Kansas City Life Insurance Company Cash Balance Pension Plan
Corporate pension, based in Kansas City, Missouri, reporting $144M in assets, for 597 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 1 Jan 2024, Kansas City Life Insurance Company Cash Balance Pension Plan funded ratio 123.4% -> 125.9% (2023-01-01 to 2024-01-01).
2 more managers, 24 more commitments and 3 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- L&g Liability Treasury Cit Fund3 commitments
- L&g Liability Treasury 3x Cit Fund3 commitments
- L&g Liability Corp Cit Fund3 commitments
- Legal and General9 commitments
- Northern Trust Investments, Inc.7 commitments
- Blackrock Institutional Trust Company, N.A.5 commitments
Relationship network
36 connected entities27 observed commitments13 repeat counterparties21 dated commitments shown here, 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
- 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
- PWC US Tax LLP Actuarythrough Dec 31, 2022 Form 5500
People
Manager roster
- Legal and General9 rows, latest Dec 31, 2024
- Northern Trust Investments, Inc.7 rows, latest Dec 31, 2024
- Blackrock Institutional Trust Company, N.A.5 rows, latest Dec 31, 2024
+2 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
- Grantham Mayo van Otterloo & Co LLCplan years
- Blackrock Insti. Trust Company, N.Aplan years
- Blackrock Institutional Trust Company, N.A.plan years
What changed
- Jan 1, 2024Funded status changedKansas City Life Insurance Company Cash Balance Pension Plan funded ratio 123.4% -> 125.9% (2023-01-01 to 2024-01-01)
- Dec 31, 2023Holding endedinferenceKansas 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 Investments, Inc.askebsa.dol.gov
- Dec 31, 2023Holding startedKansas City Life Insurance Company Cash Balance Pension Plan first reports an interest in GMO Multi-Strategy Fund (onshore): $1M at 2023-12-31with GMO Multi-Strategy Fund (onshore)askebsa.dol.gov
- Dec 31, 2023Holding endedinferenceKansas 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 endedinferenceKansas 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
+3 more dated events
Every name, record and relationship behind this count, with the source on each.
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Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| 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 | 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 | GMO Multi-Strategy Fund (onshore)103 12 ie | Grantham Mayo van Otterloo & Co LLC | Hedge / diversifiers | $1.4M held | Disclosed holding | askebsa.dol.gov |
+24 more commitments
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 | 597 | $143M | $89.6M | 125.9% | $144M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 633 | $136M | $94.7M | 123.3% | $143M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 677 | $172M | $97.5M | 129.3% | $136M | Not disclosed | Not disclosed | Not disclosed |
- 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
+39 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Record history
- Funded status changed2024-01-01source on record
- Holding in a pooled vehicle ended2023-12-31source on record
- Holding in a pooled vehicle started2023-12-31source on record
+5 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
+5 connections on the graph
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