Isabella Bank Corporation Employee Retirement Plan
Corporate pension, based in MT. Pleasant, Michigan, reporting $7.5M in assets, for 186 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2025, Pentegra Services Inc. no longer appears on Isabella Bank Corporation Employee Retirement Plan's Schedule C as investment adviser (plan) (plan year 2025 vs 2024).
1 more commitment
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- Moderate Strategic Balanced Fund4 commitments
- State Street Global Advisors Trust Company4 commitments
Relationship network
8 connected entities4 observed commitments2 repeat counterpartiescommitments 2022 to 2025
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.
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 0.7%
- Common/collective trusts 99.3%
Consultants and advisers
- Pentegra Trust Company Custodianthrough Dec 31, 2025 Form 5500
- Pentegra Services, Inc. Actuarythrough Dec 31, 2025 Form 5500
- Pentegra Retirement Services Inc. Actuarythrough Dec 31, 2022 Form 5500
People
Manager roster
- State Street Global Advisors Trust Company4 rows, latest Dec 31, 2025
What changed
- Dec 31, 2025Consultant changedinferencePentegra Services Inc. no longer appears on Isabella Bank Corporation Employee Retirement Plan's Schedule C as investment adviser (plan) (plan year 2025 vs 2024)with Pentegra Services, Inc.askebsa.dol.gov
- Jan 1, 2025Funded status changedIsabella Bank Corporation Employee Retirement Plan funded ratio 98.9% -> 94.9% (2024-01-01 to 2025-01-01)
- Jan 1, 2024Funded status changedIsabella Bank Corporation Employee Retirement Plan funded ratio 95.3% -> 98.9% (2023-01-01 to 2024-01-01)
- Jan 1, 2023Funded status changedIsabella Bank Corporation Employee Retirement Plan funded ratio 105.5% -> 95.3% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedIsabella Bank Corporation Employee Retirement Plan plan assets $9M -> $7M (-23.9%, 2022-01-01 to 2023-01-01)
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2025 | Moderate Strategic Balanced Fundcollective trust | State Street Global Advisors Trust Company | Multi-asset | $7.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Moderate Strategic Balanced Fundcollective trust | State Street Global Advisors Trust Company | Multi-asset | $7.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Moderate Strategic Balanced Fundcollective trust | State Street Global Advisors Trust Company | Multi-asset | $6.9M held | Disclosed holding | askebsa.dol.gov |
+1 more commitment
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 |
|---|---|---|---|---|---|---|---|---|
| 2025 to Dec 31, 2025 | 186 | $7.3M | $6.2M | 94.9% | $7.5M | Not disclosed | Not disclosed | Not disclosed |
| 2024 to Dec 31, 2024 | 192 | $7.1M | $6.4M | 98.9% | $7.2M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 198 | $6.6M | $6.7M | 95.3% | $7.0M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 210 | $8.6M | $6.8M | 105.5% | $6.6M | Not disclosed | Not disclosed | Not disclosed |
- Rehmann Robson LLC codes 10 $13,500 PY2025
- Pentegra Trust Company codes 19 21 $10,411 PY2025
- Moderate Strategic Balanced Fund Sched. D C $7.5M PY2025
+10 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Record history
- Consultant changed2025-12-31source on record
- Funded status changed2025-01-01source on record
- Funded status changed2024-01-01source 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
+4 connections on the graph
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