Baxter Healthcare of Puerto Rico Pension Plan
Corporate pension, based in Deerfield, Illinois, reporting $244M in assets, for 6,404 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 1 Jan 2024, Baxter Healthcare of Puerto Rico Pension Plan funded ratio 80.0% -> 84.5% (2023-01-01 to 2024-01-01).
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
- Master trust investment accounts 91.5%
Consultants and advisers
- Northern Trust Co. Trusteethrough Dec 31, 2024 Form 5500
- Banco Popular Trusteethrough Dec 31, 2024 Form 5500
- Willis Towers Watson US LLC Actuarythrough Dec 31, 2022 Form 5500
People
Manager roster
- Baxter International Inc.plan years 2024
- Gamco Asset Management, Inc.plan years 2024
What changed
- Jan 1, 2024Funded status changedBaxter Healthcare of Puerto Rico Pension Plan funded ratio 80.0% -> 84.5% (2023-01-01 to 2024-01-01)
- Jan 1, 2023Funded status changedBaxter Healthcare of Puerto Rico Pension Plan funded ratio 116.5% -> 80.0% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedBaxter Healthcare of Puerto Rico Pension Plan plan assets $380M -> $231M (-39.2%, 2022-01-01 to 2023-01-01)
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 | 6,404 | $241M | $314M | 84.5% | $244M | Not disclosed | $223M | Not disclosed |
| 2023 to Dec 31, 2023 | 6,473 | $231M | $312M | 80.0% | $242M | Not disclosed | $231M | Not disclosed |
| 2022 to Dec 31, 2022 | 6,584 | $380M | $303M | 116.5% | $231M | $0 | $231M | Not disclosed |
- Alight Solutions codes 15 50 $268,375 PY2024
- Willis Towers Watson codes 11 50 $192,335 PY2024
- Banco Popular codes 21 50 $185,975 PY2024
+14 more service providers
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Provenance
Provenance
Not yet on record: fund commitments.
Record history
- Funded status changed2024-01-01source on record
- Funded status changed2023-01-01source on record
- Total assets changed2023-01-01source on record
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
+7 connections on the graph
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.