Baptist Health System Retirement Plan
Corporate pension, based in Jacksonville, Florida, reporting $531M in assets, for 4,228 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, Baptist Health System Retirement Plan no longer reports SEI Special Situations Collective (last held $34M at 2023-12-31; absent from the 2024-12-31 filing).
5 more commitments
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- SEI Structured Credit Collective Fd3 commitments
- SEI Core Property Collective Inv Tr3 commitments
- SEI Special Situations Collective2 commitments
- SEI Investments Management Corp8 commitments
Relationship network
13 connected entities8 observed commitments4 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
- Non-interest-bearing cash 0.7%
- U.S. Government securities 6.1%
- Common/collective trusts 13.2%
- Registered investment companies 79.8%
Consultants and advisers
- Aon Actuarythrough Dec 31, 2022 Form 5500
- AON Consulting, Inc. Actuarythrough Dec 31, 2022 Form 5500
People
Manager roster
- SEI Investments Management Corp8 rows, latest Dec 31, 2024
- SEI Investments Management Corpplan years
- SEI Investment Companyplan years 2022
What changed
- Dec 31, 2024Holding endedinferenceBaptist Health System Retirement Plan no longer reports SEI Special Situations Collective (last held $34M at 2023-12-31; absent from the 2024-12-31 filing)with SEI Special Situations Collectiveaskebsa.dol.gov
- Jan 1, 2024Funded status changedBaptist Health System Retirement Plan funded ratio 112.1% -> 110.0% (2023-01-01 to 2024-01-01)
- Jan 1, 2023Funded status changedBaptist Health System Retirement Plan funded ratio 125.4% -> 112.1% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedBaptist Health System Retirement Plan plan assets $640M -> $515M (-19.4%, 2022-01-01 to 2023-01-01)
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | SEI Structured Credit Collective Fdcollective trust | SEI Investments Management Corp | Private credit | $37.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | SEI Core Property Collective Inv Trcollective trust | SEI Investments Management Corp | Real estate | $33.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | SEI Core Property Collective Inv Trcollective trust | SEI Investments Management Corp | Real estate | $35.1M held | Disclosed holding | askebsa.dol.gov |
+5 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
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 | 4,228 | $546M | $518M | 110.0% | $531M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 4,282 | $515M | $505M | 112.1% | $546M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 4,348 | $640M | $479M | 125.5% | $515M | Not disclosed | Not disclosed | Not disclosed |
- SEI Investments Company codes 28 50 51 52 $1.8M PY2024
- AON Consulting Inc. codes 11 13 50 $993,055 PY2024
- Crowe LLP codes 10 50 $37,743 PY2024
+20 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
Baptist Health System Retirement Plan sits on 2 traced paths of capital across the graphs.
DFX traced 2 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
- Holding in a pooled vehicle ended2024-12-31source 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
+5 connections on the graph
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