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
Non-Contributory Retirement Program for Certain Empl of Bcbs Wyoming
Corporate pensionCheyenne, WY
Assets
$35.6M
Total assets, Dec 31, 2024 reported
Funded
106.5%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
3
none on the tape
Plan sponsor: Blue Cross and Blue Shield of Wyoming
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- 103-12 investment entities 97.5%
Consultants and advisers
4 firms
- L&s Ventures Pension consultantthrough Dec 31, 2022 Form 5500
- Aon Actuarythrough Dec 31, 2022 Form 5500
- Northern Trust Co. Trusteethrough Dec 31, 2022 Form 5500
- AON Consulting, Inc. Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
3 managers on Schedule C
From Schedule C (investment management, code 28)
- Blackrock Institutional Trust Co,naplan years 2022
- Nomura Corporate Research and Assetplan years 2022
- Mercer Investments LLCplan years 2022
Commitments
3 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 | National Retirement Trust103 12 ie | Blue Cross and Blue Shield Assoc. | Pooled vehicles | $34.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | National Retirement Trust103 12 ie | Blue Cross and Blue Shield Assoc. | Pooled vehicles | $36.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | National Retirement Trust103 12 ie | Blue Cross and Blue Shield Assoc. | Pooled vehicles | $34.9M held | Disclosed holding | askebsa.dol.gov |
Size and funding
33 readings
Investment management fees
$30,369 (2023-12) · $27,849 (2022-12)
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 | 383 | $36.2M | $31.2M | 106.5% | $35.6M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 410 | $35.7M | $30.1M | 99.0% | $36.2M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 402 | $29.6M | $29.3M | 102.4% | $35.7M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Blue Cross Blue Shield Association codes 14 $72,503 PY2024
- AON Consulting, Inc. codes 11 $52,087 PY2024
- Mercer Investment Management codes 51 $28,053 PY2024
- Northern Trust Company codes 21 $13,888 PY2024
- L & S Ventures LLC codes 17 $11,017 PY2024
- National Retirement Trust Sched. D E $34.7M PY2024
- AON Consulting, Inc. codes 11 PY2024
- Blue Cross Blue Shield Association codes 14 $67,700 PY2023
- AON Consulting, Inc. codes 11 $47,655 PY2023
- Mercer Investment Management codes 51 $23,535 PY2023
- L & S Ventures LLC codes 17 $17,762 PY2023
- Northern Trust Company codes 21 $12,914 PY2023
- National Retirement Trust Sched. D E $36.2M PY2023
- AON Consulting, Inc. codes 11 PY2023
- Blue Cross Blue Shield Association codes 14 $46,938 PY2022
- AON Consulting, Inc. codes 11 $44,625 PY2022
- Bartlit Beck LLP codes 29 $29,189 PY2022
- Blackrock codes 28 $12,440 PY2022
- Mercer Investment Management codes 51 $12,403 PY2022
- Northern Trust Company codes 21 $11,700 PY2022
- L & S Ventures LLC codes 17 $11,284 PY2022
- Nomura Corporate Research and Asset codes 28 $8,950 PY2022
- National Retirement Trust Sched. D E $34.9M PY2022
- AON Consulting, Inc. codes 11 PY2022
What changed
5 events
- Jan 1, 2024Funded status changedNon-Contributory Retirement Program for Certain Empl of Bcbs Wyoming funded ratio 99.0% -> 106.5% (2023-01-01 to 2024-01-01)
- Dec 31, 2023Manager relationship endedinferenceBlackrock no longer appears on Non-Contributory Retirement Program for Certain Empl of Bcbs Wyoming's Schedule C as investment manager (plan year 2023 vs 2022)with Blackrock Institutional Trust Co,naaskebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceNomura Corporate Research and Asset no longer appears on Non-Contributory Retirement Program for Certain Empl of Bcbs Wyoming's Schedule C as investment manager (plan year 2023 vs 2022)with Nomura Corporate Research and Assetaskebsa.dol.gov
- Jan 1, 2023Funded status changedNon-Contributory Retirement Program for Certain Empl of Bcbs Wyoming funded ratio 102.4% -> 99.0% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedNon-Contributory Retirement Program for Certain Empl of Bcbs Wyoming plan assets $30M -> $36M (+20.8%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 830231011-001
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.