CNA Retirement Plan
Corporate pension, based in Chicago, Illinois, reporting $849M in assets, for 13,574 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, Neuberger Berman Group LLC appears on CNA Retirement Plan's Schedule C as investment manager (plan year 2024 vs 2023).
1 more dated event
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
8 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.
- 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
- Corporate debt instruments (other) 48.9%
- U.S. Government securities 11.2%
- Other investments 0.1%
- Partnership/joint venture interests 36.4%
- Common stock 0.9%
- Preferred stock 1.8%
Consultants and advisers
- Baron Capital Management Inc. Investment adviser (plan)through Dec 31, 2022 Form 5500
- Willis Towers Watson US LLC Actuarythrough Dec 31, 2022 Form 5500
- Jpmorgan Chase Bank, N.A. Directed trusteethrough Dec 31, 2022 Form 5500
People
Manager roster
- Neuberger Bermanplan years 2024
- Alliance Bernstein, L.P.plan years 2022
What changed
- Dec 31, 2024Manager relationship startedNeuberger Berman Group LLC appears on CNA Retirement Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Neuberger Bermanaskebsa.dol.gov
- Dec 31, 2024Assets changedCNA Retirement Plan total assets $1.9B -> $849M (-55.0%, 2023-12-31 to 2024-12-31)
- Jan 1, 2024Funded status changedCNA Retirement Plan funded ratio 106.5% -> 109.9% (2023-01-01 to 2024-01-01)
- Dec 31, 2023Manager relationship endedinferenceAlliancebernstein LP no longer appears on CNA Retirement Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Alliance Bernstein, L.P.askebsa.dol.gov
- Jan 1, 2023Funded status changedCNA Retirement Plan funded ratio 110.3% -> 106.5% (2022-01-01 to 2023-01-01)
+1 more dated event
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 | 13,574 | $1.9B | $1.7B | 109.9% | $849M | $309M | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 16,777 | $1.9B | $1.9B | 106.5% | $1.9B | $326M | $0 | $0 |
| 2022 to Dec 31, 2022 | 17,247 | $2.4B | $1.9B | 110.3% | $1.9B | $466M | Not disclosed | Not disclosed |
- Alight Solutions LLC codes 15 99 $974,654 PY2024
- Willis Towers Watson US LLC codes 11 50 $770,361 PY2024
- Seyfarth Shaw codes 29 50 $36,866 PY2024
+17 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
- Total assets changed2024-12-31source on record
- Funded status changed2024-01-01source on record
+3 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
+6 connections on the graph
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.