Winter Haven Hospital Pension Plan
Corporate pension, based in Winter Haven, Florida, reporting $28.7M in assets, for 1,467 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 30 Sep 2025, Winter Haven Hospital Pension Plan no longer reports NT Collective S&p 500 Index Fund (Northern Trust Collective Eafe Inde) (last held $3M at 2024-09-30; absent from the 2025-09-30 filing).
1 more manager, 16 more commitments and 11 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- NT Collective Aggregate Bond Index3 commitments
- PRU U.S. Long Duration Corp Bd2 commitments
- NT Collective S&p 500 Index Fund2 commitments
- Northern Trust Investments, Inc.9 commitments
- Prudential Trust Co.7 commitments
- Allspring2 commitments
Relationship network
33 connected entities19 observed commitments9 repeat counterparties18 dated commitments shown here, 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
- Common/collective trusts 99.7%
- Registered investment companies 0.3%
Consultants and advisers
- Fidelity Investments Actuarythrough Sep 30, 2023 Form 5500
People
Manager roster
- Northern Trust Investments, Inc.9 rows, latest Sep 30, 2025
- Prudential Trust Co.7 rows, latest Sep 30, 2025
- Allspring2 rows, latest Sep 30, 2024
+1 more manager received commitments
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
- Allspringplan years
- Prudential Trust Co.plan years
- Mondrian Investment Partners, Ltdplan years 2023
What changed
- Sep 30, 2025Holding endedinferenceWinter Haven Hospital Pension Plan no longer reports NT Collective S&p 500 Index Fund (Northern Trust Collective Eafe Inde) (last held $3M at 2024-09-30; absent from the 2025-09-30 filing)with Northern Trust Investments, Inc.askebsa.dol.gov
- Sep 30, 2025Holding endedinferenceWinter Haven Hospital Pension Plan no longer reports PRU U.S. Long Duration Corp Bd (Prudential Trust Co.) (last held $13M at 2024-09-30; absent from the 2025-09-30 filing)with Prudential Trust Co.askebsa.dol.gov
- Sep 30, 2025Holding endedinferenceWinter Haven Hospital Pension Plan no longer reports Pgim Broad Market High Yield Bond (Prudential Trust Co.) (last held $1M at 2024-09-30; absent from the 2025-09-30 filing)with Prudential Trust Co.askebsa.dol.gov
- Sep 30, 2025Holding endedinferenceWinter Haven Hospital Pension Plan no longer reports NT All Country World Ex-Us Index Fd (Northern Trust Collective Eafe Inde) (last held $942,853 at 2024-09-30; absent from the 2025-09-30 filing)with Northern Trust Investments, Inc.askebsa.dol.gov
- Sep 30, 2025Holding endedinferenceWinter Haven Hospital Pension Plan no longer reports Mondrian International Equity Fund (Mondrian Investment Group(us) Inc) (last held $1M at 2024-09-30; absent from the 2025-09-30 filing)with Mondrian Investment Group(us) Incaskebsa.dol.gov
+11 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 Sep 30, 2025 | PRU U.S. Long Duration Corp Bdcollective trust | Prudential Trust Co. | Fixed income | $8.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Sep 30, 2025 | NT Collective Aggregate Bond Indexcollective trust | Northern Trust Investments, Inc. | Fixed income | $19.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Sep 30, 2024 | NT Collective S&p 500 Index Fundcollective trust | Northern Trust Investments, Inc. | Pooled vehicles | $2.5M held | Disclosed holding | askebsa.dol.gov |
+16 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
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 | 1,467 | $31.0M | $31.8M | 83.7% | $28.7M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Sep 30, 2024 | 1,510 | $27.8M | $32.8M | 82.6% | $31.1M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Sep 30, 2023 | 1,561 | $28.1M | $33.1M | 82.0% | $28.3M | Not disclosed | Not disclosed | Not disclosed |
- Fidelity Investments codes 13 50 $465,625 PY2024
- Kpmg LLP codes 10 50 $19,440 PY2024
- Hill Ward & Hendorson codes 29 50 $16,449 PY2024
+36 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Record history
- Holding in a pooled vehicle ended2025-09-30source on record
- Holding in a pooled vehicle ended2025-09-30source on record
- Holding in a pooled vehicle ended2025-09-30source on record
+13 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
+5 connections on the graph
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.