Blue Cross and Blue Shield of Kansas City Pension Plan
Corporate pension, based in Kansas City, Missouri, reporting $166M in assets, for 1,030 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, Spencer 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).
1 more adviser, 1 more manager and 10 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- NT Collective Short Term Investment3 commitments
- Wtc-Cif II Long Bond Portfolio3 commitments
- Wtc-Cif II Smid Cap Research Equity3 commitments
- Wellington Trust Company, Na6 commitments
- Northern Trust Investments, Inc.3 commitments
- Fidelity Institutional Asset Mgmt2 commitments
Relationship network
25 connected entities13 observed commitments9 repeat counterparties11 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
- Partnership/joint venture interests 18.5%
- Common/collective trusts 55.8%
- Registered investment companies 25.5%
Consultants and advisers
- 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
+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
- Wellington Trust Company, Na6 rows, latest Dec 31, 2024
- Northern Trust Investments, Inc.3 rows, latest Dec 31, 2024
- Fidelity Institutional Asset Mgmt2 rows, latest Dec 31, 2023
+1 more manager 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.
- Barings LLCplan years
- Cravath, Swaine & Moore LLPplan years 2022
What changed
- 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
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | NT Collective Short Term Investmentcollective trust | Northern Trust Investments, Inc. | Cash | $1.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Wtc-Cif II Long Bond Portfoliocollective trust | Wellington Trust Company, Na | Fixed income | $87.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Wtc-Cif II Smid Cap Research Equitycollective trust | Wellington Trust Company, Na | Public equity | $4.0M held | Disclosed holding | askebsa.dol.gov |
+10 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 | 1,030 | $167M | $136M | 109.8% | $166M | $30.6M | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 1,065 | $161M | $133M | 109.1% | $167M | $31.6M | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 1,168 | $160M | $158M | 111.0% | $160M | $35.4M | Not disclosed | Not disclosed |
- Wellington Trust Company codes 15 $191,611 PY2024
- Buck Global, LLC codes 11 $163,539 PY2024
- Mercer codes 11 $138,916 PY2024
+32 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
Blue Cross and Blue Shield of Kansas City Pension 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.
Checking your plan…
Record history
- Holding in a pooled vehicle ended2024-12-31source on record
- Holding in a pooled vehicle ended2024-12-31source on record
- Consultant changed2024-12-31source on record
+1 more change 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
+7 connections on the graph
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.