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
Agraria Insurance Company Pension Plan
Corporate pensionJamestown, ND
Assets
$10.2M
Total assets, Dec 31, 2024 reported
Funded
95.0%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: Farmers Union Holding Company
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 3.6%
- Non-interest-bearing cash 0.1%
- Corporate debt instruments (other) 3.8%
- Corporate debt instruments (preferred) 23.7%
- U.S. Government securities 25.4%
- Registered investment companies 37.2%
Consultants and advisers
3 firms
- Advanced Capital Group I Investment adviser (plan)through Dec 31, 2023 Form 5500
- RPM Advisors, LLC Investment adviser (plan)through Dec 31, 2022 Form 5500
- Milliman, Inc. Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
No manager relationship is on the tape for this allocator.
Commitments
No fund commitments are on the tape for this allocator. The tape holds the plans that publish their own private-markets reports; a plan that publishes one and is not here is a gap we can close.
Size and funding
33 readings
Investment management fees
$11,446 (2023-12) · $11,774 (2022-12)
Form 5500 filings
3 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Dec 31, 2024 | 135 | $9.8M | $10.1M | 95.0% | $10.2M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 134 | $8.7M | $9.5M | 91.0% | $9.8M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 133 | $11.6M | $8.8M | 114.2% | $8.7M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Great West Life & Annuity Insurance codes 13 $43,710 PY2024
- Advanced Capital Group codes 27 $12,571 PY2024
- Brady Martz and Associates PC codes 50 $10,340 PY2024
- Milliman, Inc. codes 11 PY2024
- Great West Life & Annuity Insurance codes 13 $53,920 PY2023
- Brady Martz and Associates PC codes 50 $19,590 PY2023
- Advanced Capital Group codes 27 $11,446 PY2023
- Milliman, Inc. codes 11 PY2023
- Great West Life & Annuity Insurance codes 13 $43,986 PY2022
- RPM Advisors LLC codes 27 PY2022
- Milliman, Inc. codes 11 PY2022
What changed
7 events
- Jan 1, 2024Funded status changedAgraria Insurance Company Pension Plan funded ratio 91.0% -> 95.0% (2023-01-01 to 2024-01-01)
- Jan 1, 2024Assets changedAgraria Insurance Company Pension Plan plan assets $9M -> $10M (+12.5%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Consultant changedinferenceAdvanced Capital Group appears on Agraria Insurance Company Pension Plan's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)with Advanced Capital Group Iaskebsa.dol.gov
- Dec 31, 2023Consultant changedinferenceRPM Advisors LLC no longer appears on Agraria Insurance Company Pension Plan's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)with RPM Advisors, LLCaskebsa.dol.gov
- Dec 31, 2023Assets changedAgraria Insurance Company Pension Plan total assets $9M -> $10M (+12.6%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedAgraria Insurance Company Pension Plan funded ratio 114.2% -> 91.0% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedAgraria Insurance Company Pension Plan plan assets $12M -> $9M (-25.0%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 852039220-001
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.