Mgic Pension Plan
Corporate pension, based in Milwaukee, Wisconsin, reporting $401M in assets, for 1,700 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, Mgic Pension Plan no longer reports CTF Durable Companies (last held $12M at 2023-12-31; absent from the 2024-12-31 filing).
8 more commitments and 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- Wtc-Cif Enduring Assets3 commitments
- CIF Global Research Equity3 commitments
- CTF Global Quality Growth2 commitments
- Wellington Trust Company, Na6 commitments
- Wellington Trust Company, Na5 commitments
Relationship network
17 connected entities11 observed commitments5 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 0.9%
- Corporate debt instruments (preferred) 32.9%
- U.S. Government securities 5.5%
- Other investments 7.8%
- Common/collective trusts 11.6%
- Registered investment companies 38.9%
Consultants and advisers
- Willis Towers Watson US LLC Actuarythrough Dec 31, 2022 Form 5500
- U.S. Bank, N.A. Custodianthrough Dec 31, 2022 Form 5500
People
Manager roster
- Wellington Trust Company, Na6 rows, latest Dec 31, 2024
- Wellington Trust Company, Na5 rows, latest Dec 31, 2024
- Wellingtonplan years
- Wellington Trust Company, Naplan years
- Welling Management Co LLCplan years 2024
+1 more Schedule C manager
Every name, record and relationship behind this count, with the source on each.
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What changed
- Dec 31, 2024Holding endedinferenceMgic Pension Plan no longer reports CTF Durable Companies (last held $12M at 2023-12-31; absent from the 2024-12-31 filing)with CTF Durable Companiesaskebsa.dol.gov
- Dec 31, 2024Holding startedMgic Pension Plan first reports an interest in Wtc-Cif II Downside Alpha Opportuni (Wellington Fd): $12M at 2024-12-31with Wellington Trust Company, Naaskebsa.dol.gov
- Dec 31, 2024Holding endedinferenceMgic Pension Plan no longer reports CTF Global Quality Growth (last held $6M at 2023-12-31; absent from the 2024-12-31 filing)with CTF Global Quality Growthaskebsa.dol.gov
- Jan 1, 2024Funded status changedMgic Pension Plan funded ratio 80.0% -> 88.0% (2023-01-01 to 2024-01-01)
- Jan 1, 2023Funded status changedMgic Pension Plan funded ratio 119.7% -> 80.0% (2022-01-01 to 2023-01-01)
+1 more dated event
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Wtc-Cif Enduring Assetscollective trust | Wellington Trust Company, Na | Pooled vehicles | $11.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | CIF Global Research Equitycollective trust | Wellington Trust Company, Na | Public equity | $22.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Wtc-Cif II Downside Alpha Opportunicollective trust | Wellington Trust Company, Na | Pooled vehicles | $12.2M held | Disclosed holding | askebsa.dol.gov |
+8 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 | 1,700 | $258M | $262M | 88.0% | $401M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 1,803 | $256M | $290M | 80.0% | $392M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 1,839 | $398M | $296M | 119.7% | $367M | Not disclosed | Not disclosed | Not disclosed |
- Willis Towers Watson codes 11 14 17 $1.0M PY2024
- Wellington Management codes 28 51 $946,961 PY2024
- U.S. Bank codes 12 14 15 19 21 27 31 64 65 $96,313 PY2024
+22 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 ended2024-12-31source on record
- Holding in a pooled vehicle started2024-12-31source on record
- Holding in a pooled vehicle ended2024-12-31source 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
+7 connections on the graph
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