Pension Plan B for Employees of Consumers Energy Company
Corporate pension, based in Jackson, Michigan, reporting $1.4B in assets, for 7,440 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, New England Pension Consultants no longer appears on Pension Plan B for Employees of Consumers Energy Company's Schedule C as general consultant (plan year 2024 vs 2023).
3 more advisers and 8 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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Relationship network
15 connected entities
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
- 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
- Master trust investment accounts 100.0%
Consultants and advisers
- AON Consulting, Inc. General consultantActuarythrough Dec 31, 2023 Form 5500
- NEW England Pension Consulants General consultantthrough Dec 31, 2022 Form 5500
- Northern Trust Co. Trusteethrough Dec 31, 2022 Form 5500
+3 more consultants and advisers 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
- Pacific Investmt Management Co LLCplan years 2024
- Metlife Investment Managementplan years 2024
- Earnest Partnersplan years 2024
+4 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
What changed
- Dec 31, 2024Manager relationship endedinferenceComerica no longer appears on Pension Plan B for Employees of Consumers Energy Company's Schedule C as investment manager (plan year 2024 vs 2023)with Comerica Bankaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedFranklin Templeton appears on Pension Plan B for Employees of Consumers Energy Company's Schedule C as investment manager (plan year 2024 vs 2023)with Franklin Templetonaskebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceNew England Pension Consultants no longer appears on Pension Plan B for Employees of Consumers Energy Company's Schedule C as general consultant (plan year 2024 vs 2023)with NEW England Pension Consulantsaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedPimco appears on Pension Plan B for Employees of Consumers Energy Company's Schedule C as investment manager (plan year 2024 vs 2023)with Pacific Investmt Management Co LLCaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceBlackrock no longer appears on Pension Plan B for Employees of Consumers Energy Company's Schedule C as investment manager (plan year 2024 vs 2023)with Blackrockaskebsa.dol.gov
+8 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
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 | 7,440 | $1.2B | $904M | 129.8% | $1.4B | Not disclosed | $1.4B | Not disclosed |
| 2023 to Dec 31, 2023 | 7,609 | $1.2B | $938M | 126.7% | $1.4B | Not disclosed | $1.4B | Not disclosed |
| 2022 to Dec 31, 2022 | 7,630 | $1.5B | $954M | 134.3% | $1.4B | Not disclosed | $1.4B | Not disclosed |
- AON Invt Mgr codes 16 17 27 34 50 70 $405,051 PY2024
- Fidelity Invest Instit Oper Co codes 15 25 50 51 $200,839 PY2024
- Northern Trust codes 21 $188,023 PY2024
+26 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
Not yet on record: fund commitments.
Record history
- Manager relationship started2024-12-31source on record
- Manager relationship ended2024-12-31source on record
- Manager relationship started2024-12-31source on record
+10 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
+15 connections on the graph
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