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
The Blanchard Valley Health System Retirement Plan
Corporate pensionFindlay, OH
Assets
$6.1M
Total assets, Aug 31, 2024 reported
Funded
100.9%
Sep 1, 2023
Private markets target
n/a
policy Aug 31, 2024
Commitments
4
none on the tape
Plan sponsor: Blanchard Valley Health System
Allocation policy
Form 5500, as of Aug 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 40.1%
- Partnership/joint venture interests 6.7%
- Common/collective trusts 53.0%
Consultants and advisers
1 firms
- USI Consulting Group Actuarythrough Aug 31, 2023 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
2 managers on the commitment tape
From the plan’s own commitment disclosures
- SEI Core Property Collective Fund2 rows, latest Aug 31, 2024
- SEI Structrued Credit Collective Fd2 rows, latest Aug 31, 2024
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 Aug 31, 2024 | SEI Core Property Collective Inv Trcollective trust | SEI Core Property Collective Fund | Real estate | $3.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Aug 31, 2024 | SEI Structured Credit Collective Fdcollective trust | SEI Structrued Credit Collective Fd | Private credit | $125,314 held | Disclosed holding | askebsa.dol.gov | |
| as of Aug 31, 2023 | SEI Core Property Collective Inv Trcollective trust | SEI Core Property Collective Fund | Real estate | $5.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Aug 31, 2023 | SEI Structured Credit Collective Fdcollective trust | SEI Structrued Credit Collective Fd | Private credit | $6.9M held | Disclosed holding | askebsa.dol.gov |
Size and funding
21 readings
Investment management fees
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 Aug 31, 2024 | 1,144 | $75.7M | $79.3M | 100.9% | $6.1M | $408,720 | n/a | n/a |
| 2022 to Aug 31, 2023 | 1,155 | $79.9M | $77.4M | 109.5% | $82.9M | $465,351 | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- USI Consulting Group codes 11 17 50 $440,339 PY2023
- Forvis, LLP codes 10 $20,885 PY2023
- SEI Core Property Collective Inv. Sched. D C $3.1M PY2023
- SEI Structured Credit Collective Fd Sched. D C $125,314 PY2023
- USI Consulting Group codes 11 PY2023
- USI Consulting Group codes 11 17 50 $41,495 PY2022
- Forvis, LLP codes 10 $37,369 PY2022
- SEI Core Property Collective Inv. Sched. D C $5.8M PY2022
- SEI Structured Credit Collective Fd Sched. D C $6.9M PY2022
- USI Consulting Group codes 11 PY2022
What changed
2 events
- Aug 31, 2024Assets changedThe Blanchard Valley Health System Retirement Plan total assets $83M -> $6M (-92.7%, 2023-08-31 to 2024-08-31)
- Sep 1, 2023Funded status changedThe Blanchard Valley Health System Retirement Plan funded ratio 109.5% -> 100.9% (2022-09-01 to 2023-09-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 344428206-001
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.