Commonwealth Health Corporation Restated Retirement Plan
Corporate pension, based in Bowling Green, Kentucky, reporting $180M in assets, for 1,979 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, Blackrock no longer appears on Commonwealth Health Corporation Restated Retirement Plan's Schedule C as investment manager (plan year 2024 vs 2023).
4 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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Relationship network
16 connected entities
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
- 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 1.4%
- Corporate debt instruments (preferred) 54.1%
- U.S. Government securities 24.8%
- Other investments 11.2%
- Registered investment companies 1.0%
- Common stock 7.5%
Consultants and advisers
- Principal Financial Group Actuarythrough Dec 31, 2023 Form 5500
- AON Consulting, Inc. Actuarythrough Dec 31, 2022 Form 5500
- Bank of America Trusteethrough Dec 31, 2022 Form 5500
People
Manager roster
- MFS Invetment Managementplan years 2024
- Baird Capitalplan years 2022, 2023
- TCW Lcgplan years 2023
+8 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, 2024Manager relationship endedinferenceBlackrock no longer appears on Commonwealth Health Corporation Restated Retirement Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Blackrockaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceMFS Investment Management no longer appears on Commonwealth Health Corporation Restated Retirement Plan's Schedule C as investment manager (plan year 2024 vs 2023)with MFS Investment Managementaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedMFS Invetment Management appears on Commonwealth Health Corporation Restated Retirement Plan's Schedule C as investment manager (plan year 2024 vs 2023)with MFS Invetment Managementaskebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceTCW Lcv no longer appears on Commonwealth Health Corporation Restated Retirement Plan's Schedule C as investment manager (plan year 2023 vs 2022)with TCW Lcvaskebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceWells Fargo Asset Management no longer appears on Commonwealth Health Corporation Restated Retirement Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Wells Fargo Asset Managementaskebsa.dol.gov
+4 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
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 | 1,979 | $187M | $152M | 86.5% | $180M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 2,096 | $173M | $144M | 85.9% | $185M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 2,096 | $222M | $134M | 89.7% | $165M | Not disclosed | Not disclosed | Not disclosed |
- Bank of America codes 21 50 $478,962 PY2024
- Schroder Investment Management codes 28 50 $8,494 PY2024
- Principal Financial Group codes 13 50 $8,251 PY2024
+28 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: fund commitments.
Record history
- Manager relationship ended2024-12-31source on record
- Manager relationship ended2024-12-31source on record
- Manager relationship started2024-12-31source on record
+6 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
+16 connections on the graph
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