Parkview Health System, Inc. Employees Pension Plan
Corporate pension, based in Fort Wayne, Indiana, reporting $469M in assets, for 4,368 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, Highland Associates, Inc. no longer appears on Parkview Health System, Inc. Employees Pension Plan's Schedule C as general consultant (plan year 2024 vs 2023).
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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Relationship network
14 connected entities
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
- 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
- Non-interest-bearing cash 0.5%
- Insurance company general account 0.4%
- Registered investment companies 75.7%
- Common stock 15.1%
- Real estate (other than employer real property) 4.5%
Consultants and advisers
- Highland Associates, Inc. General consultantthrough Dec 31, 2022 Form 5500
- Buck Global, LLC Actuarythrough Dec 31, 2022 Form 5500
People
Manager roster
- Epoch Investment Management Co LLCplan years 2023
- Pacific Investment Management Co Llplan years 2023
- UBS Trumbullplan years 2022
+5 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 changedinferenceHighland Associates, Inc. no longer appears on Parkview Health System, Inc. Employees Pension Plan's Schedule C as general consultant (plan year 2024 vs 2023)with Highland Associates, Inc.askebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceFirst Republic Bank no longer appears on Parkview Health System, Inc. Employees Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with First Republic Bankaskebsa.dol.gov
- Dec 31, 2023Manager relationship startedPacific Investment Management Co Ll appears on Parkview Health System, Inc. Employees Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Pacific Investment Management Co Llaskebsa.dol.gov
- Dec 31, 2023Manager relationship startedEpoch Investment Management Co LLC appears on Parkview Health System, Inc. Employees Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Epoch Investment Management Co LLCaskebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceSterling Capital Management no longer appears on Parkview Health System, Inc. Employees Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Sterling Capital Management LLCaskebsa.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
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 | 4,368 | $415M | $430M | 94.5% | $469M | Not disclosed | Not disclosed | $21.0M |
| 2023 to Dec 31, 2023 | 4,440 | $396M | $425M | 95.6% | $449M | Not disclosed | Not disclosed | $24.7M |
| 2022 to Dec 31, 2022 | 4,504 | $481M | $407M | 109.9% | $408M | Not disclosed | Not disclosed | $30.9M |
- Pacific Investment Management Co Ll codes 28 $493,422 PY2024
- Epoch Investment Management Co LLC codes 28 $175,860 PY2024
- Lincoln National Life Insurance Co codes 20 $156,467 PY2024
+31 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: fund commitments, managers.
Record history
- Manager relationship ended2024-12-31source on record
- Consultant changed2024-12-31source on record
- Manager relationship started2023-12-31source 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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