DFX Intelligence
Allocator Intelligence
The capital-owner graph behind private markets. Who owns the capital, who decides, how much, under what policy, on whose advice, to which managers, and what changed, with a source and a date behind every row. A target is never an actual, a disclosed holding is never an approval, and an estimate says so.
Corporate pension
Wawanesa General Insurance Company Pension Plan
Corporate pensionSAN Diego, CA
Assets
$94.2M
Total assets, Dec 31, 2024 reported
Funded
92.1%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
2
none on the tape
Plan sponsor: Wawanesa General Insurance Company
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 4.5%
- Registered investment companies 87.5%
Consultants and advisers
3 firms
- Principal Trust Co. Custodianthrough Dec 31, 2024 Form 5500
- Mercer (US) LLC Actuarythrough Dec 31, 2024 Form 5500
- Willis Towers Watson US LLC Actuarythrough Dec 31, 2023 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
No manager relationship is on the tape for this allocator.
Commitments
2 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2023 | Allspring Core Bond Cit Fcollective trust | Principal Asset Management | Fixed income | $32.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Principal/blackrock S&p 500 Indexcollective trust | Principal Asset Management | Pooled vehicles | $19.0M held | Disclosed holding | askebsa.dol.gov |
Size and funding
20 readings
Form 5500 filings
2 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Dec 31, 2024 | 930 | $85.3M | $91.2M | 92.1% | $94.2M | $0 | $0 | $0 |
| 2023 to Dec 31, 2023 | 941 | $70.0M | $85.0M | 80.0% | $85.6M | $0 | $0 | $0 |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Principal Trust Company codes 19 21 $38,144 PY2024
- Core Bond Cit Sched. D C PY2024
- Blackrock S&p 500 Index Ci N Sched. D C PY2024
- Principal/multi-Manager Lds Cit II Sched. D C PY2024
- Principal/multi-Manager Lds Cit III Sched. D C PY2024
- Mercer (US) LLC codes 11 PY2024
- Blackrock S&p 500 Index Ci N Sched. D C $19.0M PY2023
- Core Bond Cit Sched. D C $32.4M PY2023
- Willis Towers Watson US LLC codes 11 PY2023
What changed
3 events
- Dec 31, 2024Assets changedWawanesa General Insurance Company Pension Plan total assets $86M -> $94M (+10.0%, 2023-12-31 to 2024-12-31)
- Jan 1, 2024Funded status changedWawanesa General Insurance Company Pension Plan funded ratio 80.0% -> 92.1% (2023-01-01 to 2024-01-01)
- Jan 1, 2024Assets changedWawanesa General Insurance Company Pension Plan plan assets $70M -> $85M (+21.9%, 2023-01-01 to 2024-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 330632999-001
Cross-graph: no entry on another DFX graph
First observed Sep 15, 2026, last observed Sep 15, 2026. Classification confirmed. Every row above carries its source; a reported figure is the subject’s own, a derived one is arithmetic on reported figures, an estimated one is a model or a survey imputation and is never summed into a headline.