1 more manager, 6 more commitments and 7 more dated events

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The Albany Medical Center Retirement Plan

Corporate pension· Albany, New York

Corporate pension, based in Albany, New York, reporting $290M in assets, for 13,301 participants.

Composed from this allocator's classification, location and filed figures.

Assets
$290M
Funded ratio
80.1%
Fund commitments
7
Managers
4
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Commitments (7)Allocation policyManagers
As of · the latest dated event for this allocator; each figure carries its own filing or report date

Nothing material in the last 90 days. Last change: 31 Dec 2024, The Albany Medical Center Retirement Plan first reports an interest in S&p 500 Flagship Nl Fund (State Street - Russell 2000): $67M at 2024-12-31.

Capital path

who backs this record, through what, into what; each name opens its own path
The Albany Medical Center Retirement Plan
Funds committed to
All 7
Managers
All 4
Size, funding, policy and commitments, with their basesCorporate pensionShow
Corporate pension
Assets
$290M
Total assets, Dec 31, 2024 reported
Funded
80.1%
Jan 1, 2024
Private markets target
no policy read
policy Dec 31, 2024
Commitments
7
4 managers on Schedule C
Plan sponsor: Albany Med Health System
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 8.2%
  • Non-interest-bearing cash 2.5%
  • U.S. Government securities 7.9%
  • Partnership/joint venture interests 4.3%
  • Common/collective trusts 71.7%
  • Registered investment companies 5.4%
Consultants and advisers
2 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
4 managers on the commitment tape
From the plan’s own commitment disclosures

+1 more manager received commitments

Every name, record and relationship behind this count, with the source on each.

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From Schedule C (investment management, code 28)

+6 more Schedule C managers

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What changed
12 events
  • Dec 31, 2024Holding started
    The Albany Medical Center Retirement Plan first reports an interest in S&p 500 Flagship Nl Fund (State Street - Russell 2000): $67M at 2024-12-31
    with State Street Global Advisors Trust Companyaskebsa.dol.gov
  • Dec 31, 2024Holding started
    The Albany Medical Center Retirement Plan first reports an interest in GS Long Cr Fxd Inc Cit (Goldman Sachs Asset Management): $49M at 2024-12-31
    with Goldman Sachs Asset Managementaskebsa.dol.gov
  • Dec 31, 2024Holding endedinference
    The Albany Medical Center Retirement Plan no longer reports AEW Global Property Sec Fund (Nepf Aew Reits) (last held $7M at 2023-12-31; absent from the 2024-12-31 filing)
    with Nepf Aew Reitsaskebsa.dol.gov
  • Dec 31, 2024Holding started
    The Albany Medical Center Retirement Plan first reports an interest in Daily Msci Eafe Index Nl Fund (State Street - Russell 2000): $12M at 2024-12-31
    with State Street Global Advisors Trust Companyaskebsa.dol.gov
  • Dec 31, 2024Holding started
    The Albany Medical Center Retirement Plan first reports an interest in GS Coll Tr-Intermed Cr Cit (Goldman Sachs Asset Management): $36M at 2024-12-31
    with Goldman Sachs Asset Managementaskebsa.dol.gov

+7 more dated events

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Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
9 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024GS Coll Tr-Intermed Cr Citcollective trustGoldman Sachs Asset ManagementPooled vehicles$35.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024GS Multi Mgr Intl Eq Citcollective trustGoldman Sachs Asset ManagementPooled vehicles$7.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024S&p 500 Flagship Nl Fundcollective trustState Street Global Advisors Trust CompanyPooled vehicles$66.9M heldDisclosed holdingaskebsa.dol.gov

+6 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
32 readings
Total assets
$290M Dec 31, 2024 reported Form 5500
$287M (2023-12) · $308M (2022-12)
Plan assets
$287M Jan 1, 2024 reported Form 5500
$308M (2023-01) · $409M (2022-01)
Net assets
$290M Dec 31, 2024 reported Form 5500
$287M (2023-12) · $307M (2022-12)
Funded ratio
80.1% Jan 1, 2024 reported Form 5500
85.0% (2023-01) · 104.2% (2022-01)
Funding target
$277M Jan 1, 2024 reported Form 5500
$296M (2023-01) · $278M (2022-01)
Discount rate
5.24% Jan 1, 2024 reported Form 5500
5.31% (2023-01) · 5.46% (2022-01)
Participants
13,301 Jan 1, 2024 reported Form 5500
13,242 (2023-01) · 12,882 (2022-01)
Contributions
$14.2M Dec 31, 2024 reported Form 5500
$756,998 (2023-12)
Benefits paid
$18.7M Dec 31, 2024 reported Form 5500
$59.0M (2023-12) · $31.4M (2022-12)
Net investment income
$3.0M Dec 31, 2024 reported Form 5500
-$20.7M (2023-12) · -$101M (2022-12)
Investment management fees
$175,630 Dec 31, 2024 reported Form 5500
$623,442 (2023-12) · $658,332 (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 202413,301$287M$277M80.1%$290M$12.5MNot disclosedNot disclosed
2023 to Dec 31, 202313,242$308M$296M85.0%$287M$29.2MNot disclosedNot disclosed
2022 to Dec 31, 202212,882$409M$278M104.2%$308M$41.2MNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)

+49 more service providers

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Provenance
Identifiers: EIN-PN 141641730-003
Cross-graph: no entry on another DFX graph
First observed Sep 15, 2026, last observed Sep 29, 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.
Capital chain

The Albany Medical Center Retirement Plan sits on 3 traced paths of capital across the graphs.

Allocator commitments to a managerAllocator to credit manager to facility to borrower

DFX traced 3 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

12 dated events on the change ledger, latest first
  • Holding in a pooled vehicle started
    2024-12-31source
  • Holding in a pooled vehicle started
    2024-12-31source
  • Holding in a pooled vehicle ended
    2023-12-31source

+9 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

+13 connections on the graph

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