ST. Clair Hospital Retirement Plan
Corporate pension, based in Pittsburgh, Pennsylvania, reporting $190M in assets, for 3,628 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, Wellington Trust Company appears on ST. Clair Hospital Retirement Plan's Schedule C as investment manager (plan year 2024 vs 2023).
1 more adviser 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.
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Capital path
who backs this record, through what, into what; each name opens its own path- T. Rowe Price Structured Rsrch3 commitments
- Legal & General Msci Acwi Ex US Cit3 commitments
- T. Rowe Price Trust Company3 commitments
- Legal and General3 commitments
Relationship network
19 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 1.9%
- Corporate debt instruments (other) 2.3%
- U.S. Government securities 14.7%
- Partnership/joint venture interests 1.4%
- Common/collective trusts 46.7%
- Registered investment companies 26.6%
- Common stock 1.2%
Consultants and advisers
- Clearstead General consultantthrough Dec 31, 2022 Form 5500
- Towers Watson Pennsylvania, Inc. Actuarythrough Dec 31, 2022 Form 5500
- Northern Trust Co. Trusteethrough Dec 31, 2022 Form 5500
+1 more consultant or adviser advise this allocator
Every name, record and relationship behind this count, with the source on each.
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People
Manager roster
- T. Rowe Price Trust Company3 rows, latest Dec 31, 2024
- Legal and General3 rows, latest Dec 31, 2024
- Clearsteadplan years 2024
- Legal and Generalplan years 2024
- Wellington Trust Companyplan years 2024
+5 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
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What changed
- Dec 31, 2024Manager relationship startedWellington Trust Company appears on ST. Clair Hospital Retirement Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Wellington Trust Companyaskebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceWellington Management Company no longer appears on ST. Clair Hospital Retirement Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Wellington Managementaskebsa.dol.gov
- Jan 1, 2023Funded status changedST. Clair Hospital Retirement Plan funded ratio 106.0% -> 87.8% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedST. Clair Hospital Retirement Plan plan assets $256M -> $190M (-25.9%, 2022-01-01 to 2023-01-01)
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | T. Rowe Price Structured Rsrchcollective trust | T. Rowe Price Trust Company | Pooled vehicles | $5.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Legal & General Msci Acwi Ex US Citcollective trust | Legal and General | Pooled vehicles | $83.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | T. Rowe Price Structured Rsrchcollective trust | T. Rowe Price Trust Company | Pooled vehicles | $4.8M 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.
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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 | 3,628 | $190M | $190M | 87.7% | $190M | $2.7M | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 3,233 | $190M | $187M | 87.8% | $190M | $2.8M | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 3,318 | $256M | $186M | 106.0% | $190M | $2.4M | Not disclosed | Not disclosed |
- Legal and General Inv. Mgt. America codes 28 $316,931 PY2024
- Towers Watson Pennsylvania, Inc. codes 11 $271,029 PY2024
- Northern Trust Company codes 21 $94,333 PY2024
+33 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Record history
- Manager relationship started2024-12-31source on record
- Manager relationship ended2023-12-31source on record
- Funded status changed2023-01-01source on record
+1 more change 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
+13 connections on the graph
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