William Beaumont Hospital Employees' Retirement Plan
Corporate pension, based in Southfield, Michigan, reporting $1.4B in assets, for 16,665 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, Monticello Associates no longer appears on William Beaumont Hospital Employees' Retirement Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023).
2 more advisers, 5 more commitments and 3 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- Short Term3 commitments
- Hipep Vicayman Eu Sm-Md Buyout Fund2 commitments
- Hipep Vicayman Eu Lg Buyout Fund LP2 commitments
- Harbourvest Partners LP5 commitments
- Prudential Insurance Company of Ame3 commitments
Relationship network
20 connected entities8 observed commitments7 repeat counterpartiescommitments 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
- Master trust investment accounts 97.8%
- Pooled separate accounts 0.7%
Consultants and advisers
- Mercer Investments LLC Investment adviser (plan)through Dec 31, 2023 Form 5500
- Monticello Associates Investment adviser (plan)through Dec 31, 2022 Form 5500
- Northern Trust Co. Trusteethrough Dec 31, 2024 Form 5500
+2 more consultants and advisers advise this allocator
Every name, record and relationship behind this count, with the source on each.
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People
Manager roster
- Harbourvest Partners LP5 rows, latest Dec 31, 2023
- Prudential Insurance Company of Ame3 rows, latest Dec 31, 2024
- Harbourvest Partners LPplan years
What changed
- Dec 31, 2024Holding endedinferenceWilliam Beaumont Hospital Employees' Retirement Plan no longer reports Hipep Vicayman Eu Sm-Md Buyout Fund (last held $3M at 2023-12-31; absent from the 2024-12-31 filing)with Hipep Vicayman Eu Sm-Md Buyout Fundaskebsa.dol.gov
- Dec 31, 2024Holding endedinferenceWilliam Beaumont Hospital Employees' Retirement Plan no longer reports Hipep Vicayman Eu Lg Buyout Fund LP (last held $6M at 2023-12-31; absent from the 2024-12-31 filing)with Hipep Vicayman Eu Lg Buyout Fund LPaskebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceMonticello Associates no longer appears on William Beaumont Hospital Employees' Retirement Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with Monticello Associatesaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceState Street Bank & Trust Company no longer appears on William Beaumont Hospital Employees' Retirement Plan's Schedule C as investment manager (plan year 2024 vs 2023)with State Street Bank & Trust Companyaskebsa.dol.gov
- Dec 31, 2023Holding endedinferenceWilliam Beaumont Hospital Employees' Retirement Plan no longer reports Harbourvest Hv VII Buyout Holding (last held $48,196 at 2022-12-31; absent from the 2023-12-31 filing)with Harbourvest Hv VII Buyout Holdingaskebsa.dol.gov
+3 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 | Short Termseparate account | Prudential Insurance Company of Ame | Cash | $9.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Hipep Vicayman Eu Sm-Md Buyout Fund103 12 ie | Harbourvest Partners LP | Private equity | $3.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Short Termseparate account | Prudential Insurance Company of Ame | Cash | $10.0M held | Disclosed holding | askebsa.dol.gov |
+5 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 | 16,665 | $1.3B | $1.4B | 91.4% | $1.4B | $0 | $1.4B | Not disclosed |
| 2023 to Dec 31, 2023 | 17,217 | $1.2B | $1.4B | 91.5% | $1.3B | $126M | $1.1B | Not disclosed |
| 2022 to Dec 31, 2022 | 17,865 | $1.6B | $1.3B | 108.1% | $1.2B | $135M | $1.0B | Not disclosed |
- Willis Towers Watson US LLC codes 11 14 17 50 $704,643 PY2024
- Prudential Insurance Company codes 12 50 $335,236 PY2024
- Mercer Investments LLC codes 27 50 $306,368 PY2024
+30 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
William Beaumont Hospital Employees' Retirement Plan sits on 5 traced paths of capital across the graphs.
DFX traced 5 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 $199/month unless canceled.
Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.
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Record history
- Holding in a pooled vehicle ended2024-12-31source on record
- Holding in a pooled vehicle ended2024-12-31source on record
- Manager relationship ended2024-12-31source on record
+5 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
+7 connections on the graph
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