Bethesda Retirement Plan
Corporate pension, based in Boynton Beach, Florida, reporting $167M in assets, for 1,376 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, TCW Lcg no longer appears on Bethesda Retirement Plan's Schedule C as investment manager (plan year 2024 vs 2023).
1 more adviser and 7 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
17 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 2.0%
- Corporate debt instruments (other) 22.3%
- Corporate debt instruments (preferred) 22.6%
- U.S. Government securities 28.0%
- Other investments 12.7%
- Registered investment companies 1.1%
- Common stock 10.6%
Consultants and advisers
- AON Investments USA Inc General consultantthrough Sep 30, 2023 Form 5500
- Aon Actuarythrough Sep 30, 2024 Form 5500
- Bank of America Trusteethrough Sep 30, 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
- MFS Large Cap Valueplan years 2025
- Martin Currie Globalplan years 2023
- MFS Research Internationalplan years 2023
+9 more Schedule C managers
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
- Dec 31, 2024Manager relationship endedinferenceTCW Lcg no longer appears on Bethesda Retirement Plan's Schedule C as investment manager (plan year 2024 vs 2023)with TCW Lcgaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceMFS Lcv no longer appears on Bethesda Retirement Plan's Schedule C as investment manager (plan year 2024 vs 2023)with MFS Lcvaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedMFS Large Cap Value appears on Bethesda Retirement Plan's Schedule C as investment manager (plan year 2024 vs 2023)with MFS Large Cap Valueaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceMartin Currie Global no longer appears on Bethesda Retirement Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Martin Currie Globalaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceAllspring no longer appears on Bethesda Retirement Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Allspringaskebsa.dol.gov
+7 more dated events
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
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 Sep 30, 2025 | 1,376 | $172M | $171M | 91.1% | $167M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Sep 30, 2024 | 1,405 | $156M | $178M | 93.9% | $172M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Sep 30, 2023 | 1,434 | $153M | $177M | 95.2% | $156M | Not disclosed | Not disclosed | Not disclosed |
- AON Consulting Inc. codes 11 50 $378,040 PY2024
- Columbia Management codes 28 50 51 $179,827 PY2024
- Bank of America codes 21 50 $153,485 PY2024
+33 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 ended2024-12-31source on record
- Manager relationship ended2024-12-31source on record
+9 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
+17 connections on the graph
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