ST. Peter's Health Cashplus Retirement Plan
Corporate pension, based in Helena, Montana, reporting $60.7M in assets, for 547 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, ST. Peter's Health Cashplus Retirement Plan no longer reports Principal/blackrock S&p Mc Indx Cit (last held $4M at 2023-12-31; absent from the 2024-12-31 filing).
5 more managers, 36 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- Principal/causeway International Va3 commitments
- Allspring St Investment Fund S13 commitments
- Principal/dodge & Cox Intermediate3 commitments
Relationship network
52 connected entities39 observed commitments20 repeat counterparties27 dated commitments shown here, 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
- Common/collective trusts 81.2%
- Registered investment companies 17.6%
Consultants and advisers
- Principal Financial Group Actuarythrough Dec 31, 2024 Form 5500
- Principal Trust Co. Custodianthrough Dec 31, 2022 Form 5500
- USI Consulting Group Actuarythrough Dec 31, 2022 Form 5500
People
Manager roster
- Blackrock8 rows, latest Dec 31, 2024
- Allspring7 rows, latest Dec 31, 2024
- T Rowe Price6 rows, latest Dec 31, 2024
+5 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
- Causewayplan years
- T. Rowe Price Trust Companyplan years
- Mfsplan years
+6 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
What changed
- Dec 31, 2024Holding endedinferenceST. Peter's Health Cashplus Retirement Plan no longer reports Principal/blackrock S&p Mc Indx Cit (last held $4M at 2023-12-31; absent from the 2024-12-31 filing)with Principal/blackrock S&p Mc Indx Citaskebsa.dol.gov
- Jan 1, 2024Assets changedST. Peter's Health Cashplus Retirement Plan plan assets $49M -> $57M (+14.7%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Holding endedinferenceST. Peter's Health Cashplus Retirement Plan no longer reports Allspring Growth Cit N (last held $907,769 at 2022-12-31; absent from the 2023-12-31 filing)with Allspring Growth Cit Naskebsa.dol.gov
- Dec 31, 2023Holding startedST. Peter's Health Cashplus Retirement Plan first reports an interest in Principal/ab Large Cap Growth Cit: $3M at 2023-12-31with Principal/ab Large Cap Growth Citaskebsa.dol.gov
- Dec 31, 2023Holding endedinferenceST. Peter's Health Cashplus Retirement Plan no longer reports Voya Large Cap Growth Cit N (last held $2M at 2022-12-31; absent from the 2023-12-31 filing)with Voya Large Cap Growth Cit Naskebsa.dol.gov
+3 more dated events
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Principal/causeway International Vacollective trust | Causeway | Pooled vehicles | $2.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Allspring St Investment Fund S1collective trust | Allspring | Pooled vehicles | $1.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Principal/dodge & Cox Intermediatecollective trust | Dodge & Cox | Pooled vehicles | $5.6M held | Disclosed holding | askebsa.dol.gov |
+36 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 | 547 | $56.7M | $61.6M | 93.7% | $60.7M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 589 | $49.4M | $58.7M | 92.7% | $56.8M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 614 | $67.5M | $57.6M | 110.5% | $49.4M | Not disclosed | Not disclosed | Not disclosed |
- Short-Term Investment Fund S1 Sched. D C $1.7M PY2024
- ALL Spring Core Bond Cit N Sched. D C PY2024
- AB Large Cap Growth Cit N Sched. D C $2.8M PY2024
+46 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
ST. Peter's Health Cashplus Retirement Plan sits on 6 traced paths of capital across the graphs.
DFX traced 6 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
- Total assets changed2024-01-01source on record
- Holding in a pooled vehicle ended2023-12-31source 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
+13 connections on the graph
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