QBE Pension Equity Plan
Corporate pension, based in SUN Prairie, Wisconsin, reporting $138M in assets, for 2,354 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, QBE Pension Equity Plan first reports an interest in Prudential Core Plus Bond Fund (Prudential Trust Co.): $26M at 2024-12-31.
2 more managers, 15 more commitments and 7 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.
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Capital path
who backs this record, through what, into what; each name opens its own path- Small Cap Value/integrity3 commitments
- Small Cap Growth/timessquare3 commitments
- Prudential Short-Term3 commitments
- Empower Annuity Insurance Company3 commitments
- Prudential Trust Co.3 commitments
- Prudential2 commitments
Relationship network
31 connected entities18 observed commitments9 repeat counterparties13 dated commitments shown here, 2022 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
- Common/collective trusts 64.2%
- Pooled separate accounts 16.1%
- Registered investment companies 19.6%
Consultants and advisers
- Sageview Advisory Consulting Group Investment adviser (plan)through Dec 31, 2024 Form 5500
- Empower Actuarythrough Dec 31, 2022 Form 5500
People
Manager roster
- Empower Annuity Insurance Company3 rows, latest Dec 31, 2024
- Prudential Trust Co.3 rows, latest Dec 31, 2024
- Prudential2 rows, latest Dec 31, 2023
+2 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
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- Empower Annuity Insurance Companyplan years
- Prudentialplan years
- Dryden Capital, LLCplan years
+2 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
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What changed
- Dec 31, 2024Holding startedQBE Pension Equity Plan first reports an interest in Prudential Core Plus Bond Fund (Prudential Trust Co.): $26M at 2024-12-31with Prudential Trust Co.askebsa.dol.gov
- Dec 31, 2024Holding startedQBE Pension Equity Plan first reports an interest in PRU U.S. Long Duration Corp Bd (Prudential Trust Co.): $49M at 2024-12-31with Prudential Trust Co.askebsa.dol.gov
- Dec 31, 2024Holding startedQBE Pension Equity Plan first reports an interest in PRU Treas Strips Cit (Prudential Trust Co.): $13M at 2024-12-31with Prudential Trust Co.askebsa.dol.gov
- Dec 31, 2024Holding endedinferenceQBE Pension Equity Plan no longer reports JP Morgan Core Bond Fund (J.P. Morgan Investment Management) (last held $7M at 2023-12-31; absent from the 2024-12-31 filing)with J.P. Morgan Investment Managementaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceJP Morgan Investment Management no longer appears on QBE Pension Equity Plan's Schedule C as investment manager (plan year 2024 vs 2023)with J.P. Morgan Investment Managementaskebsa.dol.gov
+7 more dated events
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Small Cap Value/integrityseparate account | Prudential Retirement Ins & Ann Co | Public equity | $5.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Small Cap Growth/timessquareseparate account | Empower Annuity Insurance Company | Public equity | $5.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Prudential Short-Termseparate account | Empower Annuity Insurance Company | Cash | $5.6M held | Disclosed holding | askebsa.dol.gov |
+15 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 Dec 31, 2024 | 2,354 | $153M | $158M | 92.9% | $138M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 2,447 | $154M | $169M | 88.9% | $153M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 2,574 | $214M | $173M | 110.0% | $154M | Not disclosed | Not disclosed | Not disclosed |
- Empower Annuity Insurance Co codes 13 $377,749 PY2024
- Pgim Inc codes 28 $117,266 PY2024
- Sageview Advisory Group LLC codes 27 $51,635 PY2024
+32 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
QBE Pension Equity Plan sits on 7 traced paths of capital across the graphs.
DFX traced 7 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
- Holding in a pooled vehicle started2024-12-31source on record
- Holding in a pooled vehicle started2024-12-31source on record
- Holding in a pooled vehicle started2024-12-31source on record
+9 more changes 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
+8 connections on the graph
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