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

The Pension Plan for Insurance Organizations

Corporate pensionPlymouth Meeting, PA
Assets
$1.1B
Total assets, Dec 31, 2024 reported
Funded
100.4%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
14
none on the tape
Plan sponsor: Named Fiduciaries of the Pension Plan for Insurance Organizations
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 0.9%
  • Corporate debt instruments (other) 17.8%
  • U.S. Government securities 35.7%
  • Other investments 2.5%
  • Partnership/joint venture interests 0.6%
  • Common/collective trusts 2.4%
  • Pooled separate accounts 11.3%
  • Registered investment companies 28.4%
Consultants and advisers
12 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on the commitment tape
From the plan’s own commitment disclosures
Commitments
14 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024Prin Liquid Assets Sep Acct-Zseparate accountPrincipalPooled vehicles$11.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Prin Diversified Intl Sa-Zseparate accountPrincipalHedge / diversifiers$86.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Prin Gl Real Est Sec Sa-Zseparate accountPrincipalPooled vehicles$26.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Cohen & Steers Global Realty Fd Clcollective trustSEI Trust CompanyReal estate$26.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prin Liquid Assets Sep Acct-Zseparate accountPrincipalPooled vehicles$8.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prin Diversified Intl Sa-Zseparate accountPrincipalHedge / diversifiers$95.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prin Metro West Total Return Bond Fseparate accountPrincipalFixed income$241M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prin Gl Real Est Sec Sa-Zseparate accountPrincipalPooled vehicles$28.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Cohen & Steers Global Realty Fd Clcollective trustSEI Trust CompanyReal estate$28.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prin Liquid Assets Sep Acct-Zseparate accountPrincipalPooled vehicles$8.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prin Diversified Intl Sa-Zseparate accountPrincipalHedge / diversifiers$96.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prin Metro West Total Return Bond Fseparate accountPrincipalFixed income$207M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prin Gl Real Est Sec Sa-Zseparate accountPrincipalPooled vehicles$25.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Cohen & Steers Global Realty Fd Clcollective trustSEI Trust CompanyReal estate$25.4M heldDisclosed holdingaskebsa.dol.gov
Size and funding
33 readings
Total assets
$1.1B Dec 31, 2024 reported Form 5500
$1.1B (2023-12) · $1.0B (2022-12)
Plan assets
$1.1B Jan 1, 2024 reported Form 5500
$1.1B (2023-01) · $1.4B (2022-01)
Net assets
$1.1B Dec 31, 2024 reported Form 5500
$1.1B (2023-12) · $1.0B (2022-12)
Funded ratio
100.4% Jan 1, 2024 reported Form 5500
100.0% (2023-01) · 110.9% (2022-01)
Funding target
$906M Jan 1, 2024 reported Form 5500
$901M (2023-01) · $881M (2022-01)
Discount rate
5.10% Jan 1, 2024 reported Form 5500
5.22% (2023-01) · 5.39% (2022-01)
Participants
7,910 Jan 1, 2024 reported Form 5500
7,900 (2023-01) · 7,998 (2022-01)
Contributions
$19.2M Dec 31, 2024 reported Form 5500
$24.2M (2023-12) · $25.7M (2022-12)
Benefits paid
$61.7M Dec 31, 2024 reported Form 5500
$60.9M (2023-12) · $60.4M (2022-12)
Net investment income
$-14.8M Dec 31, 2024 reported Form 5500
$85.6M (2023-12) · $-315M (2022-12)
Investment management fees
$474,194 Dec 31, 2024 reported Form 5500
$1.1M (2023-12) · $1.6M (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 20247,910$1.1B$906M100.4%$1.1B$7.0Mn/an/a
2023 to Dec 31, 20237,900$1.1B$901M100.0%$1.1Bn/an/an/a
2022 to Dec 31, 20227,998$1.4B$881M110.9%$1.0Bn/an/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • Willis Towers Watson US codes 11 50 $1.4M PY2024
  • Principal Life Insurance Company codes 13 50 64 $823,801 PY2024
  • Edgewood Partners Ins codes 22 27 50 $366,940 PY2024
  • Larry Heller codes 20 50 $303,439 PY2024
  • Klingman and Associates, codes 21 50 $298,785 PY2024
  • Regina C Reardon PC codes 29 50 $194,745 PY2024
  • Steven Weisbart codes 20 50 $181,650 PY2024
  • John Ogle codes 20 50 $132,836 PY2024
  • Pensionmark Financial Group codes 27 50 $90,854 PY2024
  • Cliftonlarsonallen,llp codes 10 21 50 $77,700 PY2024
  • Ronald a Cassesso codes 20 50 $76,910 PY2024
  • George Dodd codes 20 50 $75,000 PY2024
  • BOB Tommasino codes 20 50 $38,468 PY2024
  • File-X Document Imaging codes 15 50 $11,920 PY2024
  • Angell Pension Group Inc codes 27 50 $11,400 PY2024
  • Brentwood Asset Advisors, Inc codes 27 50 $5,000 PY2024
  • Prin Gl Real Est Sec Sa-Z Sched. D P $26.8M PY2024
