Boca Raton Regional Hospital Employees Pension Plan
Sponsored by Boca Raton Regional Hospital, Inc. · EIN 591006663 · Plan #001
- Total assets
- $74.7M
- Net assets
- $74.7M
- Active participants
- 358
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Massachusetts Financial Services Company CRD 110045 | deterministic · 100% | 2024 |
| Earnest Partners Llc CRD 107926 | deterministic · 100% | 2024 |
| Blackrock Investment Management, Llc CRD 108928 | deterministic · 100% | 2024 |
| Aristotle Capital Management, Llc CRD 109876 | deterministic · 100% | 2024 |
| Peregrine Capital Management, Llc CRD 110052 | deterministic · 100% | 2024 |
| Allspring Global Investments, Llc CRD 104973 | deterministic · 100% | 2024 |
| Tcw Asset Management Company Llc CRD 105742 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Usi Consulting Group | Actuarial, Consulting (general), Direct payment from the plan | $215,212 |
| Bank Of America | Trustee (institutional), Direct payment from the plan, Investment management | $71,639 |
| Columbia Investment Mgmt Advisors | Investment management, Investment management fees (direct) | $40,364 |
| Mfs Investment Management | Investment management, Investment management fees (direct) | $21,619 |
| Earnest Partners, Llc | Investment management, Investment management fees (direct) | $10,142 |
| Blackrock Investment Management | Investment management, Investment management fees (direct) | $9,537 |
| Aristotle Capital Management, Llc | Investment management, Investment management fees (direct) | $7,497 |
| Peregrine Capital Management | Investment management, Investment management fees (direct) | $6,648 |
| Allspring Global Investments | Investment management, Investment management fees (direct) | $6,540 |
| Delware Investments | Investment management, Investment management fees (direct) | $6,516 |
| Tcw Asset Management Co Llc | Investment management, Investment management fees (direct) | $6,348 |
| Loomis Sayles | Investment management, Investment management fees (direct) | $6,304 |
| Martin Currie Investment Management | Investment management, Investment management fees (direct) | $5,454 |