Retirement Plan for Employees of Concord Hospital
Corporate pension, based in Concord, New Hampshire, reporting $413M in assets, for 6,353 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, Retirement Plan for Employees of Concord Hospital no longer reports Brandywine Global Investment Manage (Brandywine Global Investment Mgmt.) (last held $7M at 2023-12-31; absent from the 2024-12-31 filing).
3 more advisers, 3 more managers, 6 more commitments and 6 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- The Highclere International Investo2 commitments
- Marathon-London Inter Invt Trust 12 commitments
- Silchester Int'l Value Equity Trust2 commitments
- Highclere International Investors2 commitments
- Marathon-London International Inves2 commitments
- Silchester International Investor2 commitments
Relationship network
36 connected entities9 observed commitments6 repeat counterparties6 dated commitments shown here, 2023 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 1.6%
- Non-interest-bearing cash 0.5%
- Partnership/joint venture interests 23.2%
- 103-12 investment entities 8.8%
- Common/collective trusts 2.3%
- Registered investment companies 62.3%
Consultants and advisers
- Prime Buchholz LLC Investment adviser (plan)through Dec 31, 2022 Form 5500
- Fidelity Investments Actuarythrough Dec 31, 2023 Form 5500
- Willis Towers Watson US LLC Actuarythrough Dec 31, 2022 Form 5500
+3 more consultants and advisers advise this allocator
Every name, record and relationship behind this count, with the source on each.
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People
Manager roster
- Highclere International Investors2 rows, latest Dec 31, 2024
- Marathon-London International Inves2 rows, latest Dec 31, 2024
- Silchester International Investor2 rows, latest Dec 31, 2024
+3 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
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- Highclere International Investorsplan years 2022
- Wellingtonplan years
- Wellington Trust Company, Naplan years
+6 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, 2024Holding endedinferenceRetirement Plan for Employees of Concord Hospital no longer reports Brandywine Global Investment Manage (Brandywine Global Investment Mgmt.) (last held $7M at 2023-12-31; absent from the 2024-12-31 filing)with Brandywine Global Investment Mgmt.askebsa.dol.gov
- Dec 31, 2024Holding endedinferenceRetirement Plan for Employees of Concord Hospital no longer reports Wellington Trust Co Ctf Emerging Ma (last held $9M at 2023-12-31; absent from the 2024-12-31 filing)with Wellington Trust Co Ctf Emerging Maaskebsa.dol.gov
- Dec 31, 2024Holding startedRetirement Plan for Employees of Concord Hospital first reports an interest in Cape Ann Global Developing Markets (Cape Ann Asset Management): $10M at 2024-12-31with Cape Ann Asset Managementaskebsa.dol.gov
- Jan 1, 2024Funded status changedRetirement Plan for Employees of Concord Hospital funded ratio 97.0% -> 91.9% (2023-01-01 to 2024-01-01)
- Jan 1, 2024Assets changedRetirement Plan for Employees of Concord Hospital plan assets $343M -> $379M (+10.5%, 2023-01-01 to 2024-01-01)
+6 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 Dec 31, 2024 | The Highclere International Investo103 12 ie | Highclere International Investors | Pooled vehicles | $5.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Marathon-London Inter Invt Trust 1103 12 ie | Marathon-London International Inves | Pooled vehicles | $12.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Silchester Int'l Value Equity Trust103 12 ie | Silchester International Investor | Public equity | $18.4M held | Disclosed holding | askebsa.dol.gov |
+6 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 | 6,353 | $379M | $350M | 91.9% | $413M | $95.8M | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 6,176 | $343M | $333M | 97.0% | $380M | $75.1M | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 4,109 | $336M | $257M | 101.2% | $0 | $0 | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 1,864 | $71.5M | $57.2M | 118.1% | $343M | Not disclosed | Not disclosed | Not disclosed |
- Silchester International Investor I codes 28 51 $233,974 PY2024
- Cape Ann Global codes 28 51 $121,831 PY2024
- Marathon-London codes 28 51 $90,769 PY2024
+42 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Retirement Plan for Employees of Concord Hospital sits on 5 traced paths of capital across the graphs.
DFX traced 5 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 ended2024-12-31source on record
- Holding in a pooled vehicle ended2024-12-31source on record
- Holding in a pooled vehicle started2024-12-31source on record
+8 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
+18 connections on the graph
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