DFX Intelligence

Allocator Intelligence

The capital-owner graph behind private markets. Who owns the capital, who decides, how much, under what policy, on whose advice, to which managers, and what changed, with a source and a date behind every row. A target is never an actual, a disclosed holding is never an approval, and an estimate says so.

Corporate pension

Preferred Mutual Insurance Company Retirement Benefit Accumulation Plan

Corporate pensionNEW Berlin, NY

Assets

$50.1M

Total assets, Dec 31, 2024 reported

Funded

42.4%

Jan 1, 2024

Private markets target

n/a

policy Dec 31, 2024

Commitments

none on the tape

Plan sponsor: Preferred Mutual Insurance Company

Allocation policy

Form 5500, as of Dec 31, 2024

Actual allocation lines without a target (as filed)

Non-interest-bearing cash 0.6%
Common/collective trusts 98.2%

Consultants and advisers

4 firms

National Bank & Trust Custodianthrough Dec 31, 2023 Form 5500
FID Mgmt Trust Co Custodianthrough Dec 31, 2023 Form 5500
Fidelity Investments Actuarythrough Dec 31, 2023 Form 5500
Bpas Actuarial and Pension Services Actuarythrough Dec 31, 2022 Form 5500

People

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

Manager roster

1 managers on the commitment tape

From the plan’s own commitment disclosures

Fidelity Institutional Asset Mgmt37 rows, latest Dec 31, 2024

Commitments

46 rows, 0 dated closings

Disclosed holdings (from the plan’s performance or holdings report, as of the report date)

Date	Fund	Manager	Bucket	Amount	Status	Source
as of Dec 31, 2024	Fiam Small Cap Core Poolcollective trust	Fidelity Institutional Asset Mgmt	Public equity	$262,737 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Fiam Intermediate Duration Comm Plcollective trust	Fidelity Institutional Asset Mgmt	Pooled vehicles	$442,877 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Fiam Emerging Markets Debt Comminglcollective trust	Fidelity Institutional Asset Mgmt	Private credit	$525,752 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Fiam Small/mid Cap Core Poolcollective trust	Fidelity Institutional Asset Mgmt	Pooled vehicles	$537,999 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Fiam Emerging Markets Commingled Pocollective trust	Fidelity Institutional Asset Mgmt	Public equity	$466,822 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Fiam Long Duration Commingled Poolcollective trust	Fidelity Institutional Asset Mgmt	Fixed income	$3.6M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Fiam Institutional Cash Comm Plcollective trust	Fidelity Institutional Asset Mgmt	Cash	$7.2M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Fiam Select Emerging Markets Equitycollective trust	Fidelity Institutional Asset Mgmt	Public equity	$466,586 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Fiam Intermediate Inflation-Protectcollective trust	Fidelity Institutional Asset Mgmt	Pooled vehicles	$246,329 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Fiam 8-10 Year Corporate Bondcollective trust	Fidelity Institutional Asset Mgmt	Fixed income	$27.2M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Fiam Long Corporate Commingled Poolcollective trust	Fidelity Institutional Asset Mgmt	Pooled vehicles	$2.4M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Fiam U.S. Real Estate Invest Tr Citcollective trust	Fidelity Institutional Asset Mgmt	Real estate	$402,949 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Spartan 500 Index Poolcollective trust	Geode Capital Mgmt Trust Co	Pooled vehicles	$2.6M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Spartan Developed International Indcollective trust	Geode Capital Mgmt Trust Co	Pooled vehicles	$325,501 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Spartan Commodity Index Poolcollective trust	Geode Capital Mgmt Trust Co	Natural resources	$69,092 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Spartan World Minimum Volatility incollective trust	Geode Capital Mgmt Trust Co	Pooled vehicles	$2.5M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Fiam Small Cap Core Poolcollective trust	Fidelity Institutional Asset Mgmt	Public equity	$234,223 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Fiam High Yield Bond Comm Plcollective trust	Fidelity Institutional Asset Mgmt	Fixed income	$26,078 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Fiam Intermediate Duration Comm Plcollective trust	Fidelity Institutional Asset Mgmt	Pooled vehicles	$1.1M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Fiam Emerging Markets Debt Comminglcollective trust	Fidelity Institutional Asset Mgmt	Private credit	$518,031 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Fiam Small/mid Cap Core Poolcollective trust	Fidelity Institutional Asset Mgmt	Pooled vehicles	$234,758 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Fiam Emerging Markets Commingled Pocollective trust	Fidelity Institutional Asset Mgmt	Public equity	$382,667 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Fiam Select International Small Capcollective trust	Fidelity Institutional Asset Mgmt	Public equity	$91,092 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Fiam Long Duration Commingled Poolcollective trust	Fidelity Institutional Asset Mgmt	Fixed income	$3.7M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Fiam Institutional Cash Comm Plcollective trust	Fidelity Institutional Asset Mgmt	Cash	$6.8M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Fiam Floating Rate High Income Commcollective trust	Fidelity Institutional Asset Mgmt	Fixed income	$26,081 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Fiam Select Emerging Markets Equitycollective trust	Fidelity Institutional Asset Mgmt	Public equity	$382,173 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Fiam Intermediate Inflation-Protectcollective trust	Fidelity Institutional Asset Mgmt	Pooled vehicles	$25,735 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Fiam Global Low Volatility Equity Ccollective trust	Fidelity Institutional Asset Mgmt	Public equity	$2.2M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Fiam 8-10 Year Corporate Bondcollective trust	Fidelity Institutional Asset Mgmt	Fixed income	$27.3M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Fiam Long Corporate Commingled Poolcollective trust	Fidelity Institutional Asset Mgmt	Pooled vehicles	$2.3M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Fiam U.S. Real Estate Invest Tr Citcollective trust	Fidelity Institutional Asset Mgmt	Real estate	$365,825 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Spartan 500 Index Poolcollective trust	Geode Capital Mgmt Trust Co	Pooled vehicles	$2.2M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Spartan Developed International Indcollective trust	Geode Capital Mgmt Trust Co	Pooled vehicles	$1.4M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Spartan Commodity Index Poolcollective trust	Geode Capital Mgmt Trust Co	Natural resources	$52,346 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Fiam Institutional Cash Comm Plcollective trust	Fidelity Institutional Asset Mgmt	Cash	$282,524 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Fiam Long U.S. Treasury Strips Indecollective trust	Fidelity Institutional Asset Mgmt	Fixed income	$215,269 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Fiam Select Emerging Markets Equitycollective trust	Fidelity Institutional Asset Mgmt	Public equity	$1.5M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Fiam Select International Small Capcollective trust	Fidelity Institutional Asset Mgmt	Public equity	$409,304 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Fiam Short Duration Poolcollective trust	Fidelity Institutional Asset Mgmt	Pooled vehicles	$840,929 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Fiam Small Cap Core Poolcollective trust	Fidelity Institutional Asset Mgmt	Public equity	$2.3M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Fiam Small/mid Cap Core Poolcollective trust	Fidelity Institutional Asset Mgmt	Pooled vehicles	$2.8M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Fiam Select Canada Poolcollective trust	Fidelity Institutional Asset Mgmt	Pooled vehicles	$593,200 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Fiam Short Duration Comm Plcollective trust	Fidelity Institutional Asset Mgmt	Pooled vehicles	$4.3M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Spartan 500 Index Poolcollective trust	Spartan 500 Index Pool a	Pooled vehicles	$2.6M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Spartan Developed International Indcollective trust	Spartan Developed Intl Index Pool	Pooled vehicles	$3.3M held	Disclosed holding	askebsa.dol.gov

