Wawanesa General Insurance Company Pension Plan
Corporate pension, based in SAN Diego, California, reporting $94.2M in assets, for 930 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, Wawanesa General Insurance Company Pension Plan total assets $86M -> $94M (+10.0%, 2023-12-31 to 2024-12-31).
Capital path
who backs this record, through what, into what; each name opens its own path- Principal/blackrock S&p 500 Index1 commitment
- Allspring Core Bond Cit F1 commitment
Relationship network
12 connected entities2 observed commitmentscommitments 2023
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.
Some relationships on this record are counted rather than named here. They open with the full profile.
Click any name or line for the commitments and sources behind it. Line weight is commitments together; dashed lines are inferred.
- Sponsor
- Fund or vehicle
- 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 4.5%
- Registered investment companies 87.5%
Consultants and advisers
- 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
Manager roster
What changed
- 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)
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2023 | Principal/blackrock S&p 500 Indexcollective trust | Blackrock | Pooled vehicles | $19.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Allspring Core Bond Cit Fcollective trust | Allspring | Fixed income | $32.4M held | Disclosed holding | askebsa.dol.gov |
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 | 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 |
- 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
+6 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
Record history
- Total assets changed2024-12-31source on record
- Funded status changed2024-01-01source on record
- Total assets changed2024-01-01source on record
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
+6 connections on the graph
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.