2 more commitments and 1 more dated event
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Public Health Solutions Retirement Plan
Corporate pension, based in NEW York, New York, reporting $45.1M in assets, for 957 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $45.1M
- Funded ratio
- 85.2%
- Fund commitments
- 2
- Managers
- 2
Nothing material in the last 90 days. Last change: 31 Dec 2024, Public Health Solutions Retirement Plan no longer reports Wilmington Global Advisors (Wilmington Trust) (last held $2M at 2023-12-31; absent from the 2024-12-31 filing).
Capital path
who backs this record, through what, into what; each name opens its own path- Wilmington Global Advisors3 commitments
- Wilmington Global Advisors2 commitments
- Wilmington Trust5 commitments
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
- Interest-bearing cash 1.9%
- Other investments 5.3%
- Partnership/joint venture interests 14.5%
- Common/collective trusts 35.5%
- Registered investment companies 42.8%
- The Segal Co. (eastern States) Inc. ActuaryGeneral consultantthrough Dec 31, 2022 Form 5500
- Segal Actuarythrough Dec 31, 2022 Form 5500
- Wilmington Trust5 rows, latest Dec 31, 2024
- State Street Investment Managementplan years 2024
- Wilmington Trustplan years 2024
- Dec 31, 2024Holding endedinferencePublic Health Solutions Retirement Plan no longer reports Wilmington Global Advisors (Wilmington Trust) (last held $2M at 2023-12-31; absent from the 2024-12-31 filing)with Wilmington Trustaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedState Street Investment Management appears on Public Health Solutions Retirement Plan's Schedule C as investment manager (plan year 2024 vs 2023)with State Street Investment Managementaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedWilmington Trust appears on Public Health Solutions Retirement Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Wilmington Trustaskebsa.dol.gov
- Jan 1, 2024Funded status changedPublic Health Solutions Retirement Plan funded ratio 80.0% -> 85.2% (2023-01-01 to 2024-01-01)
- Jan 1, 2023Funded status changedPublic Health Solutions Retirement Plan funded ratio 95.9% -> 80.0% (2022-01-01 to 2023-01-01)
+1 more dated event
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Wilmington Global Advisorscollective trust | Wilmington Trust | Pooled vehicles | $19.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Wilmington Global Advisorscollective trust | Wilmington Trust | Pooled vehicles | $2.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Wilmington Global Advisorscollective trust | Wilmington Trust | Pooled vehicles | $7.0M held | Disclosed holding | askebsa.dol.gov |
+2 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Dec 31, 2024 | 957 | $42.6M | $49.6M | 85.2% | $45.1M | $6.5M | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 966 | $39.1M | $50.6M | 80.0% | $42.5M | $7.7M | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 991 | $52.9M | $50.4M | 95.9% | $39.2M | $8.9M | Not disclosed | Not disclosed |
- Sibson Company codes 11 50 $223,928 PY2024
- The Segal Company codes 16 $162,712 PY2024
- Marsh / Fiduciary Ins. codes 23 $40,180 PY2024
+18 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Public Health Solutions Retirement 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 $299/month unless canceled.
Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.
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Record history
- Holding in a pooled vehicle ended2024-12-31source
- Funded status changed2023-01-01source
- Funded status changed2024-01-01source
+3 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
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