Size and funding

32 readings

Total assets

$50.1M Dec 31, 2024 reported Form 5500

$49.4M (2023-12) · $44.9M (2022-12)

Plan assets

$49.4M Jan 1, 2024 reported Form 5500

$45.0M (2023-01) · $54.8M (2022-01)

Net assets

$49.4M Dec 31, 2024 reported Form 5500

$49.4M (2023-12) · $44.9M (2022-12)

Funded ratio

42.4% Jan 1, 2024 reported Form 5500

56.6% (2023-01) · 31.2% (2022-01)

Funding target

$23.8M Jan 1, 2024 reported Form 5500

$22.6M (2023-01) · $21.5M (2022-01)

Discount rate

5.05% Jan 1, 2024 reported Form 5500

5.10% (2023-01) · 5.22% (2022-01)

Participants

469 Jan 1, 2024 reported Form 5500

469 (2023-01) · 461 (2022-01)

Contributions

$0 Dec 31, 2024 reported Form 5500

$0 (2023-12) · $0 (2022-12)

Benefits paid

$1.6M Dec 31, 2024 reported Form 5500

$1.6M (2023-12) · $1.7M (2022-12)

Net investment income

$41,579 Dec 31, 2024 reported Form 5500

$4.5M (2023-12) · $-10.1M (2022-12)

Investment management fees

$36,668 Dec 31, 2024 reported Form 5500

$131,144 (2023-12)

