Medical Group of Beverly Hills, Inc. Defined Benefit Pension Plan
Corporate pension, based in LOS Angeles, California, reporting $34.2M in assets, for 249 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, RCB Wealth Management no longer appears on Medical Group of Beverly Hills, Inc. Defined Benefit Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023).
1 more dated event
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
5 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.
- 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
- Interest-bearing cash 1.9%
- Non-interest-bearing cash 8.9%
- Corporate debt instruments (other) 0.6%
- Corporate debt instruments (preferred) 0.0%
- U.S. Government securities 43.6%
- Registered investment companies 30.3%
- Common stock 9.5%
- Real estate (other than employer real property) 5.2%
Consultants and advisers
- Futureplan by Ascensus Actuarythrough Dec 31, 2022 Form 5500
- Matrix Trust Company Custodianthrough Dec 31, 2022 Form 5500
People
Manager roster
- RBC Wealth Managementplan years 2024
- RCB Wealth Managementplan years 2022
What changed
- Dec 31, 2024Manager relationship endedinferenceRCB Wealth Management no longer appears on Medical Group of Beverly Hills, Inc. Defined Benefit Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with RCB Wealth Managementaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedRBC Wealth Management appears on Medical Group of Beverly Hills, Inc. Defined Benefit Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with RBC Wealth Managementaskebsa.dol.gov
- Jan 1, 2024Funded status changedMedical Group of Beverly Hills, Inc. Defined Benefit Pension Plan funded ratio 98.6% -> 103.0% (2023-01-01 to 2024-01-01)
- Jan 1, 2024Assets changedMedical Group of Beverly Hills, Inc. Defined Benefit Pension Plan plan assets $28M -> $32M (+16.8%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Assets changedMedical Group of Beverly Hills, Inc. Defined Benefit Pension Plan total assets $28M -> $32M (+16.9%, 2022-12-31 to 2023-12-31)
+1 more dated event
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 | 249 | $32.3M | $31.3M | 103.0% | $34.2M | $0 | $0 | $1.8M |
| 2023 to Dec 31, 2023 | 211 | $27.6M | $28.0M | 98.6% | $32.3M | $0 | $0 | $4.3M |
| 2022 to Dec 31, 2022 | 218 | $27.8M | $23.9M | 116.7% | $27.6M | Not disclosed | Not disclosed | $4.2M |
- RBC Wealth Management codes 28 $182,405 PY2024
- Matrix Trust Company codes 19 33 PY2024
- Futureplan by Ascensus codes 11 PY2024
+6 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
- Manager relationship ended2024-12-31source on record
- Manager relationship started2024-12-31source on record
- Funded status changed2024-01-01source on record
+3 more changes on this record's ledger
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
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.