Revised Pension Plan for Employees of Pennsylvania National Mutual Casualty Insurance Company and Its Affiliated Companies
Corporate pension, based in Harrisburg, Pennsylvania, reporting $212M in assets, for 1,127 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: Dec 31, 2024, Manufacturers and Trust Co appears on Revised Pension Plan for Employees of Pennsylvania National Mutual Casualty Insurance Company and Its Affiliated Companies's Schedule C as investment adviser (plan) (plan year 2024 vs 2023).
1 more adviser and 9 more commitments
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- Conning US Credit(5-15 Maturity)3 commitments
- Conning US Credit(15-25 Maturity)3 commitments
- Conning US Long Credit Collective3 commitments
- Conning12 commitments
Relationship network
16 connected entities12 observed commitments5 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.
- Which managers has Revised Pension Plan for Employees of Pennsylvania National Mutual Casualty Insurance Company and Its Affiliated Companies committed the most to, and when?
- Which consultants advise Revised Pension Plan for Employees of Pennsylvania National Mutual Casualty Insurance Company and Its Affiliated Companies, and on which commitments?
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
Allocation policy
- Interest-bearing cash 1.0%
- Non-interest-bearing cash 0.0%
- Common/collective trusts 88.3%
- Common stock 10.8%
- Real estate (other than employer real property) 0.0%
Consultants and advisers
- Conning Asset Management Investment adviser (plan)through Dec 31, 2022 Form 5500
- M&t Bank Trusteethrough Dec 31, 2024 Form 5500
- Conrad Siegel Actuarythrough Dec 31, 2022 Form 5500
+1 more consultant or adviser advise this allocator
Every name, record and relationship behind this count, with the source on each.
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People
Manager roster
- Conning12 rows, latest Dec 31, 2024
- Conning Collective Investment Trustplan years
- Conningplan years
- Federated Hermes Inc.plan years 2022
What changed
- Dec 31, 2024Consultant changedinferenceManufacturers and Trust Co appears on Revised Pension Plan for Employees of Pennsylvania National Mutual Casualty Insurance Company and Its Affiliated Companies's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with M&t Bankaskebsa.dol.gov
- Jan 1, 2024Funded status changedRevised Pension Plan for Employees of Pennsylvania National Mutual Casualty Insurance Company and Its Affiliated Companies funded ratio 100.0% -> 102.6% (2023-01-01 to 2024-01-01)
- Dec 31, 2023Consultant changedinferenceConrad Siegel appears on Revised Pension Plan for Employees of Pennsylvania National Mutual Casualty Insurance Company and Its Affiliated Companies's Schedule C as pension consultant (plan year 2023 vs 2022)with Conrad Siegelaskebsa.dol.gov
- Jan 1, 2023Funded status changedRevised Pension Plan for Employees of Pennsylvania National Mutual Casualty Insurance Company and Its Affiliated Companies funded ratio 118.8% -> 100.0% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedRevised Pension Plan for Employees of Pennsylvania National Mutual Casualty Insurance Company and Its Affiliated Companies plan assets $279M -> $208M (-25.6%, 2022-01-01 to 2023-01-01)
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Conning US Credit(5-15 Maturity)collective trust | Conning | Private credit | $87.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Conning US Credit(15-25 Maturity)collective trust | Conning | Private credit | $51.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Conning US Long Credit Collectivecollective trust | Conning | Private credit | $15.0M held | Disclosed holding | askebsa.dol.gov |
+9 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
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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 | 1,127 | $219M | $193M | 102.6% | $212M | $0 | $0 | $2,018 |
| 2023 to Dec 31, 2023 | 1,134 | $208M | $191M | 100.0% | $219M | $0 | $0 | $0 |
| 2022 to Dec 31, 2022 | 1,149 | $279M | $185M | 118.8% | $208M | $0 | $0 | $0 |
- Conning Asset Management codes 27 50 $328,263 PY2024
- Conrad Siegel codes 11 15 17 38 49 50 $61,868 PY2024
- Fifth Third Bank codes 21 27 50 52 62 68 $40,772 PY2024
+24 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Revised Pension Plan for Employees of Pennsylvania National Mutual Casualty Insurance Company and Its Affiliated Companies sits on 1 traced path of capital across the graphs.
DFX traced 1 path of capital through this record
Every record on each path, what it committed or lent, and as of when.
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Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.
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Record history
- Consultant changed2024-12-31source on record
- Funded status changed2024-01-01source on record
- Consultant changed2023-12-31source on record
+2 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
+8 connections on the graph
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