DFX Intelligence
Allocator Intelligence
The capital-owner graph behind private markets. Who owns the capital, who decides, how much, under what policy, on whose advice, to which managers, and what changed, with a source and a date behind every row. A target is never an actual, a disclosed holding is never an approval, and an estimate says so.
Corporate pension
South Peninsula Hospital Employees Pension Plan and Trust
Corporate pensionHomer, AK
Assets
$14.9M
Total assets, Dec 31, 2024 reported
Funded
80.5%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
12
none on the tape
Plan sponsor: South Peninsula Hospital
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 3.3%
- Common/collective trusts 13.0%
- Registered investment companies 83.7%
Consultants and advisers
2 firms
- Futureplan by Ascensus Actuarythrough Dec 31, 2024 Form 5500
- Newport Group, Inc Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
No manager relationship is on the tape for this allocator.
Commitments
12 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Blackrock Equity Index Fundcollective trust | Wilmington Trust | Public equity | $831,346 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Black Rock US Debt Index Fundcollective trust | Wilmington Trust | Private credit | $1.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Blackrock Equity Index Fundcollective trust | Wilmington Trust | Public equity | $831,044 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Black Rock US Debt Index Fundcollective trust | Wilmington Trust | Private credit | $1.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Blackrock Eafe Equity Index Fundcollective trust | Wilmington Trust | Public equity | $2.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Blackrock Emerging Mkts Equity Indxcollective trust | Wilmington Trust | Public equity | $618,587 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Blackrock Equity Index Fundcollective trust | Wilmington Trust | Public equity | $2.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Blackrock Mid Cap Equity Index Fundcollective trust | Wilmington Trust | Public equity | $1.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Blackrock Russell 1000 Growth Indexcollective trust | Wilmington Trust | Pooled vehicles | $1.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Blackrock Russell 1000 Value Indexcollective trust | Wilmington Trust | Pooled vehicles | $1.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Russell 2000 Index Fundcollective trust | Wilmington Trust | Pooled vehicles | $1.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Black Rock US Debt Index Fundcollective trust | Wilmington Trust | Private credit | $9.0M held | Disclosed holding | askebsa.dol.gov |
Size and funding
30 readings
Form 5500 filings
3 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Dec 31, 2024 | 144 | $16.8M | $11.4M | 80.5% | $14.9M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 287 | $23.5M | $19.9M | 85.1% | $16.8M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 303 | $28.9M | $19.5M | 108.7% | $23.5M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Blackrock Equity Index Fund Sched. D C $831,346 PY2024
- Black Rock US Debt Index Fund Sched. D C $1.1M PY2024
- Futureplan by Ascensus codes 11 PY2024
- Blackrock Equity Index Fund Sched. D C $831,044 PY2023
- Blackrock Midcap Equity Index Fund Sched. D C PY2023
- Blackrock Russell 1000 Growth Index Sched. D C PY2023
- Blackrock Russell 1000 Value Index Sched. D C PY2023
- Blackrock Russell 2000 Index Fund Sched. D C PY2023
- Blackrock Eafe Equity Index Fund Sched. D C PY2023
- Blackrock Emerging Mkts Equity Indx Sched. D C PY2023
- Black Rock US Debt Index Fund Sched. D C $1.2M PY2023
- Newport Group codes 11 PY2023
- Blackrock Midcap Equity Index Fund Sched. D C $1.9M PY2022
- Blackrock Russell 1000 Growth Index Sched. D C $1.2M PY2022
- Blackrock Russell 1000 Value Index Sched. D C $1.7M PY2022
- Blackrock Russell 2000 Index Fund Sched. D C $1.1M PY2022
- Blackrock Equity Index Fund Sched. D C $2.2M PY2022
- Blackrock Eafe Equity Index Fund Sched. D C $2.5M PY2022
- Blackrock Emerging Mkts Equity Indx Sched. D C $618,587 PY2022
- Black Rock US Debt Index Fund Sched. D C $9.0M PY2022
- Newport Group codes 11 PY2022
What changed
12 events
- Dec 31, 2024Assets changedSouth Peninsula Hospital Employees Pension Plan and Trust total assets $17M -> $15M (-11.4%, 2023-12-31 to 2024-12-31)
- Jan 1, 2024Funded status changedSouth Peninsula Hospital Employees Pension Plan and Trust funded ratio 85.1% -> 80.5% (2023-01-01 to 2024-01-01)
- Jan 1, 2024Assets changedSouth Peninsula Hospital Employees Pension Plan and Trust plan assets $24M -> $17M (-28.8%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Holding endedinferenceSouth Peninsula Hospital Employees Pension Plan and Trust no longer reports Blackrock Russell 1000 Value Index (last held $2M at 2022-12-31; absent from the 2023-12-31 filing)with Blackrock Russell 1000 Value Indexaskebsa.dol.gov
- Dec 31, 2023Holding endedinferenceSouth Peninsula Hospital Employees Pension Plan and Trust no longer reports Russell 2000 Index Fund (last held $1M at 2022-12-31; absent from the 2023-12-31 filing)with Russell 2000 Index Fundaskebsa.dol.gov
- Dec 31, 2023Holding endedinferenceSouth Peninsula Hospital Employees Pension Plan and Trust no longer reports Blackrock Mid Cap Equity Index Fund (last held $2M at 2022-12-31; absent from the 2023-12-31 filing)with Blackrock Mid Cap Equity Index Fundaskebsa.dol.gov
- Dec 31, 2023Holding endedinferenceSouth Peninsula Hospital Employees Pension Plan and Trust no longer reports Blackrock Emerging Mkts Equity Indx (last held $618,587 at 2022-12-31; absent from the 2023-12-31 filing)with Blackrock Emerging Mkts Equity Indxaskebsa.dol.gov
- Dec 31, 2023Holding endedinferenceSouth Peninsula Hospital Employees Pension Plan and Trust no longer reports Blackrock Russell 1000 Growth Index (last held $1M at 2022-12-31; absent from the 2023-12-31 filing)with Blackrock Russell 1000 Growth Indexaskebsa.dol.gov
- Dec 31, 2023Holding endedinferenceSouth Peninsula Hospital Employees Pension Plan and Trust no longer reports Blackrock Eafe Equity Index Fund (last held $3M at 2022-12-31; absent from the 2023-12-31 filing)with Blackrock Eafe Equity Index Fundaskebsa.dol.gov
- Dec 31, 2023Assets changedSouth Peninsula Hospital Employees Pension Plan and Trust total assets $24M -> $17M (-28.8%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedSouth Peninsula Hospital Employees Pension Plan and Trust funded ratio 108.7% -> 85.1% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedSouth Peninsula Hospital Employees Pension Plan and Trust plan assets $29M -> $24M (-18.6%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 920037099-001
Cross-graph: no entry on another DFX graph
First observed Sep 15, 2026, last observed Sep 15, 2026. Classification confirmed. Every row above carries its source; a reported figure is the subject’s own, a derived one is arithmetic on reported figures, an estimated one is a model or a survey imputation and is never summed into a headline.