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PRB Fund Profile | Special Purpose

Citizens Medical Center

A public PRB/SB 322 snapshot for Summer Forum preparation. The visible data below comes from PRB public sources only. Paid dashboard fields are intentionally blurred and locked.

#8 of 100 by AUM $100M+ FYE February 28, 2025 PRB plan #424
Assets $181M #8 of 100 by AUM
Funded ratio 116.4% Latest PRB/SB 322 public value
10Y return 7.75% Assumption 6.75%
Members 1,201 951 active / 250 annuitants
Investment expense 0.18% % of assets, SB 322
Free data boundary

Published by Simpli-FI Events, using public PRB data.

This page is an event companion profile built from public regulatory data for Summer Forum planning and source review.

No financial advice. Nothing here is investment, actuarial, legal, fiduciary, procurement, provider-selection, or financial advice. Verify current source documents before formal decisions.

Returns and assumptions

Reported performance

1-year return
11.98%
3-year return
6.66%
10-year return
7.75%
Return assumption
6.75%
10Y vs assumption
+1.00 pts

Returns are net-of-fees as reported to the Texas Pension Review Board in the SB 322 Investment Data Report.

Asset allocation

Portfolio composition

Asset classAllocationClass expense
Fixed Income 25.56% 0.03%
Equities 73.69% 0.12%

Displayed percentages are the reported SB 322 allocation rows. The bar normalizes visible categories when rounding or blank rows make totals differ from 100%.

Investment expense breakdown

SB 322 expense categories

Total investment expense
0.18%
Total direct + indirect
0.15%
Audit investment expense
0.07%

Service-level detail

Service category% of assets
Investment consultant 0.01%
Custodial 0.01%
Legal 0.00%
Research 0.00%
Other 0.00%
Total services 0.02%

The PRB services line is an expense category, not a firm-name field. Provider names stay locked unless a source-backed public record exists in the off-site Simpli-FI Signal Desk workspace.

Benefits and membership

PRB public plan detail

Active members
951
Annuitants
250
Employee contribution
3.97%
Employer contribution
2.35%
Contribution type
Other
Social Security
No

Version 1

Version 1 Eligible Members
Hired before 3/1/2018
Age/YCS
65/5
Benefit Formula
YCS prior to March 1, 2003 times 1.75% plus YCS after February 28, 2003 times 2.25% for physicians and department managers or 2.75% for chiefs of an area reporting to CEO, all times Final Average Salary (FAS), but not to exceed 60% of FAS for physicians and department managers or 65% for chiefs of an area reporting to CEO.
Final Average Salary
Highest 6o months
COLA For new retirees on/after 3/1/2017, automatic: based on CPI-U, max 2% of preceding year's payment DROP/PROP Provisions
None

Version 2

Version 2 Eligible Members
Hired on/after 3/1/2018
Age/YCS
65/5
Benefit Formula
2% (physicians and department managers) or 2.5% (chiefs reporting to CEO) x FAS
Final Average Salary
Highest 60 months
COLA None DROP/PROP Provisions
None
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What stays locked in the free forum guide

Provider relationships Service provider database Consultants, custodians, managers, counsel, actuaries, auditors, source links, and relationship notes where verified. Learn about Signal Desk Governance graph Board, staff, and relationship context Named fiduciaries, leadership changes, board composition, meeting-source links, and relationship history when source-backed. Learn about Signal Desk Research ledger Disclosures and historical return library Source-file history, Investment Practices and Performance Evaluation notes, return methodology, and follow-up workflow. Learn about Signal Desk