  • Prin Liquid Assets Sep Acct-Z Sched. D P $11.6M PY2024
  • Prin Diversified Intl Sa-Z Sched. D P $86.9M PY2024
  • Ppio Ldi Separate Account Sched. D P PY2024
  • Cohen & Steers Glbl Rlty Fd P Sched. D C $26.2M PY2024
  • Willis Towers Watson US LLC codes 11 PY2024
  • Willis Towers Watson US codes 11 50 $1.4M PY2023
  • Principal Life Insurance Company codes 13 50 64 $868,150 PY2023
  • Edgewood Partners Ins codes 22 27 50 $365,207 PY2023
  • Larry Heller codes 20 50 $313,735 PY2023
  • Regina C Reardon PC codes 29 50 $188,071 PY2023
  • Klingman & Associates, LLC codes 27 50 $188,000 PY2023
  • Steven Weisbart codes 20 50 $186,628 PY2023
  • Cliftonlarsonallen LLP codes 10 50 $141,732 PY2023
  • John Ogle codes 20 50 $136,500 PY2023
  • Nisa Investment Advisors codes 27 50 $112,388 PY2023
  • Pensionmark Financial Group, LLP codes 27 50 $87,360 PY2023
  • George Dodd codes 20 50 $77,830 PY2023
  • Ronald a Cassesso codes 20 50 $39,109 PY2023
  • File-X Document Imaging codes 27 50 $13,882 PY2023
  • The Angell Pension Group codes 27 50 $11,400 PY2023
  • Prin Liquid Assets Sep Acct-Z Sched. D P $8.8M PY2023
  • Prin Diversified Intl Sa-Z Sched. D P $95.9M PY2023
  • Ppio Ldi Separate Account Sched. D P $241M PY2023
  • Prin Gl Real Est Sec Sa-Z Sched. D P $28.0M PY2023
  • Cohen & Steers Glbl Rlty Fd P Sched. D C $28.2M PY2023
  • Willis Towers Watson US LLC codes 11 PY2023
  • Willis Towers Watson US codes 11 50 $1.2M PY2022
  • Principal Life Insurance Company codes 13 50 64 $972,314 PY2022
  • Nisa Investment Advisors codes 27 28 50 51 $519,031 PY2022
  • Edgewood Partners Ins codes 22 50 $362,334 PY2022
  • Larry Heller codes 14 50 $294,813 PY2022
  • Regina C Reardon PC codes 29 50 $280,948 PY2022
  • Steven Weisbart codes 21 50 $234,400 PY2022
  • Klingman & Associates, LLC codes 27 50 $183,000 PY2022
  • John Ogle codes 31 50 $148,440 PY2022
  • Cliftonlarsonallen LLP codes 10 50 $98,668 PY2022
  • Pensionmark Financial Group, LLP codes 16 50 $87,849 PY2022
  • George Dodd codes 16 50 $79,821 PY2022
  • Points North Consulting codes 15 50 $37,966 PY2022
  • Angell Pension Group Inc codes 27 50 $11,400 PY2022
  • Prin Liquid Assets Sep Acct-Z Sched. D P $8.4M PY2022
  • Prin Diversified Intl Sa-Z Sched. D P $96.0M PY2022
  • Ppio Ldi Separate Account Sched. D P $207M PY2022
  • Prin Gl Real Est Sec Sa-Z Sched. D P $25.2M PY2022
  • Cohen & Steers Glbl Rlty Fd P Sched. D C $25.4M PY2022
  • Willis Towers Watson US LLC codes 11 PY2022
What changed
10 events
  • Dec 31, 2024Holding endedinference
    The Pension Plan for Insurance Organizations no longer reports Prin Metro West Total Return Bond F (Principal) (last held $241M at 2023-12-31; absent from the 2024-12-31 filing)
    with Principalaskebsa.dol.gov
  • Dec 31, 2024Consultant changedinference
    Klingman & Associates, LLC no longer appears on The Pension Plan for Insurance Organizations's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)
    with Klingman and Associates,askebsa.dol.gov
  • Dec 31, 2024Consultant changedinference
    File-X Document Imaging no longer appears on The Pension Plan for Insurance Organizations's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)
    with File-X Document Imagingaskebsa.dol.gov
  • Dec 31, 2024Consultant changedinference
    Brentwood Asset Advisors, Inc appears on The Pension Plan for Insurance Organizations's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)
    with Brentwood Asset Advaskebsa.dol.gov
  • Dec 31, 2024Consultant changedinference
    Nisa Investment Advisors no longer appears on The Pension Plan for Insurance Organizations's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)
    with Nisa Investment Advisors, LLCaskebsa.dol.gov
  • Dec 31, 2023Consultant changedinference
    Edgewood Partners Ins appears on The Pension Plan for Insurance Organizations's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)
    with Edgewood Partners Insaskebsa.dol.gov
  • Dec 31, 2023Consultant changedinference
    George Dodd no longer appears on The Pension Plan for Insurance Organizations's Schedule C as general consultant (plan year 2023 vs 2022)
    with George Doddaskebsa.dol.gov
  • Dec 31, 2023Consultant changedinference
    File-X Document Imaging appears on The Pension Plan for Insurance Organizations's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)
    with File-X Document Imagingaskebsa.dol.gov
  • Jan 1, 2023Funded status changed
    The Pension Plan for Insurance Organizations funded ratio 110.9% -> 100.0% (2022-01-01 to 2023-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Assets changed
    The Pension Plan for Insurance Organizations plan assets $1.4B -> $1.1B (-23.1%, 2022-01-01 to 2023-01-01)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 270131295-001
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.