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

Kansas City Life Insurance Company Cash Balance Pension Plan

Corporate pensionKansas City, MO

Assets

$144M

Total assets, Dec 31, 2024 reported

Funded

125.9%

Jan 1, 2024

Private markets target

n/a

policy Dec 31, 2024

Commitments

none on the tape

Plan sponsor: Kansas City Life Insurance Company

Allocation policy

Form 5500, as of Dec 31, 2024

Actual allocation lines without a target (as filed)

Interest-bearing cash 1.3%
Corporate debt instruments (other) 2.2%
U.S. Government securities 0.0%
Other investments 0.0%
103-12 investment entities 1.0%
Common/collective trusts 62.0%
Registered investment companies 33.4%

Consultants and advisers

1 firms

PWC US Tax LLP Actuarythrough Dec 31, 2022 Form 5500

People

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

Manager roster

4 managers on the commitment tape

From the plan’s own commitment disclosures

Legal and General9 rows, latest Dec 31, 2024
Northern Trust Collective Eafe Inde7 rows, latest Dec 31, 2024
Blackrock Long Duration Corporate3 rows, latest Dec 31, 2024
Acadian Asset Management3 rows, latest Dec 31, 2024

Commitments

27 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	L&g Liability Corp Cit Fundcollective trust	Legal and General	Pooled vehicles	$10.8M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	L&g Liability Treasury 3x Cit Fundcollective trust	Legal and General	Fixed income	$379,000 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	L&g Liability Treasury Cit Fundcollective trust	Legal and General	Fixed income	$23.4M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Long Duration Corporate Credit Screcollective trust	Blackrock Long Duration Corporate	Private credit	$28.3M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Acadian International All-Capcollective trust	Acadian Asset Management	Pooled vehicles	$9.0M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	NT Collective Russell 1000 Value incollective trust	Northern Trust Collective Eafe Inde	Pooled vehicles	$9.2M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	NT Collective Quant Enhanced Eafe Fcollective trust	Northern Trust Collective Eafe Inde	Pooled vehicles	$8.2M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	GMO Multi-Strategy Fund (onshore)103 12 ie	GMO Multi-Strategy Fund (onshore)	Hedge / diversifiers	$1.4M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	L&g Liability Corp Cit Fundcollective trust	Legal and General	Pooled vehicles	$10.6M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	L&g Liability Treasury 3x Cit Fundcollective trust	Legal and General	Fixed income	$433,000 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	L&g Liability Treasury Cit Fundcollective trust	Legal and General	Fixed income	$23.7M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Long Duration Corporate Credit Screcollective trust	Blackrock Long Duration Corporate	Private credit	$28.7M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Acadian International All-Capcollective trust	Acadian Asset Management	Pooled vehicles	$8.2M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	NT Collective Russell 1000 Value incollective trust	Northern Trust Collective Eafe Inde	Pooled vehicles	$8.5M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	NT Collective Quant Enhanced Eafe Fcollective trust	Northern Trust Collective Eafe Inde	Pooled vehicles	$8.7M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	GMO Multi-Strategy Fund (onshore)103 12 ie	GMO Multi-Strategy Fund (onshore)	Hedge / diversifiers	$1.4M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	NT Collective Quant Enhanced Eafe Fcollective trust	Northern Trust Collective Eafe Inde	Pooled vehicles	$9.8M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	GMO Multi-Strategy Fund Offshore E103 12 ie	GMO Multi-Strategy Fund (onshore)	Hedge / diversifiers	$2.5M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	L&g Liability Corp Cit Fundcollective trust	Legal and General	Pooled vehicles	$8.1M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	L&g Liability Treasury 3x Cit Fundcollective trust	Legal and General	Fixed income	$244,000 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	L&g Liability Treasury Cit Fundcollective trust	Legal and General	Fixed income	$20.8M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Equity Index Non-Lendable Fundcollective trust	Blackrock Institutional Trust Company Na	Public equity	$8.2M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Blackrock Mid Cap Equity Non-Lendabcollective trust	Blackrock Institutional Trust Company Na	Public equity	$3.7M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Long Duration Corporate Credit Screcollective trust	Blackrock Long Duration Corporate	Private credit	$24.8M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Acadian International All-Capcollective trust	Acadian Asset Management	Pooled vehicles	$10.5M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	NT Collective Russell 1000 Value incollective trust	Northern Trust Collective Eafe Inde	Pooled vehicles	$7.6M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	NT Collective Quality Small Cap Corcollective trust	Northern Trust Collective Eafe Inde	Public equity	$3.6M held	Disclosed holding	askebsa.dol.gov

