DFX Intelligence
Allocator Intelligence
The capital-owner graph behind private markets. Who owns the capital, who decides, how much, under what policy, on whose advice, to which managers, and what changed, with a source and a date behind every row. A target is never an actual, a disclosed holding is never an approval, and an estimate says so.
Corporate pension
Pension Plan of Anne Arundel Medical Center
Corporate pensionAnnapolis, MD
Assets
$111M
Total assets, Dec 31, 2024 reported
Funded
143.6%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
9
none on the tape
Plan sponsor: Luminis Health Anne Arundel Medical Center, Inc.
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 2.7%
- Common/collective trusts 97.3%
Consultants and advisers
3 firms
- Cape Ann Asset Management Investment adviser (plan)through Dec 31, 2022 Form 5500
- Boomershine Consulting Group L.L.C Actuarythrough Dec 31, 2022 Form 5500
- Truist Bank Trusteethrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
No manager relationship is on the tape for this allocator.
Commitments
9 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Mercer Passive Long Government Fixecollective trust | Mercer Trust Company | Pooled vehicles | $13.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Mercer Non-Us Core Equity Portfoliocollective trust | Mercer Trust Company | Public equity | $4.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Mercer Opportunistic Fixed Incomecollective trust | Mercer Trust Company | Hedge / diversifiers | $5.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Mercer US Large Cap Core Passive Eqcollective trust | Mercer Trust Company | Public equity | $9.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Mercer US Small/mid Cap Equity Portcollective trust | Mercer Trust Company | Public equity | $1.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | State Street Int US Gov Bond Fundcollective trust | State Street Global Advisors Trust Company | Fixed income | $18.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Mercer Active Intermediate Credit Fcollective trust | Mercer Trust Company | Private credit | $27.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Mercer Active Long Corporate Fixedcollective trust | Mercer Trust Company | Fixed income | $26.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Mercer Emerging Markets Equity Portcollective trust | Mercer Trust Company | Public equity | $1.8M held | Disclosed holding | askebsa.dol.gov |
Size and funding
33 readings
Investment management fees
$23,611 (2023-12) · $19,337 (2022-12)
Form 5500 filings
3 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Dec 31, 2024 | 1,833 | $116M | $83.7M | 143.6% | $111M | $0 | n/a | n/a |
| 2023 to Dec 31, 2023 | 1,891 | $113M | $86.3M | 144.5% | $116M | $1.9M | n/a | n/a |
| 2022 to Dec 31, 2022 | 1,954 | $140M | $87.6M | 153.9% | $113M | $12.1M | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Boomershine Consulting Group LLC codes 11 50 $113,182 PY2024
- Truist Bank codes 21 $43,785 PY2024
- Sc&h Attest Services, P.C. codes 10 50 $27,600 PY2024
- Mercer Opportunistic Fixed Income Sched. D C $5.6M PY2024
- Mercer US Large Cap Passive Equity Sched. D C $9.1M PY2024
- Mercer US Small/midcap Equity Sched. D C $1.4M PY2024
- State Street Interm. US Govt. Bond Sched. D C $18.8M PY2024
- Mercer Active Intermed. Cred. Fixed Sched. D C $27.5M PY2024
- Mercer Active Long Corp. Fixed Inc. Sched. D C $26.8M PY2024
- Mercer Long Duration Passive Fixed Sched. D C $13.5M PY2024
- Mercer Non-Us Core Equity Sched. D C $4.0M PY2024
- Mercer Emerging Markets Equity Sched. D C $1.8M PY2024
- Boomershine Consulting Group, LLC codes 11 PY2024
- Boomershine Consulting Group LLC codes 11 50 $108,664 PY2023
- Truist Bank codes 21 $36,139 PY2023
- Sc&h Attest Services, P.C. codes 10 50 $25,000 PY2023
- Cape Ann Global Developing Markets codes 27 $23,611 PY2023
- Boomershine Consulting Group, LLC codes 11 PY2023
- Boomershine Consulting Group LLC codes 11 50 $124,906 PY2022
- Truist Bank codes 21 $36,565 PY2022
- Sc&h Attest Services, P.C. codes 10 $22,750 PY2022
- Cape Ann Global Developing Markets codes 27 $19,337 PY2022
- Boomershine Consulting Group, LLC codes 11 PY2022
What changed
3 events
- Dec 31, 2024Consultant changedinferenceCape Ann Global Developing Markets no longer appears on Pension Plan of Anne Arundel Medical Center's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with Cape Ann Asset Managementaskebsa.dol.gov
- Jan 1, 2023Funded status changedPension Plan of Anne Arundel Medical Center funded ratio 153.9% -> 144.5% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedPension Plan of Anne Arundel Medical Center plan assets $140M -> $113M (-18.8%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 521169362-001
Cross-graph: no entry on another DFX graph
First observed Sep 15, 2026, last observed Sep 15, 2026. Classification confirmed. Every row above carries its source; a reported figure is the subject’s own, a derived one is arithmetic on reported figures, an estimated one is a model or a survey imputation and is never summed into a headline.