Houston Hospitals, Inc. Retirement Plan
Corporate pension, based in Warner Robins, Georgia, reporting $94.9M in assets, for 1,738 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 28 Feb 2025, Houston Hospitals, Inc. Retirement Plan first reports an interest in Nisa Ultra Long Treasury Cif: $391,044 at 2025-02-28.
1 more adviser, 1 more manager, 18 more commitments and 13 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 Intermediate Credit Bond Fund3 commitments
- AON Long Credit Bond Fund3 commitments
- AON Long Government Bond Index Fund3 commitments
Relationship network
39 connected entities21 observed commitments10 repeat counterparties20 dated commitments shown here, 2023 to 2025
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
- Common/collective trusts 100.0%
Consultants and advisers
- Ativo Capital Management LLC Investment adviser (plan)through Feb 28, 2023 Form 5500
- CSM Advisors Investment adviser (plan)through Feb 28, 2023 Form 5500
- AON Consulting, Inc. Actuarythrough Feb 28, 2023 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
- AON Trust Company LLC16 rows, latest Feb 28, 2025
- Nisa2 rows, latest Feb 28, 2025
- Northern Trust Co.2 rows, latest Feb 29, 2024
+1 more manager received commitments
Every name, record and relationship behind this count, with the source on each.
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- Nisaplan years
- Geneva Capital Managementplan years 2023
- Walthausen & Co., LLCplan years 2023
+1 more Schedule C manager
Every name, record and relationship behind this count, with the source on each.
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What changed
- Feb 28, 2025Holding startedHouston Hospitals, Inc. Retirement Plan first reports an interest in Nisa Ultra Long Treasury Cif: $391,044 at 2025-02-28with Nisa Ultra Long Treasury Cifaskebsa.dol.gov
- Feb 28, 2025Holding startedHouston Hospitals, Inc. Retirement Plan first reports an interest in AON US Intermediate Government (AON Trust Company LLC): $6M at 2025-02-28with AON Trust Company LLCaskebsa.dol.gov
- Feb 28, 2025Holding startedHouston Hospitals, Inc. Retirement Plan first reports an interest in NT Collective Short Term Investment (Northern Trust Collective Eafe Inde): $2M at 2025-02-28with Northern Trust Investments, Inc.askebsa.dol.gov
- Feb 28, 2025Holding endedinferenceHouston Hospitals, Inc. Retirement Plan no longer reports Blackrock Russell 1000 Index (Northern Trust Co.) (last held $2M at 2024-02-29; absent from the 2025-02-28 filing)with Northern Trust Co.askebsa.dol.gov
- Feb 28, 2025Holding startedHouston Hospitals, Inc. Retirement Plan first reports an interest in Nisa Ultra Mid Treasury Cif: $2M at 2025-02-28with Nisa Ultra Mid Treasury Cifaskebsa.dol.gov
+13 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 Feb 28, 2025 | NT Collective Short Term Investmentcollective trust | Northern Trust Investments, Inc. | Cash | $1.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Feb 28, 2025 | Nisa Ultra Mid Treasury Cifcollective trust | Nisa | Fixed income | $2.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Feb 28, 2025 | Nisa Ultra Long Treasury Cifcollective trust | Nisa | Fixed income | $391,044 held | Disclosed holding | askebsa.dol.gov |
+18 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 Feb 28, 2025 | 1,738 | $94.0M | $94.4M | 80.0% | $94.9M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Feb 29, 2024 | 1,788 | $106M | $99.9M | 86.9% | $94.0M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Feb 28, 2023 | 1,809 | $131M | $97.6M | 92.9% | $106M | Not disclosed | Not disclosed | Not disclosed |
- Northern Trust codes 21 50 59 $41,533 PY2024
- Coltv Short-Term Invt Fd Sched. D C $1.8M PY2024
- AON Intermediate Credit Fund Sched. D C $10.5M PY2024
+32 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Houston Hospitals, Inc. Retirement Plan sits on 8 traced paths of capital across the graphs.
DFX traced 8 paths of capital through this record
Every record on each path, what it committed or lent, and as of when.
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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 started2025-02-28source on record
- Holding in a pooled vehicle started2025-02-28source on record
- Holding in a pooled vehicle started2025-02-28source on record
+15 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
+9 connections on the graph
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