Pension Plan for Members of the Bargaining Unit of Greater Baltimore Medical Center
Corporate pension, based in Towson, Maryland, reporting $35.8M in assets, for 810 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: Jul 1, 2024, Pension Plan for Members of the Bargaining Unit of Greater Baltimore Medical Center funded ratio 122.1% -> 119.2% (2023-07-01 to 2024-07-01).
1 more adviser
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- Legal & General Long Duration U.S.3 commitments
- Legal and General3 commitments
Relationship network
12 connected entities3 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.
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- Fund or vehicle
- Service provider
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›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 2.8%
- Common/collective trusts 72.1%
- Registered investment companies 25.0%
Consultants and advisers
- Legal & General Inv Mgmt America Investment adviser (plan)through Jun 30, 2023 Form 5500
- Epoch Investment Partners Investment adviser (plan)through Jun 30, 2023 Form 5500
- Bolton Partners, Inc. Actuarythrough Jun 30, 2023 Form 5500
+1 more consultant or adviser advise this allocator
Every name, record and relationship behind this count, with the source on each.
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People
Manager roster
- Legal and General3 rows, latest Jun 30, 2025
What changed
- Jul 1, 2024Funded status changedPension Plan for Members of the Bargaining Unit of Greater Baltimore Medical Center funded ratio 122.1% -> 119.2% (2023-07-01 to 2024-07-01)
- Dec 31, 2023Consultant changedinferenceEpoch no longer appears on Pension Plan for Members of the Bargaining Unit of Greater Baltimore Medical Center's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)with Epoch Investment Partnersaskebsa.dol.gov
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Jun 30, 2025 | Legal & General Long Duration U.S.collective trust | Legal and General | Fixed income | $25.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2024 | Legal & General Long Duration U.S.collective trust | Legal and General | Fixed income | $25.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2023 | Legal & General Long Duration U.S.collective trust | Legal and General | Fixed income | $24.8M 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 Jun 30, 2025 | 810 | $35.5M | $29.3M | 119.2% | $35.8M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Jun 30, 2024 | 840 | $34.2M | $29.5M | 122.1% | $35.5M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Jun 30, 2023 | 1,049 | $35.8M | $31.5M | 121.7% | $34.2M | Not disclosed | Not disclosed | Not disclosed |
- Bolton Partners Inc codes 11 $97,979 PY2024
- Legal & General Investment Mgmt codes 27 $59,675 PY2024
- BDO USA, P.C. codes 10 $36,107 PY2024
+23 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Record history
- Funded status changed2024-07-01source on record
- Consultant changed2023-12-31source on record
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
+5 connections on the graph
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