SUN Health Corporation Pension Plan
Corporate pension, based in Phoenix, Arizona, reporting $32.8M in assets, for 921 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, Nepc, LLC no longer appears on SUN Health Corporation Pension Plan's Schedule C as pension consultant (plan year 2024 vs 2023).
4 more advisers, 9 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- NT Collective Short Term Investment3 commitments
- NT Collective S&p 500 Index Fund3 commitments
- Wtc-Ctf Global Select Cap Apprec3 commitments
- Northern Trust Investments, Inc.9 commitments
- Wellington Management3 commitments
Relationship network
20 connected entities12 observed commitments7 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
- Other investments 64.9%
- Common/collective trusts 26.2%
- Registered investment companies 8.6%
Consultants and advisers
- Legal & General Inv Mgmt America Investment adviser (plan)through Dec 31, 2022 Form 5500
- Nepc, LLC Pension consultantthrough Dec 31, 2022 Form 5500
- Wellington Trust Company Investment adviser (plan)through Dec 31, 2022 Form 5500
+4 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
- Northern Trust Investments, Inc.9 rows, latest Dec 31, 2024
- Wellington Management3 rows, latest Dec 31, 2024
What changed
- Dec 31, 2024Consultant changedinferenceNepc, LLC no longer appears on SUN Health Corporation Pension Plan's Schedule C as pension consultant (plan year 2024 vs 2023)with Nepc, LLCaskebsa.dol.gov
- Jan 1, 2024Funded status changedSUN Health Corporation Pension Plan funded ratio 80.0% -> 74.2% (2023-01-01 to 2024-01-01)
- Jan 1, 2024Assets changedSUN Health Corporation Pension Plan plan assets $59M -> $34M (-42.0%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Assets changedSUN Health Corporation Pension Plan total assets $59M -> $34M (-42.0%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedSUN Health Corporation Pension Plan funded ratio 93.6% -> 80.0% (2022-01-01 to 2023-01-01)
+1 more dated event
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 | NT Collective Short Term Investmentcollective trust | Northern Trust Investments, Inc. | Cash | $49,092 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | NT Collective S&p 500 Index Fundcollective trust | Northern Trust Investments, Inc. | Pooled vehicles | $4.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Wtc-Ctf Global Select Cap Appreccollective trust | Wellington Management | Pooled vehicles | $2.1M held | Disclosed holding | askebsa.dol.gov |
+9 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 | 921 | $34.4M | $43.1M | 74.2% | $32.8M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 1,759 | $59.3M | $70.3M | 80.0% | $34.4M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 1,790 | $76.9M | $70.0M | 93.6% | $59.3M | Not disclosed | Not disclosed | Not disclosed |
- Fidelity Inv Inst Ops Co codes 11 17 50 64 $368,563 PY2024
- Faegre Drinker Biddle & Reath LLP codes 29 50 $93,170 PY2024
- Northern Trust Company codes 21 28 50 71 $35,592 PY2024
+33 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
SUN Health Corporation 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.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.
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Record history
- Consultant changed2024-12-31source on record
- Funded status changed2024-01-01source on record
- Total assets changed2024-01-01source 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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