Western Connecticut Health Network Pension Plan
Corporate pension, based in Danbury, Connecticut, reporting $922M in assets, for 8,752 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 30 Sep 2024, Western Connecticut Health Network Pension Plan first reports an interest in Metlife Long Credit Collective Tr: $159M at 2024-09-30.
1 more adviser, 5 more managers, 32 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- Nepc Emerging Markets Equity Cit3 commitments
- Nepc Global Equity Cit3 commitments
- Ssga US Treasury Index Nl Ctf3 commitments
- Nepc, LLC12 commitments
- State Street Global Advisors Trust Company9 commitments
- State Street Global Advisors Trust3 commitments
Relationship network
49 connected entities35 observed commitments18 repeat counterparties31 dated commitments shown here, 2023 to 2025
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%
- U.S. Government securities 5.9%
- Other investments 27.2%
- Common/collective trusts 64.0%
Consultants and advisers
- Nepc, LLC Pension consultantthrough Sep 30, 2024 Form 5500
- Marquette Asset Management Investment adviser (plan)through Sep 30, 2023 Form 5500
- Principal Trust Co. Directed trusteethrough Sep 30, 2024 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
- Nepc, LLC12 rows, latest Sep 30, 2025
- State Street Global Advisors Trust Company9 rows, latest Sep 30, 2025
- State Street Global Advisors Trust3 rows, latest Sep 30, 2025
+5 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
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- State Street Bank & Trust Companyplan years
- Russell Trust Companyplan years
- Metlifeplan 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
- Sep 30, 2024Holding startedWestern Connecticut Health Network Pension Plan first reports an interest in Metlife Long Credit Collective Tr: $159M at 2024-09-30with Metlife Long Credit Collective Traskebsa.dol.gov
- Dec 31, 2023Manager relationship startedPrincipal Life Insurance Company appears on Western Connecticut Health Network Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Principalaskebsa.dol.gov
- Dec 31, 2023Consultant changedinferenceMarquette Asset Mgmt LLC no longer appears on Western Connecticut Health Network Pension Plan's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)with Marquette Asset Managementaskebsa.dol.gov
- Dec 31, 2023Consultant changedinferenceNepc LLC appears on Western Connecticut Health Network Pension Plan's Schedule C as pension consultant (plan year 2023 vs 2022)with Nepc, LLCaskebsa.dol.gov
- Dec 31, 2023Manager relationship startedSEI Trust Company appears on Western Connecticut Health Network Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with SEI Trust Companyaskebsa.dol.gov
+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 Sep 30, 2025 | Nepc Emerging Markets Equity Citcollective trust | Nepc, LLC | Public equity | $8.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Sep 30, 2025 | Nepc Global Equity Citcollective trust | Nepc, LLC | Public equity | $20.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Sep 30, 2025 | Ssga US Treasury Index Nl Ctfcollective trust | State Street Bank & Trust Company | Fixed income | $59.1M held | Disclosed holding | askebsa.dol.gov |
+32 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 Sep 30, 2025 | 8,752 | $957M | $851M | 100.0% | $922M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Sep 30, 2024 | 8,880 | $879M | $886M | 101.0% | $964M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Sep 30, 2023 | 8,979 | $874M | $812M | 109.6% | $881M | Not disclosed | Not disclosed | Not disclosed |
- SEI Trust Company codes 28 50 $1.6M PY2024
- Nepc LLC codes 17 50 $922,504 PY2024
- Principal Costodial Solutions codes 25 50 $611,033 PY2024
+57 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Western Connecticut Health Network Pension Plan sits on 6 traced paths of capital across the graphs.
DFX traced 6 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
- Holding in a pooled vehicle started2024-09-30source on record
- Manager relationship started2023-12-31source on record
- Manager relationship started2023-12-31source 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
+11 connections on the graph
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