Hawaii Pacific Health Retirement Plan
Corporate pension, based in Honolulu, Hawaii, reporting $430M in assets, for 8,513 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, Willis Towers Watson US LLC no longer appears on Hawaii Pacific Health Retirement Plan's Schedule C as pension consultant (plan year 2024 vs 2023).
1 more adviser, 2 more managers, 11 more commitments and 4 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- Blackrock US 20pl Yr Bd Idx Nl Fd3 commitments
- Metlife Long Credit Collective Tr3 commitments
- Arrowstreet Global Equity Alpha Ext3 commitments
- Blackrock Institutional Trust Company, N.A.3 commitments
- Metlife Investment Management3 commitments
- Arrow Street Capital3 commitments
Relationship network
29 connected entities14 observed commitments9 repeat counterparties9 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
- Interest-bearing cash 2.3%
- Other investments 3.4%
- Partnership/joint venture interests 39.0%
- Common/collective trusts 28.5%
- Registered investment companies 18.4%
- Common stock 0.5%
Consultants and advisers
- BAA Capital Advisors, Inc. Named fiduciarythrough Dec 31, 2024 Form 5500
- Milliman, Inc. Actuarythrough Dec 31, 2023 Form 5500
- Willis Towers Watson US LLC 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
- Blackrock Institutional Trust Company, N.A.3 rows, latest Dec 31, 2024
- Metlife Investment Management3 rows, latest Dec 31, 2024
- Arrow Street Capital3 rows, latest Dec 31, 2024
+2 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
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- Blackrock Institutional Trust Company, N.A.plan years
- Blackrock Insti. Trust Company, N.Aplan years
- Metlife Investment Managementplan years
+3 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, 2024Consultant changedinferenceWillis Towers Watson US LLC no longer appears on Hawaii Pacific Health Retirement Plan's Schedule C as pension consultant (plan year 2024 vs 2023)with Willis Towers Watson US LLCaskebsa.dol.gov
- Dec 31, 2023Holding endedinferenceHawaii Pacific Health Retirement Plan no longer reports Legal & General Collective Trust Ms (Legal and General) (last held $3M at 2022-12-31; absent from the 2023-12-31 filing)with Legal and Generalaskebsa.dol.gov
- Dec 31, 2023Holding endedinferenceHawaii Pacific Health Retirement Plan no longer reports Legal & General S&p 500 Cit Fund (Legal and General) (last held $5M at 2022-12-31; absent from the 2023-12-31 filing)with Legal and Generalaskebsa.dol.gov
- Dec 31, 2023Holding startedHawaii Pacific Health Retirement Plan first reports an interest in Silchester Int'l Value Equity Trust (Silchester International Investor): $5M at 2023-12-31with Silchester International Investoraskebsa.dol.gov
- Dec 31, 2023Holding endedinferenceHawaii Pacific Health Retirement Plan no longer reports CF L&g Msci Eafe Coll Invt (Legal and General) (last held $2M at 2022-12-31; absent from the 2023-12-31 filing)with Legal and Generalaskebsa.dol.gov
+4 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
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Blackrock US 20pl Yr Bd Idx Nl Fdcollective trust | Blackrock Institutional Trust Company, N.A. | Pooled vehicles | $39.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Metlife Long Credit Collective Trcollective trust | Metlife Investment Management | Private credit | $56.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Arrowstreet Global Equity Alpha Extcollective trust | Arrow Street Capital | Public equity | $20.6M held | Disclosed holding | askebsa.dol.gov |
+11 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 Dec 31, 2024 | 8,513 | $450M | $386M | 95.9% | $430M | $168M | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 8,199 | $409M | $362M | 94.4% | $452M | $173M | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 8,093 | $554M | $345M | 116.4% | $408M | $169M | Not disclosed | Not disclosed |
- Cambridge Associates codes 28 51 $657,321 PY2024
- Bank of Hawaii codes 21 25 50 $523,823 PY2024
- Arrowstreet Capital codes 28 51 $491,393 PY2024
+39 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Record history
- Consultant changed2024-12-31source on record
- Holding in a pooled vehicle ended2023-12-31source on record
- Holding in a pooled vehicle ended2023-12-31source on record
+6 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
+11 connections on the graph
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