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University Health System Pension Plan
The University Health System Pension Plan covers substantially all full-time and part-time employees of its sponsor, University Health. It functions as a...
University Health System Pension Plan
The University Health System Pension Plan covers substantially all full-time and part-time employees of its sponsor, University Health. It functions as a defined benefit plan governed by a board of trustees that includes Anita L. Fernández and Carlos Resendez. Capital is deployed into stabilized commercial real estate through Heitman American Real Estate Trust and into private equity via Portfolio Advisors funds, Pantheon Access Luxembourg, Arrowstreet Capital, and Newton Investment Management. Geographic exposure centers on the United States with one Luxembourg vehicle. The plan also retains cash equivalents for liquidity and benefit payments. Assets total $652 million. Service providers include Callan LLC as investment advisor since 2008, Wells Fargo Bank as custodian, and Forvis Mazars as auditor. In August 2024 the plan presented bylaw amendments and a Callan agreement to the Bexar County Hospital District Board of Managers. Governance ties the plan directly to the operating hospital district through shared executive leadership and trustee oversight.
General information
Firm type
Pension Fund
Year founded
1974
Location
Region
North America
Country
United States
City
San Antonio
Corporate office
San Antonio, TX, United States
Principals
Reed Hurley
Executive Vice President and Chief Financial Officer
Edward Banos
President and CEO of University Health
Sector focus
Frequently asked questions
Who runs investment decisions at University Health System Pension Plan?
Reed Hurley, Executive Vice President and Chief Financial Officer of University Health, serves as the primary administrator alongside the Board of Pension Trustees.
Does the plan participate in fund commitments or direct deals?
The plan acts as a limited partner in commingled vehicles including Heitman American Real Estate Trust and several Portfolio Advisors private equity funds.
Which external advisors does the plan retain?
Callan LLC has served as investment advisor since 2008; Wells Fargo Bank acts as custodian and Forvis Mazars as auditor.
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