Retirement Plan for Children's Hospital & Research Center at Oakland Unrepresented Employees
Corporate pension, based in Oakland, California, reporting $133M in assets, for 263 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: Jun 30, 2025, Retirement Plan for Children's Hospital & Research Center at Oakland Unrepresented Employees total assets $118M -> $133M (+12.6%, 2024-06-30 to 2025-06-30).
2 more advisers, 3 more commitments and 4 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- Msci Acwi Imi Index Nl Fund2 commitments
- Daily Msci Emg Mkts Indx Nl Fund1 commitment
- S&p 500 Flagship Nl Fund1 commitment
- State Street Global Advisors Trust Company4 commitments
- State Street Global Advisors Trust2 commitments
Relationship network
19 connected entities6 observed commitments2 repeat counterpartiescommitments 2023 to 2025
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 6.2%
- Common/collective trusts 66.2%
- Registered investment companies 27.1%
Consultants and advisers
- Ernst & Young U.S. LLP Accounting firmthrough Jun 30, 2025 Form 5500
- State Street Global Advisors Custodianthrough Jun 30, 2023 Form 5500
- Transamerica Retirement Solutions Trusteethrough Jun 30, 2023 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
- State Street Global Advisors Trust Company4 rows, latest Jun 30, 2023
- State Street Global Advisors Trust2 rows, latest Jun 30, 2025
What changed
- Jun 30, 2025Assets changedRetirement Plan for Children's Hospital & Research Center at Oakland Unrepresented Employees total assets $118M -> $133M (+12.6%, 2024-06-30 to 2025-06-30)
- Dec 31, 2024Consultant changedinferenceErnst & Young appears on Retirement Plan for Children's Hospital & Research Center at Oakland Unrepresented Employees's Schedule C as pension consultant (plan year 2024 vs 2023)with Ernst & Young U.S. LLPaskebsa.dol.gov
- Jun 30, 2024Holding endedinferenceRetirement Plan for Children's Hospital & Research Center at Oakland Unrepresented Employees no longer reports Russell 2000 Index Nl Fund (State Street - Russell 2000) (last held $19M at 2023-06-30; absent from the 2024-06-30 filing)with State Street Global Advisors Trust Companyaskebsa.dol.gov
- Jun 30, 2024Holding endedinferenceRetirement Plan for Children's Hospital & Research Center at Oakland Unrepresented Employees no longer reports S&p 500 Flagship Nl Fund (State Street - Russell 2000) (last held $47M at 2023-06-30; absent from the 2024-06-30 filing)with State Street Global Advisors Trust Companyaskebsa.dol.gov
- Jun 30, 2024Holding endedinferenceRetirement Plan for Children's Hospital & Research Center at Oakland Unrepresented Employees no longer reports State Street Msci Eafe Index Non-Le (State Street - Russell 2000) (last held $22M at 2023-06-30; absent from the 2024-06-30 filing)with State Street Global Advisors Trust Companyaskebsa.dol.gov
+4 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 Jun 30, 2025 | Msci Acwi Imi Index Nl Fundcollective trust | State Street Global Advisors Trust | Pooled vehicles | $88.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2024 | Msci Acwi Imi Index Nl Fundcollective trust | State Street Global Advisors Trust | Pooled vehicles | $75.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2023 | Daily Msci Emg Mkts Indx Nl Fundcollective trust | State Street Global Advisors Trust Company | Pooled vehicles | $8.5M held | Disclosed holding | askebsa.dol.gov |
+3 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 Jun 30, 2025 | 263 | $117M | $113M | 95.2% | $133M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Jun 30, 2024 | 347 | $121M | $133M | 95.0% | $118M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Jun 30, 2023 | 343 | $110M | $120M | 100.6% | $122M | Not disclosed | Not disclosed | Not disclosed |
- Gallagher Benefit Services, Inc. codes 11 $396,230 PY2024
- Moss Adams LLP codes 10 $36,260 PY2024
- Hanson Bridgett LLP codes 29 $36,096 PY2024
+22 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Record history
- Total assets changed2025-06-30source on record
- Consultant changed2024-12-31source on record
- Holding in a pooled vehicle ended2024-06-30source on record
+6 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
+6 connections on the graph
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