Boulder Community Health Retirement Plan and Trust
Corporate pension, based in Boulder, Colorado, reporting $103M in assets, for 1,628 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, Vanguard appears on Boulder Community Health Retirement Plan and Trust's Schedule C as investment adviser (plan) (plan year 2024 vs 2023).
Capital path
who backs this record, through what, into what; each name opens its own path- Prin Core Plus Bond Sep Acct-Z3 commitments
- Principal3 commitments
Relationship network
7 connected entities3 observed commitments2 repeat counterpartiescommitments 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.
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 basesCorporate pensionShowHide
Allocation policy
- Pooled separate accounts 2.2%
- Registered investment companies 97.8%
Consultants and advisers
- Vanguard Investment adviser (plan)through Dec 31, 2024 Form 5500
- Principal Financial Group Actuarythrough Dec 31, 2022 Form 5500
People
Manager roster
- Principal3 rows, latest Dec 31, 2024
What changed
- Dec 31, 2024Consultant changedinferenceVanguard appears on Boulder Community Health Retirement Plan and Trust's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with Vanguardaskebsa.dol.gov
- Jan 1, 2024Funded status changedBoulder Community Health Retirement Plan and Trust funded ratio 93.4% -> 98.7% (2023-01-01 to 2024-01-01)
- Jan 1, 2023Funded status changedBoulder Community Health Retirement Plan and Trust funded ratio 115.8% -> 93.4% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedBoulder Community Health Retirement Plan and Trust plan assets $156M -> $109M (-30.1%, 2022-01-01 to 2023-01-01)
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Prin Core Plus Bond Sep Acct-Zseparate account | Principal | Fixed income | $2.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Prin Core Plus Bond Sep Acct-Zseparate account | Principal | Fixed income | $946,098 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Prin Core Plus Bond Sep Acct-Zseparate account | Principal | Fixed income | $1.1M 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 | 1,628 | $114M | $116M | 98.7% | $103M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 1,685 | $109M | $119M | 93.4% | $114M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 1,749 | $156M | $118M | 115.8% | $109M | Not disclosed | Not disclosed | Not disclosed |
- Principal Life Insurance Company codes 13 50 64 $265,403 PY2024
- Vanguard codes 27 50 $130,566 PY2024
- Prin Core Plus Bond Sep Acct-Z Sched. D P $2.3M PY2024
+7 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
Boulder Community Health Retirement Plan and Trust sits on 1 traced path of capital across the graphs.
DFX traced 1 path 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.
Checking your plan…
Record history
- Consultant changed2024-12-31source on record
- Funded status changed2024-01-01source on record
- Funded status changed2023-01-01source on record
+1 more change 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
+3 connections on the graph
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.