Torrance Health Association Employees Retirement Plan
Corporate pension, based in Torrance, California, reporting $436M in assets, for 2,907 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 1 Jan 2024, Torrance Health Association Employees Retirement Plan funded ratio 109.3% -> 105.9% (2023-01-01 to 2024-01-01).
Relationship network
15 connected entities
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
- 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 0.3%
- Non-interest-bearing cash 3.1%
- Corporate debt instruments (other) 19.5%
- U.S. Government securities 20.1%
- Other investments 5.0%
- Registered investment companies 27.7%
- Common stock 24.3%
Consultants and advisers
- Guardian Financial Investment adviser (plan)through Dec 31, 2023 Form 5500
- Charles Schwab Trust Bank Directed trusteethrough Dec 31, 2023 Form 5500
- Mercer Actuarythrough Dec 31, 2022 Form 5500
People
Manager roster
- Reinhart Partners, Inc.plan years 2022, 2024
- Clearbridge Investments, LLCplan years 2022
- Payden & Rygelplan years 2022
+7 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
- Jan 1, 2024Funded status changedTorrance Health Association Employees Retirement Plan funded ratio 109.3% -> 105.9% (2023-01-01 to 2024-01-01)
- Dec 31, 2023Consultant changedinferenceGuardian Financial appears on Torrance Health Association Employees Retirement Plan's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)with Guardian Financialaskebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceLazard Asset Management, LLC no longer appears on Torrance Health Association Employees Retirement Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Lazard Asset Management LLCaskebsa.dol.gov
- Jan 1, 2023Funded status changedTorrance Health Association Employees Retirement Plan funded ratio 115.7% -> 109.3% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedTorrance Health Association Employees Retirement Plan plan assets $480M -> $406M (-15.4%, 2022-01-01 to 2023-01-01)
Commitments
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 | 2,907 | $429M | $366M | 105.9% | $436M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 2,959 | $406M | $364M | 109.3% | $431M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 3,020 | $480M | $353M | 115.7% | $406M | Not disclosed | Not disclosed | Not disclosed |
- Loomis Sayles codes 51 $181,330 PY2024
- Payden & Rygel codes 51 52 $146,256 PY2024
- Clearbridge Investments, LLC codes 51 $123,796 PY2024
+37 more service providers
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Provenance
Provenance
Not yet on record: fund commitments.
Record history
- Funded status changed2024-01-01source on record
- Consultant changed2023-12-31source on record
- Manager relationship ended2023-12-31source on record
+2 more changes on this record's ledger
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
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
+15 connections on the graph
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.