Kaleida Health Pension Growth Plan
Corporate pension, based in Buffalo, New York, reporting $852M in assets, for 9,953 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, Hancock Capital Partners no longer appears on Kaleida Health Pension Growth Plan's Schedule C as investment manager (plan year 2024 vs 2023).
1 more adviser 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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Relationship network
21 connected entities
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
- 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 1.7%
- Partnership/joint venture interests 67.0%
- Registered investment companies 24.4%
- Common stock 5.0%
Consultants and advisers
- Mercer Pension consultantActuarythrough Dec 31, 2022 Form 5500
- USI Consulting Group Actuarythrough Dec 31, 2022 Form 5500
- Lincoln National Corporation Actuarythrough 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.
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People
Manager roster
- DRA Advisors LLCplan years 2024
- Audax Direct Lending Solutions Fundplan years 2023
- Lazard Asset Management Lccplan years 2022
+11 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
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What changed
- Dec 31, 2024Manager relationship endedinferenceHancock Capital Partners no longer appears on Kaleida Health Pension Growth Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Hancock Capital Partnersaskebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceCantillion Global Equity Fund no longer appears on Kaleida Health Pension Growth Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Cantillion Global Equity Fundaskebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferencePangaea Three-B, LP no longer appears on Kaleida Health Pension Growth Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Pangaea Three-B, LPaskebsa.dol.gov
- Dec 31, 2023Manager relationship startedAudax Direct Lending Solutions Fund appears on Kaleida Health Pension Growth Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Audax Direct Lending Solutions Fundaskebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceMonroe Capital no longer appears on Kaleida Health Pension Growth Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Monroe Capitalaskebsa.dol.gov
+2 more dated events
Every name, record and relationship behind this count, with the source on each.
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Commitments
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 | 9,953 | $775M | $877M | 93.1% | $852M | $571M | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 9,603 | $708M | $834M | 92.2% | $776M | $525M | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 11,803 | $992M | $884M | 103.7% | $708M | $485M | Not disclosed | Not disclosed |
- Audax Direct Lending Solutions Fund codes 28 $602,798 PY2024
- USI Consulting Group codes 11 $597,239 PY2024
- Mercer codes 17 $378,025 PY2024
+43 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Not yet on record: fund commitments.
Record history
- Manager relationship ended2024-12-31source on record
- Manager relationship ended2023-12-31source on record
- Manager relationship 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
+20 connections on the graph
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