Floyd Healthcare Management, Inc. Retirement Plan
Corporate pension, based in Rome, Georgia, reporting $70.5M in assets, for 1,182 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, Willis Towers Watson US LLC appears on Floyd Healthcare Management, Inc. Retirement Plan's Schedule C as pension consultant (plan year 2024 vs 2023).
38 more commitments and 2 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- AON Long Credit Bond Fund3 commitments
- AON Long Government Bond Index Fund3 commitments
- AON Core Real Estate Fund3 commitments
- AON Trust Company LLC41 commitments
Relationship network
38 connected entities41 observed commitments15 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.
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
- 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 2.4%
- Common/collective trusts 96.6%
Consultants and advisers
- Willis Towers Watson US LLC Pension consultantActuarythrough Dec 31, 2024 Form 5500
- Principal Custody Solutions Trusteethrough Dec 31, 2022 Form 5500
- AON Consulting, Inc. Actuarythrough Dec 31, 2022 Form 5500
People
Manager roster
- AON Trust Company LLC41 rows, latest Dec 31, 2024
- AON Investments USA Incplan years 2024
- AON Trust Company LLCplan years 2023
What changed
- Dec 31, 2024Holding endedinferenceFloyd Healthcare Management, Inc. Retirement Plan no longer reports AON US Intermediate Government (AON Trust Company LLC) (last held $5M at 2023-12-31; absent from the 2024-12-31 filing)with AON Trust Company LLCaskebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceWillis Towers Watson US LLC appears on Floyd Healthcare Management, Inc. Retirement Plan's Schedule C as pension consultant (plan year 2024 vs 2023)with Willis Towers Watson US LLCaskebsa.dol.gov
- Dec 31, 2023Holding endedinferenceFloyd Healthcare Management, Inc. Retirement Plan no longer reports Daily Valued Direct Real Estate (AON Trust Company LLC) (last held $143,095 at 2022-12-31; absent from the 2023-12-31 filing)with AON Trust Company LLCaskebsa.dol.gov
- Dec 31, 2023Holding startedFloyd Healthcare Management, Inc. Retirement Plan first reports an interest in AON Global Real Estate Fund (AON Trust Company LLC): $159,632 at 2023-12-31with AON Trust Company LLCaskebsa.dol.gov
- Dec 31, 2023Manager relationship startedAON Investments USA Inc appears on Floyd Healthcare Management, Inc. Retirement Plan's Schedule C as investment manager (plan year 2023 vs 2022)with AON Trust Company LLCaskebsa.dol.gov
+2 more dated events
Every name, record and relationship behind this count, with the source on each.
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Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | AON Long Credit Bond Fundcollective trust | AON Trust Company LLC | Private credit | $29.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | AON Long Government Bond Index Fundcollective trust | AON Trust Company LLC | Fixed income | $14.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | AON Core Real Estate Fundcollective trust | AON Trust Company LLC | Real estate | $4.3M held | Disclosed holding | askebsa.dol.gov |
+38 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
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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 | 1,182 | $73.5M | $82.1M | 94.2% | $70.5M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 1,185 | $70.9M | $83.4M | 93.5% | $73.9M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 1,219 | $88.6M | $82.6M | 102.8% | $70.9M | Not disclosed | Not disclosed | Not disclosed |
- AON Investments USA Inc codes 28 50 $334,319 PY2024
- Principal Bank codes 15 21 27 28 33 49 $39,881 PY2024
- Cliftonlarsonallen LLP codes 10 50 $23,625 PY2024
+51 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Floyd Healthcare Management, Inc. Retirement Plan 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.
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Record history
- Holding in a pooled vehicle ended2024-12-31source on record
- Consultant changed2024-12-31source on record
- Holding in a pooled vehicle ended2023-12-31source on record
+4 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
+7 connections on the graph
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