3 more advisers, 5 more managers, 34 more commitments and 5 more dated events

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Boston Medical Center Pension Plan

Corporate pension· Boston, Massachusetts

Corporate pension, based in Boston, Massachusetts, reporting $158M in assets, for 727 participants.

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

Assets
$158M
Funded ratio
91.0%
Fund commitments
15
Managers
5
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Commitments (15)Allocation policyManagers
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 Jun 2025, Boston Medical Center Pension Plan first reports an interest in Ssga Long US Treasury Index Nl Fund (State Street - Russell 2000): $32M at 2025-06-30.

Capital path

who backs this record, through what, into what; each name opens its own path
Boston Medical Center Pension Plan
Funds committed to
All 15
Managers
All 8
Size, funding, policy and commitments, with their basesCorporate pensionShow
Corporate pension
Assets
$158M
Total assets, Jun 30, 2025 reported
Funded
91.0%
Jul 1, 2024
Private markets target
no policy read
policy Jun 30, 2025
Commitments
15
5 managers on Schedule C
Plan sponsor: Boston Medical Center
Allocation policy
Form 5500, as of Jun 30, 2025
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 0.0%
  • Other investments 1.0%
  • Common/collective trusts 92.0%
  • Registered investment companies 7.0%
Consultants and advisers
6 firms

+3 more consultants and advisers 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

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

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From Schedule C (investment management, code 28)

+5 more Schedule C managers

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What changed
10 events
  • Jun 30, 2025Holding started
    Boston Medical Center Pension Plan first reports an interest in Ssga Long US Treasury Index Nl Fund (State Street - Russell 2000): $32M at 2025-06-30
    with State Street Global Advisors Trust Companyaskebsa.dol.gov
  • Jun 30, 2025Holding endedinference
    Boston Medical Center Pension Plan no longer reports Ssga US Long Gvt Bd Idx Lend I (State Street Global Advisors Trust) (last held $63M at 2024-06-30; absent from the 2025-06-30 filing)
    with State Street Global Advisors Trustaskebsa.dol.gov
  • Jun 30, 2025Holding started
    Boston Medical Center Pension Plan first reports an interest in Ir&m Long Credit Fund LLC (Income Research & Mgmt. Inc.): $32M at 2025-06-30
    with Income Research & Mgmt. Inc.askebsa.dol.gov
  • Dec 31, 2024Manager relationship endedinference
    Loomis Sayles Trust Company, LLC no longer appears on Boston Medical Center Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with Loomis Sayles Trust Companyaskebsa.dol.gov
  • Jul 1, 2024Funded status changed
    Boston Medical Center Pension Plan funded ratio 97.8% -> 91.0% (2023-07-01 to 2024-07-01)
    askebsa.dol.gov

+5 more dated events

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Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
37 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Jun 30, 2025Acadian Non-Us Cap Equity Fundcollective trustAcadian Asset ManagementPublic equity$1.0M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025Epoch US All Cap Equitycollective trustSEI Trust CompanyPublic equity$2.2M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025Ssga Long US Treasury Index Nl Fundcollective trustState Street Global Advisors Trust CompanyFixed income$32.2M heldDisclosed holdingaskebsa.dol.gov

+34 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
32 readings
Total assets
$158M Jun 30, 2025 reported Form 5500
$159M (2024-06) · $162M (2023-06)
Plan assets
$159M Jul 1, 2024 reported Form 5500
$162M (2023-07) · $169M (2022-07)
Net assets
$158M Jun 30, 2025 reported Form 5500
$159M (2024-06) · $162M (2023-06)
Funded ratio
91.0% Jul 1, 2024 reported Form 5500
97.8% (2023-07) · 105.3% (2022-07)
Funding target
$149M Jul 1, 2024 reported Form 5500
$153M (2023-07) · $150M (2022-07)
Discount rate
5.20% Jul 1, 2024 reported Form 5500
5.16% (2023-07) · 5.34% (2022-07)
Participants
727 Jul 1, 2024 reported Form 5500
738 (2023-07) · 755 (2022-07)
Contributions
$0 Jun 30, 2025 reported Form 5500
$0 (2024-06) · $0 (2023-06)
Benefits paid
$9.9M Jun 30, 2025 reported Form 5500
$9.6M (2024-06) · $9.3M (2023-06)
Net investment income
-$763,506 Jun 30, 2025 reported Form 5500
-$3.1M (2024-06) · -$6.1M (2023-06)
Investment management fees
$219,685 Jun 30, 2025 reported Form 5500
$136,474 (2024-06)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Jun 30, 2025727$159M$149M91.0%$158MNot disclosedNot disclosedNot disclosed
2023 to Jun 30, 2024738$162M$153M97.8%$159MNot disclosedNot disclosedNot disclosed
2022 to Jun 30, 2023755$169M$150M105.3%$162MNot disclosedNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)

+61 more service providers

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

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Provenance
Identifiers: EIN-PN 043314093-001
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

Boston Medical Center Pension Plan sits on 10 traced paths of capital across the graphs.

Consultant to allocator to manager

DFX traced 10 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

10 dated events on the change ledger, latest first
  • Holding in a pooled vehicle started
    2025-06-30source
  • Holding in a pooled vehicle ended
    2024-06-30source
  • Holding in a pooled vehicle ended
    2025-06-30source

+7 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

+15 connections on the graph

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