DFX Intelligence

This allocator's name, 5 more advisers, 1 more commitment and 6 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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Corporate pension in Pennsylvania

Corporate pension· Uniontown, Pennsylvania

Corporate pension, based in Uniontown, Pennsylvania, reporting $47.0M in assets, for 1,013 participants.

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

As of 2024-12-31 · the latest dated event for this allocator; each figure carries its own filing or report date

Assets: $47.0M
Funded ratio: 93.1%
Fund commitments: 4
Managers: 2

Open searches Plans backing its top manager Similar plans, same strategy

Commitments (4)Allocation policy Managers

As of 2024-12-31 · 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, Manager relationship ended.

Capital path

who backs this record, through what, into what; each name opens its own path

Corporate pension in Pennsylvania

Funds committed to

SLC Mgmnt Long Credit Cit1 commitment
SLC Mgmnt Interm Credit Cit O1 commitment
SLC Mgmnt Strips Cit1 commitment

All 4

Managers

SLC Management2 commitments
Alliance Bernstein, L.P.1 commitment

Size, funding, policy and commitments, with their basesCorporate pensionShow

Corporate pension

Assets

$47.0M

Total assets, Jun 30, 2025 reported

Funded

93.1%

Jul 1, 2024

Private markets target

no policy read

policy Jun 30, 2025

Commitments

2 managers on Schedule C

Plan sponsor: this allocator

Allocation policy

Form 5500, as of Jun 30, 2025

Actual allocation lines without a target (as filed)

Interest-bearing cash 0.4%
Master trust investment accounts 98.9%

Consultants and advisers

8 firms

Concurrent Investment Advisors, LLC Investment adviser (plan)through Jun 30, 2024 Form 5500
Gallagher Fiduciary Advisors Investment adviser (plan)through Jun 30, 2023 Form 5500
Raymond James Investment adviser (plan)through Jun 30, 2023 Form 5500

+5 more consultants and advisers advise this allocator

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

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.

People

No investment staff or executives have been read for this allocator yet.

Manager roster

2 managers on the commitment tape

From the plan’s own commitment disclosures

SLC Management2 rows, latest Jun 30, 2024
Alliance Bernstein, L.P.1 row, latest Jun 30, 2023

From Schedule C (investment management, code 28)

SLC Managementplan years
Alliance Bernstein, L.P.plan years 2023
State Street Bank & Trust Companyplan years 2024

What changed

11 events

Dec 31, 2024Manager relationship endedinference
with Alliance Bernstein, L.P.askebsa.dol.gov
Jul 1, 2024Funded status changed
6 pointsaskebsa.dol.gov
Jun 30, 2024Holding started
with Slcmgmt Collective Investment Trust$8.4Maskebsa.dol.gov
Jun 30, 2024Holding started
with Slcmgmt Collective Investment Trust$12.4Maskebsa.dol.gov
Jun 30, 2024Holding started
with Slcmgmt Collective Investment Trust$11.5Maskebsa.dol.gov

+6 more dated events

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

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.

Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.

Commitments

4 rows, 0 dated closings

Date	Fund	Manager	Bucket	Amount	Status	Source
as of Jun 30, 2024	SLC Mgmnt Long Credit Citcollective trust	SLC Management	Private credit	$11.5M held	Disclosed holding	askebsa.dol.gov
as of Jun 30, 2024	SLC Mgmnt Interm Credit Cit Ocollective trust	SLC Management	Private credit	$12.4M held	Disclosed holding	askebsa.dol.gov
as of Jun 30, 2024	SLC Mgmnt Strips Citcollective trust	Wvuhs Strips Pool	Pooled vehicles	$8.4M held	Disclosed holding	askebsa.dol.gov

+1 more commitment

Every fund and manager this allocator committed to, with the amount, date and source on each.

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Size and funding

33 readings

Total assets

$47.0M Jun 30, 2025 reported Form 5500

$47.9M (2024-06) · $46.6M (2023-06)

Plan assets

$47.6M Jul 1, 2024 reported Form 5500

$46.6M (2023-07) · $47.2M (2022-07)

Net assets

$47.0M Jun 30, 2025 reported Form 5500

$47.6M (2024-06) · $46.6M (2023-06)

Funded ratio

93.1% Jul 1, 2024 reported Form 5500

86.7% (2023-07) · 96.3% (2022-07)

Funding target

$50.2M Jul 1, 2024 reported Form 5500

$53.0M (2023-07) · $53.5M (2022-07)

Discount rate

5.19% Jul 1, 2024 reported Form 5500

5.17% (2023-07) · 5.34% (2022-07)

Participants

1,013 Jul 1, 2024 reported Form 5500

1,035 (2023-07) · 1,069 (2022-07)

Contributions

$891,643 Jun 30, 2025 reported Form 5500

$1.2M (2024-06) · $339,395 (2023-06)

Benefits paid

$4.2M Jun 30, 2025 reported Form 5500

$1.9M (2024-06) · $4.4M (2023-06)

Net investment income

-$597,336 Jun 30, 2025 reported Form 5500

$1.0M (2024-06) · -$615,261 (2023-06)

Investment management fees

$95,008 Jun 30, 2025 reported Form 5500

$105,695 (2024-06) · $221,486 (2023-06)

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 Jun 30, 2025	1,013	$47.6M	$50.2M	93.1%	$47.0M	Not disclosed	$46.5M	Not disclosed
2023 to Jun 30, 2024	1,035	$46.6M	$53.0M	86.7%	$47.9M	Not disclosed	Not disclosed	Not disclosed
2022 to Jun 30, 2023	1,069	$47.2M	$53.5M	96.3%	$46.6M	Not disclosed	Not disclosed	Not disclosed

Service providers and investment entities as filed (Schedule C and D, latest year first)

Principal Custody Solutions codes 21 50 $114,846 PY2024
State Street Bank and Trust Company codes 28 51 52 $53,758 PY2024
Concurrent Investment Advisors, LLC codes 27 50 $41,250 PY2024

+24 more service providers

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

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.

Provenance

Identifiers: none on file

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

This record sits on 4 traced paths of capital across the graphs.

Consultant to allocator to manager

DFX traced 4 paths of capital through this record

Every record on each path, what it committed or lent, and as of when.

Includes 3 days of DFX Intelligence. Then $299/month unless canceled.

Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.

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Record history

11 dated events on the change ledger, latest first

Holding in a pooled vehicle started
2024-06-30source
Holding in a pooled vehicle started
2024-06-30source
Holding in a pooled vehicle started
2024-06-30source

+8 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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