Ameritas Pension Plan
Corporate pension, based in Lincoln, Nebraska, reporting $237M in assets, for 1,918 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 1 Jan 2024, Ameritas Pension Plan funded ratio 112.9% -> 115.1% (2023-01-01 to 2024-01-01).
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- Separate Account D3 commitments
- Ameritas Retirement Equity Account1 commitment
Relationship network
8 connected entities4 observed commitments1 repeat counterpartycommitments 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.
- 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
- Pooled separate accounts 100.0%
Consultants and advisers
- The Berwyn Group Pension consultantthrough Dec 31, 2022 Form 5500
- Willis Towers Watson US LLC Actuarythrough Dec 31, 2022 Form 5500
People
Manager roster
What changed
- Jan 1, 2024Funded status changedAmeritas Pension Plan funded ratio 112.9% -> 115.1% (2023-01-01 to 2024-01-01)
- Dec 31, 2023Holding endedinferenceAmeritas Pension Plan no longer reports Ameritas Retirement Equity Account (last held $17M at 2022-12-31; absent from the 2023-12-31 filing)with Ameritas Retirement Equity Accountaskebsa.dol.gov
- Dec 31, 2023Consultant changedinferenceBerwyn Group no longer appears on Ameritas Pension Plan's Schedule C as pension consultant (plan year 2023 vs 2022)with The Berwyn Groupaskebsa.dol.gov
- Jan 1, 2023Funded status changedAmeritas Pension Plan funded ratio 143.2% -> 112.9% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedAmeritas Pension Plan plan assets $419M -> $284M (-32.2%, 2022-01-01 to 2023-01-01)
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Separate Account Dseparate account | Ameritas Life Insurance Corp. | Pooled vehicles | $237M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Separate Account Dseparate account | Ameritas Life Insurance Corp. | Pooled vehicles | $258M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Separate Account Dseparate account | Ameritas Life Insurance Corp. | Pooled vehicles | $267M 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 |
|---|---|---|---|---|---|---|---|---|
| 2024 to Dec 31, 2024 | 1,918 | $258M | $246M | 115.1% | $237M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 2,012 | $284M | $277M | 112.9% | $258M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 2,090 | $419M | $287M | 143.2% | $284M | Not disclosed | Not disclosed | Not disclosed |
- Willis Tower Watson US LLC codes 11 $258,929 PY2024
- Meaden & Moore, Ltd codes 10 $14,100 PY2024
- Separate Account D Sched. D P $237M PY2024
+12 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Not yet on record: managers.
Record history
- Funded status changed2024-01-01source on record
- Holding in a pooled vehicle ended2023-12-31source on record
- Consultant changed2023-12-31source 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
+3 connections on the graph
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