Cobre Valley Community Hospital Retirement Plan for Salaried Employees
Corporate pension, based in Globe, Arizona, reporting $9.1M in assets, for 222 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, Cobre Valley Community Hospital Retirement Plan for Salaried Employees no longer reports Mcv/pgim Quant Solutions Fd (Prudential Retirement & Annuity Ins) (last held $888 at 2023-12-31; absent from the 2024-12-31 filing).
15 more commitments and 7 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- Prudential Short-Term3 commitments
- Large Cap Value/wellington2 commitments
- Mid Cap Value/integrity2 commitments
- Empower Annuity Insurance Company8 commitments
- Prudential2 commitments
Relationship network
28 connected entities18 observed commitments10 repeat counterparties12 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
- Pooled separate accounts 100.0%
Consultants and advisers
- Empower Actuarythrough Dec 31, 2022 Form 5500
People
Manager roster
- Empower Annuity Insurance Company8 rows, latest Dec 31, 2024
- Prudential2 rows, latest Dec 31, 2023
- Empower Annuity Insurance Companyplan years
- Prudentialplan years
What changed
- Dec 31, 2024Holding endedinferenceCobre Valley Community Hospital Retirement Plan for Salaried Employees no longer reports Mcv/pgim Quant Solutions Fd (Prudential Retirement & Annuity Ins) (last held $888 at 2023-12-31; absent from the 2024-12-31 filing)with Prudential Retirement & Annuity Insaskebsa.dol.gov
- Jan 1, 2024Funded status changedCobre Valley Community Hospital Retirement Plan for Salaried Employees funded ratio 93.9% -> 96.3% (2023-01-01 to 2024-01-01)
- Dec 31, 2023Holding startedCobre Valley Community Hospital Retirement Plan for Salaried Employees first reports an interest in Largecapgrowth / Mfs Fund (Prudential Retirement & Annuity Ins): $908,077 at 2023-12-31with Prudential Retirement & Annuity Insaskebsa.dol.gov
- Dec 31, 2023Holding startedCobre Valley Community Hospital Retirement Plan for Salaried Employees first reports an interest in Small Cap Value/victory Fund (Prudential Retirement & Annuity Ins): $368,201 at 2023-12-31with Prudential Retirement & Annuity Insaskebsa.dol.gov
- Dec 31, 2023Holding startedCobre Valley Community Hospital Retirement Plan for Salaried Employees first reports an interest in Intl Bld II Fd (mngd by Mfs) (Prudential Retirement & Annuity Ins): $546,764 at 2023-12-31with Prudential Retirement & Annuity Insaskebsa.dol.gov
+7 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 | Large Cap Value/wellingtonseparate account | Empower Annuity Insurance Company | Public equity | $828,155 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Mid Cap Value/integrityseparate account | Empower Annuity Insurance Company | Pooled vehicles | $493,302 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Intl Bld II Fd (mngd by Mfs)separate account | Empower Annuity Insurance Company | Pooled vehicles | $569,155 held | Disclosed holding | askebsa.dol.gov |
+15 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 | 222 | $9.2M | $10.2M | 96.3% | $9.1M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 231 | $9.2M | $10.7M | 93.9% | $9.3M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 232 | $11.7M | $10.6M | 105.0% | $9.2M | Not disclosed | Not disclosed | Not disclosed |
- Empower Annuity Insurance Company codes 13 $53,680 PY2024
- Large Cap Value/wellington Sched. D P $828,155 PY2024
- Largecapgrowth/mfs Fund Sched. D P $1.2M PY2024
+31 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Record history
- Holding in a pooled vehicle ended2024-12-31source on record
- Funded status changed2024-01-01source on record
- Holding in a pooled vehicle started2023-12-31source on record
+9 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
+4 connections on the graph
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.