Main Line Health, Inc. Retirement Income Plan
Corporate pension, based in Radnor, Pennsylvania, reporting $1.6B in assets, for 18,041 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, Primary Wave appears on Main Line Health, Inc. Retirement Income Plan's Schedule C as investment manager (plan year 2024 vs 2023).
6 more commitments 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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Capital path
who backs this record, through what, into what; each name opens its own path- Silchester Int'l Value Equity Trust3 commitments
- Acadian Emerging Markets Equity II3 commitments
- Lgima Long Duration US Credit Fund3 commitments
- Silchester International Investor3 commitments
- Acadian Asset Management3 commitments
- L and G Investment3 commitments
Relationship network
41 connected entities9 observed commitments6 repeat counterpartiescommitments 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 1.0%
- Non-interest-bearing cash 0.0%
- Corporate debt instruments (other) 4.9%
- U.S. Government securities 11.1%
- Other investments 0.2%
- Partnership/joint venture interests 65.2%
- 103-12 investment entities 3.0%
- Registered investment companies 10.1%
- Common stock 1.5%
Consultants and advisers
- Willis Towers Watson US LLC Actuarythrough Dec 31, 2022 Form 5500
- Principal Custody Solutions Trusteethrough Dec 31, 2022 Form 5500
People
Manager roster
- Silchester International Investor3 rows, latest Dec 31, 2024
- Acadian Asset Management3 rows, latest Dec 31, 2024
- L and G Investment3 rows, latest Dec 31, 2024
- Arbour Laneplan years 2024
- Primary Waveplan years 2024
- Encap Energy Capital Fund Xplan years 2023
+24 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
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What changed
- Dec 31, 2024Manager relationship startedPrimary Wave appears on Main Line Health, Inc. Retirement Income Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Primary Waveaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceBarings LLC no longer appears on Main Line Health, Inc. Retirement Income Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Barings International Inv Ltdaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedArbour Lane appears on Main Line Health, Inc. Retirement Income Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Arbour Laneaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedVitruvian Partners LLP appears on Main Line Health, Inc. Retirement Income Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Vitruvian Partners LLPaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceEagle Capital Management, LLC no longer appears on Main Line Health, Inc. Retirement Income Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Eagle Capital Management, LLCaskebsa.dol.gov
+7 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 | Silchester Int'l Value Equity Trust103 12 ie | Silchester International Investor | Public equity | $31.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Acadian Emerging Markets Equity II103 12 ie | Acadian Asset Management | Public equity | $14.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Lgima Long Duration US Credit Fundcollective trust | L and G Investment | Private credit | $149M 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 | 18,041 | $1.5B | $1.4B | 102.5% | $1.6B | $1.0B | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 16,816 | $1.4B | $1.4B | 101.8% | $1.6B | $1.0B | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 16,553 | $1.7B | $1.2B | 126.5% | $1.5B | $944M | Not disclosed | Not disclosed |
- Cambridge Associates, LLC codes 26 51 $2.2M PY2024
- Willis Towers Watson US LLC codes 11 16 50 $1.7M PY2024
- Encap Energy Capital Fund X codes 28 52 $1.3M PY2024
+88 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Record history
- Manager relationship ended2024-12-31source on record
- Manager relationship started2024-12-31source on record
- Manager relationship started2024-12-31source 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
+30 connections on the graph
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