Good Shepherd Rehabilitation Hospital Employees' Pension Plan
Corporate pension, based in Allentown, Pennsylvania, for 548 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 15 Jul 2025, Good Shepherd Rehabilitation Hospital Employees' Pension Plan total assets $68M -> $0 (-100.0%, 2024-12-31 to 2025-07-15).
3 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- Prin Liquid Assets Sep Acct-Z3 commitments
- Principal3 commitments
Relationship network
12 connected entities3 observed commitments2 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
- Corporate debt instruments (other) 62.1%
- U.S. Government securities 9.4%
- Other investments 4.1%
- Pooled separate accounts 1.3%
- Registered investment companies 22.1%
Consultants and advisers
- SEI Investments Company Pension consultantthrough Dec 31, 2022 Form 5500
- US Bank Trusteethrough Jul 15, 2025 Form 5500
- Principal Financial Group Actuarythrough Dec 31, 2022 Form 5500
People
Manager roster
- Principal3 rows, latest Dec 31, 2024
- Atlanta Capital Management Co., LLCplan years 2022
- Metlife Investment Managementplan years 2022
What changed
- Jul 15, 2025Assets changedGood Shepherd Rehabilitation Hospital Employees' Pension Plan total assets $68M -> $0 (-100.0%, 2024-12-31 to 2025-07-15)
- Dec 31, 2024Manager relationship endedinferenceMetlife Investment Management LLC no longer appears on Good Shepherd Rehabilitation Hospital Employees' Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Metlife Investment Managementaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceAtlanta Capital Management no longer appears on Good Shepherd Rehabilitation Hospital Employees' Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Atlanta Capital Management Co., LLCaskebsa.dol.gov
- Dec 31, 2024Assets changedGood Shepherd Rehabilitation Hospital Employees' Pension Plan total assets $93M -> $68M (-27.1%, 2023-12-31 to 2024-12-31)
- Jan 1, 2024Funded status changedGood Shepherd Rehabilitation Hospital Employees' Pension Plan funded ratio 100.9% -> 107.2% (2023-01-01 to 2024-01-01)
+3 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 | Prin Liquid Assets Sep Acct-Zseparate account | Principal | Pooled vehicles | $851,578 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Prin Liquid Assets Sep Acct-Zseparate account | Principal | Pooled vehicles | $1.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Prin Liquid Assets Sep Acct-Zseparate account | Principal | Pooled vehicles | $1.7M held | Disclosed holding | askebsa.dol.gov |
Size and funding
Form 5500 filings
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2025 to Jul 15, 2025 | 548 | Not disclosed | Not disclosed | n/a | $0 | Not disclosed | Not disclosed | Not disclosed |
| 2024 to Dec 31, 2024 | 578 | $92.4M | $82.9M | 107.2% | $67.6M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 1,046 | $88.6M | $84.7M | 100.9% | $92.7M | $3.5M | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 1,060 | $110M | $81.1M | 109.1% | $88.6M | $4.2M | Not disclosed | Not disclosed |
- Principal Life Insurance Company codes 13 50 64 $59,224 PY2025
- SEI Investments codes 26 50 $55,748 PY2025
- US Bank codes 21 50 $7,192 PY2025
+20 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: assets.
Good Shepherd Rehabilitation Hospital Employees' Pension Plan sits on 1 traced path of capital across the graphs.
DFX traced 1 path 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
- Total assets changed2025-07-15source on record
- Manager relationship ended2024-12-31source on record
- Manager relationship ended2024-12-31source on record
+5 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
+6 connections on the graph
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.