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AllocatorsPlancorporate pension<100m

Retirement Plan for Employees of the Uniontown Hospital

Allocators

Uniontown, 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:ce03ad4f-b0f0-425b-b0c3-7d9510866e9e

Data as of Sep 15, 2026 (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built Sep 20, 2026, 11:02 AM UTC and rebuilt at most every 15 minutes.

Relationships: 12
Dated events: 11
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: $47.0Mlatest reading; see basis
Assets as of: Jun 30, 2025
Assets basis: REPORTED
Funded ratio: 93%
Participants: 1,013
Commitments: 4with an amount; holdings are counted apart
Managers: 2
Funds: 4
Re-ups: 0
First-time managers: 0
Latest commitment: Jun 30, 2024
Consultants: 0
Private markets target, %: 0latest policy, percent of assets
Private equity target, %: 0latest policy, percent of assets
Latest policy: Jun 30, 2025
People: 0

Holdings (a value, never a commitment)

a Schedule D plan interest or a 990-PF other investment: a value on a date, never an approval

Vehicle	Manager	Bucket	Value	As of	Kind	Source
Bernstein Global Style Blend	Alliance Bernstein, L.P.	Pooled vehicle	$29.9M	Jun 30, 2023	Collective trust	Dol form 5500 pension
SLC Mgmnt Interm Credit Cit O	Slcmgmt Collective Investment Trust	Private credit	$12.4M	Jun 30, 2024	Collective trust	Dol form 5500 pension
SLC Mgmnt Long Credit Cit	Slcmgmt Collective Investment Trust	Private credit	$11.5M	Jun 30, 2024	Collective trust	Dol form 5500 pension
SLC Mgmnt Strips Cit	Slcmgmt Collective Investment Trust	Pooled vehicle	$8.4M	Jun 30, 2024	Collective trust	Dol form 5500 pension

Policy targets, latest period

the latest period this plan published, every item quoted from its own report; a target is never an actual; 10 rows folded into 2

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Interest-bearing cash	n/a	n/a	n/a	0	$210,499	Jun 30, 2025	Derived
Master trust investment accounts	n/a	n/a	n/a	99	$46.5M	Jun 30, 2025	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
Principal Custody Solutions	trustee	Jul 1, 2024	Jun 30, 2025	no	fact	Dol form 5500 pension
Principal Financial Group	actuary	Jul 1, 2024	Jun 30, 2025	no	fact	Dol form 5500 pension
Concurrent Investment Advisors, LLC	Investment adviser	Jul 1, 2023	Jun 30, 2024	no	fact	Dol form 5500 pension
Cowden Associates	actuary	Jul 1, 2022	Jun 30, 2023	no	fact	Dol form 5500 pension
PNC Bank, National Association	trustee	Jul 1, 2022	Jun 30, 2023	no	fact	Dol form 5500 pension
Gallagher Fiduciary Advisors	Investment adviser	Jul 1, 2022	Jun 30, 2023	no	fact	Dol form 5500 pension
Raymond James	Investment adviser	Jul 1, 2022	Jun 30, 2023	no	fact	Dol form 5500 pension
Acrisure	actuary	Jul 1, 2022	Jun 30, 2023	no	fact	Dol form 5500 pension

Managers

managers this plan names on Schedule C or in its reports; a manager here is a reference node keyed to the private equity, venture and real estate fund graphs, never a new identity

Manager	Mandate	From	To	Current	Evidence
Alliance Bernstein, L.P.	n/a	Jun 30, 2023	n/a	yes	fact
State Street Bank & Trust Company	Investment management	Jul 1, 2023	Jun 30, 2024	no	fact
Alliance Bernstein, L.P.	Investment management	Jul 1, 2022	Jun 30, 2023	no	fact

Relationships

Manages for (2)

← Alliance Bernstein, L.P.Investment consultantInvestment management
Jul 1, 2022 to Jun 30, 2023factForm 5500
← State Street Bank & Trust CompanyInvestment consultantInvestment management
Jul 1, 2023 to Jun 30, 2024factForm 5500

Sponsors (1)

← The Uniontown HospitalPlan sponsorPlan sponsor
Jul 1, 2022 to presentfactForm 5500

Advised by (8)

→ AcrisureInvestment consultantactuary
Jul 1, 2022 to Jun 30, 2023factForm 5500
→ PNC Bank, National AssociationInvestment consultanttrustee
Jul 1, 2022 to Jun 30, 2023factForm 5500
→ Gallagher Fiduciary AdvisorsManager with allocator capitalInvestment adviser
Jul 1, 2022 to Jun 30, 2023factForm 5500
→ Raymond JamesInvestment consultantInvestment adviser
Jul 1, 2022 to Jun 30, 2023factForm 5500
→ Cowden AssociatesInvestment consultantactuary
Jul 1, 2022 to Jun 30, 2023factForm 5500
→ Concurrent Investment Advisors, LLCInvestment consultantInvestment adviser
Jul 1, 2023 to Jun 30, 2024factForm 5500
→ Principal Financial GroupInvestment consultantactuary
Jul 1, 2024 to Jun 30, 2025factForm 5500
→ Principal Custody SolutionsInvestment consultanttrustee
Jul 1, 2024 to Jun 30, 2025factForm 5500

