The Restated Noncontributory Retirement Plan for Cooperatives
Corporate pension, based in Omaha, Nebraska, reporting $4.5M in assets, for 145 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 1 Apr 2023, The Restated Noncontributory Retirement Plan for Cooperatives funded ratio 91.2% -> 94.3% (2022-04-01 to 2023-04-01).
2 more managers and 27 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- Pfg/multi-Manager Small Cap Cit N3 commitments
- Allspring Core Bond Cit F3 commitments
- Principal/trp Inst Lcg Mgd Cit F3 commitments
Relationship network
32 connected entities30 observed commitments15 repeat counterparties24 dated commitments shown here, 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.
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
- Common/collective trusts 59.6%
- Registered investment companies 39.7%
Consultants and advisers
- Mercer Actuarythrough Mar 31, 2023 Form 5500
People
Manager roster
- Blackrock9 rows, latest Mar 31, 2025
- Allspring6 rows, latest Mar 31, 2025
- T Rowe Price3 rows, latest Mar 31, 2025
+2 more managers 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.
- Alliancebernstein L.P.plan years
- Mfsplan years
- Blackrockplan years
+2 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
What changed
- Apr 1, 2023Funded status changedThe Restated Noncontributory Retirement Plan for Cooperatives funded ratio 91.2% -> 94.3% (2022-04-01 to 2023-04-01)
- Apr 1, 2023Assets changedThe Restated Noncontributory Retirement Plan for Cooperatives plan assets $5M -> $5M (-16.1%, 2022-04-01 to 2023-04-01)
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Mar 31, 2025 | Pfg/multi-Manager Small Cap Cit Ncollective trust | SEI Trust Company | Public equity | $135,417 held | Disclosed holding | askebsa.dol.gov | |
| as of Mar 31, 2025 | Allspring Core Bond Cit Fcollective trust | Allspring | Fixed income | $577,274 held | Disclosed holding | askebsa.dol.gov | |
| as of Mar 31, 2025 | Principal/trp Inst Lcg Mgd Cit Fcollective trust | T Rowe Price | Pooled vehicles | $123,301 held | Disclosed holding | askebsa.dol.gov |
+27 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
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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 Mar 31, 2025 | 145 | $4.7M | $5.0M | 93.7% | $4.5M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Mar 31, 2024 | 148 | $4.6M | $5.3M | 94.3% | $4.7M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Mar 31, 2023 | 152 | $5.5M | $5.4M | 91.2% | $4.6M | Not disclosed | Not disclosed | Not disclosed |
- Principal/ab Large Cap Growth Cit Sched. D C $122,376 PY2024
- Principal/trp Inst Lcg Mgd Cit N Sched. D C $123,301 PY2024
- Principal/blackrock S&p 500 Index Sched. D C $396,809 PY2024
+31 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
The Restated Noncontributory Retirement Plan for Cooperatives sits on 6 traced paths of capital across the graphs.
DFX traced 6 paths of capital through this record
Every record on each path, what it committed or lent, and as of when.
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Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.
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Record history
- Holding in a pooled vehicle started2024-03-31source on record
- Holding in a pooled vehicle ended2024-03-31source on record
- Funded status changed2023-04-01source on record
+1 more change 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
+7 connections on the graph
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