Amersham Health Inc. Puerto Rico Pension Plan
Corporate pension, based in Chicago, Illinois, reporting $10.9M in assets, for 281 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, Amersham Health Inc. Puerto Rico Pension Plan first reports an interest in AON Enhanced Liability Driven Inves (AON Trust Company LLC): $1M at 2024-12-31.
2 more advisers and 25 more commitments
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 Large Cap Equity Index Fund3 commitments
- AON High Yield Plus Fund3 commitments
- AON Global Real Estate Fund3 commitments
- AON Trust Company LLC28 commitments
Relationship network
30 connected entities28 observed commitments10 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 1.6%
- Common/collective trusts 98.4%
Consultants and advisers
- Alight Solutions LLC Pension consultantthrough Dec 31, 2022 Form 5500
- Hewitt Associates Actuarythrough Dec 31, 2024 Form 5500
- Principal Spectrum Asset Management Trusteethrough Dec 31, 2024 Form 5500
+2 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
- AON Trust Company LLC28 rows, latest Dec 31, 2024
- AON Investments USA Incplan years 2024
What changed
- Dec 31, 2024Holding startedAmersham Health Inc. Puerto Rico Pension Plan first reports an interest in AON Enhanced Liability Driven Inves (AON Trust Company LLC): $1M at 2024-12-31with AON Trust Company LLCaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedAON Investments USA Inc. appears on Amersham Health Inc. Puerto Rico Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with AON Investments USA Incaskebsa.dol.gov
- Jan 1, 2023Funded status changedAmersham Health Inc. Puerto Rico Pension Plan funded ratio 112.9% -> 99.4% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedAmersham Health Inc. Puerto Rico Pension Plan plan assets $15M -> $11M (-22.0%, 2022-01-01 to 2023-01-01)
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | AON Large Cap Equity Index Fundcollective trust | AON Trust Company LLC | Public equity | $255,448 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | AON High Yield Plus Fundcollective trust | AON Trust Company LLC | Fixed income | $84,787 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | AON Global Real Estate Fundcollective trust | AON Trust Company LLC | Real estate | $47,508 held | Disclosed holding | askebsa.dol.gov |
+25 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 | 281 | $11.6M | $10.1M | 99.1% | $10.9M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 282 | $11.4M | $10.4M | 99.4% | $11.6M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 285 | $14.7M | $10.5M | 112.9% | $11.4M | Not disclosed | Not disclosed | Not disclosed |
- Deloitte & Touche LLP codes 10 50 $28,000 PY2024
- Plante & Moran, PLLC codes 10 50 $16,300 PY2024
- AON Investments USA Inc. codes 28 50 51 $13,922 PY2024
+38 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Amersham Health Inc. Puerto Rico Pension 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.
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Record history
- Holding in a pooled vehicle started2024-12-31source on record
- Manager relationship started2024-12-31source on record
- Funded status changed2023-01-01source on record
+1 more change 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
+7 connections on the graph
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