DFX Intelligence

Data Factory

AllocatorsPlancorporate pension<100m

South Peninsula Hospital Employees Pension Plan and Trust

Allocators

Homer, AK

This is the graph view. The full profile, with its team, deals and sources, is on Allocators.Open the full profile →

Search this name across graphsid dfx:al:158e638c-d1b7-4e29-9946-b11faf94b30c

Data as of Sep 15, 2026 (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built Sep 20, 2026, 5:30 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 12
On other graphs: 0
Observed: Sep 15, 2026 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Total assets: $14.9Mlatest reading; see basis
Assets as of: Dec 31, 2024
Assets basis: REPORTED
Funded ratio: 81%
Participants: 144
Commitments: 12with an amount; holdings are counted apart
Managers: 1
Funds: 8
Re-ups: 0
First-time managers: 0
Latest commitment: Dec 31, 2024
Consultants: 0
Private markets target, %: 0latest policy, percent of assets
Private equity target, %: 0latest policy, percent of assets
Latest policy: Dec 31, 2024
People: 0

Holdings (a value, never a commitment)

a Schedule D plan interest or a 990-PF other investment: a value on a date, never an approval

Vehicle	Manager	Bucket	Value	As of	Kind	Source
Black Rock US Debt Index Fund	n/a	Private credit	$9.0M	Dec 31, 2022	Collective trust	Dol form 5500 pension
Blackrock Eafe Equity Index Fund	n/a	Public equity	$2.5M	Dec 31, 2022	Collective trust	Dol form 5500 pension
Blackrock Equity Index Fund	Blackrock	Public equity	$2.2M	Dec 31, 2022	Collective trust	Dol form 5500 pension
Blackrock Mid Cap Equity Index Fund	Blackrock	Public equity	$1.9M	Dec 31, 2022	Collective trust	Dol form 5500 pension
Blackrock Russell 1000 Value Index	n/a	Pooled vehicle	$1.7M	Dec 31, 2022	Collective trust	Dol form 5500 pension
Blackrock Russell 1000 Growth Index	n/a	Pooled vehicle	$1.2M	Dec 31, 2022	Collective trust	Dol form 5500 pension
Black Rock US Debt Index Fund	n/a	Private credit	$1.2M	Dec 31, 2023	Collective trust	Dol form 5500 pension
Russell 2000 Index Fund	n/a	Pooled vehicle	$1.1M	Dec 31, 2022	Collective trust	Dol form 5500 pension
Black Rock US Debt Index Fund	n/a	Private credit	$1.1M	Dec 31, 2024	Collective trust	Dol form 5500 pension
Blackrock Equity Index Fund	Blackrock	Public equity	$831,346	Dec 31, 2024	Collective trust	Dol form 5500 pension
Blackrock Equity Index Fund	Blackrock	Public equity	$831,044	Dec 31, 2023	Collective trust	Dol form 5500 pension
Blackrock Emerging Mkts Equity Indx	Blackrock	Public equity	$618,587	Dec 31, 2022	Collective trust	Dol form 5500 pension

Policy targets, latest period

the latest period this plan published, every item quoted from its own report; a target is never an actual; 10 rows folded into 3

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Interest-bearing cash	n/a	n/a	n/a	3	$492,614	Dec 31, 2024	Derived
Common/collective trusts	n/a	n/a	n/a	13	$1.9M	Dec 31, 2024	Derived
Registered investment companies	n/a	n/a	n/a	84	$12.4M	Dec 31, 2024	Derived

Consultants

Form 5500 Schedule C, Form ADV and the plan's own reports; a Schedule C relationship is current for 24 months after the plan year end

Consultant	Role	From	To	Current	Evidence	Source
Futureplan by Ascensus	actuary	Jan 1, 2024	Dec 31, 2024	no	fact	Dol form 5500 pension
Newport Group, Inc	actuary	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension

Managers

managers this plan names on Schedule C or in its reports; a manager here is a reference node keyed to the private equity, venture and real estate fund graphs, never a new identity

Manager	Mandate	From	To	Current	Evidence
Blackrock	n/a	Dec 31, 2023	n/a	yes	fact

Relationships

Manages for (1)

← BlackrockInvestment consultant
Dec 31, 2023 to presentfactForm 5500

Sponsors (1)

← South Peninsula HospitalPlan sponsorPlan sponsor
Jan 1, 2022 to presentfactForm 5500

Advised by (2)

→ Newport Group, IncInvestment consultantactuary
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ Futureplan by AscensusInvestment consultantactuary
Jan 1, 2024 to Dec 31, 2024factForm 5500

