# Boca Raton Regional Hospital Employees Pension Plan

Boca Raton Regional Hospital Employees Pension Plan is a Pension Fund based in Boca Raton, United States.

## Overview

- **Organization type:** Pension Fund
- **Headquarters:** Boca Raton, United States
- **Region:** North America
- **Address:** Boca Raton, FL, United States
- **Founded:** 1967
- **Assets under management:** Undisclosed
- **Website:** bocaregionalhospital.org

## Regulatory record

- **Reports private funds:** No

## About

Founded in 1967, the Boca Raton Regional Hospital Employees Pension Plan is a defined-benefit retirement plan historically covering eligible hospital staff. The plan calculated monthly benefits based on credited service and final compensation, but is now noted as frozen — no new participants accrue benefits. Baptist Health South Florida acquired the hospital in 2019 and oversees plan administration. The plan's investment portfolio is allocated primarily through pooled separate accounts and collective investment trusts, a common structure for mid-sized pension liabilities seeking diversified exposure without direct security selection. No specific external investment consultants, direct holdings, or private-market commitments are publicly disclosed. Geographic focus is presumed domestic, consistent with a community hospital plan. Team size and total assets are not publicly reported. The plan operates without a dedicated investment office, relying on the parent health system's treasury or external administrative partners. No adjacent vehicles, co-investment programs, or philanthropic structures beyond the separate Boca Raton Regional Hospital Foundation are linked to the pension plan. Structurally, this is a frozen pension legacy — a closed pool of liabilities with a narrowing time horizon. Its posture is defensive: capital preservation and liability matching rather than growth.

## People

- Lincoln S. Mendez — CEO of Boca Raton Regional Hospital

## Questions

### Is this pension plan still open to new participants?

No. The plan is frozen, meaning no new employees accrue benefits. Current participants retain vested benefits earned under the pre-freeze formula, but the plan operates as a closed, run-off liability pool (public record).

### Who administers the pension plan?

Baptist Health South Florida has overseen plan administration since acquiring Boca Raton Regional Hospital in 2019. Lincoln S. Mendez, the hospital's CEO, serves as executive sponsor for hospital operations including the plan.

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Updated: 2026-08-11T02:43:31.692Z

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