Frozen Pension Plan for Employees of American Property Casualty Insurance Association
Corporate pension, based in Chicago, Illinois, reporting $6.7M in assets, for 103 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, Frozen Pension Plan for Employees of American Property Casualty Insurance Association no longer reports 5-20 Yr US High Quality Corp Bond N (State Street Global Advisors Trust) (last held $550,108 at 2023-12-31; absent from the 2024-12-31 filing).
1 more manager, 21 more commitments and 10 more dated events
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
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Capital path
who backs this record, through what, into what; each name opens its own path- Global Managed Volatility Nl3 commitments
- US High Yield Bond Index3 commitments
- Long US Credit Indx Nl Fund3 commitments
- State Street Global Advisors Trust Company10 commitments
- State Street Global Advisors Trust8 commitments
- State Street Bank & Trust Company4 commitments
Relationship network
34 connected entities24 observed commitments11 repeat counterpartiescommitments 2022 to 2024
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 1.0%
- Common/collective trusts 91.5%
Consultants and advisers
- PWC US Consulting LLP Actuarythrough Dec 31, 2022 Form 5500
- State Street Bank & Trust Company Custodianthrough Dec 31, 2022 Form 5500
- Pricewaterhousecoopers LLP Actuarythrough Dec 31, 2022 Form 5500
People
Manager roster
- State Street Global Advisors Trust Company10 rows, latest Dec 31, 2024
- State Street Global Advisors Trust8 rows, latest Dec 31, 2024
- State Street Bank & Trust Company4 rows, latest Dec 31, 2023
+1 more manager received commitments
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
- State Street Global Advisors Trustplan years
- State Street Global Advisors Trust Companyplan years
- State Street Bank & Trust Companyplan years
What changed
- Dec 31, 2024Holding endedinferenceFrozen Pension Plan for Employees of American Property Casualty Insurance Association no longer reports 5-20 Yr US High Quality Corp Bond N (State Street Global Advisors Trust) (last held $550,108 at 2023-12-31; absent from the 2024-12-31 filing)with State Street Global Advisors Trustaskebsa.dol.gov
- Dec 31, 2024Holding startedFrozen Pension Plan for Employees of American Property Casualty Insurance Association first reports an interest in State Street Passive Emerging Marke: $614,513 at 2024-12-31with State Street Passive Emerging Markeaskebsa.dol.gov
- Dec 31, 2024Holding endedinferenceFrozen Pension Plan for Employees of American Property Casualty Insurance Association no longer reports Ssga Long US Treasury Index Nl Fund (State Street - Russell 2000) (last held $272,884 at 2023-12-31; absent from the 2024-12-31 filing)with State Street Global Advisors Trust Companyaskebsa.dol.gov
- Dec 31, 2024Holding endedinferenceFrozen Pension Plan for Employees of American Property Casualty Insurance Association no longer reports 20 Yr US High Quality Corp Bond Nl (State Street Global Advisors Trust) (last held $2M at 2023-12-31; absent from the 2024-12-31 filing)with State Street Global Advisors Trustaskebsa.dol.gov
- Dec 31, 2024Assets changedFrozen Pension Plan for Employees of American Property Casualty Insurance Association total assets $8M -> $7M (-11.5%, 2023-12-31 to 2024-12-31)
+10 more dated events
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | State Street Passive Emerging Markecollective trust | State Street Global Advisors Trust Company | Pooled vehicles | $614,513 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Global Managed Volatility Nlcollective trust | State Street Global Advisors Trust Company | Pooled vehicles | $675,260 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | US High Yield Bond Indexcollective trust | State Street Global Advisors Trust Company | Fixed income | $617,373 held | Disclosed holding | askebsa.dol.gov |
+21 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
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 | 103 | $7.5M | $9.0M | 80.0% | $6.7M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 146 | $22.0M | $22.4M | 83.3% | $7.5M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 153 | $30.0M | $22.3M | 115.9% | $22.0M | Not disclosed | Not disclosed | Not disclosed |
- State Street Global Advisors codes 18 19 51 52 68 99 $125,000 PY2024
- Long US Treasury Indx Nl Fund Sched. D C PY2024
- Long US Credit Indx Nl Fund Sched. D C $1.2M PY2024
+40 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
- Holding in a pooled vehicle ended2024-12-31source on record
- Holding in a pooled vehicle ended2024-12-31source on record
- Holding in a pooled vehicle started2024-12-31source on record
+12 more changes on this record's ledger
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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
+7 connections on the graph
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