Form 5500 filings

3 plan years

Plan year	Participants	Assets (SB market)	Funding target	FTAP	Total assets (H)	Partnerships / JV	Master trust	Real estate
2024 to Dec 31, 2024	469	$49.4M	$23.8M	42.4%	$50.1M	n/a	n/a	n/a
2023 to Dec 31, 2023	469	$45.0M	$22.6M	56.6%	$49.4M	n/a	n/a	n/a
2022 to Dec 31, 2022	461	$54.8M	$21.5M	31.2%	$44.9M	n/a	n/a	n/a

Service providers and investment entities as filed (Schedule C and D, latest year first)

Fidelity Management Trust Company codes 15 19 50 64 $267,173 PY2024
Fiam Small Cap Core Comm Pl Sched. D C $262,737 PY2024
Fiam High Yield Bond Comm Pl Sched. D C PY2024
Fiam Intermediate Duration Comm Pl Sched. D C $442,877 PY2024
Fiam Emerging Mkts Debt Comm Pl Sched. D C $525,752 PY2024
Fiam Small-Mid Cap Core Comm Pl Sched. D C $537,999 PY2024
Fiam Emerging Markets Comm Pl Sched. D C $466,822 PY2024
Fiam Select Intl Small Cap Comm Pl Sched. D C PY2024
Fiam Long Duration Comm Pl Sched. D C $3.6M PY2024
Fiam Institutional Cash Comm Pl Sched. D C $7.2M PY2024
Fiam Floating Rate High Inc Comm Pl Sched. D C PY2024
Fiam Select Emerg Mkts Eq Comm Pl Sched. D C $466,586 PY2024
Spartan Developed Intl Index Pool Sched. D C $325,501 PY2024
Spartan Commodity Index Pool Sched. D C $69,092 PY2024
Spartan World Min Vol Index Pool Sched. D C $2.5M PY2024
Fiam Inter Inflation Pro Comm Pl Sched. D C $246,329 PY2024
Fiam Global Low Vol Eq Comm Pl Sched. D C PY2024
Fiam 8-10 Yr Corp Bond Comm Pl Sched. D C $27.2M PY2024
Fiam Long Corp Comm Pl Sched. D C $2.4M PY2024
Fiam US Real Estate Tr Comm Pl Sched. D C $402,949 PY2024
Spartan 500 Index Pool a Sched. D C $2.6M PY2024
Fidelity Investments codes 11 PY2024
NBT Bank, N.A. codes 19 50 64 $101,923 PY2023
Fidelity Management Trust Company codes 15 19 50 64 $95,347 PY2023
Bpas codes 11 50 $21,159 PY2023
Fiam Long US Treas Str Idx Comm Pl Sched. D C PY2023
Fiam Small Cap Core Comm Pl Sched. D C $234,223 PY2023
Fiam High Yield Bond Comm Pl Sched. D C $26,078 PY2023
Fiam Intermediate Duration Comm Pl Sched. D C $1.1M PY2023
Fiam Emerging Mkts Debt Comm Pl Sched. D C $518,031 PY2023
Fiam Small-Mid Cap Core Comm Pl Sched. D C $234,758 PY2023
Fiam Emerging Markets Comm Pl Sched. D C $382,667 PY2023
Fiam Select Intl Small Cap Comm Pl Sched. D C $91,092 PY2023
Fiam Long Duration Comm Pl Sched. D C $3.7M PY2023
Fiam Institutional Cash Comm Pl Sched. D C $6.8M PY2023
Fiam Floating Rate High Inc Comm Pl Sched. D C $26,081 PY2023
Fiam Select Emerg Mkts Eq Comm Pl Sched. D C $382,173 PY2023
Fiam Inter Inflation Pro Comm Pl Sched. D C $25,735 PY2023
Fiam Global Low Vol Eq Comm Pl Sched. D C $2.2M PY2023
Fiam 8-10 Yr Corp Bond Comm Pl Sched. D C $27.3M PY2023
Fiam Long Corp Comm Pl Sched. D C $2.3M PY2023
Fiam US Real Estate Tr Comm Pl Sched. D C $365,825 PY2023
Spartan 500 Index Pool a Sched. D C $2.2M PY2023
Spartan Developed Intl Index Pool Sched. D C $1.4M PY2023
Spartan Commodity Index Pool Sched. D C $52,346 PY2023
Fiam Short Duration Comm Pl Sched. D C PY2023
Fiam Select Canada Equity Comm Pl Sched. D C PY2023
Fiam US Bond Index Comm Pl Sched. D C PY2023
Fidelity Investments codes 11 PY2023
Principal Life Insurance Company codes 13 50 64 $50,965 PY2022
Bpas codes 11 50 $14,350 PY2022
Prin Smcap S&p 600 Index Sa-Z Sched. D P PY2022
Prin Midcap S&p 400 Idx Sa-Z Sched. D P PY2022
Prin Intl Equity Index Sa-Z Sched. D P PY2022
Prin Bond Market Index Sa-Z Sched. D P PY2022
FID Inst Asset Management Company Sched. D C $282,524 PY2022
FID Inst Asset Management Company Sched. D C $215,269 PY2022
FID Inst Asset Management Company Sched. D C $1.5M PY2022
FID Inst Asset Management Company Sched. D C $409,304 PY2022
FID Inst Asset Management Company Sched. D C $840,929 PY2022
FID Inst Asset Management Company Sched. D C $2.3M PY2022
FID Inst Asset Management Company Sched. D C $2.8M PY2022
FID Inst Asset Management Company Sched. D C $593,200 PY2022
FID Inst Asset Management Company Sched. D C $4.3M PY2022
Geode Capital Management Trust Comp Sched. D C $2.6M PY2022
Geode Capital Management Trust Comp Sched. D C $3.3M PY2022
Prin Liquid Assets Sep Acct-Z Sched. D P PY2022
Bpas Actuarial & Pension Services codes 11 PY2022

