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
Ashtabula County Medical Center Retirement Plan
Corporate pensionAshtabula, OH
Assets
$32.4M
Total assets, Jun 30, 2025 reported
Funded
80.3%
Jul 1, 2024
Private markets target
n/a
policy Jun 30, 2025
Commitments
0
none on the tape
Plan sponsor: Ashtabula County Medical Center
Allocation policy
Form 5500, as of Jun 30, 2025
Actual allocation lines without a target (as filed)
- Interest-bearing cash 1.5%
- Corporate debt instruments (other) 57.7%
- U.S. Government securities 22.3%
- Partnership/joint venture interests 1.1%
- Registered investment companies 7.1%
- Common stock 3.7%
Consultants and advisers
3 firms
- Morgan Stanley Smith Barney, LLC Investment adviser (plan)through Jun 30, 2023 Form 5500
- First State Trust Company Trusteethrough Jun 30, 2023 Form 5500
- USI Consulting Group Actuarythrough Jun 30, 2023 Form 5500
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
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
Investment management fees
$146,009 (2024-06) · $74,877 (2023-06)
Form 5500 filings
3 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Jun 30, 2025 | 689 | $31.8M | $30.1M | 80.3% | $32.4M | $347,596 | n/a | n/a |
| 2023 to Jun 30, 2024 | 718 | $33.1M | $32.1M | 80.0% | $31.8M | $679,715 | n/a | n/a |
| 2022 to Jun 30, 2023 | 755 | $35.8M | $35.4M | 80.0% | $33.2M | $669,988 | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Morgan Stanley codes 27 50 $145,926 PY2024
- USI Consulting Group codes 11 17 $88,302 PY2024
- First State Trust codes 21 50 $11,066 PY2024
- USI Consulting Group codes 11 PY2024
- Morgan Stanley codes 27 50 $146,009 PY2023
- USI Consulting Group codes 11 17 $37,164 PY2023
- First State Trust codes 21 50 $13,963 PY2023
- USI Consulting Group codes 11 PY2023
- Morgan Stanley codes 27 50 $74,877 PY2022
- First State Trust codes 21 50 $8,623 PY2022
- USI Consulting Group codes 11 PY2022
What changed
1 events
- Dec 31, 2023Consultant changedinferenceUSI Consulting Group appears on Ashtabula County Medical Center Retirement Plan's Schedule C as pension consultant (plan year 2023 vs 2022)with USI Consulting Groupaskebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 340726081-001
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.