Pension Fund

Updated:

Shands Healthcare Pension Plan II

Shands Healthcare Pension Plan II is a defined benefit plan offering pension services to eligible employees. It serves the biotech and life science sectors.

Shands Healthcare Pension Plan II logo

Shands Healthcare Pension Plan II

Shands Healthcare Pension Plan II is a defined benefit plan offering pension services to eligible employees. It serves the biotech and life science sectors.

General information

Firm type

Pension Fund

Year founded

2018

Location

Region

North America

Country

United States

City

Gainesville

Corporate office

Gainesville, FL, United States

Principals

STHC Investment Committee

Fiduciary Oversight

Sector focus

Real EstatePrivate Equity

Frequently asked questions

Who has investment authority over the Shands Healthcare Pension Plan II?

A five-member STHC Investment Committee, appointed by the STHC Finance Committee, executes investment decisions. The plan does not use an outsourced chief investment officer. Committee members are drawn internally from the Shands Teaching Hospital and Clinics governance structure, maintaining investment authority within the sponsor organization rather than delegating to external consultants.

Does the plan invest in direct deals or only through fund commitments?

The plan participates in both fund commitments and direct joint ventures. Its private equity exposure runs through buyout funds, while its real estate holdings include a direct stake in JMOB LLC, a Jacksonville-based medical office property joint venture. The commercial REIT portfolio sits alongside these direct real estate interests.

Is the Shands Healthcare Pension Plan II a public Florida pension fund subject to sunshine-law disclosure?

No. Despite its affiliation with the University of Florida through Shands Teaching Hospital, the plan operates as a private corporate defined-benefit plan, not a state-government pension. It is not subject to Florida's public-records disclosure requirements that apply to the Florida Retirement System or municipal plans, meaning investment committee minutes, manager lists, and return data are not publicly accessible.

Which employers participate in the plan?

The plan is a cost-sharing multiple-employer arrangement. Shands Teaching Hospital and Clinics, Inc. is the primary sponsor, and Shands Jacksonville HealthCare, Inc. is a participating employer. Both entities are part of the University of Florida's affiliated healthcare network.

Does the plan maintain any philanthropic or foundation-side investment structures?

No separate philanthropic investment structure tied to the pension plan itself is publicly disclosed. The plan remains focused on meeting its defined-benefit obligations to Shands healthcare employees. The University of Florida maintains separate endowment and foundation investment entities that operate independently of the Shands pension plan.

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