Columbian Mutual Life Insurance Company Pension Plan
Corporate pension, based in Binghamton, New York, reporting $80.7M in assets, for 971 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 1 Jan 2024, Columbian Mutual Life Insurance Company Pension Plan funded ratio 95.2% -> 101.4% (2023-01-01 to 2024-01-01).
1 more manager and 21 more commitments
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- Nisa Ultra Long Treasury Cif2 commitments
- Nisa Ultra Mid Treasury Cif2 commitments
- AON High Yield Plus Fund2 commitments
- AON Trust Company LLC12 commitments
- Nisa4 commitments
- State Street Global Advisors Trust Company4 commitments
Relationship network
33 connected entities24 observed commitments15 repeat counterparties22 dated commitments shown here, 2023 to 2024
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 1.9%
- Partnership/joint venture interests 2.4%
- Common/collective trusts 95.7%
Consultants and advisers
- Aon General consultantthrough Dec 31, 2023 Form 5500
- Bank of New York Mellon Custodianthrough Dec 31, 2023 Form 5500
- Milliman, Inc. Actuarythrough Dec 31, 2023 Form 5500
People
Manager roster
- AON Trust Company LLC12 rows, latest Dec 31, 2024
- Nisa4 rows, latest Dec 31, 2024
- State Street Global Advisors Trust Company4 rows, latest Dec 31, 2024
+1 more manager received commitments
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
- Nisaplan years
What changed
- Jan 1, 2024Funded status changedColumbian Mutual Life Insurance Company Pension Plan funded ratio 95.2% -> 101.4% (2023-01-01 to 2024-01-01)
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Nisa Ultra Long Treasury Cifcollective trust | Nisa | Fixed income | $304,487 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Nisa Ultra Mid Treasury Cifcollective trust | Nisa | Fixed income | $2.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | AON High Yield Plus Fundcollective trust | AON Trust Company LLC | Fixed income | $132,945 held | Disclosed holding | askebsa.dol.gov |
+21 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
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 | 971 | $86.3M | $90.4M | 101.4% | $80.7M | $2.0M | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 1,007 | $84.6M | $96.4M | 95.2% | $86.3M | $2.0M | Not disclosed | Not disclosed |
- 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
+31 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
Columbian Mutual Life Insurance Company Pension Plan sits on 4 traced paths of capital across the graphs.
DFX traced 4 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.
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Record history
- Funded status changed2024-01-01source on record
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
+5 connections on the graph
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