Size and funding

30 readings

Total assets

$144M Dec 31, 2024 reported Form 5500

$143M (2023-12) · $136M (2022-12)

Plan assets

$143M Jan 1, 2024 reported Form 5500

$136M (2023-01) · $172M (2022-01)

Net assets

$144M Dec 31, 2024 reported Form 5500

$143M (2023-12) · $136M (2022-12)

Funded ratio

125.9% Jan 1, 2024 reported Form 5500

123.4% (2023-01) · 129.3% (2022-01)

Funding target

$89.6M Jan 1, 2024 reported Form 5500

$94.7M (2023-01) · $97.5M (2022-01)

Discount rate

5.04% Jan 1, 2024 reported Form 5500

5.17% (2023-01) · 5.32% (2022-01)

Participants

597 Jan 1, 2024 reported Form 5500

633 (2023-01) · 677 (2022-01)

Contributions

$0 Dec 31, 2024 reported Form 5500

$0 (2023-12) · $0 (2022-12)

Benefits paid

$8.8M Dec 31, 2024 reported Form 5500

$8.5M (2023-12) · $10.1M (2022-12)

Net investment income

$736,000 Dec 31, 2024 reported Form 5500

$7.6M (2023-12) · $-35.7M (2022-12)

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	597	$143M	$89.6M	125.9%	$144M	n/a	n/a	n/a
2023 to Dec 31, 2023	633	$136M	$94.7M	123.3%	$143M	n/a	n/a	n/a
2022 to Dec 31, 2022	677	$172M	$97.5M	129.3%	$136M	n/a	n/a	n/a

