Capital Blue Cross Retirement Plan
Corporate pension, based in Harrisburg, Pennsylvania, for 717 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, Ziegler Capital Management, LLC no longer appears on Capital Blue Cross Retirement Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023).
4 more advisers and 5 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- Bnym Mellon Db Sl Stock Index Fund1 commitment
- EB Temporary Investment1 commitment
- BNY Mellon2 commitments
Relationship network
14 connected entities2 observed commitments1 repeat counterpartycommitments 2022
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
- Interest-bearing cash 8.4%
- Non-interest-bearing cash 0.2%
- Corporate debt instruments (other) 31.6%
- Corporate debt instruments (preferred) 46.3%
- U.S. Government securities 11.8%
- Registered investment companies 0.7%
Consultants and advisers
- Brentwood Capital Advisors Investment adviser (plan)through Dec 31, 2023 Form 5500
- Zeiglar Capital Management, LLC Investment adviser (plan)through Dec 31, 2022 Form 5500
- Silvant Capital Management Investment adviser (plan)through Dec 31, 2022 Form 5500
+4 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 $199/month unless canceled.
People
Manager roster
- BNY Mellon2 rows, latest Dec 31, 2022
What changed
- Dec 31, 2024Consultant changedinferenceZiegler Capital Management, LLC no longer appears on Capital Blue Cross Retirement Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with Zeiglar Capital Management, LLCaskebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceSeix Investment Advisors no longer appears on Capital Blue Cross Retirement Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with Silvant Capital Managementaskebsa.dol.gov
- Dec 31, 2024Assets changedCapital Blue Cross Retirement Plan total assets $83M -> $0 (-100.0%, 2023-12-31 to 2024-12-31)
- Jan 1, 2024Funded status changedCapital Blue Cross Retirement Plan funded ratio 45.2% -> 110.3% (2023-01-01 to 2024-01-01)
- Jan 1, 2024Assets changedCapital Blue Cross Retirement Plan plan assets $154M -> $83M (-46.0%, 2023-01-01 to 2024-01-01)
+5 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, 2022 | Bnym Mellon Db Sl Stock Index Fundcollective trust | BNY Mellon | Public equity | $32.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | EB Temporary Investmentcollective trust | BNY Mellon | Pooled vehicles | $84,182 held | Disclosed holding | askebsa.dol.gov |
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 | 717 | $83.0M | $75.2M | 110.3% | $0 | $0 | $0 | $0 |
| 2023 to Dec 31, 2023 | 1,659 | $154M | $152M | 45.2% | $83.0M | $0 | $0 | $0 |
| 2022 to Dec 31, 2022 | 1,704 | $200M | $149M | 63.9% | $154M | $0 | $0 | $0 |
- Conrad Siegel codes 11 15 17 38 49 50 $441,467 PY2024
- Brentwood Capital Advisors codes 27 51 $60,000 PY2024
- PNC Bank, Na codes 21 28 50 52 62 $29,510 PY2024
+23 more service providers
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Provenance
Provenance
Not yet on record: assets.
Capital Blue Cross Retirement Plan sits on 2 traced paths of capital across the graphs.
DFX traced 2 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
- Consultant changed2024-12-31source on record
- Consultant changed2024-12-31source on record
- Total assets changed2024-12-31source on record
+7 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
+8 connections on the graph
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.