Employers Mutual Casualty Company Retirement Plan
Corporate pension, based in DES Moines, Iowa, reporting $362M in assets, for 3,119 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, Employers Mutual Casualty Company Retirement Plan first reports an interest in Small Cap Growth/emerald (Prudential Retirement & Annuity Ins): $15M at 2024-12-31.
3 more managers, 48 more commitments and 1 more dated event
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- Mid Cap Growth I (ivy)3 commitments
- Prisa3 commitments
- Principal Core Plus Bond Sa3 commitments
- Empower Annuity Insurance Company15 commitments
- Prudential Insurance Company of Ame3 commitments
- Principal3 commitments
Relationship network
50 connected entities51 observed commitments23 repeat counterparties23 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.
- 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
- Partnership/joint venture interests 1.9%
- Pooled separate accounts 98.1%
Consultants and advisers
- Empower Actuarythrough Dec 31, 2022 Form 5500
People
Manager roster
- Empower Annuity Insurance Company15 rows, latest Dec 31, 2024
- Prudential Insurance Company of Ame3 rows, latest Dec 31, 2024
- Principal3 rows, latest Dec 31, 2024
+3 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
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- Empower Annuity Insurance Companyplan years
- T Rowe Priceplan years
- Dryden Capital, LLCplan years
+1 more Schedule C manager
Every name, record and relationship behind this count, with the source on each.
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What changed
- Dec 31, 2024Holding startedEmployers Mutual Casualty Company Retirement Plan first reports an interest in Small Cap Growth/emerald (Prudential Retirement & Annuity Ins): $15M at 2024-12-31with Prudential Retirement & Annuity Insaskebsa.dol.gov
- Dec 31, 2024Holding endedinferenceEmployers Mutual Casualty Company Retirement Plan no longer reports SCG I (managed by Brown) (Prudential Retirement & Annuity Ins) (last held $14M at 2023-12-31; absent from the 2024-12-31 filing)with Prudential Retirement & Annuity Insaskebsa.dol.gov
- Dec 31, 2024Holding endedinferenceEmployers Mutual Casualty Company Retirement Plan no longer reports Core Plus Bond I (wstm Asst) (Prudential Retirement & Annuity Ins) (last held $30M at 2023-12-31; absent from the 2024-12-31 filing)with Prudential Retirement & Annuity Insaskebsa.dol.gov
- Dec 31, 2024Holding startedEmployers Mutual Casualty Company Retirement Plan first reports an interest in Core Plus Bond / Reams Fund (Prudential Retirement & Annuity Ins): $32M at 2024-12-31with Prudential Retirement & Annuity Insaskebsa.dol.gov
- Jan 1, 2023Funded status changedEmployers Mutual Casualty Company Retirement Plan funded ratio 111.4% -> 105.0% (2022-01-01 to 2023-01-01)
+1 more dated event
Every name, record and relationship behind this count, with the source on each.
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Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Mid Cap Growth I (ivy)separate account | Empower Annuity Insurance Company | Pooled vehicles | $11.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Prisaseparate account | Prudential Insurance Company of Ame | Pooled vehicles | $15.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Principal Core Plus Bond Saseparate account | Principal | Fixed income | $5.3M held | Disclosed holding | askebsa.dol.gov |
+48 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 | 3,119 | $353M | $252M | 106.0% | $362M | $6.8M | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 3,035 | $327M | $244M | 105.0% | $347M | $2.2M | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 3,137 | $430M | $248M | 111.4% | $321M | $400,000 | Not disclosed | Not disclosed |
- Prudential Life Insurance Co codes 13 $92,088 PY2024
- Empower Annuity Insurance Company codes 13 $28,144 PY2024
- Large Cap Value/lsv Asset Mgmt Sched. D P $16.6M PY2024
+59 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Record history
- Holding in a pooled vehicle started2024-12-31source on record
- Holding in a pooled vehicle ended2024-12-31source on record
- Holding in a pooled vehicle ended2024-12-31source on record
+3 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
+6 connections on the graph
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