Dated events

6 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Dec 31, 2023
Holding in a pooled vehicle ended
South Peninsula Hospital Employees Pension Plan and Trust no longer reports Blackrock Eafe Equity Index Fund (last held $3M at 2022-12-31; absent from the 2023-12-31 filing)
Blackrock Eafe Equity Index Fund Form 5500observed 4 days ago
$2.5M
Occurred
Dec 31, 2023
Holding in a pooled vehicle ended
South Peninsula Hospital Employees Pension Plan and Trust no longer reports Blackrock Russell 1000 Growth Index (last held $1M at 2022-12-31; absent from the 2023-12-31 filing)
Blackrock Russell 1000 Growth Index Form 5500observed 4 days ago
$1.2M
Occurred
Dec 31, 2023
Holding in a pooled vehicle ended
South Peninsula Hospital Employees Pension Plan and Trust no longer reports Blackrock Emerging Mkts Equity Indx (last held $618,587 at 2022-12-31; absent from the 2023-12-31 filing)
Blackrock Emerging Mkts Equity Indx Form 5500observed 4 days ago
$618,587
Occurred
Dec 31, 2023
Holding in a pooled vehicle ended
South Peninsula Hospital Employees Pension Plan and Trust no longer reports Blackrock Mid Cap Equity Index Fund (last held $2M at 2022-12-31; absent from the 2023-12-31 filing)
Blackrock Mid Cap Equity Index Fund Form 5500observed 4 days ago
$1.9M
Occurred
Dec 31, 2023
Holding in a pooled vehicle ended
South Peninsula Hospital Employees Pension Plan and Trust no longer reports Russell 2000 Index Fund (last held $1M at 2022-12-31; absent from the 2023-12-31 filing)
Russell 2000 Index Fund Form 5500observed 4 days ago
$1.1M
Occurred
Dec 31, 2023
Holding in a pooled vehicle ended
South Peninsula Hospital Employees Pension Plan and Trust no longer reports Blackrock Russell 1000 Value Index (last held $2M at 2022-12-31; absent from the 2023-12-31 filing)
Blackrock Russell 1000 Value Index Form 5500observed 4 days ago
$1.7M

Show 6 bookkeeping events

Occurred
Dec 31, 2024
South Peninsula Hospital Employees Pension Plan and Trust total assets $17M -> $15M (-11.4%, 2023-12-31 to 2024-12-31)
Occurred
Jan 1, 2024
South Peninsula Hospital Employees Pension Plan and Trust plan assets $24M -> $17M (-28.8%, 2023-01-01 to 2024-01-01)
Occurred
Jan 1, 2024
South Peninsula Hospital Employees Pension Plan and Trust funded ratio 85.1% -> 80.5% (2023-01-01 to 2024-01-01)
Occurred
Dec 31, 2023
South Peninsula Hospital Employees Pension Plan and Trust total assets $24M -> $17M (-28.8%, 2022-12-31 to 2023-12-31)
Occurred
Jan 1, 2023
South Peninsula Hospital Employees Pension Plan and Trust plan assets $29M -> $24M (-18.6%, 2022-01-01 to 2023-01-01)
Occurred
Jan 1, 2023
South Peninsula Hospital Employees Pension Plan and Trust funded ratio 108.7% -> 85.1% (2022-01-01 to 2023-01-01)

Provenance

Graph: Allocators
Canonical id: dfx:al:158e638c-d1b7-4e29-9946-b11faf94b30c
First observed: Sep 15, 2026
Last observed: Sep 15, 2026 4 days ago
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

South Peninsula Hospital Employees Pension Plan and Trust

Allocators

Homer, AK

This is the graph view. The full profile, with its team, deals and sources, is on Allocators.Open the full profile →

Search this name across graphsid dfx:al:158e638c-d1b7-4e29-9946-b11faf94b30c

Vehicle

Manager

Bucket

Value

As of

Kind

Source

Black Rock US Debt Index Fund

n/a

Private credit

$9.0M

Dec 31, 2022

Collective trust

Dol form 5500 pension

Blackrock Eafe Equity Index Fund

n/a

Public equity

$2.5M

Dec 31, 2022

Collective trust

Dol form 5500 pension

Blackrock Equity Index Fund

Blackrock

Public equity

$2.2M

Dec 31, 2022

Collective trust

Dol form 5500 pension

Blackrock Mid Cap Equity Index Fund

Blackrock

Public equity

$1.9M

Dec 31, 2022

Collective trust

Dol form 5500 pension

Blackrock Russell 1000 Value Index

n/a

Pooled vehicle

$1.7M

Dec 31, 2022

Collective trust

Dol form 5500 pension

Blackrock Russell 1000 Growth Index

n/a

Pooled vehicle

$1.2M

Dec 31, 2022

Collective trust

Dol form 5500 pension

Black Rock US Debt Index Fund

n/a

Private credit

$1.2M

Dec 31, 2023

Collective trust

Dol form 5500 pension

Russell 2000 Index Fund

n/a

Pooled vehicle

$1.1M

Dec 31, 2022

Collective trust

Dol form 5500 pension

Black Rock US Debt Index Fund

n/a

Private credit

$1.1M

Dec 31, 2024

Collective trust

Dol form 5500 pension

Blackrock Equity Index Fund

Blackrock

Public equity

$831,346

Dec 31, 2024

Collective trust

Dol form 5500 pension

Blackrock Equity Index Fund

Blackrock

Public equity

$831,044

Dec 31, 2023

Collective trust

Dol form 5500 pension

Blackrock Emerging Mkts Equity Indx

Blackrock

Public equity

$618,587

Dec 31, 2022

Collective trust

Dol form 5500 pension

Bucket

Target %

Range low

Range high

Actual %

Actual

Period end

Basis

Interest-bearing cash

n/a

$492,614

Dec 31, 2024

Derived

Common/collective trusts

n/a

$1.9M

Dec 31, 2024

Derived

Registered investment companies

n/a

$12.4M

Dec 31, 2024

Derived

Consultant

Role

From

Current

Evidence

Source

Futureplan by Ascensus

actuary

Jan 1, 2024

Dec 31, 2024

fact

Dol form 5500 pension

Newport Group, Inc

actuary

Jan 1, 2022

Dec 31, 2022

fact

Dol form 5500 pension

Manager

Mandate

From

Current

Evidence

Blackrock

n/a

Dec 31, 2023

n/a

yes

fact