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

Intech US Broad Large Cap Growth Sched. D E PY2024
L&g Long Liability Corp Cit Fund Sched. D C PY2024
L&g Liability Corp Cit Fund Sched. D C $10.8M PY2024
L&g Liability Treasury 3x Cit Fund Sched. D C $379,000 PY2024
L&g Liability Treasury Cit Fund Sched. D C $23.4M PY2024
Blackrock Equity Index Non-Lendable Sched. D C PY2024
Blackrock Mid Cap Equity Non-Lendab Sched. D C PY2024
Blackrock Long Duration Corp Credit Sched. D C $28.3M PY2024
Acadian Non US All Cap Fund Sched. D C $9.0M PY2024
NT Collective Russell 1000 Value in Sched. D C $9.2M PY2024
NT Collective Structured Small Cap Sched. D C PY2024
NT Collective Quant Enhanced Eafe F Sched. D C $8.2M PY2024
GMO Multi-Strategy Fund Offshore E Sched. D E $1.4M PY2024
PWC US Tax LLP codes 11 PY2024
GMO Multi-Strategy Fund Offshore E Sched. D E $1.4M PY2023
L&g Long Liability Corp Cit Fund Sched. D C PY2023
L&g Liability Corp Cit Fund Sched. D C $10.6M PY2023
L&g Liability Treasury 3x Cit Fund Sched. D C $433,000 PY2023
L&g Liability Treasury Cit Fund Sched. D C $23.7M PY2023
Blackrock Equity Index Non-Lendable Sched. D C PY2023
Blackrock Mid Cap Equity Non-Lendab Sched. D C PY2023
Blackrock Long Duration Corp Credit Sched. D C $28.7M PY2023
Acadian Non US All Cap Fund Sched. D C $8.2M PY2023
NT Collective Russell 1000 Value in Sched. D C $8.5M PY2023
NT Collective Structured Small Cap Sched. D C PY2023
NT Collective Quant Enhanced Eafe F Sched. D C $8.7M PY2023
Intech U.S. Broad Large Cap Growth Sched. D E PY2023
PWC US Tax LLP codes 11 PY2023
NT Collective Quant Enhanced Eafe F Sched. D C $9.8M PY2022
GMO Multi-Strategy Fund Offshore E Sched. D E $2.5M PY2022
Intech US Broad Large Cap Growth Fu Sched. D E PY2022
L&g Long Liability Corp Cit Fund Sched. D C PY2022
L&g Liability Corp Cit Fund Sched. D C $8.1M PY2022
NT Collective Structured Small Cap Sched. D C $3.6M PY2022
L&g Liability Treasury Cit Fund Sched. D C $20.8M PY2022
Blackrock Equity Index Non-Lendable Sched. D C $8.2M PY2022
Blackrock Mid Cap Equity Non-Lendab Sched. D C $3.7M PY2022
Blackrock Long Duration Corp Credit Sched. D C $24.8M PY2022
Acadian Non US All Cap Fund Sched. D C $10.5M PY2022
NT Collective Russell 1000 Value in Sched. D C $7.6M PY2022
L&g Treasury 3x Cit Fund Sched. D C $244,000 PY2022
PWC US Tax LLP codes 11 PY2022

What changed

8 events

Jan 1, 2024Funded status changed
Kansas City Life Insurance Company Cash Balance Pension Plan funded ratio 123.4% -> 125.9% (2023-01-01 to 2024-01-01)
askebsa.dol.gov
Dec 31, 2023Holding endedinference
Kansas City Life Insurance Company Cash Balance Pension Plan no longer reports NT Collective Quality Small Cap Cor (Northern Trust Collective Eafe Inde) (last held $4M at 2022-12-31; absent from the 2023-12-31 filing)
with Northern Trust Collective Eafe Indeaskebsa.dol.gov
Dec 31, 2023Holding started
Kansas City Life Insurance Company Cash Balance Pension Plan first reports an interest in GMO Multi-Strategy Fund (onshore): $1M at 2023-12-31
with GMO Multi-Strategy Fund (onshore)askebsa.dol.gov
Dec 31, 2023Holding endedinference
Kansas City Life Insurance Company Cash Balance Pension Plan no longer reports Equity Index Non-Lendable Fund (last held $8M at 2022-12-31; absent from the 2023-12-31 filing)
with Equity Index Non-Lendable Fundaskebsa.dol.gov
Dec 31, 2023Holding endedinference
Kansas City Life Insurance Company Cash Balance Pension Plan no longer reports Blackrock Mid Cap Equity Non-Lendab (last held $4M at 2022-12-31; absent from the 2023-12-31 filing)
with Blackrock Mid Cap Equity Non-Lendabaskebsa.dol.gov
Dec 31, 2023Holding endedinference
Kansas City Life Insurance Company Cash Balance Pension Plan no longer reports GMO Multi-Strategy Fund Offshore E (last held $2M at 2022-12-31; absent from the 2023-12-31 filing)
with GMO Multi-Strategy Fund Offshore Easkebsa.dol.gov
Jan 1, 2023Funded status changed
Kansas City Life Insurance Company Cash Balance Pension Plan funded ratio 129.3% -> 123.4% (2022-01-01 to 2023-01-01)
askebsa.dol.gov
Jan 1, 2023Assets changed
Kansas City Life Insurance Company Cash Balance Pension Plan plan assets $172M -> $136M (-20.8%, 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 440308260-001

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.