Legacy Health Employees Retirement Plan
Corporate pension, based in Portland, Oregon, reporting $810M in assets, for 11,580 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 1 Jan 2024, Legacy Health Employees Retirement Plan funded ratio 97.3% -> 103.1% (2023-01-01 to 2024-01-01).
1 more manager, 6 more commitments and 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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Capital path
who backs this record, through what, into what; each name opens its own path- Causeway Collective Investment Trus3 commitments
- GQG Partners Emerging Markets Equit3 commitments
- Artisan Multiple Investment Trust2 commitments
Relationship network
17 connected entities9 observed commitments6 repeat counterparties8 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 basesCorporate pensionShowHide
Allocation policy
- Corporate debt instruments (other) 29.4%
- U.S. Government securities 9.2%
- Other investments 7.4%
- Partnership/joint venture interests 1.4%
- Common/collective trusts 7.8%
- Registered investment companies 24.3%
- Common stock 14.6%
Consultants and advisers
- Milliman, Inc. Actuarythrough Dec 31, 2022 Form 5500
People
Manager roster
- Causeway3 rows, latest Dec 31, 2024
- Reliance Trust Company3 rows, latest Dec 31, 2024
- Artisan Partners2 rows, latest Dec 31, 2024
+1 more manager received commitments
Every name, record and relationship behind this count, with the source on each.
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- Causewayplan years
- Artisan Partnersplan years
- Timessquare Capital Management, LLCplan years
+3 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
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What changed
- Jan 1, 2024Funded status changedLegacy Health Employees Retirement Plan funded ratio 97.3% -> 103.1% (2023-01-01 to 2024-01-01)
- Dec 31, 2023Holding startedLegacy Health Employees Retirement Plan first reports an interest in Artisan Multiple Investment Trust (Artisan Global Value Trust): $9M at 2023-12-31with Artisan Global Value Trustaskebsa.dol.gov
- Dec 31, 2023Holding endedinferenceLegacy Health Employees Retirement Plan no longer reports Timessquare Mid Cap Growth Fund (last held $16M at 2022-12-31; absent from the 2023-12-31 filing)with Timessquare Mid Cap Growth Fundaskebsa.dol.gov
- Dec 31, 2023Assets changedLegacy Health Employees Retirement Plan total assets $769M -> $871M (+13.3%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedLegacy Health Employees Retirement Plan funded ratio 115.5% -> 97.3% (2022-01-01 to 2023-01-01)
+1 more dated event
Every name, record and relationship behind this count, with the source on each.
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Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Causeway Collective Investment Truscollective trust | Causeway | Pooled vehicles | $21.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Artisan Multiple Investment Trustcollective trust | Artisan Partners | Pooled vehicles | $8.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | GQG Partners Emerging Markets Equitcollective trust | Reliance Trust Company | Public equity | $16.4M held | Disclosed holding | askebsa.dol.gov |
+6 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 | 11,580 | $768M | $705M | 103.1% | $810M | $11.0M | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 11,969 | $719M | $733M | 97.3% | $871M | $13.5M | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 12,636 | $1.0B | $726M | 115.5% | $769M | $16.9M | Not disclosed | Not disclosed |
- Cape Ann Global Developing Markets codes 28 $218,407 PY2024
- Trumbull Property Fund LP codes 28 $93,669 PY2024
- Northgate IV LP codes 28 $20,900 PY2024
+18 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Record history
- Funded status changed2024-01-01source on record
- Holding in a pooled vehicle started2023-12-31source on record
- Holding in a pooled vehicle ended2023-12-31source on record
+3 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
+8 connections on the graph
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