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

Columbian Mutual Life Insurance Company Pension Plan

Corporate pensionBinghamton, NY
Assets
$80.7M
Total assets, Dec 31, 2024 reported
Funded
101.4%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
24
none on the tape
Plan sponsor: Columbian Mutual Life Insurance Co.
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 1.9%
  • Partnership/joint venture interests 2.4%
  • Common/collective trusts 95.7%
Consultants and advisers
3 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
3 managers on the commitment tape
From the plan’s own commitment disclosures
Commitments
24 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024AON High Yield Plus Fundcollective trustAON Trust Company LLCFixed income$132,945 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024AON Multi-Asset Credit Fundcollective trustAON Trust Company LLCPrivate credit$3.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024AON US Intermediate Governmentcollective trustAON Trust Company LLCPooled vehicles$1.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024AON Long Government Bond Index Fundcollective trustAON Trust Company LLCFixed income$212,226 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024EB Temp Inv Fdcollective trustBNY MellonPooled vehicles$655,871 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024AON Intermediate Credit Bond Fundcollective trustAON Trust Company LLCPrivate credit$2.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024AON Long Credit Bond Fundcollective trustAON Trust Company LLCPrivate credit$46.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Nisa Ultra Long Treasury Cifcollective trustNisaFixed income$304,487 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Nisa Ultra Mid Treasury Cifcollective trustNisaFixed income$2.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Russell Small/mid Cap Indx Nl Sfcollective trustState Street - Russell 2000Pooled vehicles$1.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024CF Ssga Global Equity Ex USA Indexcollective trustState Street Gbl EquityPublic equity$6.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Ssga S&p 500 (r) Indx Nl Sf Cl acollective trustState Street - Russell 2000Pooled vehicles$10.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023AON US Intermediate Governmentcollective trustAON Trust Company LLCPooled vehicles$212,851 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023AON Long Government Bond Index Fundcollective trustAON Trust Company LLCFixed income$1.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023EB Temp Inv Fdcollective trustBNY MellonPooled vehicles$1.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023AON Intermediate Credit Bond Fundcollective trustAON Trust Company LLCPrivate credit$439,423 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023AON Long Credit Bond Fundcollective trustAON Trust Company LLCPrivate credit$48.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Nisa Ultra Long Treasury Cifcollective trustNisaFixed income$1.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Nisa Ultra Mid Treasury Cifcollective trustNisaFixed income$6.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023AON High Yield Plus Fundcollective trustAON Trust Company LLCFixed income$121,758 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023AON Multi-Asset Credit Fundcollective trustAON Trust Company LLCPrivate credit$3.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Russell Small/mid Cap Indx Nl Sfcollective trustState Street - Russell 2000Pooled vehicles$1.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023CF Ssga Global Equity Ex USA Indexcollective trustState Street Gbl EquityPublic equity$7.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Ssga S&p 500 (r) Indx Nl Sf Cl acollective trustState Street - Russell 2000Pooled vehicles$10.5M heldDisclosed holdingaskebsa.dol.gov
Size and funding
21 readings
Total assets
$80.7M Dec 31, 2024 reported Form 5500
$86.3M (2023-12)
Plan assets
$86.3M Jan 1, 2024 reported Form 5500
$84.6M (2023-01)
Net assets
$80.7M Dec 31, 2024 reported Form 5500
$86.3M (2023-12)
Funded ratio
101.4% Jan 1, 2024 reported Form 5500
95.2% (2023-01)
Funding target
$90.4M Jan 1, 2024 reported Form 5500
$96.4M (2023-01)
Discount rate
5.12% Jan 1, 2024 reported Form 5500
5.18% (2023-01)
Participants
971 Jan 1, 2024 reported Form 5500
1,007 (2023-01)
Contributions
$0 Dec 31, 2024 reported Form 5500
$1.6M (2023-12)
Benefits paid
$7.9M Dec 31, 2024 reported Form 5500
$8.8M (2023-12)
Net investment income
$-5.6M Dec 31, 2024 reported Form 5500
$1.8M (2023-12)
Investment management fees
$49,452 Dec 31, 2024 reported Form 5500
Form 5500 filings
2 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 2024971$86.3M$90.4M101.4%$80.7M$2.0Mn/an/a
2023 to Dec 31, 20231,007$84.6M$96.4M95.2%$86.3M$2.0Mn/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • Milliman Inc. codes 11 50 $153,955 PY2024
  • AON Consulting Inc. codes 16 50 $133,141 PY2024
  • Morgan & Lewis codes 50 65 $69,814 PY2024
  • The Bank of New York Mellon codes 18 50 $51,721 PY2024
  • AON US Long Government Index Sched. D C $212,226 PY2024
  • EB Temp Inv Fd Sched. D C $655,871 PY2024
  • Intermediate Cr Bd Sched. D C $2.8M PY2024
  • Long Cr Bd Sched. D C $46.7M PY2024
  • Nisa Ultra Long Treasury Sched. D C $304,487 PY2024
  • Nisa Ultra Mid Treasury Sched. D C $2.8M PY2024
  • SS Russell Smid Ind Nl-Usda Sched. D C $1.7M PY2024
  • Ssga Global Equity Ex USA Index Sched. D C $6.5M PY2024
  • Ssga S&p 500 (r) Indx Nl Sf Cl a Sched. D C $10.8M PY2024
  • AON High Yield Plus Cl I Sched. D C $132,945 PY2024
  • AON Multi Asset Credit Fund Sched. D C $3.4M PY2024
  • AON US Intermediate Government Sched. D C $1.2M PY2024
  • Milliman, Inc. codes 11 PY2024
  • Milliman Inc. codes 10 50 $268,632 PY2023
  • AON Consulting Inc. codes 16 50 $137,108 PY2023
  • The Bank of New York Mellon codes 18 50 $55,288 PY2023
  • Morgan & Lewis codes 50 65 $48,088 PY2023
  • AON US Intermediate Government Sched. D C $212,851 PY2023
  • AON US Long Government Index Sched. D C $1.8M PY2023
  • EB Temp Inv Fd Sched. D C $1.4M PY2023
  • Intermediate Cr Bd Sched. D C $439,423 PY2023
  • Long Cr Bd Sched. D C $48.3M PY2023
  • Nisa Ultra Long Treasury Sched. D C $1.2M PY2023
  • Nisa Ultra Mid Treasury Sched. D C $6.5M PY2023
  • SS Russell Smid Ind Nl-Usda Sched. D C $1.6M PY2023
  • Ssga Global Equity Ex USA Index Sched. D C $7.4M PY2023
  • Ssga S&p 500 (r) Indx Nl Sf Cl a Sched. D C $10.5M PY2023
  • AON High Yield Plus Cl I Sched. D C $121,758 PY2023
  • AON Multi Asset Credit Fund Sched. D C $3.1M PY2023
  • Milliman, Inc. codes 11 PY2023
What changed
1 events
  • Jan 1, 2024Funded status changed
    Columbian Mutual Life Insurance Company Pension Plan funded ratio 95.2% -> 101.4% (2023-01-01 to 2024-01-01)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 150274455-014
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.