Municipal Employees Credit Union of Baltimore Defined Benefit Plan
Corporate pension, based in Baltimore, Maryland, reporting $49.0M in assets, for 435 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 1 Jan 2024, Municipal Employees Credit Union of Baltimore Defined Benefit Plan funded ratio 111.9% -> 114.9% (2023-01-01 to 2024-01-01).
2 more managers, 6 more commitments and 3 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- Fidelity 500 Index2 commitments
- Massmutual Mid Cap Growth I2 commitments
- Jpmorgan US Government Mmkt Inst1 commitment
- Fidelity Investments2 commitments
- Minnesota Life Insurance2 commitments
- Mackay Shields1 commitment
Relationship network
43 connected entities9 observed commitments4 repeat counterparties7 dated commitments shown here, 2022 to 2023
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 0.4%
- Insurance company general account 61.4%
- Registered investment companies 38.3%
Consultants and advisers
- Manulife John Hancock Actuarythrough Dec 31, 2024 Form 5500
- John Hancock Actuarythrough Dec 31, 2023 Form 5500
- Milliman, Inc. Actuarythrough Dec 31, 2022 Form 5500
People
Manager roster
- Fidelity Investments2 rows, latest Dec 31, 2023
- Minnesota Life Insurance2 rows, latest Dec 31, 2023
- Mackay Shields1 row, latest Dec 31, 2023
+2 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
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- Fidelity Investmentsplan years
- Empower Capital Management, LLCplan years
What changed
- Jan 1, 2024Funded status changedMunicipal Employees Credit Union of Baltimore Defined Benefit Plan funded ratio 111.9% -> 114.9% (2023-01-01 to 2024-01-01)
- Dec 31, 2023Holding startedMunicipal Employees Credit Union of Baltimore Defined Benefit Plan first reports an interest in MFS Mid Cap Value R4 (Minnesota Life Insurance): $333,429 at 2023-12-31with Minnesota Life Insuranceaskebsa.dol.gov
- Dec 31, 2023Holding startedMunicipal Employees Credit Union of Baltimore Defined Benefit Plan first reports an interest in Stable Value Account (Mackay Shields): $374,460 at 2023-12-31with Mackay Shieldsaskebsa.dol.gov
- Dec 31, 2023Holding startedMunicipal Employees Credit Union of Baltimore Defined Benefit Plan first reports an interest in American Beacon Small Cp Val Inv (Transamerica Premier Life Insurance): $117,611 at 2023-12-31with Transamerica Premier Life Insuranceaskebsa.dol.gov
- Dec 31, 2023Holding endedinferenceMunicipal Employees Credit Union of Baltimore Defined Benefit Plan no longer reports Long Duration Bond (empower) (last held $9M at 2022-12-31; absent from the 2023-12-31 filing)with Long Duration Bond (empower)askebsa.dol.gov
+3 more dated events
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, 2023 | Fidelity 500 Indexseparate account | Fidelity Investments | Pooled vehicles | $2.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Massmutual Mid Cap Growth Iseparate account | Massmutual | Pooled vehicles | $223,540 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Jpmorgan US Government Mmkt Instseparate account | Minnesota Life Insurance | Pooled vehicles | $115,259 held | Disclosed holding | askebsa.dol.gov |
+6 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 | 435 | $51.1M | $44.4M | 114.9% | $49.0M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 444 | $49.7M | $44.4M | 111.9% | $51.1M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 455 | $69.2M | $41.3M | 167.8% | $49.8M | Not disclosed | Not disclosed | Not disclosed |
- SLC Management codes 26 $60,647 PY2024
- John Hancock codes 11 15 62 64 $29,494 PY2024
- Empower Annuity Insurance Company codes 64 $6,016 PY2024
+50 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Record history
- Funded status changed2024-01-01source on record
- Holding in a pooled vehicle started2023-12-31source on record
- Holding in a pooled vehicle started2023-12-31source on record
+5 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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