Oakwood Healthcare, Inc. Cash Balance Plan
Corporate pension, based in Southfield, Michigan, reporting $282M in assets, for 5,695 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, State Street Bank & Trust Company no longer appears on Oakwood Healthcare, Inc. Cash Balance Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023).
3 more advisers and 2 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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Relationship network
10 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.
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.
- 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 1.8%
- Master trust investment accounts 96.4%
Consultants and advisers
- Monticello Associates Investment adviser (plan)through Dec 31, 2023 Form 5500
- Mercer Investments LLC Investment adviser (plan)through Dec 31, 2023 Form 5500
- State Street Bank & Trust Company Investment adviser (plan)through Dec 31, 2022 Form 5500
+3 more consultants and advisers advise this allocator
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
People
Manager roster
What changed
- Dec 31, 2024Consultant changedinferenceState Street Bank & Trust Company no longer appears on Oakwood Healthcare, Inc. Cash Balance Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with State Street Bank & Trust Companyaskebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceMonticello Associates no longer appears on Oakwood Healthcare, Inc. Cash Balance Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with Monticello Associatesaskebsa.dol.gov
- Jan 1, 2024Funded status changedOakwood Healthcare, Inc. Cash Balance Plan funded ratio 85.3% -> 88.0% (2023-01-01 to 2024-01-01)
- Dec 31, 2023Consultant changedinferenceMercer Investments LLC appears on Oakwood Healthcare, Inc. Cash Balance Plan's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)with Mercer Investments LLCaskebsa.dol.gov
- Dec 31, 2023Consultant changedinferenceMonticello Associates appears on Oakwood Healthcare, Inc. Cash Balance Plan's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)with Monticello Associatesaskebsa.dol.gov
+2 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
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 | 5,695 | $263M | $282M | 88.0% | $282M | Not disclosed | $272M | Not disclosed |
| 2023 to Dec 31, 2023 | 5,933 | $256M | $283M | 85.3% | $269M | Not disclosed | $264M | Not disclosed |
| 2022 to Dec 31, 2022 | 6,204 | $338M | $287M | 106.9% | $255M | Not disclosed | $231M | Not disclosed |
- Willis Towers Watson US LLC codes 11 14 17 50 $901,233 PY2024
- Mercer Investments LLC codes 27 50 $70,323 PY2024
- Comerica Bank codes 19 21 28 49 50 59 62 72 $36,440 PY2024
+19 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Not yet on record: fund commitments, managers.
Record history
- Consultant changed2024-12-31source on record
- Consultant changed2024-12-31source on record
- Funded status changed2024-01-01source on record
+4 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
+7 connections on the graph
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