Pension Plan for Employees of Dartmouth-Hitchcock
Corporate pension, based in Lebanon, New Hampshire, reporting $609M in assets, for 3,881 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, Willis Towers Watson US LLC appears on Pension Plan for Employees of Dartmouth-Hitchcock's Schedule C as general consultant (plan year 2024 vs 2023).
2 more advisers, 10 more managers, 45 more commitments and 3 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- Treasury US 20 Year Key Rate Durati3 commitments
- Long Duration Alphacredit Plus Bond3 commitments
- Baron Emerging Markets Coll Inv Fd3 commitments
- Blackrock Institutional Trust Company, N.A.9 commitments
- Blackrock Institutional Trust6 commitments
- Baron3 commitments
Relationship network
65 connected entities48 observed commitments26 repeat counterparties23 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
- Partnership/joint venture interests 22.5%
- 103-12 investment entities 3.1%
- Common/collective trusts 44.2%
- Registered investment companies 29.0%
Consultants and advisers
- Willis Towers Watson US LLC General consultantActuarythrough Dec 31, 2024 Form 5500
- Income Research & Mgmt. Inc. Trusteethrough Dec 31, 2022 Form 5500
- Global Trust Company Trusteethrough Dec 31, 2022 Form 5500
+2 more consultants and advisers advise this allocator
Every name, record and relationship behind this count, with the source on each.
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People
Manager roster
- Blackrock Institutional Trust Company, N.A.9 rows, latest Dec 31, 2024
- Blackrock Institutional Trust6 rows, latest Dec 31, 2024
- Baron3 rows, latest Dec 31, 2024
+10 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
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- State Street Global Advisors Trust Companyplan years
- Baronplan years
- State Street Global Advisors Trustplan years
+10 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
What changed
- Dec 31, 2024Holding startedPension Plan for Employees of Dartmouth-Hitchcock first reports an interest in Daily Msci Eafe Index Nl Fund (State Street - Russell 2000): $9M at 2024-12-31with State Street Global Advisors Trust Companyaskebsa.dol.gov
- Dec 31, 2024Holding startedPension Plan for Employees of Dartmouth-Hitchcock first reports an interest in State Street S&p(r)500 Equal Weight: $11M at 2024-12-31with State Street S&p(r)500 Equal Weightaskebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceWillis Towers Watson US LLC appears on Pension Plan for Employees of Dartmouth-Hitchcock's Schedule C as general consultant (plan year 2024 vs 2023)with Willis Towers Watson US LLCaskebsa.dol.gov
- Jan 1, 2024Funded status changedPension Plan for Employees of Dartmouth-Hitchcock funded ratio 73.0% -> 75.6% (2023-01-01 to 2024-01-01)
- Dec 31, 2023Holding endedinferencePension Plan for Employees of Dartmouth-Hitchcock no longer reports Lazard Emerging Markets Total Retur (last held $25M at 2022-12-31; absent from the 2023-12-31 filing)with Lazard Emerging Markets Total Returaskebsa.dol.gov
+3 more dated events
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 | Treasury US 20 Year Key Rate Duraticollective trust | Blackrock Institutional Trust Company, N.A. | Fixed income | $7.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Long Duration Alphacredit Plus Bondcollective trust | Blackrock Institutional Trust Company, N.A. | Fixed income | $60.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Daily Msci Eafe Index Nl Fundcollective trust | State Street Global Advisors Trust Company | Pooled vehicles | $8.5M held | Disclosed holding | askebsa.dol.gov |
+45 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 | 3,881 | $623M | $862M | 75.6% | $609M | $137M | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 3,909 | $622M | $859M | 73.0% | $626M | $131M | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 4,173 | $897M | $842M | 93.2% | $621M | $82.3M | Not disclosed | Not disclosed |
- Wellington codes 28 51 68 $463,670 PY2024
- Blackrock codes 21 24 28 50 51 $331,503 PY2024
- Willis Towers Watson US LLC codes 16 $289,904 PY2024
+80 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Pension Plan for Employees of Dartmouth-Hitchcock sits on 5 traced paths of capital across the graphs.
DFX traced 5 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
- Holding in a pooled vehicle started2024-12-31source on record
- Holding in a pooled vehicle started2024-12-31source on record
- Consultant changed2024-12-31source on record
+5 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
+21 connections on the graph
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