Cabell Huntington Hospital, Inc. Non-Union Employees' Retirement Plan
Corporate pension, based in Huntington, West Virginia, for 1,523 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, UBS Financial Services, Inc appears on Cabell Huntington Hospital, Inc. Non-Union Employees' Retirement Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023).
1 more adviser, 4 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.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Capital path
who backs this record, through what, into what; each name opens its own path- Principal Smallcap Sep Acct-R62 commitments
- Prin Core Plus Bond Sep Acct-Z2 commitments
- Prin Lgcp S&p 500 Index Sa-Z2 commitments
- Principal7 commitments
Relationship network
15 connected entities7 observed commitments4 repeat counterpartiescommitments 2022 to 2023
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 0.9%
- Corporate debt instruments (other) 8.4%
- U.S. Government securities 17.7%
- Pooled separate accounts 46.1%
- Registered investment companies 5.6%
- Common stock 20.1%
Consultants and advisers
- Morgan Stanley Smith Barney, LLC Pension consultantthrough Dec 31, 2022 Form 5500
- UBS Financial Services Inc. Investment adviser (plan)through Dec 31, 2022 Form 5500
- First State Trust Company Trusteethrough 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.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
People
Manager roster
- Principal7 rows, latest Dec 31, 2023
What changed
- Dec 31, 2024Consultant changedinferenceUBS Financial Services, Inc appears on Cabell Huntington Hospital, Inc. Non-Union Employees' Retirement Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with UBS Financial Services Inc.askebsa.dol.gov
- Dec 31, 2024Assets changedCabell Huntington Hospital, Inc. Non-Union Employees' Retirement Plan total assets $184M -> $0 (-100.0%, 2023-12-31 to 2024-12-31)
- Dec 31, 2023Holding startedCabell Huntington Hospital, Inc. Non-Union Employees' Retirement Plan first reports an interest in Prin Liquid Assets Sep Acct-Z (Principal): $2M at 2023-12-31with Principalaskebsa.dol.gov
- Dec 31, 2023Consultant changedinferenceUBS Financial Services Inc no longer appears on Cabell Huntington Hospital, Inc. Non-Union Employees' Retirement Plan's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)with UBS Financial Services Inc.askebsa.dol.gov
- Jan 1, 2023Funded status changedCabell Huntington Hospital, Inc. Non-Union Employees' Retirement Plan funded ratio 106.2% -> 93.2% (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, 2023 | Principal Smallcap Sep Acct-R6separate account | Principal | Pooled vehicles | $13.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Prin Liquid Assets Sep Acct-Zseparate account | Principal | Pooled vehicles | $1.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Prin Core Plus Bond Sep Acct-Zseparate account | Principal | Fixed income | $5.6M held | Disclosed holding | askebsa.dol.gov |
+4 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
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 | 1,523 | Not disclosed | Not disclosed | n/a | $0 | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 1,690 | $171M | $202M | 93.2% | $184M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 1,701 | $222M | $195M | 106.2% | $171M | Not disclosed | Not disclosed | Not disclosed |
- Morgan Stanley Smith Barney LLC codes 17 27 50 $156,901 PY2024
- UBS Financial Services, Inc codes 27 50 $72,698 PY2024
- First State Trust Company codes 21 50 $30,750 PY2024
+20 more service providers
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Provenance
Provenance
Not yet on record: assets.
Cabell Huntington Hospital, Inc. Non-Union Employees' Retirement Plan sits on 1 traced path of capital across the graphs.
DFX traced 1 path 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.
Checking your plan…
Record history
- Consultant changed2024-12-31source on record
- Total assets changed2024-12-31source on record
- Holding in a pooled vehicle started2023-12-31source on record
+3 more changes on this record's ledger
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
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
+5 connections on the graph
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.