Northern Light Health Retirement Partnership Plan
Corporate pension, based in Brewer, Maine, reporting $299M in assets, for 8,602 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 1 Jan 2023, Northern Light Health Retirement Partnership Plan funded ratio 99.3% -> 85.8% (2022-01-01 to 2023-01-01).
1 more adviser, 4 more managers and 42 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.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Capital path
who backs this record, through what, into what; each name opens its own path- 3-10 Years US Credit Index Nl Qp Ct3 commitments
- NT Collective Govt Short Term Invt3 commitments
- State Street Long US Credit Corp Bo3 commitments
- State Street Global Advisors Trust Company18 commitments
- State Street Global Advisors Trust12 commitments
- Northern Trust Investments, Inc.3 commitments
Relationship network
44 connected entities45 observed commitments22 repeat counterparties39 dated commitments shown here, 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
- Insurance company general account 0.1%
- Partnership/joint venture interests 1.1%
- Common/collective trusts 86.0%
- Registered investment companies 4.9%
Consultants and advisers
- USI Consulting Group Pension consultantthrough Dec 31, 2022 Form 5500
- Nepc, LLC Investment adviser (plan)through Dec 31, 2022 Form 5500
- Northern Trust Co. Directed trusteethrough Dec 31, 2022 Form 5500
+1 more consultant or adviser 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
- State Street Global Advisors Trust Company18 rows, latest Dec 31, 2024
- State Street Global Advisors Trust12 rows, latest Dec 31, 2024
- Northern Trust Investments, Inc.3 rows, latest Dec 31, 2024
+4 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
- State Street Global Advisors Trustplan years
- State Street Global Advisors Trust Companyplan years
- Lindsell Train Global Equity LLCplan years
+1 more Schedule C manager
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, 2023Funded status changedNorthern Light Health Retirement Partnership Plan funded ratio 99.3% -> 85.8% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedNorthern Light Health Retirement Partnership Plan plan assets $328M -> $257M (-21.7%, 2022-01-01 to 2023-01-01)
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | 3-10 Years US Credit Index Nl Qp Ctcollective trust | State Street Global Advisors Trust Company | Private credit | $34.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | NT Collective Govt Short Term Invtcollective trust | Northern Trust Investments, Inc. | Cash | $5.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | State Street Long US Credit Corp Bocollective trust | State Street Global Advisors Trust Company | Private credit | $30.7M held | Disclosed holding | askebsa.dol.gov |
+42 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 | 8,602 | $273M | $336M | 84.2% | $299M | $3.3M | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 8,956 | $257M | $330M | 85.8% | $279M | $3.0M | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 8,825 | $328M | $313M | 99.3% | $263M | $2.7M | Not disclosed | Not disclosed |
- Northern Trust Company codes 25 $380,266 PY2024
- Nepc, LLC codes 27 $232,635 PY2024
- USI Consulting Group codes 17 $162,219 PY2024
+61 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
Northern Light Health Retirement Partnership Plan sits on 10 traced paths of capital across the graphs.
DFX traced 10 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
- Funded status changed2023-01-01source on record
- Total assets changed2023-01-01source on record
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
+9 connections on the graph
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.