Children's Minnesota Rsvp Plan II
Corporate pension, based in Minneapolis, Minnesota, reporting $23.3M in assets, for 619 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: Jan 1, 2024, Children's Minnesota Rsvp Plan II funded ratio 111.7% -> 103.1% (2023-01-01 to 2024-01-01).
Relationship network
4 connected entities
From board minutes, annual reports, Form 5500 filings and public records of commitments, consultants and staff in the allocator graph. Commitment amounts are those the allocator disclosed; many are not printed, and none is estimated.
- Sponsor
- Service provider
- Organization
›How strength and recency are read
Managers, funds and consultants are read from the commitments: three or more is a strong observed relationship, two a repeat counterparty. No consultant link is marked current on the source, so none is labelled current or former here. Related plans, people and plan service providers are ordered by what the filing shows.
Darker lines were active in the last 24 months or are current; lighter lines are older or undated.
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
Allocation policy
- Interest-bearing cash 9.4%
- Corporate debt instruments (other) 32.6%
- U.S. Government securities 57.3%
Consultants and advisers
- Mercer Actuarythrough Dec 31, 2022 Form 5500
- U.S. Bank, N.A. Trusteethrough Dec 31, 2022 Form 5500
People
Manager roster
- Mercerplan years 2023
- SIT Investment Assoc.plan years 2022
What changed
- Jan 1, 2024Funded status changedChildren's Minnesota Rsvp Plan II funded ratio 111.7% -> 103.1% (2023-01-01 to 2024-01-01)
- Dec 31, 2023Manager relationship startedMercer appears on Children's Minnesota Rsvp Plan II's Schedule C as investment manager (plan year 2023 vs 2022)with Merceraskebsa.dol.gov
- Jan 1, 2023Funded status changedChildren's Minnesota Rsvp Plan II funded ratio 120.4% -> 111.7% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedChildren's Minnesota Rsvp Plan II plan assets $29M -> $24M (-16.2%, 2022-01-01 to 2023-01-01)
Commitments
Size and funding
Form 5500 filings
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Dec 31, 2024 | 619 | $23.8M | $23.6M | 103.1% | $23.3M | $0 | $0 | $0 |
| 2023 to Dec 31, 2023 | 637 | $24.1M | $23.2M | 111.7% | $23.8M | $0 | $0 | $0 |
| 2022 to Dec 31, 2022 | 671 | $28.8M | $23.8M | 120.4% | $24.1M | $0 | $0 | $0 |
- Mercer codes 11 $146,512 PY2024
- SIT Investment Associates codes 28 $45,027 PY2024
- Mercer codes 28 $20,000 PY2024
+10 more service providers
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Provenance
Provenance
Not yet on record: fund commitments, managers.
Record history
- Funded status changed2024-01-01source on record
- Manager relationship started2023-12-31source on record
- Funded status changed2023-01-01source on record
+1 more change on this record's ledger
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
The ledger records every merge, rename and reclassification this record went through and the dated filings observed on it, so the identity on this page can be traced to the records it was built from. The ledger's own sentences name other records, so they show with the names.
›Connections
every published relationship on the graph
+5 connections on the graph
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.