What changed

24 events

Dec 31, 2024Holding endedinference
Preferred Mutual Insurance Company Retirement Benefit Accumulation Plan no longer reports Fiam Global Low Volatility Equity C (Fidelity Institutional Asset Mgmt) (last held $2M at 2023-12-31; absent from the 2024-12-31 filing)
with Fidelity Institutional Asset Mgmtaskebsa.dol.gov
Dec 31, 2024Holding endedinference
Preferred Mutual Insurance Company Retirement Benefit Accumulation Plan no longer reports Fiam Floating Rate High Income Comm (Fidelity Institutional Asset Mgmt) (last held $26,081 at 2023-12-31; absent from the 2024-12-31 filing)
with Fidelity Institutional Asset Mgmtaskebsa.dol.gov
Dec 31, 2024Holding endedinference
Preferred Mutual Insurance Company Retirement Benefit Accumulation Plan no longer reports Fiam Select International Small Cap (Fidelity Institutional Asset Mgmt) (last held $91,092 at 2023-12-31; absent from the 2024-12-31 filing)
with Fidelity Institutional Asset Mgmtaskebsa.dol.gov
Dec 31, 2024Holding started
Preferred Mutual Insurance Company Retirement Benefit Accumulation Plan first reports an interest in Spartan World Minimum Volatility in: $2M at 2024-12-31
with Spartan World Minimum Volatility inaskebsa.dol.gov
Dec 31, 2024Holding endedinference
Preferred Mutual Insurance Company Retirement Benefit Accumulation Plan no longer reports Fiam High Yield Bond Comm Pl (Fidelity Institutional Asset Mgmt) (last held $26,078 at 2023-12-31; absent from the 2024-12-31 filing)
with Fidelity Institutional Asset Mgmtaskebsa.dol.gov
Jan 1, 2024Funded status changed
Preferred Mutual Insurance Company Retirement Benefit Accumulation Plan funded ratio 56.6% -> 42.4% (2023-01-01 to 2024-01-01)
askebsa.dol.gov
Dec 31, 2023Holding endedinference
Preferred Mutual Insurance Company Retirement Benefit Accumulation Plan no longer reports Fiam Long U.S. Treasury Strips Inde (Fidelity Institutional Asset Mgmt) (last held $215,269 at 2022-12-31; absent from the 2023-12-31 filing)
with Fidelity Institutional Asset Mgmtaskebsa.dol.gov
Dec 31, 2023Holding started
Preferred Mutual Insurance Company Retirement Benefit Accumulation Plan first reports an interest in Fiam Intermediate Inflation-Protect (Fidelity Institutional Asset Mgmt): $25,735 at 2023-12-31
with Fidelity Institutional Asset Mgmtaskebsa.dol.gov
Dec 31, 2023Holding started
Preferred Mutual Insurance Company Retirement Benefit Accumulation Plan first reports an interest in Fiam Global Low Volatility Equity C (Fidelity Institutional Asset Mgmt): $2M at 2023-12-31
with Fidelity Institutional Asset Mgmtaskebsa.dol.gov
Dec 31, 2023Holding started
Preferred Mutual Insurance Company Retirement Benefit Accumulation Plan first reports an interest in Fiam Emerging Markets Debt Commingl (Fidelity Institutional Asset Mgmt): $518,031 at 2023-12-31
with Fidelity Institutional Asset Mgmtaskebsa.dol.gov
Dec 31, 2023Holding started
Preferred Mutual Insurance Company Retirement Benefit Accumulation Plan first reports an interest in Fiam Floating Rate High Income Comm (Fidelity Institutional Asset Mgmt): $26,081 at 2023-12-31
with Fidelity Institutional Asset Mgmtaskebsa.dol.gov
Dec 31, 2023Holding started
Preferred Mutual Insurance Company Retirement Benefit Accumulation Plan first reports an interest in Fiam Long Duration Commingled Pool (Fidelity Institutional Asset Mgmt): $4M at 2023-12-31
with Fidelity Institutional Asset Mgmtaskebsa.dol.gov
