Boca Raton Regional Hospital Employees Pension Plan
Corporate pension, based in Boca Raton, Florida, reporting $74.7M in assets, for 934 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 1 Jan 2024, Boca Raton Regional Hospital Employees Pension Plan plan assets $109M -> $76M (-30.1%, 2023-01-01 to 2024-01-01).
Relationship network
18 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 5.4%
- Corporate debt instruments (other) 15.5%
- Corporate debt instruments (preferred) 14.2%
- U.S. Government securities 16.7%
- Other investments 18.4%
- Partnership/joint venture interests 0.2%
- Registered investment companies 1.4%
- Common stock 26.6%
Consultants and advisers
- SEI Private Trust Company Custodianthrough Dec 31, 2022 Form 5500
- USI Consulting Group Actuarythrough Dec 31, 2022 Form 5500
- Bank of America Trusteethrough Dec 31, 2022 Form 5500
People
Manager roster
- Peregrine Capital Managementplan years 2024
- Earnest Partnersplan years 2024
- Columbia Threadneedleplan years 2022
+11 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, 2024Assets changedBoca Raton Regional Hospital Employees Pension Plan plan assets $109M -> $76M (-30.1%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Manager relationship endedinferenceCambiar no longer appears on Boca Raton Regional Hospital Employees Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Cambria Investors, LLCaskebsa.dol.gov
- Dec 31, 2023Assets changedBoca Raton Regional Hospital Employees Pension Plan total assets $109M -> $77M (-29.7%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedBoca Raton Regional Hospital Employees Pension Plan funded ratio 100.6% -> 86.7% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedBoca Raton Regional Hospital Employees Pension Plan plan assets $144M -> $109M (-24.5%, 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 | 934 | $76.1M | $95.8M | 86.3% | $74.7M | $116,832 | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 1,715 | $109M | $138M | 86.7% | $76.5M | $102,073 | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 1,741 | $144M | $137M | 100.6% | $109M | $226,847 | Not disclosed | Not disclosed |
- USI Consulting Group codes 11 16 50 $215,212 PY2024
- Bank of America codes 21 28 50 51 $71,639 PY2024
- Columbia Investment Mgmt Advisors codes 28 51 $40,364 PY2024
+41 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: fund commitments.
Record history
- Total assets changed2024-01-01source on record
- Manager relationship ended2023-12-31source on record
- Total assets changed2023-12-31source on record
+2 more changes on this record's ledger
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
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
+18 connections on the graph
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.