University Community Health System Consolidated Pension Plan
Corporate pension, based in Altamonte Springs, Florida, reporting $92.5M in assets, for 1,886 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 1 Jan 2024, University Community Health System Consolidated Pension Plan funded ratio 95.2% -> 105.2% (2023-01-01 to 2024-01-01).
1 more dated event
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
10 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 1.8%
- Corporate debt instruments (other) 44.8%
- Corporate debt instruments (preferred) 46.7%
- U.S. Government securities 5.5%
Consultants and advisers
- Milliman, Inc. General consultantthrough Dec 31, 2022 Form 5500
- Pricewaterhousecoopers LLP Actuarythrough Dec 31, 2023 Form 5500
- PWC US Consulting LLP Actuarythrough Dec 31, 2022 Form 5500
People
Manager roster
- Bank of Americaplan years 2022
- Peregrine Investment Advisors, LLCplan years 2022
- Cambria Investors, LLCplan years 2022
+1 more Schedule C manager
Every name, record and relationship behind this count, with the source on each.
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What changed
- Jan 1, 2024Funded status changedUniversity Community Health System Consolidated Pension Plan funded ratio 95.2% -> 105.2% (2023-01-01 to 2024-01-01)
- Dec 31, 2023Manager relationship endedinferencePeregrine Investment Advisors, LLC no longer appears on University Community Health System Consolidated Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Peregrine Investment Advisors, LLCaskebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceCambiar no longer appears on University Community Health System Consolidated Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Cambria Investors, LLCaskebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceAllspring Global Investments no longer appears on University Community Health System Consolidated Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Allspring Global Investments LLCaskebsa.dol.gov
- Jan 1, 2023Funded status changedUniversity Community Health System Consolidated Pension Plan funded ratio 116.6% -> 95.2% (2022-01-01 to 2023-01-01)
+1 more dated event
Every name, record and relationship behind this count, with the source on each.
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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 | 1,886 | $101M | $103M | 105.2% | $92.5M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 1,964 | $92.8M | $107M | 95.2% | $101M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 2,033 | $130M | $108M | 116.6% | $96.4M | Not disclosed | Not disclosed | Not disclosed |
- Bank of America Merrill Lynch codes 28 50 51 52 62 $236,743 PY2024
- Pricewaterhousecoopers LLP codes 11 50 $195,354 PY2024
- Milliman codes 16 $37,756 PY2024
+17 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
- Funded status changed2024-01-01source on record
- Manager relationship ended2023-12-31source on record
- Manager relationship ended2023-12-31source on record
+3 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
+8 connections on the graph
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