Jones Memorial Hospital Pension Plan
Corporate pension, based in Wellsville, New York, reporting $12.4M in assets, for 218 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: Jan 1, 2024, Jones Memorial Hospital Pension Plan funded ratio 88.7% -> 92.9% (2023-01-01 to 2024-01-01).
4 more managers, 39 more commitments and 8 more dated events
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
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Capital path
who backs this record, through what, into what; each name opens its own path- Ir&m Long Corporate Collective Fund3 commitments
- S&p 500 Flagship Nl Fund3 commitments
- Nepc Emerging Markets Equity Cit3 commitments
- State Street Global Advisors Trust Company17 commitments
- Nepc, LLC10 commitments
- State Street Global Advisors Trust6 commitments
Relationship network
49 connected entities42 observed commitments16 repeat counterparties40 dated commitments shown here, 2022 to 2024
From board minutes, annual reports, Form 5500 filings and public records of commitments, consultants and staff in the allocator graph. Commitment amounts are those the allocator disclosed; many are not printed, and none is estimated.
Some relationships on this record are counted rather than named here. They open with the full profile.
Click any name or line for the commitments and sources behind it. Line weight is commitments together; dashed lines are inferred.
- Sponsor
- Fund or vehicle
- Service provider
- Organization
›How strength and recency are read
Managers, funds and consultants are read from the commitments: three or more is a strong observed relationship, two a repeat counterparty. No consultant link is marked current on the source, so none is labelled current or former here. Related plans, people and plan service providers are ordered by what the filing shows.
Darker lines were active in the last 24 months or are current; lighter lines are older or undated.
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
Allocation policy
- Interest-bearing cash 1.2%
- Common/collective trusts 93.5%
- Registered investment companies 3.6%
Consultants and advisers
People
Manager roster
- State Street Global Advisors Trust Company17 rows, latest Dec 31, 2024
- Nepc, LLC10 rows, latest Dec 31, 2024
- State Street Global Advisors Trust6 rows, latest Dec 31, 2024
+4 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
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- Nepc, LLCplan years
- State Street Global Advisors Trustplan years
- State Street Global Advisors Trust Companyplan years
+1 more Schedule C manager
Every name, record and relationship behind this count, with the source on each.
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What changed
- Jan 1, 2024Funded status changedJones Memorial Hospital Pension Plan funded ratio 88.7% -> 92.9% (2023-01-01 to 2024-01-01)
- Dec 31, 2023Holding endedinferenceJones Memorial Hospital Pension Plan no longer reports RUS Sm Cap Comp Indx Nl Fund(cmd4) (State Street - Russell 2000) (last held $226,141 at 2022-12-31; absent from the 2023-12-31 filing)with State Street Global Advisors Trust Companyaskebsa.dol.gov
- Dec 31, 2023Holding endedinferenceJones Memorial Hospital Pension Plan no longer reports Legal & General U.S. Long Duration (Legal and General) (last held $821,604 at 2022-12-31; absent from the 2023-12-31 filing)with Legal and Generalaskebsa.dol.gov
- Dec 31, 2023Holding startedJones Memorial Hospital Pension Plan first reports an interest in Ftse Rafi US 1000 Index Nl Ctf: $828,410 at 2023-12-31with Ftse Rafi US 1000 Index Nl Ctfaskebsa.dol.gov
- Dec 31, 2023Holding endedinferenceJones Memorial Hospital Pension Plan no longer reports State Street Ftse Rafi U.S. 1000 Nl (last held $966,531 at 2022-12-31; absent from the 2023-12-31 filing)with State Street Ftse Rafi U.S. 1000 Nlaskebsa.dol.gov
+8 more dated events
Every name, record and relationship behind this count, with the source on each.
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Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Ir&m Long Corporate Collective Fundcollective trust | Global Trust Company | Pooled vehicles | $2.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | S&p 500 Flagship Nl Fundcollective trust | State Street Global Advisors Trust Company | Pooled vehicles | $962,838 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Nepc Diversified Credit Citcollective trust | Nepc, LLC | Private credit | $691,617 held | Disclosed holding | askebsa.dol.gov |
+39 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
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Size and funding
Form 5500 filings
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Dec 31, 2024 | 218 | $13.6M | $15.6M | 92.9% | $12.4M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 220 | $13.1M | $15.9M | 88.7% | $13.7M | $0 | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 223 | $17.5M | $15.8M | 96.7% | $13.1M | $702,746 | Not disclosed | Not disclosed |
- Mercer codes 11 17 50 $67,552 PY2024
- Nepc, LLC codes 27 50 $23,570 PY2024
- US Bank codes 19 21 50 $7,500 PY2024
+52 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Jones Memorial Hospital Pension Plan sits on 6 traced paths of capital across the graphs.
DFX traced 6 paths of capital through this record
Every record on each path, what it committed or lent, and as of when.
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Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.
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Record history
- Funded status changed2024-01-01source on record
- Holding in a pooled vehicle ended2023-12-31source on record
- Holding in a pooled vehicle ended2023-12-31source on record
+10 more changes on this record's ledger
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The ledger records every merge, rename and reclassification this record went through and the dated filings observed on it, so the identity on this page can be traced to the records it was built from. The ledger's own sentences name other records, so they show with the names.
›Connections
every published relationship on the graph
+8 connections on the graph
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