Retirement & Pension Plan of Mriglobal (plan I)

Corporate pension· Kansas City, Missouri

Corporate pension, based in Kansas City, Missouri, reporting $191,427 in assets, for 595 participants.

Composed from this allocator's classification, location and filed figures.

As of May 31, 2025 · the latest dated event for this allocator; each figure carries its own filing or report date

$191,427 assets · 86.5% funded ratioAll 4

Assets: $191,427
Funded ratio: 86.5%
Fund commitments: 6
Managers: 2

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Open searches Plans backing its top manager Similar plans, same strategy Commitments (6)Allocation policy Managers

As of May 31, 2025 · the latest dated event for this allocator; each figure carries its own filing or report date

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Nothing material in the last 90 days. Last change: May 31, 2025, Retirement & Pension Plan of Mriglobal (plan I) total assets $55M -> $191,427 (-99.6%, 2024-05-31 to 2025-05-31).

3 more commitments and 6 more dated events

Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.

Capital path

who backs this record, through what, into what; each name opens its own path

Retirement & Pension Plan of Mriglobal (plan I)

Funds committed to

AON US Intermediate Government1 commitment
AON Long Government Bond Index Fund1 commitment
20+ Yr U S Treas Strips1 commitment

All 6

Managers

AON Trust Company LLC5 commitments
AON Investment USA, Inc.1 commitment

Relationship network

22 connected entities6 observed commitments1 repeat counterpartycommitments 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.

What stands out

Reading the network

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.

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Reading the network

Sponsor
Fund or vehicle
Service provider
Organization

›How strength and recency are read

Darker lines were active in the last 24 months or are current; lighter lines are older or undated.

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Size, funding, policy and commitments, with their basesCorporate pensionShow

Corporate pension

Assets

$191,427

Total assets, May 31, 2025 reported

Funded

86.5%

Jun 1, 2023

Private markets target

no policy read

policy May 31, 2025

Commitments

1 manager on Schedule C

Plan sponsor: Mriglobal

Allocation policy

Form 5500, as of May 31, 2025

Actual allocation lines without a target (as filed)

Interest-bearing cash 99.6%

Consultants and advisers

3 firms

AON Consulting, Inc. Actuarythrough May 31, 2023 Form 5500
Aon Actuarythrough May 31, 2023 Form 5500
Commerce Trust Custodianthrough May 31, 2023 Form 5500

People

No investment staff or executives have been read for this allocator yet.

Manager roster

2 managers on the commitment tape

From the plan’s own commitment disclosures

AON Trust Company LLC5 rows, latest May 31, 2024
AON Investment USA, Inc.1 row, latest May 31, 2023

From Schedule C (investment management, code 28)

AON Investments USA Incplan years 2025
AON Trust Company LLCplan years 2024
UMB Financial Corporationplan years 2023

What changed

11 events

May 31, 2025Assets changed
Retirement & Pension Plan of Mriglobal (plan I) total assets $55M -> $191,427 (-99.6%, 2024-05-31 to 2025-05-31)
askebsa.dol.gov
Dec 31, 2024Manager relationship endedinference
UMB Financial Corporation no longer appears on Retirement & Pension Plan of Mriglobal (plan I)'s Schedule C as investment manager (plan year 2024 vs 2023)
with UMB Financial Corporationaskebsa.dol.gov
May 31, 2024Holding started
Retirement & Pension Plan of Mriglobal (plan I) first reports an interest in AON Intermediate Credit Bond Fund (AON Trust Company LLC): $4M at 2024-05-31
with AON Trust Company LLCaskebsa.dol.gov
May 31, 2024Holding started
Retirement & Pension Plan of Mriglobal (plan I) first reports an interest in AON Long Credit Bond Fund (AON Trust Company LLC): $33M at 2024-05-31
with AON Trust Company LLCaskebsa.dol.gov
May 31, 2024Holding started
Retirement & Pension Plan of Mriglobal (plan I) first reports an interest in 20+ Yr U S Treas Strips (AON Trust Company LLC): $2M at 2024-05-31
with AON Trust Company LLCaskebsa.dol.gov

+6 more dated events

Every name, record and relationship behind this count, with the source on each.

Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.

Commitments

6 rows, 0 dated closings

Date	Fund	Manager	Bucket	Amount	Status	Source
as of May 31, 2024	AON US Intermediate Governmentcollective trust	AON Trust Company LLC	Pooled vehicles	$2.0M held	Disclosed holding	askebsa.dol.gov
as of May 31, 2024	AON Long Government Bond Index Fundcollective trust	AON Trust Company LLC	Fixed income	$4.4M held	Disclosed holding	askebsa.dol.gov
as of May 31, 2024	20+ Yr U S Treas Stripscollective trust	AON Trust Company LLC	Pooled vehicles	$2.1M held	Disclosed holding	askebsa.dol.gov

+3 more commitments

Every fund and manager this allocator committed to, with the amount, date and source on each.

Size and funding

29 readings

Total assets

$191,427 May 31, 2025 reported Form 5500

$54.6M (2024-05) · $47.6M (2023-05)

Plan assets

$47.6M Jun 1, 2023 reported Form 5500

$49.2M (2022-06)

Net assets

$191,427 May 31, 2025 reported Form 5500

$51.1M (2024-05) · $47.6M (2023-05)

Funded ratio

86.5% Jun 1, 2023 reported Form 5500

88.9% (2022-06)

Funding target

$56.0M Jun 1, 2023 reported Form 5500

$55.5M (2022-06)

Discount rate

5.23% Jun 1, 2023 reported Form 5500

5.40% (2022-06)

Participants

595 Jun 1, 2024 reported Form 5500

609 (2023-06) · 621 (2022-06)

Contributions

$5.3M May 31, 2025 reported Form 5500

$3.5M (2024-05) · $2.7M (2023-05)

Benefits paid

$57.0M May 31, 2025 reported Form 5500

$3.6M (2024-05) · $3.8M (2023-05)

Net investment income

-$50.9M May 31, 2025 reported Form 5500

$3.5M (2024-05) · -$1.6M (2023-05)

Investment management fees

$138,000 May 31, 2025 reported Form 5500

$95,811 (2024-05) · $73,320 (2023-05)

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 May 31, 2025	595	Not disclosed	Not disclosed	n/a	$191,427	Not disclosed	Not disclosed	Not disclosed
2023 to May 31, 2024	609	$47.6M	$56.0M	86.5%	$54.6M	Not disclosed	Not disclosed	Not disclosed
2022 to May 31, 2023	621	$49.2M	$55.5M	88.9%	$47.6M	Not disclosed	Not disclosed	Not disclosed

Service providers and investment entities as filed (Schedule C and D, latest year first)

AON Consulting codes 11 50 $553,201 PY2024
AON Investments USA Inc. codes 28 50 $138,000 PY2024
Husch Blackwell LLP codes 29 50 $66,551 PY2024

+25 more service providers

Every name, record and relationship behind this count, with the source on each.

Provenance

Identifiers: EIN-PN 440545878-001

Cross-graph: no entry on another DFX graph

First observed Sep 15, 2026, last observed Nov 3, 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.

Record history

11 dated events on the change ledger, latest event first

Total assets changed
2025-05-31source on record
Manager relationship ended
2024-12-31source on record
Holding in a pooled vehicle started
2024-05-31source on record

+8 more changes on this record's ledger

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

+7 connections on the graph