Pension Fund for Hospital and Health Care Employees, Philadelphia and Vicinity
Taft-Hartley plan, based in Philadelphia, Pennsylvania, reporting $353M in assets, for 11,084 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, Segal Marco Advisors no longer appears on Pension Fund for Hospital and Health Care Employees, Philadelphia and Vicinity's Schedule C as investment adviser (plan) (plan year 2024 vs 2023).
1 more adviser, 4 more managers, 21 more commitments and 4 more dated events
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- William Blair Global Leaders Collec3 commitments
- Loomis Sayles Small Midcap Trust3 commitments
- Segall Bryant & Hamill Intl Sm Cap3 commitments
- William Blair Investment Management3 commitments
- Loomis Sayles3 commitments
- Segall Bryant & Hamill LLC3 commitments
Relationship network
53 connected entities24 observed commitments16 repeat counterparties18 dated commitments shown here, 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 basesTaft-Hartley planShowHide
Allocation policy
- Interest-bearing cash 1.8%
- Non-interest-bearing cash 1.3%
- Other investments 0.1%
- Partnership/joint venture interests 37.2%
- 103-12 investment entities 4.7%
- Common/collective trusts 37.0%
- Registered investment companies 13.3%
- Common stock 4.0%
Consultants and advisers
- Segal Marco Advisors Investment adviser (plan)through Dec 31, 2022 Form 5500
- Benefit3, Inc. General consultantthrough Dec 31, 2022 Form 5500
- Wells Fargo Custodianthrough 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
- William Blair Investment Management3 rows, latest Dec 31, 2024
- Loomis Sayles3 rows, latest Dec 31, 2024
- Segall Bryant & Hamill LLC3 rows, latest Dec 31, 2024
+4 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
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- Amalgamated Bankplan years
- Northern Trust Investments, Incorporatedplan years
- Segall Bryant & Hamill LLCplan years
+11 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
What changed
- Dec 31, 2024Manager relationship startedDana Investment Advisors appears on Pension Fund for Hospital and Health Care Employees, Philadelphia and Vicinity's Schedule C as investment manager (plan year 2024 vs 2023)with Dana Investment Advisors, Inc.askebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceLandmark Equity Advisors LLC no longer appears on Pension Fund for Hospital and Health Care Employees, Philadelphia and Vicinity's Schedule C as investment manager (plan year 2024 vs 2023)with Landmark Equity Advisors, LLCaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceSmith Graham & Co. no longer appears on Pension Fund for Hospital and Health Care Employees, Philadelphia and Vicinity's Schedule C as investment manager (plan year 2024 vs 2023)with Smith Graham & Coaskebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceSegal Marco Advisors no longer appears on Pension Fund for Hospital and Health Care Employees, Philadelphia and Vicinity's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with Segal Marco Advisorsaskebsa.dol.gov
- Dec 31, 2023Manager relationship startedBoyd Watterson Asset Mgmt appears on Pension Fund for Hospital and Health Care Employees, Philadelphia and Vicinity's Schedule C as investment manager (plan year 2023 vs 2022)with Boyd Watterson Asset Managementaskebsa.dol.gov
+4 more dated events
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
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | William Blair Global Leaders Colleccollective trust | William Blair Investment Management | Pooled vehicles | $15.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Loomis Sayles Small Midcap Trustcollective trust | Loomis Sayles | Pooled vehicles | $13.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Segall Bryant & Hamill Intl Sm Capcollective trust | Segall Bryant & Hamill LLC | Pooled vehicles | $17.6M held | Disclosed holding | askebsa.dol.gov |
+21 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 | 11,084 | Not disclosed | Not disclosed | n/a | $353M | $131M | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 11,289 | Not disclosed | Not disclosed | n/a | $356M | $127M | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 10,947 | Not disclosed | Not disclosed | n/a | $357M | $144M | Not disclosed | Not disclosed |
- Boyd Watterson Asset Mgmt codes 28 51 $244,651 PY2024
- Cynthia Blassingame codes 30 50 $113,567 PY2024
- Intercontinental Re Group codes 28 51 $92,684 PY2024
+96 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Pension Fund for Hospital and Health Care Employees, Philadelphia and Vicinity sits on 11 traced paths of capital across the graphs.
DFX traced 11 paths of capital through this record
Every record on each path, what it committed or lent, and as of when.
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Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.
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Record history
- Consultant changed2024-12-31source on record
- Manager relationship ended2024-12-31source on record
- Manager relationship ended2024-12-31source on record
+6 more changes 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
+19 connections on the graph
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