Limra International Retirement Income Plan
Corporate pension, based in Windsor, Connecticut, reporting $44.0M in assets, for 328 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 2 Jan 2024, Limra International Retirement Income Plan funded ratio 84.7% -> 100.0% (2023-01-02 to 2024-01-02).
Capital path
who backs this record, through what, into what; each name opens its own path- SEI Core Property Coll Inv Trust3 commitments
- SEI Investments Management Corp3 commitments
Relationship network
6 connected entities3 observed commitments2 repeat counterpartiescommitments 2023 to 2025
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.
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
- U.S. Government securities 17.3%
- Common/collective trusts 4.4%
- Registered investment companies 78.0%
Consultants and advisers
- Sei Trusteethrough Jan 1, 2023 Form 5500
- HUB International Actuarythrough Jan 1, 2023 Form 5500
People
Manager roster
- SEI Investments Management Corp3 rows, latest Jan 1, 2025
- SEI Investments Management Corpplan years
What changed
- Jan 2, 2024Funded status changedLimra International Retirement Income Plan funded ratio 84.7% -> 100.0% (2023-01-02 to 2024-01-02)
- Jan 2, 2024Assets changedLimra International Retirement Income Plan plan assets $42M -> $47M (+13.6%, 2023-01-02 to 2024-01-02)
- Jan 1, 2024Assets changedLimra International Retirement Income Plan total assets $42M -> $47M (+13.7%, 2023-01-01 to 2024-01-01)
- Jan 2, 2023Funded status changedLimra International Retirement Income Plan funded ratio 100.2% -> 84.7% (2022-01-02 to 2023-01-02)
- Jan 2, 2023Assets changedLimra International Retirement Income Plan plan assets $55M -> $42M (-24.4%, 2022-01-02 to 2023-01-02)
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Jan 1, 2025 | SEI Core Property Coll Inv Trustcollective trust | SEI Investments Management Corp | Real estate | $1.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Jan 1, 2024 | SEI Core Property Coll Inv Trustcollective trust | SEI Investments Management Corp | Real estate | $3.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Jan 1, 2023 | SEI Core Property Coll Inv Trustcollective trust | SEI Investments Management Corp | Real estate | $3.3M held | Disclosed holding | askebsa.dol.gov |
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 Jan 1, 2025 | 328 | $47.2M | $47.7M | 100.0% | $44.0M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Jan 1, 2024 | 335 | $41.6M | $50.2M | 84.7% | $47.3M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Jan 1, 2023 | 340 | $55.0M | $49.8M | 100.2% | $41.6M | Not disclosed | Not disclosed | Not disclosed |
- Sei codes 21 24 28 52 PY2024
- HUB International codes 11 PY2024
- SEI Core Property Coll Inv Trust Sched. D C $1.9M PY2024
+9 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
Limra International Retirement Income Plan sits on 2 traced paths of capital across the graphs.
DFX traced 2 paths of capital through this record
Every record on each path, what it committed or lent, and as of when.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.
Checking your plan…
Record history
- Funded status changed2024-01-02source on record
- Total assets changed2024-01-02source on record
- Total assets changed2024-01-01source on record
+2 more changes on this record's ledger
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
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
+4 connections on the graph
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.