Amerisure Mutual Insurance Company Cash Balance Pension Plan
Corporate pension, based in Farmington Hills, Michigan, reporting $86.9M in assets, for 1,224 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, Amerisure Mutual Insurance Company Cash Balance Pension Plan first reports an interest in Msci Eafe Cit Fd: $6M at 2024-12-31.
7 more commitments and 5 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- Martingle Inv Trust Series I2 commitments
- Silchester Int'l Value Equity Trust2 commitments
- Legal & General Long Duration U.S.2 commitments
- Legal and General4 commitments
- Martingale2 commitments
- Silchester International Investor2 commitments
Relationship network
23 connected entities10 observed commitments7 repeat counterparties8 dated commitments shown here, 2022 to 2023
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 1.6%
- Common/collective trusts 63.2%
- Registered investment companies 35.1%
Consultants and advisers
- Willis Towers Watson US LLC Actuarythrough Dec 31, 2022 Form 5500
- Silchester International Investors Trusteethrough Dec 31, 2022 Form 5500
- Principal Trust Co. Trusteethrough Dec 31, 2022 Form 5500
People
Manager roster
- Legal and General4 rows, latest Dec 31, 2023
- Martingale2 rows, latest Dec 31, 2023
- Silchester International Investor2 rows, latest Dec 31, 2023
- Martingaleplan years
- Legal & General Inv Mgmt Americaplan years 2022
- Silchester International Investorplan years 2022
+2 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
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What changed
- Dec 31, 2024Holding startedAmerisure Mutual Insurance Company Cash Balance Pension Plan first reports an interest in Msci Eafe Cit Fd: $6M at 2024-12-31with Msci Eafe Cit Fdaskebsa.dol.gov
- Dec 31, 2024Holding endedinferenceAmerisure Mutual Insurance Company Cash Balance Pension Plan no longer reports Legal & General Treasury 15+ Strips (Legal and General) (last held $7M at 2023-12-31; absent from the 2024-12-31 filing)with Legal and Generalaskebsa.dol.gov
- Dec 31, 2024Holding endedinferenceAmerisure Mutual Insurance Company Cash Balance Pension Plan no longer reports Martingle Inv Trust Series I (last held $13M at 2023-12-31; absent from the 2024-12-31 filing)with Series 1 US Low Volatility Large CAaskebsa.dol.gov
- Dec 31, 2024Holding startedAmerisure Mutual Insurance Company Cash Balance Pension Plan first reports an interest in Long Duration US Cr Collective Invt: $49M at 2024-12-31with Long Duration US Cr Collective Invtaskebsa.dol.gov
- Dec 31, 2024Holding endedinferenceAmerisure Mutual Insurance Company Cash Balance Pension Plan no longer reports Legal & General Long Duration U.S. (Legal and General) (last held $29M at 2023-12-31; absent from the 2024-12-31 filing)with Legal and Generalaskebsa.dol.gov
+5 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 | Long Duration US Cr Collective Invtcollective trust | Legal & Gen Collective Invt Tr | Fixed income | $48.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Msci Eafe Cit Fdcollective trust | Legal & Gen Collective Invt Tr | Pooled vehicles | $6.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Martingle Inv Trust Series Icollective trust | Martingale | Pooled vehicles | $12.7M held | Disclosed holding | askebsa.dol.gov |
+7 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 | 1,224 | $89.7M | $77.1M | 97.0% | $86.9M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 1,286 | $85.5M | $74.3M | 99.4% | $89.7M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 1,339 | $110M | $71.9M | 108.7% | $85.5M | Not disclosed | Not disclosed | Not disclosed |
- Legal & Gen Collective Invt Tr codes 28 $308,600 PY2024
- AON Consulting codes 13 $121,772 PY2024
- Plante Moran PLLC codes 10 $45,365 PY2024
+33 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Record history
- Holding in a pooled vehicle started2024-12-31source on record
- Holding in a pooled vehicle ended2024-12-31source on record
- Holding in a pooled vehicle ended2024-12-31source on record
+7 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
+9 connections on the graph
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