Elliot Health System Pension Plan
Corporate pension, based in Manchester, New Hampshire, reporting $267M in assets, for 1,513 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, Resource Investment Advisors LLC no longer appears on Elliot Health System Pension Plan's Schedule C as pension consultant (plan year 2024 vs 2023).
7 more advisers
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Relationship network
12 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 2.2%
- Insurance company general account 0.2%
- Partnership/joint venture interests 92.0%
- Registered investment companies 5.6%
Consultants and advisers
- Onedigital Pension consultantthrough Dec 31, 2022 Form 5500
- Loomis Sayles Trusteethrough Dec 31, 2024 Form 5500
- William Blair Funds Trusteethrough 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
What changed
- Dec 31, 2024Consultant changedinferenceResource Investment Advisors LLC no longer appears on Elliot Health System Pension Plan's Schedule C as pension consultant (plan year 2024 vs 2023)with Onedigitalaskebsa.dol.gov
- Jan 1, 2024Funded status changedElliot Health System Pension Plan funded ratio 100.1% -> 103.7% (2023-01-01 to 2024-01-01)
- Jan 1, 2023Funded status changedElliot Health System Pension Plan funded ratio 116.9% -> 100.1% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedElliot Health System Pension Plan plan assets $365M -> $286M (-21.8%, 2022-01-01 to 2023-01-01)
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 | 1,513 | $275M | $285M | 103.7% | $267M | $246M | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 1,896 | $286M | $313M | 100.1% | $278M | $253M | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 1,910 | $365M | $300M | 116.9% | $286M | $202M | Not disclosed | Not disclosed |
- Milliman codes 11 $330,975 PY2024
- Income Research & Management Co. codes 21 $164,875 PY2024
- Northern Trust Company codes 21 $34,973 PY2024
+25 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Not yet on record: fund commitments, managers.
Record history
- Consultant changed2024-12-31source on record
- Funded status changed2024-01-01source 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
+11 connections on the graph
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