Dairy Farmers of America, Inc. Retirement Plan
Corporate pension, based in Kansas City, Kansas, reporting $94.0M in assets, for 1,672 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: Jan 1, 2024, Dairy Farmers of America, Inc. Retirement Plan funded ratio 80.2% -> 85.6% (2023-01-01 to 2024-01-01).
1 more dated event
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- Prin Lgcp S&p 500 Index Sa-Z3 commitments
- Principal3 commitments
Relationship network
14 connected entities3 observed commitments2 repeat counterpartiescommitments 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
- Interest-bearing cash 2.4%
- Non-interest-bearing cash 0.0%
- Corporate debt instruments (other) 62.7%
- U.S. Government securities 27.5%
- Insurance company general account 0.2%
- Other investments 0.2%
- Partnership/joint venture interests 0.1%
- Pooled separate accounts 0.6%
Consultants and advisers
- Willis Towers Watson US LLC Actuarythrough Dec 31, 2022 Form 5500
- Fidelity Management Trust Company Trusteethrough Dec 31, 2022 Form 5500
People
Manager roster
- Principal3 rows, latest Dec 31, 2024
- Nisa Investment Advisors, LLCplan years 2022
- Frank Russell Companyplan years 2022
What changed
- Jan 1, 2024Funded status changedDairy Farmers of America, Inc. Retirement Plan funded ratio 80.2% -> 85.6% (2023-01-01 to 2024-01-01)
- Jan 1, 2024Assets changedDairy Farmers of America, Inc. Retirement Plan plan assets $175M -> $100M (-43.0%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Manager relationship endedinferenceRussell Investments no longer appears on Dairy Farmers of America, Inc. Retirement Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Frank Russell Companyaskebsa.dol.gov
- Dec 31, 2023Assets changedDairy Farmers of America, Inc. Retirement Plan total assets $177M -> $101M (-43.1%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedDairy Farmers of America, Inc. Retirement Plan funded ratio 102.2% -> 80.2% (2022-01-01 to 2023-01-01)
+1 more dated event
Every name, record and relationship behind this count, with the source on each.
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Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Prin Lgcp S&p 500 Index Sa-Zseparate account | Principal | Pooled vehicles | $568,616 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Prin Lgcp S&p 500 Index Sa-Zseparate account | Principal | Pooled vehicles | $547,119 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Prin Lgcp S&p 500 Index Sa-Zseparate account | Principal | Pooled vehicles | $531,095 held | Disclosed holding | askebsa.dol.gov |
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 | 1,672 | $99.8M | $128M | 85.6% | $94.0M | $77,904 | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 2,677 | $175M | $240M | 80.3% | $101M | $200,463 | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 2,726 | $260M | $240M | 102.2% | $177M | $298,466 | Not disclosed | Not disclosed |
- Fidelity Management Trust Company codes 12 21 50 $404,835 PY2024
- Nisa codes 28 51 $213,034 PY2024
- Willis Towers Watson US LLC codes 11 50 $194,060 PY2024
+21 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Record history
- Funded status changed2024-01-01source on record
- Total assets changed2024-01-01source on record
- Manager relationship ended2023-12-31source on record
+3 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
+5 connections on the graph
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