1 more adviser, 5 more managers, 32 more commitments and 1 more dated event

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Western Connecticut Health Network Pension Plan

Corporate pension· Danbury, Connecticut

Corporate pension, based in Danbury, Connecticut, reporting $922M in assets, for 8,752 participants.

Composed from this allocator's classification, location and filed figures.

Assets
$922M
Funded ratio
100.0%
Fund commitments
12
Managers
6
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Commitments (12)Allocation policyConsultants
As of · the latest dated event for this allocator; each figure carries its own filing or report date

Nothing material in the last 90 days. Last change: 30 Sep 2024, Western Connecticut Health Network Pension Plan first reports an interest in Metlife Long Credit Collective Tr: $159M at 2024-09-30.

Capital path

who backs this record, through what, into what; each name opens its own path
Western Connecticut Health Network Pension Plan
Funds committed to
All 12
Managers
All 8
Size, funding, policy and commitments, with their basesCorporate pensionShow
Corporate pension
Assets
$922M
Total assets, Sep 30, 2025 reported
Funded
100.0%
Oct 1, 2024
Private markets target
no policy read
policy Sep 30, 2025
Commitments
12
6 managers on Schedule C
Plan sponsor: Western Connecticut Health Network, Inc.
Allocation policy
Form 5500, as of Sep 30, 2025
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 2.9%
  • U.S. Government securities 5.9%
  • Other investments 27.2%
  • Common/collective trusts 64.0%
Consultants and advisers
4 firms

+1 more consultant or adviser advise this allocator

Every name, record and relationship behind this count, with the source on each.

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People
No investment staff or executives have been read for this allocator yet.
Manager roster
8 managers on the commitment tape
From the plan’s own commitment disclosures

+5 more managers received commitments

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From Schedule C (investment management, code 28)

+3 more Schedule C managers

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What changed
6 events
  • Sep 30, 2024Holding started
    Western Connecticut Health Network Pension Plan first reports an interest in Metlife Long Credit Collective Tr: $159M at 2024-09-30
    with Metlife Long Credit Collective Traskebsa.dol.gov
  • Dec 31, 2023Manager relationship started
    Principal Life Insurance Company appears on Western Connecticut Health Network Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with Principalaskebsa.dol.gov
  • Dec 31, 2023Consultant changedinference
    Marquette Asset Mgmt LLC no longer appears on Western Connecticut Health Network Pension Plan's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)
    with Marquette Asset Managementaskebsa.dol.gov
  • Dec 31, 2023Consultant changedinference
    Nepc LLC appears on Western Connecticut Health Network Pension Plan's Schedule C as pension consultant (plan year 2023 vs 2022)
    with Nepc, LLCaskebsa.dol.gov
  • Dec 31, 2023Manager relationship started
    SEI Trust Company appears on Western Connecticut Health Network Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with SEI Trust Companyaskebsa.dol.gov

+1 more dated event

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Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
35 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Sep 30, 2025Nepc Emerging Markets Equity Citcollective trustNepc, LLCPublic equity$8.9M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2025Nepc Global Equity Citcollective trustNepc, LLCPublic equity$20.4M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2025Ssga US Treasury Index Nl Ctfcollective trustState Street Bank & Trust CompanyFixed income$59.1M heldDisclosed holdingaskebsa.dol.gov

+32 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
33 readings
Total assets
$922M Sep 30, 2025 reported Form 5500
$964M (2024-09) · $881M (2023-09)
Plan assets
$957M Oct 1, 2024 reported Form 5500
$879M (2023-10) · $874M (2022-10)
Net assets
$922M Sep 30, 2025 reported Form 5500
$963M (2024-09) · $881M (2023-09)
Funded ratio
100.0% Oct 1, 2024 reported Form 5500
101.0% (2023-10) · 109.6% (2022-10)
Funding target
$851M Oct 1, 2024 reported Form 5500
$886M (2023-10) · $812M (2022-10)
Discount rate
5.36% Oct 1, 2024 reported Form 5500
5.22% (2023-10) · 5.39% (2022-10)
Participants
8,752 Oct 1, 2024 reported Form 5500
8,880 (2023-10) · 8,979 (2022-10)
Contributions
$0 Sep 30, 2025 reported Form 5500
$0 (2024-09) · $0 (2023-09)
Benefits paid
$57.3M Sep 30, 2025 reported Form 5500
$54.0M (2024-09) · $51.4M (2023-09)
Net investment income
-$41.1M Sep 30, 2025 reported Form 5500
$82.5M (2024-09) · -$37.6M (2023-09)
Investment management fees
$1.7M Sep 30, 2025 reported Form 5500
$1.4M (2024-09) · $781,173 (2023-09)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Sep 30, 20258,752$957M$851M100.0%$922MNot disclosedNot disclosedNot disclosed
2023 to Sep 30, 20248,880$879M$886M101.0%$964MNot disclosedNot disclosedNot disclosed
2022 to Sep 30, 20238,979$874M$812M109.6%$881MNot disclosedNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)

+57 more service providers

Every name, record and relationship behind this count, with the source on each.

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Provenance
Identifiers: EIN-PN 222594977-001
Cross-graph: no entry on another DFX graph
First observed Sep 15, 2026, last observed Sep 29, 2026. Classification confirmed. Every row above carries its source; a reported figure is the subject’s own, a derived one is arithmetic on reported figures, an estimated one is a model or a survey imputation and is never summed into a headline.
Capital chain

Western Connecticut Health Network Pension Plan sits on 6 traced paths of capital across the graphs.

Allocator commitments to a managerConsultant to allocator to manager

DFX traced 6 paths of capital through this record

Every record on each path, what it committed or lent, and as of when.

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Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.

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Record history

6 dated events on the change ledger, latest first
  • Holding in a pooled vehicle started
    2024-09-30source
  • Funded status changed
    2023-10-01source
  • Manager relationship started
    2023-12-31source

+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

+11 connections on the graph

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