DFX Intelligence
Allocator Intelligence
The capital-owner graph behind private markets. Who owns the capital, who decides, how much, under what policy, on whose advice, to which managers, and what changed, with a source and a date behind every row. A target is never an actual, a disclosed holding is never an approval, and an estimate says so.
Corporate pension
Blue Cross and Blue Shield of Kansas City Pension Plan
Corporate pensionKansas City, MO
Assets
$166M
Total assets, Dec 31, 2024 reported
Funded
109.8%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
13
none on the tape
Plan sponsor: Blue Cross and Blue Shield of Kansas City
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Partnership/joint venture interests 18.5%
- Common/collective trusts 55.8%
- Registered investment companies 25.5%
Consultants and advisers
4 firms
- Spencer Fane LLP General consultantthrough Dec 31, 2024 Form 5500
- Northern Trust Co. Trusteethrough Dec 31, 2023 Form 5500
- Mercer Actuarythrough Dec 31, 2022 Form 5500
- Buck Global, LLC Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
4 managers on the commitment tape
From the plan’s own commitment disclosures
- Wellington Fd6 rows, latest Dec 31, 2024
- Northern Trust Collective Eafe Inde3 rows, latest Dec 31, 2024
- Barings Collective Investment Trust2 rows, latest Dec 31, 2023
- Fidelity Institutional Asset Mgmt2 rows, latest Dec 31, 2023
From Schedule C (investment management, code 28)
- Cravath, Swaine & Moore LLPplan years 2022
Commitments
13 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | NT Collective Short Term Investmentcollective trust | Northern Trust Collective Eafe Inde | Cash | $1.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Wtc-Cif II Smid Cap Research Equitycollective trust | Wellington Fd | Public equity | $4.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Wtc-Cif II Long Bond Portfoliocollective trust | Wellington Fd | Fixed income | $87.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Barings Intl Small Cap Equitycollective trust | Barings Collective Investment Trust | Public equity | $2.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | NT Collective Short Term Investmentcollective trust | Northern Trust Collective Eafe Inde | Cash | $2.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Wtc-Cif II Smid Cap Research Equitycollective trust | Wellington Fd | Public equity | $2.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Wtc-Cif II Long Bond Portfoliocollective trust | Wellington Fd | Fixed income | $85.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Fiam Global Low Volatility Equity Ccollective trust | Fidelity Institutional Asset Mgmt | Public equity | $7.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | NT Collective Short Term Investmentcollective trust | Northern Trust Collective Eafe Inde | Cash | $1.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Wtc-Cif II Smid Cap Research Equitycollective trust | Wellington Fd | Public equity | $2.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Wtc-Cif II Long Bond Portfoliocollective trust | Wellington Fd | Fixed income | $65.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Fiam Global Low Volatility Equity Ccollective trust | Fidelity Institutional Asset Mgmt | Public equity | $10.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Barings Intl Small Cap Equitycollective trust | Barings Collective Investment Trust | Public equity | $2.8M held | Disclosed holding | askebsa.dol.gov |
Size and funding
33 readings
Investment management fees
$168,167 (2023-12) · $152,022 (2022-12)
Form 5500 filings
3 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Dec 31, 2024 | 1,030 | $167M | $136M | 109.8% | $166M | $30.6M | n/a | n/a |
| 2023 to Dec 31, 2023 | 1,065 | $161M | $133M | 109.1% | $167M | $31.6M | n/a | n/a |
| 2022 to Dec 31, 2022 | 1,168 | $160M | $158M | 111.0% | $160M | $35.4M | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Wellington Trust Company codes 15 $191,611 PY2024
- Buck Global, LLC codes 11 $163,539 PY2024
- Mercer codes 11 $138,916 PY2024
- Northern Trust Company codes 21 $50,000 PY2024
- FID Inv Inst Ops Co codes 64 65 $32,769 PY2024
- Spencer Fane LLP codes 16 $14,248 PY2024
- Ntgi Collective Short-Term Inv. Fd Sched. D C $1.1M PY2024
- Baring International Small Cap Sched. D C PY2024
- Wtc-Cif II Smid Cap Research Equity Sched. D C $4.0M PY2024
- Wtc-Cif II Long Bond Sched. D C $87.3M PY2024
- Fiam Global Low Vol Comm Fd Sched. D C PY2024
- Buck Global, LLC codes 11 PY2024
- Mercer codes 11 $98,815 PY2023
- Wellington Trust Company codes 15 $50,000 PY2023
- Northern Trust Company codes 21 $50,000 PY2023
- Buck Global, LLC codes 11 $33,721 PY2023
- Baring International Small Cap Sched. D C $2.1M PY2023
- Ntgi Collective Short-Term Inv. Fd Sched. D C $2.0M PY2023
- Wtc-Cif II Smid Cap Research Equity Sched. D C $2.2M PY2023
- Wtc-Cif II Long Bond Sched. D C $85.3M PY2023
- Fiam Global Low Vol Comm Fd Sched. D C $7.3M PY2023
- Buck Global, LLC codes 11 PY2023
- Fidelity Institutional Operations C codes 15 $372,153 PY2022
- Mercer codes 11 $128,126 PY2022
- Buck Global, LLC codes 11 $111,189 PY2022
- Cravath Swaine & Moore codes 28 $87,195 PY2022
- Wellington Trust Company codes 15 $64,826 PY2022
- Alixpartners LLP codes 29 $6,736 PY2022
- Baring International Small Cap Sched. D C $2.8M PY2022
- National Retirement Trust Sched. D E PY2022
- Ntgi Collective Short-Term Inv. Fd Sched. D C $1.7M PY2022
- Fiam Global Low Vol Comm Fd Sched. D C $10.7M PY2022
- Wtc-Cif II Smid Cap Research Equity Sched. D C $2.9M PY2022
- Wtc-Cif II Long Bond Sched. D C $65.9M PY2022
- Buck Global, LLC codes 11 PY2022
What changed
4 events
- Dec 31, 2024Holding endedinferenceBlue Cross and Blue Shield of Kansas City Pension Plan no longer reports Fiam Global Low Volatility Equity C (Fidelity Institutional Asset Mgmt) (last held $7M at 2023-12-31; absent from the 2024-12-31 filing)with Fidelity Institutional Asset Mgmtaskebsa.dol.gov
- Dec 31, 2024Holding endedinferenceBlue Cross and Blue Shield of Kansas City Pension Plan no longer reports Barings Intl Small Cap Equity (Barings Collective Investment Trust) (last held $2M at 2023-12-31; absent from the 2024-12-31 filing)with Barings Collective Investment Trustaskebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceSpencer Fane LLP appears on Blue Cross and Blue Shield of Kansas City Pension Plan's Schedule C as general consultant (plan year 2024 vs 2023)with Spencer Fane LLPaskebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceCravath Swaine & Moore no longer appears on Blue Cross and Blue Shield of Kansas City Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Cravath, Swaine & Moore LLPaskebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 431257251-001
Cross-graph: no entry on another DFX graph
First observed Sep 15, 2026, last observed Sep 15, 2026. Classification confirmed. Every row above carries its source; a reported figure is the subject’s own, a derived one is arithmetic on reported figures, an estimated one is a model or a survey imputation and is never summed into a headline.