DFX Intelligence

Allocator Intelligence

Insurance Organizations Employees' Retirement Plan

Corporate pension· Livonia, Michigan

Corporate pension, based in Livonia, Michigan, reporting $221M in assets, for 1,142 participants.

Composed from this allocator's classification, location and filed figures.

Assets
$221M
Funded ratio
95.3%
Fund commitments
14
Managers
5
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Open searchesPlans backing its top managerSimilar plans, same strategyCommitments (14)Allocation policyManagers
As of · the latest dated event for this allocator; each figure carries its own filing or report date
Suggest a correction

Nothing material in the last 90 days. Last change: Dec 31, 2024, Insurance Organizations Employees' Retirement Plan no longer reports Blackrock Msci Acwi Ex-Us Index (last held $33M at 2023-12-31; absent from the 2024-12-31 filing).

1 more adviser, 2 more managers, 31 more commitments and 7 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.

Capital path

who backs this record, through what, into what; each name opens its own path
Insurance Organizations Employees' Retirement Plan
Funds committed to
All 14
Managers
All 5

Relationship network

42 connected entities34 observed commitments17 repeat counterparties30 dated commitments shown here, 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.

Reading the network
  • 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 pensionShow
Corporate pension
Assets
$221M
Total assets, Dec 31, 2024 reported
Funded
95.3%
Jan 1, 2024
Private markets target
no policy read
policy Dec 31, 2024
Commitments
14
2 managers on Schedule C
Plan sponsor: Trustees of the Insurance Organizations' Pension Trust

Allocation policy

Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 0.7%
  • Common/collective trusts 95.6%

Consultants and advisers

4 firms

+1 more consultant or adviser advise this allocator

Every name, record and relationship behind this count, with the source on each.

People

No investment staff or executives have been read for this allocator yet.

Manager roster

5 managers on the commitment tape
From the plan’s own commitment disclosures

+2 more managers received commitments

Every name, record and relationship behind this count, with the source on each.

From Schedule C (investment management, code 28)

What changed

12 events
  • Dec 31, 2024Holding endedinference
    Insurance Organizations Employees' Retirement Plan no longer reports Blackrock Msci Acwi Ex-Us Index (last held $33M at 2023-12-31; absent from the 2024-12-31 filing)
    with Blackrock Msci Acwi Ex-Us Indexaskebsa.dol.gov
  • Dec 31, 2024Holding started
    Insurance Organizations Employees' Retirement Plan first reports an interest in Acwi Ex-Us Superfund: $30M at 2024-12-31
    with Acwi Ex-Us Superfundaskebsa.dol.gov
  • Jan 1, 2024Funded status changed
    Insurance Organizations Employees' Retirement Plan funded ratio 91.0% -> 95.3% (2023-01-01 to 2024-01-01)
    askebsa.dol.gov
  • Jan 1, 2024Assets changed
    Insurance Organizations Employees' Retirement Plan plan assets $189M -> $213M (+13.0%, 2023-01-01 to 2024-01-01)
    askebsa.dol.gov
  • Dec 31, 2023Holding endedinference
    Insurance Organizations Employees' Retirement Plan no longer reports TSY U.S. 25+ Yr Key Rate Dur Nl Fd (Blackrock) (last held $1M at 2022-12-31; absent from the 2023-12-31 filing)
    with Blackrockaskebsa.dol.gov

+7 more dated events

Every name, record and relationship behind this count, with the source on each.

Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.

Commitments

34 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024Russell 2000 Index Nonlendable Fundcollective trustBlackrock Institutional Trust Company, N.A.Pooled vehicles$14.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Acwi Ex-Us Superfundcollective trustBlackrock Institutional Trust Company, N.A.Pooled vehicles$30.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Intermediate Duration Corp Nl Fundcollective trustBlackrock Institutional Trust Company, N.A.Pooled vehicles$4.3M heldDisclosed holdingaskebsa.dol.gov

+31 more commitments

Every fund and manager this allocator committed to, with the amount, date and source on each.

Size and funding

33 readings
Total assets
$221M Dec 31, 2024 reported Form 5500
$213M (2023-12) · $189M (2022-12)
Plan assets
$213M Jan 1, 2024 reported Form 5500
$189M (2023-01) · $242M (2022-01)
Net assets
$220M Dec 31, 2024 reported Form 5500
$213M (2023-12) · $189M (2022-12)
Funded ratio
95.3% Jan 1, 2024 reported Form 5500
91.0% (2023-01) · 117.0% (2022-01)
Funding target
$200M Jan 1, 2024 reported Form 5500
$193M (2023-01) · $183M (2022-01)
Discount rate
5.20% Jan 1, 2024 reported Form 5500
5.27% (2023-01) · 5.44% (2022-01)
Participants
1,142 Jan 1, 2024 reported Form 5500
1,103 (2023-01) · 1,098 (2022-01)
Contributions
$8.1M Dec 31, 2024 reported Form 5500
$9.5M (2023-12) · $17.1M (2022-12)
Benefits paid
$10.4M Dec 31, 2024 reported Form 5500
$9.9M (2023-12) · $12.8M (2022-12)
Net investment income
$7.5M Dec 31, 2024 reported Form 5500
$24.5M (2023-12) · -$53.2M (2022-12)
Investment management fees
$147,355 Dec 31, 2024 reported Form 5500
$177,687 (2023-12) · $232,972 (2022-12)

Form 5500 filings

3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 20241,142$213M$200M95.3%$221MNot disclosedNot disclosedNot disclosed
2023 to Dec 31, 20231,103$189M$193M91.0%$213MNot disclosedNot disclosedNot disclosed
2022 to Dec 31, 20221,098$242M$183M117.0%$189MNot disclosedNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)

+56 more service providers

Every name, record and relationship behind this count, with the source on each.

Provenance

Identifiers: EIN-PN 136312183-001
Cross-graph: no entry on another DFX graph
First observed Sep 15, 2026, last observed Sep 29, 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.

Record history

12 dated events on the change ledger, latest event first
  • Holding in a pooled vehicle ended
    2024-12-31source on record
  • Holding in a pooled vehicle started
    2024-12-31source on record
  • Funded status changed
    2024-01-01source on record

+9 more changes on this record's ledger

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