The Pension Plan for Employees of the Ohio National Life Insurance Company
Corporate pension, based in Cincinnati, Ohio, reporting $59.8M in assets, for 153 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, The Pension Plan for Employees of the Ohio National Life Insurance Company first reports an interest in Fidelity Vip Govt Mm: $3M at 2024-12-31.
1 more manager and 51 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- Invesco I. V. International Growth3 commitments
- Avip Fiam Equity Growth3 commitments
- Lazard Retirement International Equ3 commitments
Relationship network
57 connected entities54 observed commitments22 repeat counterparties27 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
- Insurance company general account 0.1%
- Pooled separate accounts 97.8%
Consultants and advisers
- SMS Retirement Actuarythrough Dec 31, 2023 Form 5500
- Cuni, Rust & Strenk Actuarythrough Dec 31, 2022 Form 5500
People
Manager roster
- Pimco15 rows, latest Dec 31, 2024
- Lazard Asset Management LLC6 rows, latest Dec 31, 2024
- Invesco3 rows, latest Dec 31, 2024
+1 more manager received commitments
Every name, record and relationship behind this count, with the source on each.
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- Invescoplan years
- Invesco Trust Companyplan years
- Pimcoplan years
+3 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 startedThe Pension Plan for Employees of the Ohio National Life Insurance Company first reports an interest in Fidelity Vip Govt Mm: $3M at 2024-12-31with Fidelity Vip Govt Mmaskebsa.dol.gov
- Dec 31, 2024Holding endedinferenceThe Pension Plan for Employees of the Ohio National Life Insurance Company no longer reports Morgan Stanley Vif US Real Estate (last held $3M at 2023-12-31; absent from the 2024-12-31 filing)with Morgan Stanley Vif US Real Estateaskebsa.dol.gov
- Jan 1, 2024Funded status changedThe Pension Plan for Employees of the Ohio National Life Insurance Company funded ratio 91.8% -> 94.8% (2023-01-01 to 2024-01-01)
- Jan 1, 2023Funded status changedThe Pension Plan for Employees of the Ohio National Life Insurance Company funded ratio 116.6% -> 91.8% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedThe Pension Plan for Employees of the Ohio National Life Insurance Company plan assets $76M -> $58M (-23.2%, 2022-01-01 to 2023-01-01)
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Invesco I. V. International Growthseparate account | Invesco | Pooled vehicles | $660,217 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Avip Fiam Equity Growthseparate account | Constellation Insurance | Public equity | $3.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Lazard Retirement International Equseparate account | Lazard Asset Management LLC | Pooled vehicles | $926,284 held | Disclosed holding | askebsa.dol.gov |
+51 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 | 153 | $60.7M | $46.4M | 94.8% | $59.8M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 162 | $58.4M | $47.3M | 91.8% | $60.7M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 178 | $76.0M | $50.5M | 116.6% | $58.4M | Not disclosed | Not disclosed | Not disclosed |
- Pimco Short-Term Portfolio Sched. D P $12.8M PY2024
- Invesco I.V. International Growth Sched. D P $660,217 PY2024
- Lazard Retirement International Equ Sched. D P $926,284 PY2024
+54 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Record history
- Holding in a pooled vehicle started2024-12-31source on record
- Holding in a pooled vehicle ended2024-12-31source on record
- Funded status changed2024-01-01source on record
+2 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
+9 connections on the graph
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