Preferred Mutual Insurance Company Retirement Benefit Accumulation Plan
Corporate pension, based in NEW Berlin, New York, reporting $50.1M in assets, for 469 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, 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).
1 more adviser, 43 more commitments and 19 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- Spartan 500 Index Pool3 commitments
- Spartan Developed International Ind3 commitments
- Fiam Small Cap Core Pool3 commitments
- Fidelity Institutional Asset Mgmt37 commitments
- Geode Capital Management Trust Company, LLC9 commitments
Relationship network
63 connected entities46 observed commitments18 repeat counterpartiescommitments 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
- Non-interest-bearing cash 0.6%
- Common/collective trusts 98.2%
Consultants and advisers
- 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
+1 more consultant or adviser advise this allocator
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
People
Manager roster
- Fidelity Institutional Asset Mgmt37 rows, latest Dec 31, 2024
- Geode Capital Management Trust Company, LLC9 rows, latest Dec 31, 2024
What changed
- Dec 31, 2024Holding endedinferencePreferred 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 endedinferencePreferred 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 endedinferencePreferred 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 startedPreferred Mutual Insurance Company Retirement Benefit Accumulation Plan first reports an interest in Spartan World Minimum Volatility in: $2M at 2024-12-31with Spartan World Minimum Volatility inaskebsa.dol.gov
- Dec 31, 2024Holding endedinferencePreferred 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
+19 more dated events
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Spartan 500 Index Poolcollective trust | Geode Capital Management Trust Company, LLC | Pooled vehicles | $2.6M 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 | Spartan Commodity Index Poolcollective trust | Geode Capital Management Trust Company, LLC | Natural resources | $69,092 held | Disclosed holding | askebsa.dol.gov |
+43 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
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 | 469 | $49.4M | $23.8M | 42.4% | $50.1M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 469 | $45.0M | $22.6M | 56.6% | $49.4M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 461 | $54.8M | $21.5M | 31.2% | $44.9M | Not disclosed | Not disclosed | Not disclosed |
- 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
+65 more service providers
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Provenance
Provenance
Record history
- Holding in a pooled vehicle ended2024-12-31source on record
- Holding in a pooled vehicle ended2024-12-31source on record
- Holding in a pooled vehicle ended2024-12-31source on record
+21 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
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.