Southeastern Ohio Regional Medical Center Pension Plan
Corporate pension, based in Cambridge, Ohio, reporting $50.2M in assets, for 663 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, Southeastern Ohio Regional Medical no longer appears on Southeastern Ohio Regional Medical Center Pension Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023).
7 more advisers and 5 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- Legal & General Treasury 15+ Strips1 commitment
- Legal & General Long Duration U.S.1 commitment
- Legal and General2 commitments
Relationship network
15 connected entities2 observed commitments1 repeat counterpartycommitments 2022
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
›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
- Other investments 4.7%
- Registered investment companies 95.3%
Consultants and advisers
- AON Investment USA, Inc. Investment adviser (plan)through Dec 31, 2024 Form 5500
- Baker & Hostetler, LLP Investment adviser (plan)through Dec 31, 2024 Form 5500
- AON Investments USA Inc Investment adviser (plan)through Dec 31, 2023 Form 5500
+7 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
- Legal and General2 rows, latest Dec 31, 2022
What changed
- Dec 31, 2024Consultant changedinferenceSoutheastern Ohio Regional Medical no longer appears on Southeastern Ohio Regional Medical Center Pension Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with Southeastern Ohio Regional Medical Centeraskebsa.dol.gov
- Dec 31, 2024Consultant changedinferencePlante & Moran, PLLC appears on Southeastern Ohio Regional Medical Center Pension Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with Plante & Moran, PLLCaskebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceBaker & Hostetler LLP appears on Southeastern Ohio Regional Medical Center Pension Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with Baker & Hostetler, LLPaskebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceClearstead Advisors, LLC no longer appears on Southeastern Ohio Regional Medical Center Pension Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with Clearsteadaskebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceLegal & General no longer appears on Southeastern Ohio Regional Medical Center Pension Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with Reliance Trust Companyaskebsa.dol.gov
+5 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, 2022 | Legal & General Treasury 15+ Stripscollective trust | Legal and General | Fixed income | $3.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Legal & General Long Duration U.S.collective trust | Legal and General | Fixed income | $11.1M 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 Dec 31, 2024 | 663 | Not disclosed | Not disclosed | n/a | $50.2M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 673 | $55.2M | $56.1M | 96.4% | $55.2M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 690 | $68.1M | $56.1M | 103.9% | $55.2M | Not disclosed | Not disclosed | Not disclosed |
- AON Consulting, Inc codes 11 50 $462,514 PY2024
- AON Investments USA Inc codes 27 50 $150,000 PY2024
- PNC Bank codes 21 50 $67,716 PY2024
+16 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
Southeastern Ohio Regional Medical Center Pension Plan sits on 3 traced paths of capital across the graphs.
DFX traced 3 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
- Consultant changed2024-12-31source on record
- Consultant changed2024-12-31source on record
- Consultant changed2024-12-31source on record
+7 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
+11 connections on the graph
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