Dated events

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

Occurred
Dec 31, 2024
Manager relationship ended
Alliance Bernstein, LP no longer appears on Retirement Plan for Employees of the Uniontown Hospital's Schedule C as investment manager (plan year 2024 vs 2023)
Alliance Bernstein, L.P.Form 5500observed 5 days ago
Occurred
Jun 30, 2024
Holding in a pooled vehicle ended
Retirement Plan for Employees of the Uniontown Hospital no longer reports Bernstein Global Style Blend (last held $30M at 2023-06-30; absent from the 2024-06-30 filing)
Bernstein Global Style Blend Form 5500observed 4 days ago
$29.9M
Occurred
Jun 30, 2024
Holding in a pooled vehicle started
Retirement Plan for Employees of the Uniontown Hospital first reports an interest in SLC Mgmnt Long Credit Cit (Slcmgmt Collective Investment Trust): $12M at 2024-06-30
Slcmgmt Collective Investment Trust Form 5500observed 4 days ago
$11.5M
Occurred
Jun 30, 2024
Holding in a pooled vehicle started
Retirement Plan for Employees of the Uniontown Hospital first reports an interest in SLC Mgmnt Interm Credit Cit O (Slcmgmt Collective Investment Trust): $12M at 2024-06-30
Slcmgmt Collective Investment Trust Form 5500observed 4 days ago
$12.4M
Occurred
Jun 30, 2024
Holding in a pooled vehicle started
Retirement Plan for Employees of the Uniontown Hospital first reports an interest in SLC Mgmnt Strips Cit (Slcmgmt Collective Investment Trust): $8M at 2024-06-30
Slcmgmt Collective Investment Trust Form 5500observed 4 days ago
$8.4M
Occurred
Dec 31, 2023
Consultant changed
Raymond James Fiancial Services Adv no longer appears on Retirement Plan for Employees of the Uniontown Hospital's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)
Raymond James Form 5500observed 5 days ago
Occurred
Dec 31, 2023
Consultant changed
Gallagher Benefit Services, Inc no longer appears on Retirement Plan for Employees of the Uniontown Hospital's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)
Gallagher Fiduciary Advisors Form 5500observed 5 days ago
Occurred
Dec 31, 2023
Manager relationship started
State Street Bank and Trust Company appears on Retirement Plan for Employees of the Uniontown Hospital's Schedule C as investment manager (plan year 2023 vs 2022)
State Street Bank & Trust Company Form 5500observed 5 days ago
Occurred
Dec 31, 2023
Consultant changed
Concurrent Investment Advisors, LLC appears on Retirement Plan for Employees of the Uniontown Hospital's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)
Concurrent Investment Advisors, LLC Form 5500observed 5 days ago

Show 2 bookkeeping events

Occurred
Jul 1, 2024
Retirement Plan for Employees of the Uniontown Hospital funded ratio 86.7% -> 93.1% (2023-07-01 to 2024-07-01)
Occurred
Jul 1, 2023
Retirement Plan for Employees of the Uniontown Hospital funded ratio 96.3% -> 86.7% (2022-07-01 to 2023-07-01)

Provenance

Graph: Allocators
Canonical id: dfx:al:ce03ad4f-b0f0-425b-b0c3-7d9510866e9e
First observed: Sep 15, 2026
Last observed: Sep 15, 2026 4 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.

Retirement Plan for Employees of the Uniontown Hospital

Allocators

Uniontown, 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:ce03ad4f-b0f0-425b-b0c3-7d9510866e9e

Vehicle

Manager

Bucket

Value

As of

Kind

Source

Bernstein Global Style Blend

Alliance Bernstein, L.P.

Pooled vehicle

$29.9M

Jun 30, 2023

Collective trust

Dol form 5500 pension

SLC Mgmnt Interm Credit Cit O

Slcmgmt Collective Investment Trust

Private credit

$12.4M

Jun 30, 2024

Collective trust

Dol form 5500 pension

SLC Mgmnt Long Credit Cit

Slcmgmt Collective Investment Trust

Private credit

$11.5M

Jun 30, 2024

Collective trust

Dol form 5500 pension

SLC Mgmnt Strips Cit

Slcmgmt Collective Investment Trust

Pooled vehicle

$8.4M

Jun 30, 2024

Collective trust

Dol form 5500 pension

Bucket

Target %

Range low

Range high

Actual %

Actual

Period end

Basis

Interest-bearing cash

n/a

$210,499

Jun 30, 2025

Derived

Master trust investment accounts

n/a

$46.5M

Jun 30, 2025

Derived

Consultant

Role

From

Current

Evidence

Source

Principal Custody Solutions

trustee

Jul 1, 2024

Jun 30, 2025

fact

Dol form 5500 pension

Principal Financial Group

actuary

Jul 1, 2024

Jun 30, 2025

fact

Dol form 5500 pension

Concurrent Investment Advisors, LLC

Investment adviser

Jul 1, 2023

Jun 30, 2024

fact

Dol form 5500 pension

Cowden Associates

actuary

Jul 1, 2022

Jun 30, 2023

fact

Dol form 5500 pension

PNC Bank, National Association

trustee

Jul 1, 2022

Jun 30, 2023

fact

Dol form 5500 pension

Gallagher Fiduciary Advisors

Investment adviser

Jul 1, 2022

Jun 30, 2023

fact

Dol form 5500 pension

Raymond James

Investment adviser

Jul 1, 2022

Jun 30, 2023

fact

Dol form 5500 pension

Acrisure

actuary

Jul 1, 2022

Jun 30, 2023

fact

Dol form 5500 pension

Manager

Mandate

From

Current

Evidence

Alliance Bernstein, L.P.

n/a

Jun 30, 2023

n/a

yes

fact

State Street Bank & Trust Company

Investment management

Jul 1, 2023

Jun 30, 2024

fact

Alliance Bernstein, L.P.

Investment management

Jul 1, 2022

Jun 30, 2023

fact