NEW England Health Care Employees Pension Plan
Taft-Hartley plan, based in Hartford, Connecticut, reporting $1.0B in assets, for 20,651 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, Grosvenor Capital Management LP no longer appears on NEW England Health Care Employees Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023).
4 more advisers, 9 more managers, 41 more commitments and 7 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- Prisa II Sa3 commitments
- Martin Currie Em Mkts Cit3 commitments
- Longview Largecap 500 Index Fund3 commitments
- Prudential Insurance Company of Ame6 commitments
- Amalgamated Bank of New York6 commitments
- Western Asset Mgmt Company, LLC6 commitments
Relationship network
86 connected entities44 observed commitments26 repeat counterparties21 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 basesTaft-Hartley planShowHide
Allocation policy
- Interest-bearing cash 0.2%
- Non-interest-bearing cash 0.7%
- Corporate debt instruments (other) 3.7%
- U.S. Government securities 6.4%
- Other investments 2.0%
- Partnership/joint venture interests 13.2%
- 103-12 investment entities 3.4%
- Common/collective trusts 48.5%
- Pooled separate accounts 2.5%
- Registered investment companies 2.2%
- Common stock 13.0%
Consultants and advisers
- Bridgeway Benefit Technologies General consultantthrough Dec 31, 2022 Form 5500
- Segal Marco Consulting Investment adviser (plan)through Dec 31, 2022 Form 5500
- Marshall Computer Solutions General consultantthrough 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
- Prudential Insurance Company of Ame6 rows, latest Dec 31, 2024
- Amalgamated Bank of New York6 rows, latest Dec 31, 2024
- Western Asset Mgmt Company, LLC6 rows, latest Dec 31, 2024
+9 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
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- Western Asset Mgmt Company, LLCplan years 2022
- Martin Currieplan years
- Harding Loevner LPplan years
+21 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, 2024Manager relationship endedinferenceGrosvenor Capital Management LP no longer appears on NEW England Health Care Employees Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with GCM Grosvenor L.P.askebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceIntech no longer appears on NEW England Health Care Employees Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Intech Investment Managementaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedUBS Global Asset Management appears on NEW England Health Care Employees Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with UBS Global Asset Managementaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceSmith Graham no longer appears on NEW England Health Care Employees Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Smith Graham & Coaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedDana Investment Advisors Inc appears on NEW England Health Care Employees Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Dana Investment Advisors, Inc.askebsa.dol.gov
+7 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 | Prisa II Saseparate account | Prudential Insurance Company of Ame | Pooled vehicles | $10.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Martin Currie Em Mkts Citcollective trust | Martin Currie | Pooled vehicles | $13.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Longview Largecap 500 Index Fundcollective trust | Amalgamated Bank of New York | Pooled vehicles | $156M held | Disclosed holding | askebsa.dol.gov |
+41 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 | 20,651 | Not disclosed | Not disclosed | n/a | $1.0B | $139M | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 20,414 | Not disclosed | Not disclosed | n/a | $976M | $127M | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 19,169 | Not disclosed | Not disclosed | n/a | $923M | $111M | Not disclosed | Not disclosed |
- LSV Asset Managers codes 28 51 $555,058 PY2024
- Dana Investment Advisors Inc codes 28 51 72 $328,604 PY2024
- Prudential Insurance Co codes 28 51 $308,304 PY2024
+150 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
NEW England Health Care Employees Pension Plan sits on 15 traced paths of capital across the graphs.
DFX traced 15 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
- Manager relationship started2024-12-31source on record
- Manager relationship ended2024-12-31source on record
- Manager relationship started2024-12-31source on record
+9 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
+33 connections on the graph
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