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
Carthage Area Hospital Employees Pension Plan
Corporate pensionCarthage, NY
Assets
n/a
Total assets, May 7, 2024 reported
Funded
n/a
not filed
Private markets target
n/a
policy May 31, 2023
Commitments
3
none on the tape
Plan sponsor: Carthage Area Hospital
Allocation policy
Form 5500, as of May 31, 2023
Actual allocation lines without a target (as filed)
- Pooled separate accounts 100.0%
Consultants and advisers
2 firms
- Lpl-Rp Investment adviser (plan)through May 31, 2023 Form 5500
- Principal Global Investors LLC Investment adviser (plan)through May 31, 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
- Principal3 rows, latest May 31, 2023
Commitments
3 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 May 31, 2023 | Prin Liquid Assets Sep Acct-Zseparate account | Principal | Pooled vehicles | $1.4M held | Disclosed holding | askebsa.dol.gov | |
| as of May 31, 2023 | Prin Ldi Long Duration Sa-Zseparate account | Principal | Fixed income | $1.2M held | Disclosed holding | askebsa.dol.gov | |
| as of May 31, 2023 | Prin Ldi Intrm Dur Sep Acct-Zseparate account | Principal | Pooled vehicles | $3.1M held | Disclosed holding | askebsa.dol.gov |
Size and funding
14 readings
Form 5500 filings
2 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2023 to May 7, 2024 | 183 | n/a | n/a | n/a | $0 | n/a | n/a | n/a |
| 2022 to May 31, 2023 | 344 | n/a | n/a | n/a | $5.6M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Principal Life Insurance Company codes 13 50 64 $98,046 PY2023
- Principal Global Investors LLC codes 27 50 $5,349 PY2023
- LPL Financial LLC - Rpcp codes 27 99 PY2023
- Prin Liquid Assets Sep Acct-Z Sched. D P PY2023
- Prin Ldi Long Duration Sa-Z Sched. D P PY2023
- Prin Ldi Intrm Dur Sep Acct-Z Sched. D P PY2023
- Principal Life Insurance Company codes 13 50 64 $143,008 PY2022
- Principal Global Investors LLC codes 27 50 $5,666 PY2022
- LPL Financial LLC - Rpcp codes 27 99 PY2022
- Prin Liquid Assets Sep Acct-Z Sched. D P $1.4M PY2022
- Prin Ldi Long Duration Sa-Z Sched. D P $1.2M PY2022
- Prin Ldi Intrm Dur Sep Acct-Z Sched. D P $3.1M PY2022
What changed
1 events
- May 7, 2024Assets changedCarthage Area Hospital Employees Pension Plan total assets $6M -> $0 (-100.0%, 2023-05-31 to 2024-05-07)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 150622079-001
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.