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
Physicians Mutual Insurance Company Pension and Benefit Plan
Corporate pensionOmaha, NE
Assets
$27.1M
Total assets, Feb 28, 2025 reported
Funded
90.8%
Mar 1, 2024
Private markets target
n/a
policy Feb 28, 2025
Commitments
0
none on the tape
Plan sponsor: Physicians Mutual Insurance Company
Allocation policy
Form 5500, as of Feb 28, 2025
Actual allocation lines without a target (as filed)
- Interest-bearing cash 1.4%
- Registered investment companies 98.6%
Consultants and advisers
1 firms
- Milliman, Inc. Actuarythrough Feb 28, 2023 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
4 managers on Schedule C
From Schedule C (investment management, code 28)
- Pimcoplan years 2023
- Charles Schwab Trustplan years 2023
- Massachusetts Mutual Life Insurance Companyplan years 2023
- Vanguardplan years 2023
Commitments
No fund commitments are on the tape for this allocator. The tape holds the plans that publish their own private-markets reports; a plan that publishes one and is not here is a gap we can close.
Size and funding
33 readings
Net investment income
$-716,257 (2024-02) · $-5.9M (2023-02)
Investment management fees
$11,149 (2024-02) · $28,572 (2023-02)
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 Feb 28, 2025 | 113 | $23.1M | $20.9M | 90.8% | $27.1M | n/a | n/a | n/a |
| 2023 to Feb 29, 2024 | 113 | $23.8M | $21.8M | 91.6% | $27.8M | n/a | n/a | n/a |
| 2022 to Feb 28, 2023 | 114 | $28.7M | $22.0M | 110.7% | $28.5M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Charles Schwab codes 52 $10,969 PY2024
- Milliman, Inc. codes 11 PY2024
- Charles Schwab codes 52 $11,149 PY2023
- Milliman, Inc. codes 11 PY2023
- Charles Schwab codes 52 $19,231 PY2022
- Mass Mutual Insurance Company codes 52 60 62 68 72 $9,341 PY2022
- Vanguard codes 52 PY2022
- Pimco Funds codes 52 PY2022
- Select Strategic Bond Sched. D P PY2022
- Primco Extended Duration Fund Sched. D P PY2022
- Vanguard Long Term Inv-Grad Fd Sched. D P PY2022
- Prem Short -Term Duration Bond Sched. D P PY2022
- Select Total Return Bond Sched. D P PY2022
- Babson Ldi Long Government Credit Sched. D P PY2022
- Milliman, Inc. codes 11 PY2022
What changed
2 events
- Mar 1, 2023Funded status changedPhysicians Mutual Insurance Company Pension and Benefit Plan funded ratio 110.7% -> 91.6% (2022-03-01 to 2023-03-01)
- Mar 1, 2023Assets changedPhysicians Mutual Insurance Company Pension and Benefit Plan plan assets $29M -> $24M (-17.0%, 2022-03-01 to 2023-03-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 470270450-003
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.