Mary Washington Healthcare Defined Benefit Retirement Plan
Corporate pension, based in Fredericksburg, Virginia, reporting $128M in assets, for 1,579 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2023, US Bank no longer appears on Mary Washington Healthcare Defined Benefit Retirement Plan's Schedule C as investment adviser (plan) (plan year 2023 vs 2022).
3 more advisers
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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 1.1%
- Non-interest-bearing cash 0.0%
- Other investments 0.0%
- Registered investment companies 98.9%
Consultants and advisers
- US Bank Investment adviser (plan)through Dec 31, 2022 Form 5500
- PFM Asset Management LLC Investment adviser (plan)through Dec 31, 2022 Form 5500
- JP Morgan Chase Bank Investment adviser (plan)through Dec 31, 2022 Form 5500
+3 more consultants and advisers advise this allocator
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
People
Manager roster
- Principal Custody Solutionsplan years 2022
What changed
- Dec 31, 2023Consultant changedinferenceUS Bank no longer appears on Mary Washington Healthcare Defined Benefit Retirement Plan's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)with US Bankaskebsa.dol.gov
- Dec 31, 2023Consultant changedinferenceJP Morgan Chase Bank NY no longer appears on Mary Washington Healthcare Defined Benefit Retirement Plan's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)with JP Morgan Chase Bankaskebsa.dol.gov
- Jan 1, 2023Funded status changedMary Washington Healthcare Defined Benefit Retirement Plan funded ratio 100.7% -> 92.4% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedMary Washington Healthcare Defined Benefit Retirement Plan plan assets $166M -> $132M (-20.1%, 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 | 1,579 | $124M | $129M | 93.5% | $128M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 2,141 | $132M | $150M | 92.4% | $124M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 2,172 | $166M | $147M | 100.7% | $132M | Not disclosed | Not disclosed | Not disclosed |
- FID Inv Inst Ops Co codes 11 50 $329,064 PY2024
- PFM Asset Management LLC codes 27 50 $179,835 PY2024
- Onedigital Invest Advisors LLC codes 27 50 $25,000 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
- Consultant changed2023-12-31source on record
- Consultant changed2023-12-31source on record
- Funded status changed2023-01-01source on record
+1 more change 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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