Non-Contributory Retirement Program for Certain Employees of Hawaii Medical Service Association
Corporate pension, based in Honolulu, Hawaii, reporting $232M in assets, for 1,334 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 1 Jan 2024, Non-Contributory Retirement Program for Certain Employees of Hawaii Medical Service Association funded ratio 99.0% -> 102.2% (2023-01-01 to 2024-01-01).
4 more managers and 24 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- IR & M Long Govt Credit Fund3 commitments
- NT Collective S&p 500 Index Fund3 commitments
- Wtc-Cif II Smid Cap Research Equity3 commitments
- Northern Trust Investments, Inc.6 commitments
- Wellington Trust Company, Na3 commitments
- Alliancebernstein L.P.3 commitments
Relationship network
33 connected entities27 observed commitments15 repeat counterparties21 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
- Common/collective trusts 100.0%
Consultants and advisers
- AON Consulting, Inc. Actuarythrough Dec 31, 2022 Form 5500
- Northern Trust Co. Trusteethrough Dec 31, 2022 Form 5500
People
Manager roster
- Northern Trust Investments, Inc.6 rows, latest Dec 31, 2024
- Wellington Trust Company, Na3 rows, latest Dec 31, 2024
- Alliancebernstein L.P.3 rows, latest Dec 31, 2024
+4 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
- Invescoplan years
- Invesco Trust Companyplan years
- Northern Trust Investments, Incorporatedplan years
+3 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
- Jan 1, 2024Funded status changedNon-Contributory Retirement Program for Certain Employees of Hawaii Medical Service Association funded ratio 99.0% -> 102.2% (2023-01-01 to 2024-01-01)
- Jan 1, 2023Funded status changedNon-Contributory Retirement Program for Certain Employees of Hawaii Medical Service Association funded ratio 87.0% -> 99.0% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedNon-Contributory Retirement Program for Certain Employees of Hawaii Medical Service Association plan assets $149M -> $207M (+38.9%, 2022-01-01 to 2023-01-01)
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | IR & M Long Govt Credit Fundcollective trust | Income Research & Management | Private credit | $23.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | NT Collective S&p 500 Index Fundcollective trust | Northern Trust Investments, Inc. | Pooled vehicles | $21.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Wtc-Cif II Smid Cap Research Equitycollective trust | Wellington Trust Company, Na | Public equity | $3.5M held | Disclosed holding | askebsa.dol.gov |
+24 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 | 1,334 | $214M | $136M | 102.2% | $232M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 1,404 | $207M | $134M | 99.0% | $236M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 1,555 | $149M | $143M | 87.0% | $228M | Not disclosed | Not disclosed | Not disclosed |
- Income Research & Management, Inc. codes 28 $57,713 PY2024
- Northern Trust Company codes 21 $24,695 PY2024
- CF Equity Fund Apl - Ir&m Long Govt Sched. D C $23.0M PY2024
+37 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Non-Contributory Retirement Program for Certain Employees of Hawaii Medical Service Association 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.
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Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.
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Record history
- Funded status changed2024-01-01source on record
- Funded status changed2023-01-01source on record
- Total assets changed2023-01-01source on record
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
+10 connections on the graph
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