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

Motorists Mutual Retirement Plan

Corporate pensionColumbus, OH
Assets
$68.4M
Total assets, Dec 31, 2024 reported
Funded
84.7%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
12
none on the tape
Plan sponsor: Encova Holdings, Inc.
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Common/collective trusts 82.9%
  • Registered investment companies 17.1%
Consultants and advisers
4 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
2 managers on the commitment tape
From the plan’s own commitment disclosures
Commitments
12 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024Long Term Govt Bond Index Fundcollective trustBlackrock Insti. Trust Company, N.AFixed income$16.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024US Long Credit Bond Fundcollective trustBlackrock Institutional Trust Company, N.A.Private credit$33.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Short Term Investment Fundscollective trustBlackrock Institutional TrustCash$2.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Intermediate Duration Corp Nl Fundcollective trustBlackrock Institutional Trust Company, N.A.Pooled vehicles$4.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Long Term Govt Bond Index Fundcollective trustBlackrock Insti. Trust Company, N.AFixed income$18.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023US Long Credit Bond Fundcollective trustBlackrock Institutional Trust Company, N.A.Private credit$33.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Short Term Investment Fundscollective trustBlackrock Institutional TrustCash$2.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Intermediate Duration Corp Nl Fundcollective trustBlackrock Institutional Trust Company, N.A.Pooled vehicles$4.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Long Term Govt Bond Index Fundcollective trustBlackrock Insti. Trust Company, N.AFixed income$18.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022US Long Credit Bond Fundcollective trustBlackrock Institutional Trust Company, N.A.Private credit$30.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Short Term Investment Fundscollective trustBlackrock Institutional TrustCash$2.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Intermediate Duration Corp Nl Fundcollective trustBlackrock Institutional Trust Company, N.A.Pooled vehicles$3.9M heldDisclosed holdingaskebsa.dol.gov
Size and funding
30 readings
Total assets
$68.4M Dec 31, 2024 reported Form 5500
$71.3M (2023-12) · $67.6M (2022-12)
Plan assets
$56.2M Jan 1, 2024 reported Form 5500
$53.1M (2023-01) · $71.6M (2022-01)
Net assets
$68.4M Dec 31, 2024 reported Form 5500
$71.3M (2023-12) · $67.6M (2022-12)
Funded ratio
84.7% Jan 1, 2024 reported Form 5500
81.8% (2023-01) · 101.0% (2022-01)
Funding target
$56.5M Jan 1, 2024 reported Form 5500
$55.1M (2023-01) · $51.9M (2022-01)
Discount rate
5.13% Jan 1, 2024 reported Form 5500
5.26% (2023-01) · 5.44% (2022-01)
Participants
343 Jan 1, 2024 reported Form 5500
358 (2023-01) · 356 (2022-01)
Contributions
$0 Dec 31, 2024 reported Form 5500
$0 (2023-12) · $0 (2022-12)
Benefits paid
$2.3M Dec 31, 2024 reported Form 5500
$2.6M (2023-12) · $1.8M (2022-12)
Net investment income
$-2.9M Dec 31, 2024 reported Form 5500
$3.6M (2023-12) · $-23.8M (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 2024343$56.2M$56.5M84.7%$68.4Mn/an/an/a
2023 to Dec 31, 2023358$53.1M$55.1M81.8%$71.3Mn/an/an/a
2022 to Dec 31, 2022356$71.6M$51.9M101.0%$67.6Mn/an/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • Blackrock Inst. Trust Co. codes 99 $68,285 PY2024
  • AON Consulting codes 11 15 17 50 $51,562 PY2024
  • United Bank codes 99 $19,778 PY2024
  • 20 Years Strips Fund Sched. D C $2.3M PY2024
  • Intermediate Duration Corp Sched. D C $4.4M PY2024
  • Long Term Gvt Bond Index Fund Sched. D C $16.9M PY2024
  • US Long Credit Bond Fund Sched. D C $33.1M PY2024
  • AON Consulting, Inc. codes 11 PY2024
  • United Bank codes 99 $18,702 PY2023
  • Blackrock Inst. Trust Co. codes 99 PY2023
  • Long Term Gvt Bond Index Fund Sched. D C $18.0M PY2023
  • US Long Credit Bond Fund Sched. D C $33.8M PY2023
  • 20 Years Strips Fund Sched. D C $2.7M PY2023
  • Intermediate Duration Corp Sched. D C $4.2M PY2023
  • AON Consulting, Inc. codes 11 PY2023
  • Transamerica Retirement Solutions codes 11 12 15 28 38 50 59 61 62 $200,450 PY2022
  • Huntington National Bank codes 21 50 $20,775 PY2022
  • Blackrock Inst. Trust Co. codes 99 PY2022
  • Intermediate Duration Corp Sched. D C $3.9M PY2022
  • Long Term Gvt Bond Index Fund Sched. D C $18.1M PY2022
  • 20 Years Strips Fund Sched. D C $2.7M PY2022
  • US Long Credit Bond Fund Sched. D C $30.4M PY2022
  • AON Consulting, Inc. codes 11 PY2022
What changed
5 events
  • Dec 31, 2024Consultant changedinference
    AON Consulting appears on Motorists Mutual Retirement Plan's Schedule C as pension consultant (plan year 2024 vs 2023)
    with Aonaskebsa.dol.gov
  • Jan 1, 2024Funded status changed
    Motorists Mutual Retirement Plan funded ratio 81.8% -> 84.7% (2023-01-01 to 2024-01-01)
    askebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinference
    Transamerica Retirement Solutions no longer appears on Motorists Mutual Retirement Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with Transamerica Retirement Solutionsaskebsa.dol.gov
  • Jan 1, 2023Funded status changed
    Motorists Mutual Retirement Plan funded ratio 101.0% -> 81.8% (2022-01-01 to 2023-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Assets changed
    Motorists Mutual Retirement Plan plan assets $72M -> $53M (-25.8%, 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 314259550-001
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.