Baptist Health Care, Inc. Pension Plan
Corporate pension, based in Pensacola, Florida, reporting $81.9M in assets, for 2,960 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 1 Jan 2024, Baptist Health Care, Inc. Pension Plan funded ratio 87.9% -> 91.3% (2023-01-01 to 2024-01-01).
1 more adviser, 41 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- AON Long Government Bond Index Fund3 commitments
- AON Multi-Asset Credit Fund3 commitments
- Large Cap Equity Fund3 commitments
- AON Trust Company LLC40 commitments
- Nisa4 commitments
Relationship network
41 connected entities44 observed commitments17 repeat counterpartiescommitments 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
- Interest-bearing cash 1.3%
- Partnership/joint venture interests 11.3%
- Common/collective trusts 84.9%
Consultants and advisers
- AON Investment USA, Inc. Investment adviser (plan)through Dec 31, 2024 Form 5500
- Aon ActuaryGeneral consultantthrough Dec 31, 2024 Form 5500
- AON Consulting, Inc. Actuarythrough 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
- AON Trust Company LLC40 rows, latest Dec 31, 2024
- Nisa4 rows, latest Dec 31, 2024
- Nisaplan years
- AON Investments USA Incplan years 2022
What changed
- Jan 1, 2024Funded status changedBaptist Health Care, Inc. Pension Plan funded ratio 87.9% -> 91.3% (2023-01-01 to 2024-01-01)
- Dec 31, 2023Holding startedBaptist Health Care, Inc. Pension Plan first reports an interest in Nisa Ultra Mid Treasury Cif: $7M at 2023-12-31with Nisa Ultra Mid Treasury Cifaskebsa.dol.gov
- Dec 31, 2023Holding endedinferenceBaptist Health Care, Inc. Pension Plan no longer reports 20+ Yr U S Treas Strips (AON Trust Company LLC) (last held $17M at 2022-12-31; absent from the 2023-12-31 filing)with AON Trust Company LLCaskebsa.dol.gov
- Dec 31, 2023Holding startedBaptist Health Care, Inc. Pension Plan first reports an interest in Nisa Ultra Long Treasury Cif: $7M at 2023-12-31with Nisa Ultra Long Treasury Cifaskebsa.dol.gov
- Jan 1, 2023Funded status changedBaptist Health Care, Inc. Pension Plan funded ratio 106.1% -> 87.9% (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 | Nisa Ultra Long Treasury Cifcollective trust | Nisa | Fixed income | $4.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Nisa Ultra Mid Treasury Cifcollective trust | Nisa | Fixed income | $4.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | AON Long Government Bond Index Fundcollective trust | AON Trust Company LLC | Fixed income | $453,942 held | Disclosed holding | askebsa.dol.gov |
+41 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 | 2,960 | $87.5M | $102M | 91.3% | $81.9M | $9.3M | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 2,997 | $85.4M | $104M | 87.9% | $87.6M | $9.9M | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 3,030 | $118M | $104M | 106.1% | $85.4M | $9.9M | Not disclosed | Not disclosed |
- AON Consulting Inc codes 11 13 16 50 $252,466 PY2024
- AON Investments USA Inc. codes 27 28 51 $206,599 PY2024
- Regions Bank codes 21 50 $110,463 PY2024
+56 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Baptist Health Care, Inc. Pension Plan sits on 2 traced paths of capital across the graphs.
DFX traced 2 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
- 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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