5500
412 (2023-07) · 419 (2022-07)
Contributions
$0 Jun 30, 2025 reported Form 5500
$0 (2024-06) · $0 (2023-06)
Benefits paid
$2.5M Jun 30, 2025 reported Form 5500
$5.0M (2024-06) · $631,188 (2023-06)
Net investment income
$-921,755 Jun 30, 2025 reported Form 5500
$-3.3M (2024-06) · $703,757 (2023-06)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Jun 30, 2025340$18.3M$14.7M87.5%$17.4Mn/an/an/a
2023 to Jun 30, 2024412$21.6M$18.4M96.8%$18.3Mn/an/an/a
2022 to Jun 30, 2023419$20.9M$17.3M101.0%$21.6Mn/an/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • Great West Life & Annuity Ins. Co. codes 13 $102,000 PY2024
  • ONE Digital codes 27 PY2024
  • Blackrock 1-3 Year Gov Bd Index Fd Sched. D C $1.3M PY2024
  • Milliman codes 11 PY2024
  • Great West Life & Annuity Ins. Co. codes 13 $102,000 PY2023
  • One Digital codes 27 PY2023
  • Blackrock 1-3 Year Gov Bd Index Fd Sched. D C $1.5M PY2023
  • Milliman codes 11 PY2023
  • Great West Life & Annuity Ins. Co. codes 13 $102,250 PY2022
  • October Three Consulting LLC codes 17 $5,000 PY2022
  • One Digital codes 27 PY2022
  • Milliman codes 11 PY2022
What changed
5 events
  • Jul 1, 2024Funded status changed
    Fulton County Medical Center Employees' Pension Plan funded ratio 96.8% -> 87.5% (2023-07-01 to 2024-07-01)
  • Jul 1, 2024Assets changed
    Fulton County Medical Center Employees' Pension Plan plan assets $22M -> $18M (-15.1%, 2023-07-01 to 2024-07-01)
  • Jun 30, 2024Assets changed
    Fulton County Medical Center Employees' Pension Plan total assets $22M -> $18M (-15.1%, 2023-06-30 to 2024-06-30)
  • Dec 31, 2023Consultant changedinference
    October Three Consulting LLC no longer appears on Fulton County Medical Center Employees' Pension Plan's Schedule C as pension consultant (plan year 2023 vs 2022)
    with October Three Consulting LLCaskebsa.dol.gov
  • Jul 1, 2023Funded status changed
    Fulton County Medical Center Employees' Pension Plan funded ratio 101.0% -> 96.8% (2022-07-01 to 2023-07-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 231401561-001
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.