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
Orthopaedic Institute of Ohio, Inc. / Institute for Orthpaedic Surgery Cash Balance Plan
Corporate pensionLima, OH
Assets
$15.2M
Total assets, Dec 31, 2024 reported
Funded
100.7%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: Orthopaedic Institute of Ohio, Inc.
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 0.9%
- Corporate debt instruments (other) 10.8%
- U.S. Government securities 15.9%
- Registered investment companies 64.5%
- Common stock 4.2%
Consultants and advisers
3 firms
- Morgan Stanley Smith Barney, LLC Custodianthrough Dec 31, 2024 Form 5500
- Morgan Stanley Smith Barney Custodianthrough Dec 31, 2022 Form 5500
- Aegis Pension Services, Inc. Actuarythrough Dec 31, 2022 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
$58,812 (2023-12) · $51,456 (2022-12)
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 Dec 31, 2024 | 131 | $12.0M | $11.9M | 100.7% | $15.2M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 137 | $8.7M | $9.0M | 96.7% | $12.0M | n/a | $0 | n/a |
| 2022 to Dec 31, 2022 | 125 | $8.9M | $7.7M | 116.8% | $8.8M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Morgan Stanley Smith Barney LLC codes 19 27 33 49 50 71 72 99 $78,203 PY2024
- Aegis Pension Services, Inc. codes 11 PY2024
- Morgan Stanley Smith Barney LLC codes 19 27 33 49 50 71 72 99 $58,860 PY2023
- Aegis Pension Services, Inc. codes 11 PY2023
- Morgan Stanley Smith Barney LLC codes 19 27 33 49 50 71 72 99 $51,464 PY2022
- Aegis Pension Services, Inc. codes 11 PY2022
What changed
5 events
- Dec 31, 2024Assets changedOrthopaedic Institute of Ohio, Inc. / Institute for Orthpaedic Surgery Cash Balance Plan total assets $12M -> $15M (+26.4%, 2023-12-31 to 2024-12-31)
- Jan 1, 2024Funded status changedOrthopaedic Institute of Ohio, Inc. / Institute for Orthpaedic Surgery Cash Balance Plan funded ratio 96.7% -> 100.7% (2023-01-01 to 2024-01-01)
- Jan 1, 2024Assets changedOrthopaedic Institute of Ohio, Inc. / Institute for Orthpaedic Surgery Cash Balance Plan plan assets $9M -> $12M (+37.4%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Assets changedOrthopaedic Institute of Ohio, Inc. / Institute for Orthpaedic Surgery Cash Balance Plan total assets $9M -> $12M (+37.4%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedOrthopaedic Institute of Ohio, Inc. / Institute for Orthpaedic Surgery Cash Balance Plan funded ratio 116.8% -> 96.7% (2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 311562435-003
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.