Catholic Medical Center Pension Plan
Corporate pension, based in Manchester, New Hampshire, reporting $243M in assets, for 1,951 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, FID Inv Inst Ops Co no longer appears on Catholic Medical Center Pension Plan's Schedule C as pension consultant (plan year 2024 vs 2023).
5 more advisers and 1 more dated event
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- Gleacher Diversified Strat Fund3 commitments
Relationship network
12 connected entities3 observed commitments1 repeat counterpartycommitments 2023 to 2025
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 3.0%
- Common/collective trusts 0.0%
- Registered investment companies 96.9%
Consultants and advisers
- Marathon International Investment adviser (plan)through Jun 30, 2025 Form 5500
- NEW England Private Wealth Advisors Investment adviser (plan)through Jun 30, 2025 Form 5500
- FID Mgmt Trust Co Pension consultantTrusteethrough Jun 30, 2025 Form 5500
+5 more consultants and advisers 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
- NEW England Private Wealth Advisorsplan years 2023
- Marathon Internationalplan years 2023
What changed
- Dec 31, 2024Consultant changedinferenceFID Inv Inst Ops Co no longer appears on Catholic Medical Center Pension Plan's Schedule C as pension consultant (plan year 2024 vs 2023)with Fidelity Institutional Asset Mgmt Taskebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceFID Mgmt Trust Co appears on Catholic Medical Center Pension Plan's Schedule C as pension consultant (plan year 2024 vs 2023)with FID Mgmt Trust Coaskebsa.dol.gov
- Jul 1, 2024Assets changedCatholic Medical Center Pension Plan plan assets $206M -> $228M (+10.8%, 2023-07-01 to 2024-07-01)
- Dec 31, 2023Consultant changedinferenceFID Inv Inst Ops Co appears on Catholic Medical Center Pension Plan's Schedule C as pension consultant (plan year 2023 vs 2022)with Fidelity Institutional Asset Mgmt Taskebsa.dol.gov
- Dec 31, 2023Consultant changedinferenceSegal no longer appears on Catholic Medical Center Pension Plan's Schedule C as pension consultant (plan year 2023 vs 2022)with The Segal Co. (eastern States) Inc.askebsa.dol.gov
+1 more dated event
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 Jun 30, 2025 | Gleacher Diversified Strat Fundcollective trust | Gleacher & Company Securities | Hedge / diversifiers | $8,798 held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2024 | Gleacher Diversified Strat Fundcollective trust | Gleacher & Company Securities | Hedge / diversifiers | $8,798 held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2023 | Gleacher Diversified Strat Fundcollective trust | Gleacher & Company Securities | Hedge / diversifiers | $8,798 held | Disclosed holding | askebsa.dol.gov |
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 Jun 30, 2025 | 1,951 | $228M | $255M | 81.4% | $243M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Jun 30, 2024 | 1,981 | $206M | $257M | 81.8% | $221M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Jun 30, 2023 | 1,958 | $198M | $247M | 82.1% | $206M | Not disclosed | $0 | Not disclosed |
- FID Mgmt Trust Co codes 13 15 17 50 $304,045 PY2024
- FID Inv Inst Ops Co codes 11 50 $74,986 PY2024
- Marathon International codes 27 $54,161 PY2024
+16 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: managers.
Record history
- Consultant changed2024-12-31source on record
- Consultant changed2024-12-31source on record
- Total assets changed2024-07-01source on record
+3 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
+12 connections on the graph
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