Spectrum Health Pension Plan
Corporate pension, based in Grand Rapids, Michigan, reporting $229M in assets, for 3,809 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 1 Jan 2024, Spectrum Health Pension Plan funded ratio 81.5% -> 86.3% (2023-01-01 to 2024-01-01).
5 more advisers and 3 more commitments
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Capital path
who backs this record, through what, into what; each name opens its own path- NT Collective S&p 500 Index Fund3 commitments
- WCM Focused Intl Growth Fund3 commitments
- Northern Trust Investments, Inc.3 commitments
- WCM Investment Management3 commitments
Relationship network
20 connected entities6 observed commitments4 repeat counterpartiescommitments 2022 to 2024
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 2.9%
- Non-interest-bearing cash 0.4%
- Corporate debt instruments (other) 59.0%
- U.S. Government securities 19.2%
- Common/collective trusts 7.0%
- Registered investment companies 9.0%
- Common stock 0.0%
Consultants and advisers
- WCM Investment Management, LLC Investment adviser (plan)through Dec 31, 2022 Form 5500
- Mercer General consultantthrough Dec 31, 2022 Form 5500
- Nisa Investment Advisors, LLC Investment adviser (plan)through Dec 31, 2022 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
- Northern Trust Investments, Inc.3 rows, latest Dec 31, 2024
- WCM Investment Management3 rows, latest Dec 31, 2024
What changed
- Jan 1, 2024Funded status changedSpectrum Health Pension Plan funded ratio 81.5% -> 86.3% (2023-01-01 to 2024-01-01)
- Jan 1, 2023Funded status changedSpectrum Health Pension Plan funded ratio 104.3% -> 81.5% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedSpectrum Health Pension Plan plan assets $346M -> $231M (-33.2%, 2022-01-01 to 2023-01-01)
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | NT Collective S&p 500 Index Fundcollective trust | Northern Trust Investments, Inc. | Pooled vehicles | $12.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | WCM Focused Intl Growth Fundcollective trust | WCM Investment Management | Pooled vehicles | $4.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | NT Collective S&p 500 Index Fundcollective trust | Northern Trust Investments, Inc. | Pooled vehicles | $12.5M held | Disclosed holding | askebsa.dol.gov |
+3 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 Dec 31, 2024 | 3,809 | $231M | $202M | 86.3% | $229M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 4,067 | $231M | $210M | 81.5% | $239M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 4,341 | $346M | $210M | 104.3% | $238M | Not disclosed | Not disclosed | Not disclosed |
- Deloitte Consulting LLP codes 11 50 $681,879 PY2024
- Pimco codes 27 28 50 51 $329,901 PY2024
- Nisa Investment Advisors, LLC codes 27 28 50 51 $299,891 PY2024
+37 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
Spectrum Health Pension Plan sits on 4 traced paths of capital across the graphs.
DFX traced 4 paths of capital through this record
Every record on each path, what it committed or lent, and as of when.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.
Checking your plan…
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
+9 connections on the graph
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