Dec 31, 2023Holding endedinference
Preferred Mutual Insurance Company Retirement Benefit Accumulation Plan no longer reports Fiam Select Canada Pool (Fidelity Institutional Asset Mgmt) (last held $593,200 at 2022-12-31; absent from the 2023-12-31 filing)
with Fidelity Institutional Asset Mgmtaskebsa.dol.gov
Dec 31, 2023Holding endedinference
Preferred Mutual Insurance Company Retirement Benefit Accumulation Plan no longer reports Fiam Short Duration Comm Pl (Fidelity Institutional Asset Mgmt) (last held $4M at 2022-12-31; absent from the 2023-12-31 filing)
with Fidelity Institutional Asset Mgmtaskebsa.dol.gov
Dec 31, 2023Holding started
Preferred Mutual Insurance Company Retirement Benefit Accumulation Plan first reports an interest in Fiam Long Corporate Commingled Pool (Fidelity Institutional Asset Mgmt): $2M at 2023-12-31
with Fidelity Institutional Asset Mgmtaskebsa.dol.gov
Dec 31, 2023Holding started
Preferred Mutual Insurance Company Retirement Benefit Accumulation Plan first reports an interest in Fiam U.S. Real Estate Invest Tr Cit (Fidelity Institutional Asset Mgmt): $365,825 at 2023-12-31
with Fidelity Institutional Asset Mgmtaskebsa.dol.gov
Dec 31, 2023Holding endedinference
Preferred Mutual Insurance Company Retirement Benefit Accumulation Plan no longer reports Fiam Short Duration Pool (Fidelity Institutional Asset Mgmt) (last held $840,929 at 2022-12-31; absent from the 2023-12-31 filing)
with Fidelity Institutional Asset Mgmtaskebsa.dol.gov
Dec 31, 2023Holding started
Preferred Mutual Insurance Company Retirement Benefit Accumulation Plan first reports an interest in Fiam Intermediate Duration Comm Pl (Fidelity Institutional Asset Mgmt): $1M at 2023-12-31
with Fidelity Institutional Asset Mgmtaskebsa.dol.gov
Dec 31, 2023Holding started
Preferred Mutual Insurance Company Retirement Benefit Accumulation Plan first reports an interest in Fiam 8-10 Year Corporate Bond (Fidelity Institutional Asset Mgmt): $27M at 2023-12-31
with Fidelity Institutional Asset Mgmtaskebsa.dol.gov
Dec 31, 2023Holding started
Preferred Mutual Insurance Company Retirement Benefit Accumulation Plan first reports an interest in Fiam Emerging Markets Commingled Po (Fidelity Institutional Asset Mgmt): $382,667 at 2023-12-31
with Fidelity Institutional Asset Mgmtaskebsa.dol.gov
Dec 31, 2023Holding started
Preferred Mutual Insurance Company Retirement Benefit Accumulation Plan first reports an interest in Spartan Commodity Index Pool: $52,346 at 2023-12-31
with Spartan Commodity Index Poolaskebsa.dol.gov
Dec 31, 2023Holding started
Preferred Mutual Insurance Company Retirement Benefit Accumulation Plan first reports an interest in Fiam High Yield Bond Comm Pl (Fidelity Institutional Asset Mgmt): $26,078 at 2023-12-31
with Fidelity Institutional Asset Mgmtaskebsa.dol.gov
Jan 1, 2023Funded status changed
Preferred Mutual Insurance Company Retirement Benefit Accumulation Plan funded ratio 31.2% -> 56.6% (2022-01-01 to 2023-01-01)
askebsa.dol.gov
Jan 1, 2023Assets changed
Preferred Mutual Insurance Company Retirement Benefit Accumulation Plan plan assets $55M -> $45M (-18.0%, 2022-01-01 to 2023-01-01)
askebsa.dol.gov

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

Provenance

Identifiers: EIN-PN 150420080-001

Cross-graph: no entry on another DFX graph

First observed Sep 15, 2026, last observed Sep 15, 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.