Motorists Mutual Retirement Plan
Corporate pension, based in Columbus, Ohio, reporting $68.4M in assets, for 343 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, AON Consulting appears on Motorists Mutual Retirement Plan's Schedule C as pension consultant (plan year 2024 vs 2023).
1 more adviser and 9 more commitments
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- Long Term Govt Bond Index Fund3 commitments
- US Long Credit Bond Fund3 commitments
- Intermediate Duration Corp Nl Fund3 commitments
- Blackrock Institutional Trust Company, N.A.6 commitments
- Blackrock Insti. Trust Company, N.A3 commitments
- Blackrock Institutional Trust3 commitments
Relationship network
18 connected entities12 observed commitments7 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
- Common/collective trusts 82.9%
- Registered investment companies 17.1%
Consultants and advisers
- Aon Actuarythrough Dec 31, 2024 Form 5500
- AON Consulting, Inc. Actuarythrough Dec 31, 2022 Form 5500
- Huntington National Bank Trusteethrough Dec 31, 2022 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
- Blackrock Institutional Trust Company, N.A.6 rows, latest Dec 31, 2024
- Blackrock Insti. Trust Company, N.A3 rows, latest Dec 31, 2024
- Blackrock Institutional Trust3 rows, latest Dec 31, 2024
- Blackrock Insti. Trust Company, N.Aplan years
- Blackrock Institutional Trust Company, N.A.plan years
What changed
- Dec 31, 2024Consultant changedinferenceAON 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 changedMotorists Mutual Retirement Plan funded ratio 81.8% -> 84.7% (2023-01-01 to 2024-01-01)
- Dec 31, 2023Manager relationship endedinferenceTransamerica 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 changedMotorists Mutual Retirement Plan funded ratio 101.0% -> 81.8% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedMotorists Mutual Retirement Plan plan assets $72M -> $53M (-25.8%, 2022-01-01 to 2023-01-01)
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Long Term Govt Bond Index Fundcollective trust | Blackrock Insti. Trust Company, N.A | Fixed income | $16.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | US Long Credit Bond Fundcollective trust | Blackrock Institutional Trust Company, N.A. | Private credit | $33.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Intermediate Duration Corp Nl Fundcollective trust | Blackrock Institutional Trust Company, N.A. | Pooled vehicles | $4.4M held | Disclosed holding | askebsa.dol.gov |
+9 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 | 343 | $56.2M | $56.5M | 84.7% | $68.4M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 358 | $53.1M | $55.1M | 81.8% | $71.3M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 356 | $71.6M | $51.9M | 101.0% | $67.6M | Not disclosed | Not disclosed | Not disclosed |
- 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 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Record history
- Consultant changed2024-12-31source on record
- Funded status changed2024-01-01source on record
- Manager relationship ended2023-12-31source on record
+2 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
+7 connections on the graph
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.