Baystate Health, Inc. Retirement Program
Corporate pension, based in Springfield, Massachusetts, reporting $6.7M in assets, for 7,516 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, Baystate Health, Inc. Retirement Program no longer reports Treasury US 10 Yr Key Rate Duration (Blackrock Institutional Trust) (last held $17M at 2023-12-31; absent from the 2024-12-31 filing).
2 more advisers, 1 more manager, 14 more commitments and 9 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- NT Collective Short Term Investment3 commitments
- Intermediate Govt Bond Index Fund2 commitments
- Treasury U.S. 5 Year Key Rate Durat2 commitments
- Blackrock Investments, LLC6 commitments
- Blackrock Institutional Trust6 commitments
- Northern Trust Investments, Inc.3 commitments
Relationship network
40 connected entities17 observed commitments11 repeat counterparties15 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 99.8%
Consultants and advisers
- Northern Trust Co. Trusteethrough Dec 31, 2024 Form 5500
- Jefferies Financial Group Inc. Trusteethrough Dec 31, 2023 Form 5500
- Willis Towers Watson US LLC Actuarythrough Dec 31, 2022 Form 5500
+2 more consultants and advisers advise this allocator
Every name, record and relationship behind this count, with the source on each.
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People
Manager roster
- Blackrock Investments, LLC6 rows, latest Dec 31, 2023
- Blackrock Institutional Trust6 rows, latest Dec 31, 2023
- Northern Trust Investments, Inc.3 rows, latest Dec 31, 2024
+1 more manager received commitments
Every name, record and relationship behind this count, with the source on each.
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- Blackrock Investments, LLCplan years
- Encap Investments LPplan years 2024
- Agilis Partners LLCplan years 2024
+3 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
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What changed
- Dec 31, 2024Holding endedinferenceBaystate Health, Inc. Retirement Program no longer reports Treasury US 10 Yr Key Rate Duration (Blackrock Institutional Trust) (last held $17M at 2023-12-31; absent from the 2024-12-31 filing)with Blackrock Institutional Trustaskebsa.dol.gov
- Dec 31, 2024Holding endedinferenceBaystate Health, Inc. Retirement Program no longer reports Msci Acwi Equity Index Non-Lendable (Blackrock Institutional Trust) (last held $3M at 2023-12-31; absent from the 2024-12-31 filing)with Blackrock Institutional Trustaskebsa.dol.gov
- Dec 31, 2024Holding endedinferenceBaystate Health, Inc. Retirement Program no longer reports Short-Term Investment Fund (last held $238M at 2023-12-31; absent from the 2024-12-31 filing)with Short-Term Investment Fundaskebsa.dol.gov
- Dec 31, 2024Holding endedinferenceBaystate Health, Inc. Retirement Program no longer reports Treasury U.S. 5 Year Key Rate Durat (last held $19M at 2023-12-31; absent from the 2024-12-31 filing)with Treasury U.S. 5 Year Key Rate Durataskebsa.dol.gov
- Dec 31, 2024Holding endedinferenceBaystate Health, Inc. Retirement Program no longer reports Long Duration Corporate Credit Scre (Blackrock Long Duration Corporate) (last held $350M at 2023-12-31; absent from the 2024-12-31 filing)with Blackrock Institutional Trust Company, N.A.askebsa.dol.gov
+9 more dated events
Every name, record and relationship behind this count, with the source on each.
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Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | NT Collective Short Term Investmentcollective trust | Northern Trust Investments, Inc. | Cash | $6.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Intermediate Govt Bond Index Fundcollective trust | Blackrock Investments, LLC | Fixed income | $8.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Treasury U.S. 5 Year Key Rate Duratcollective trust | Blackrock Investments, LLC | Fixed income | $18.7M held | Disclosed holding | askebsa.dol.gov |
+14 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 | 7,516 | Not disclosed | Not disclosed | n/a | $6.7M | $0 | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 7,773 | Not disclosed | Not disclosed | n/a | $791M | $16.4M | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 7,964 | $975M | $727M | 106.5% | $795M | $72.8M | Not disclosed | Not disclosed |
- Willis Towers Watson codes 11 14 17 50 $2.8M PY2024
- Blackrock Financial Management, Inc codes 28 50 51 $562,178 PY2024
- Northern Trust codes 21 50 $128,003 PY2024
+46 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Record history
- Holding in a pooled vehicle ended2024-12-31source on record
- Holding in a pooled vehicle ended2024-12-31source on record
- Holding in a pooled vehicle ended2024-12-31source on record
+11 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
+12 connections on the graph
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