Meriter Health Services Employee Retirement Plan
Corporate pension, based in Madison, Wisconsin, reporting $192M in assets, for 2,657 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, Reliance Trust Company of Delaware no longer appears on Meriter Health Services Employee Retirement Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023).
7 more advisers, 5 more commitments and 5 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- L&g Long Liability Treasury Cit3 commitments
- Long Liability Corporate Cit Fund3 commitments
- L&g Liability Treasury 3x Cit Fund1 commitment
- Legal and General8 commitments
Relationship network
24 connected entities8 observed commitments3 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 11.7%
- Common/collective trusts 78.2%
- Registered investment companies 8.9%
- Common stock 1.2%
Consultants and advisers
- Legal & General Inv Mgmt America Investment adviser (plan)through Dec 31, 2024 Form 5500
- Leeward Investments LLC Investment adviser (plan)Pension consultantthrough Dec 31, 2023 Form 5500
- Reliance Trust Company of Delaware Investment adviser (plan)through Dec 31, 2023 Form 5500
+7 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
- Legal and General8 rows, latest Dec 31, 2024
What changed
- Dec 31, 2024Consultant changedinferenceReliance Trust Company of Delaware no longer appears on Meriter Health Services Employee Retirement Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with Reliance Trust Company of Delawareaskebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceLG Invest Mgmt America Inc appears on Meriter Health Services Employee Retirement Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with Legal & General Inv Mgmt Americaaskebsa.dol.gov
- Dec 31, 2023Holding endedinferenceMeriter Health Services Employee Retirement Plan no longer reports L&g Liability Corp Cit Fund (Legal and General) (last held $70M at 2022-12-31; absent from the 2023-12-31 filing)with Legal and Generalaskebsa.dol.gov
- Dec 31, 2023Holding endedinferenceMeriter Health Services Employee Retirement Plan no longer reports L&g Liability Treasury 3x Cit Fund (Legal and General) (last held $6M at 2022-12-31; absent from the 2023-12-31 filing)with Legal and Generalaskebsa.dol.gov
- Dec 31, 2023Consultant changedinferenceReliance Trust Company of Delaware appears on Meriter Health Services Employee Retirement Plan's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)with Reliance Trust Company of Delawareaskebsa.dol.gov
+5 more dated events
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 | L&g Long Liability Treasury Citcollective trust | Legal and General | Fixed income | $20.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Long Liability Corporate Cit Fundcollective trust | Legal and General | Pooled vehicles | $130M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | L&g Long Liability Treasury Citcollective trust | Legal and General | Fixed income | $22.8M held | Disclosed holding | askebsa.dol.gov |
+5 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 | 2,657 | $205M | $180M | 105.4% | $192M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 2,770 | $205M | $186M | 107.0% | $205M | $0 | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 2,902 | $267M | $191M | 116.8% | $205M | $23.1M | Not disclosed | Not disclosed |
- LG Invest Mgmt America Inc codes 27 51 $961,523 PY2024
- FID Mgmt Trust Co codes 17 50 $343,698 PY2024
- Mercer codes 27 51 $166,407 PY2024
+34 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
Meriter Health Services Employee Retirement Plan sits on 7 traced paths of capital across the graphs.
DFX traced 7 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
- Consultant changed2024-12-31source on record
- Holding in a pooled vehicle ended2023-12-31source on record
+7 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
+13 connections on the graph
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