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AllocatorsPlancorporate pension<100m

Phoebe Home, Inc. Union Employees' Pension Plan

Allocators

Allentown, PA

This is the graph view. The full profile, with its team, deals and sources, is on Allocators.Open the full profile →

Search this name across graphsid dfx:al:7c6a022e-3f47-48a8-9edd-9c5618a8e3a5

Data as of Sep 15, 2026 (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built Sep 21, 2026, 5:07 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Sep 15, 2026 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Total assets: $93,395latest reading; see basis
Assets as of: Jun 30, 2024
Assets basis: REPORTED
Funded ratio: 93%
Participants: 449
Commitments: 0with an amount; holdings are counted apart
Managers: 0
Funds: 0
Re-ups: 0
First-time managers: 0
Consultants: 0
Private markets target, %: 0latest policy, percent of assets
Private equity target, %: 0latest policy, percent of assets
Latest policy: Jun 30, 2024
People: 0

Policy targets, latest period

the latest period this plan published, every item quoted from its own report; a target is never an actual; 8 rows folded into 2

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Interest-bearing cash	n/a	n/a	n/a	98	$91,067	Jun 30, 2024	Derived
Common stock	n/a	n/a	n/a	2	$2,328	Jun 30, 2024	Derived

Consultants

Form 5500 Schedule C, Form ADV and the plan's own reports; a Schedule C relationship is current for 24 months after the plan year end

Consultant	Role	From	To	Current	Evidence	Source
Conrad Siegel	actuary	Jul 1, 2022	Jun 30, 2023	no	fact	Dol form 5500 pension
Morgan Stanley	Investment adviser	Jul 1, 2022	Jun 30, 2023	no	fact	Dol form 5500 pension
First State Trust Company	trustee	Jul 1, 2022	Jun 30, 2023	no	fact	Dol form 5500 pension

Relationships

Sponsors (1)

← Phoebe Home, Inc.Plan sponsorPlan sponsor
Jul 1, 2022 to presentfactForm 5500

Advised by (3)

→ Conrad SiegelInvestment consultantactuary
Jul 1, 2022 to Jun 30, 2023factForm 5500
→ Morgan StanleyInvestment consultantInvestment adviser
Jul 1, 2022 to Jun 30, 2023factForm 5500
→ First State Trust CompanyInvestment consultanttrustee
Jul 1, 2022 to Jun 30, 2023factForm 5500

Dated events

1 bookkeeping events (roster, classification and holdings changes) folded below

Show 1 bookkeeping events

Occurred
Jun 30, 2024
Phoebe Home, Inc. Union Employees' Pension Plan total assets $10M -> $93,395 (-99.1%, 2023-06-30 to 2024-06-30)

Provenance

Graph: Allocators
Canonical id: dfx:al:7c6a022e-3f47-48a8-9edd-9c5618a8e3a5
First observed: Sep 15, 2026
Last observed: Sep 15, 2026 6 days ago
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

Phoebe Home, Inc. Union Employees' Pension Plan

Allocators

Allentown, PA

This is the graph view. The full profile, with its team, deals and sources, is on Allocators.Open the full profile →

Search this name across graphsid dfx:al:7c6a022e-3f47-48a8-9edd-9c5618a8e3a5

Bucket

Target %

Range low

Range high

Actual %

Actual

Period end

Basis

Interest-bearing cash

n/a

$91,067

Jun 30, 2024

Derived

Common stock

n/a

$2,328

Jun 30, 2024

Derived

Consultant

Role

From

Current

Evidence

Source

Conrad Siegel

actuary

Jul 1, 2022

Jun 30, 2023

fact

Dol form 5500 pension

Morgan Stanley

Investment adviser

Jul 1, 2022

Jun 30, 2023

fact

Dol form 5500 pension

First State Trust Company

trustee

Jul 1, 2022

Jun 30, 2023

fact

Dol form 5500 pension