Cash Balance Pension Plan for Staff Employees of Mount Holyoke College
Corporate pension, based in South Hadley, Massachusetts, reporting $11.1M in assets, for 244 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 30 Jun 2025, Cash Balance Pension Plan for Staff Employees of Mount Holyoke College total assets $15M -> $11M (-23.8%, 2024-06-30 to 2025-06-30).
Capital path
who backs this record, through what, into what; each name opens its own path- Separate Account 1743 commitments
- Aetna Life Insurance Company3 commitments
Relationship network
7 connected entities3 observed commitments2 repeat counterpartiescommitments 2023 to 2025
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
- Non-interest-bearing cash 0.5%
- Pooled separate accounts 0.7%
- Registered investment companies 93.8%
Consultants and advisers
- Shepherd Kaplan Krochuk LLC Investment adviser (plan)through Jun 30, 2023 Form 5500
- USI Consulting Group Actuarythrough Jun 30, 2023 Form 5500
People
Manager roster
- Aetna Life Insurance Company3 rows, latest Jun 30, 2025
- Aetna Life Insurance Companyplan years 2023
What changed
- Jun 30, 2025Assets changedCash Balance Pension Plan for Staff Employees of Mount Holyoke College total assets $15M -> $11M (-23.8%, 2024-06-30 to 2025-06-30)
- Jul 1, 2024Funded status changedCash Balance Pension Plan for Staff Employees of Mount Holyoke College funded ratio 90.6% -> 88.0% (2023-07-01 to 2024-07-01)
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Jun 30, 2025 | Separate Account 174separate account | Aetna Life Insurance Company | Pooled vehicles | $72,108 held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2024 | Separate Account 174separate account | Aetna Life Insurance Company | Pooled vehicles | $96,575 held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2023 | Separate Account 174separate account | Aetna Life Insurance Company | Pooled vehicles | $230,800 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 Jun 30, 2025 | 244 | $14.5M | $15.5M | 88.0% | $11.1M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Jun 30, 2024 | 257 | $13.9M | $15.3M | 90.6% | $14.6M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Jun 30, 2023 | 279 | $14.6M | $16.8M | 89.8% | $14.0M | Not disclosed | Not disclosed | Not disclosed |
- USI Consulting Group codes 11 15 17 38 50 64 $77,206 PY2024
- Shepherd Kaplan LLC codes 27 50 51 $46,386 PY2024
- Aetna Life Insurance Company codes 13 51 73 $14,758 PY2024
+15 more service providers
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Provenance
Provenance
Cash Balance Pension Plan for Staff Employees of Mount Holyoke College sits on 1 traced path of capital across the graphs.
DFX traced 1 path 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.
Checking your plan…
Record history
- Total assets changed2025-06-30source on record
- Funded status changed2024-07-01source on record
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
+4 connections on the graph
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.