Trinity Health 401(k) Retirement Savings Plan Overview

  • Type
  • Corporate Pension

  • Founded
  • 1986

Founded
  • Professionals
  • 3

Professionals
  • AUM
  • 00000

Trinity Health 401(k) Retirement Savings Plan General Information

Description

Trinity Health 401(k) Retirement Savings Plan is a single-employer corporate pension based in Livonia, Michigan. Established in 1986, the plan provides retirement and pension benefits to eligible participants. The currently participating employers of the plan include Mount Carmel Health Providers, Holy Cross Private Home Services, St. Mary's Health Management Company, Southwest Surgical Center, Mercy Medical Services, Hawarden Community Clinic, Tri-State Surgery, MedNow, and Hackley Health Ventures. The Plan Sponsor is the plan administrator, named fiduciary, and has responsibility for the administration of the plan. The benefits committee of the plan is a named fiduciary of the plan and has been appointed by the Plan Sponsor to assist in the administration of the plan.

Contact Information

Year Founded
1986
Open To Secondaries
0000
Open To First Time Founds
00000
Institution Type
Corporate Pension
Primary Contact
0000 0000000
Title
Senior Vice President, Treasury and Chief Investment Officer
Email
0000.0000000@0000000-000000.000
Phone
+0 (000) 000-0000
Primary Office
  • 20555 Victor Parkway
  • Livonia, MI 48152
  • United States
+1 (734) 000-0000

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Trinity Health 401(k) Retirement Savings Plan Commitment Analytics

PitchBook’s data visualizations help you see a limited partner’s commitments—showing a breakdown of activity by fund type and region, complete with performance metrics.

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Commitments by Fund Type
Commitments by Fund Type
Commitments by Region
Commitments by Region

Trinity Health 401(k) Retirement Savings Plan Investment Allocations

PitchBook provides insight into a limited partner’s preferred investments, including actual and target allocations by strategy, secondary market preferences and interest in first-time funds.

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  • Target PE:
    Current PE:
    42.00 %  Actual
  • Target Real Estate:
    Real Estate:
    42.00 %  Actual
  • Target Equities:
    Current Equities:
  • Target Fixed Income:
    Fixed Income:
  • Target Cash:
    Current Cash:
Investment allocations

Trinity Health 401(k) Retirement Savings Plan Team (6)

Name Title Office
Benjamin Carter Executive Vice President, Treasurer & Chief Financial Officer Livonia, MI
Dina Richard Senior Vice President, Treasury and Chief Investment Officer Livonia, MI
Jeanette Franck Plan Administrator & Senior Vice President, Total Rewards Livonia, MI
You’re viewing 3 of 6 team members. Get the full list »