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

Guideone Insurance Company Pension Plan

Corporate pensionWest Des Moines, IA
Assets
$92.6M
Total assets, Dec 31, 2024 reported
Funded
93.7%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
12
none on the tape
Plan sponsor: Guideone Insurance Company
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 0.3%
  • Non-interest-bearing cash 0.0%
  • Corporate debt instruments (other) 6.9%
  • U.S. Government securities 16.8%
  • Other investments 0.7%
  • Pooled separate accounts 6.5%
  • Registered investment companies 65.0%
Consultants and advisers
3 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on the commitment tape
From the plan’s own commitment disclosures
Commitments
12 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024Prin Liquid Assets Sep Acct-Zseparate accountPrincipalPooled vehicles$822,039 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Principal U.S. Property Sa-Zseparate accountPrincipalReal estate$1.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Prin Core Plus Bond Sep Acct-Zseparate accountPrincipalFixed income$2.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Prin Midcap Value I Sa-Zseparate accountPrincipalPooled vehicles$1.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prin Liquid Assets Sep Acct-Zseparate accountPrincipalPooled vehicles$928,885 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Principal U.S. Property Sa-Zseparate accountPrincipalReal estate$2.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prin Core Plus Bond Sep Acct-Zseparate accountPrincipalFixed income$3.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prin Midcap Value I Sa-Zseparate accountPrincipalPooled vehicles$1.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prin Liquid Assets Sep Acct-Zseparate accountPrincipalPooled vehicles$1.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Principal U.S. Property Sa-Zseparate accountPrincipalReal estate$5.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prin Midcap Value I Sa-Zseparate accountPrincipalPooled vehicles$2.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prin Ldi Long Duration Sa-Zseparate accountPrincipalFixed income$19.1M heldDisclosed holdingaskebsa.dol.gov
Size and funding
33 readings
Total assets
$92.6M Dec 31, 2024 reported Form 5500
$95.5M (2023-12) · $92.7M (2022-12)
Plan assets
$99.1M Jan 1, 2024 reported Form 5500
$102M (2023-01) · $140M (2022-01)
Net assets
$92.6M Dec 31, 2024 reported Form 5500
$90.3M (2023-12) · $92.7M (2022-12)
Funded ratio
93.7% Jan 1, 2024 reported Form 5500
91.0% (2023-01) · 107.9% (2022-01)
Funding target
$116M Jan 1, 2024 reported Form 5500
$123M (2023-01) · $125M (2022-01)
Discount rate
5.08% Jan 1, 2024 reported Form 5500
5.22% (2023-01) · 5.39% (2022-01)
Participants
904 Jan 1, 2024 reported Form 5500
1,100 (2023-01) · 1,136 (2022-01)
Contributions
$10.8M Dec 31, 2024 reported Form 5500
$2.2M (2023-12) · $5.0M (2022-12)
Benefits paid
$10.1M Dec 31, 2024 reported Form 5500
$12.0M (2023-12) · $11.5M (2022-12)
Net investment income
$2.2M Dec 31, 2024 reported Form 5500
$-2.3M (2023-12) · $-35.5M (2022-12)
Investment management fees
$233,856 Dec 31, 2024 reported Form 5500
$157,540 (2023-12) · $85,125 (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 2024904$99.1M$116M93.7%$92.6Mn/an/an/a
2023 to Dec 31, 20231,100$102M$123M91.0%$95.5Mn/an/an/a
2022 to Dec 31, 20221,136$140M$125M107.9%$92.7Mn/an/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • Principal Life Insurance Company codes 13 50 64 $265,677 PY2024
  • Pimco codes 27 50 $154,069 PY2024
  • Morgan Stanley Global codes 27 50 $79,787 PY2024
  • Principal Costodial Solutions codes 13 50 $26,650 PY2024
  • UHY LLP codes 10 50 $9,300 PY2024
  • Principal U.S. Property Sa-Z Sched. D P $1.6M PY2024
  • Prin Liquid Assets Sep Acct-Z Sched. D P $822,039 PY2024
  • Prin Core Plus Bond Sep Acct-Z Sched. D P $2.5M PY2024
  • Prin Midcap Value I Sa-Z Sched. D P $1.2M PY2024
  • Principal Financial Group codes 11 PY2024
  • Principal Life Insurance Company codes 13 50 64 $239,014 PY2023
  • Morgan Stanley Global codes 27 50 $92,083 PY2023
  • Pimco codes 27 50 $65,456 PY2023
  • Principal Costodial Solutions codes 13 50 $26,224 PY2023
  • Uhyllp codes 10 50 $13,300 PY2023
  • Prin Midcap Value I Sa-Z Sched. D P $1.3M PY2023
  • Prin Liquid Assets Sep Acct-Z Sched. D P $928,885 PY2023
  • Principal U.S. Property Sa-Z Sched. D P $2.9M PY2023
  • Prin Core Plus Bond Sep Acct-Z Sched. D P $3.0M PY2023
  • Prin Ldi Long Duration Sa-Z Sched. D P PY2023
  • Principal Financial Group codes 11 PY2023
  • Principal Life Insurance Company codes 13 50 64 $193,018 PY2022
  • Morgan Stanley Global codes 27 50 $85,125 PY2022
  • UHY LLP codes 10 50 $10,200 PY2022
  • Principal U.S. Property Sa-Z Sched. D P $5.4M PY2022
  • Prin Midcap Value I Sa-Z Sched. D P $2.6M PY2022
  • Prin Ldi Long Duration Sa-Z Sched. D P $19.1M PY2022
  • Prin Liquid Assets Sep Acct-Z Sched. D P $1.5M PY2022
  • Prin Intl Smallcap Sep Acct-Z Sched. D P PY2022
  • Principal Financial Group codes 11 PY2022
What changed
6 events
  • Jan 1, 2024Funded status changed
    Guideone Insurance Company Pension Plan funded ratio 91.0% -> 93.7% (2023-01-01 to 2024-01-01)
    askebsa.dol.gov
  • Dec 31, 2023Holding endedinference
    Guideone Insurance Company Pension Plan no longer reports Prin Ldi Long Duration Sa-Z (Principal) (last held $19M at 2022-12-31; absent from the 2023-12-31 filing)
    with Principalaskebsa.dol.gov
  • Dec 31, 2023Holding started
    Guideone Insurance Company Pension Plan first reports an interest in Prin Core Plus Bond Sep Acct-Z (Principal): $3M at 2023-12-31
    with Principalaskebsa.dol.gov
  • Dec 31, 2023Consultant changedinference
    Pimco appears on Guideone Insurance Company Pension Plan's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)
    with Pacific Investmt Management Co LLCaskebsa.dol.gov
  • Jan 1, 2023Funded status changed
    Guideone Insurance Company Pension Plan funded ratio 107.9% -> 91.0% (2022-01-01 to 2023-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Assets changed
    Guideone Insurance Company Pension Plan plan assets $140M -> $102M (-27.0%, 2022-01-01 to 2023-01-01)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 420645088-001
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.