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
Michigan Millers Mutual Insurance Company Employee Retirement Plan
Corporate pensionLansing, MI
Assets
$235,300
Total assets, Dec 31, 2023 reported
Funded
102.9%
Jan 1, 2023
Private markets target
n/a
policy Dec 31, 2022
Commitments
3
none on the tape
Plan sponsor: Michigan Millers Mutual Insurance Company
Allocation policy
Form 5500, as of Dec 31, 2022
Actual allocation lines without a target (as filed)
- Pooled separate accounts 92.0%
- Registered investment companies 0.0%
Consultants and advisers
2 firms
- CWM, LLC Investment adviser (plan)through Dec 31, 2022 Form 5500
- Principal Financial Group Actuarythrough Dec 31, 2022 Form 5500
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
- Principal3 rows, latest Dec 31, 2022
Commitments
3 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2022 | Prin Liquid Assets Sep Acct-Zseparate account | Principal | Pooled vehicles | $171,533 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Prin Ldi Long Duration Sa-Zseparate account | Principal | Fixed income | $9.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Prin Ldi Intrm Dur Sep Acct-Zseparate account | Principal | Pooled vehicles | $14.8M held | Disclosed holding | askebsa.dol.gov |
Size and funding
20 readings
Form 5500 filings
2 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2023 to Dec 31, 2023 | 236 | $24.0M | $25.3M | 102.9% | $235,300 | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 245 | $32.3M | $26.9M | 115.6% | $26.1M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Principal Life Insurance Company codes 13 50 64 $120,859 PY2023
- Prin Ldi Long Duration Sa-Z Sched. D P PY2023
- Prin Ldi Intrm Dur Sep Acct-Z Sched. D P PY2023
- Prin Liquid Assets Sep Acct-Z Sched. D P PY2023
- Principal Financial Group codes 11 PY2023
- Principal Life Insurance Company codes 13 50 64 $92,517 PY2022
- CWM, LLC codes 27 99 PY2022
- Prin Ldi Ext Dur Sep Acct-Z Sched. D P PY2022
- Prin Div Inc Sa-Z Sched. D P PY2022
- Mid Cap Value R1 Fund Sched. D C PY2022
- Prin Liquid Assets Sep Acct-Z Sched. D P $171,533 PY2022
- Prin Largecap Growth I Sa-Z Sched. D P PY2022
- Prin Ldi Long Duration Sa-Z Sched. D P $9.1M PY2022
- Prin Core Fix Inc Sep Acct-Z Sched. D P PY2022
- Prin Ldi Short Dur Sep Acct-Z Sched. D P PY2022
- Prin Ldi Intrm Dur Sep Acct-Z Sched. D P $14.8M PY2022
- Principal Financial Group codes 11 PY2022
What changed
4 events
- Dec 31, 2023Consultant changedinferenceCWM, LLC no longer appears on Michigan Millers Mutual Insurance Company Employee Retirement Plan's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)with CWM, LLCaskebsa.dol.gov
- Dec 31, 2023Assets changedMichigan Millers Mutual Insurance Company Employee Retirement Plan total assets $26M -> $235,300 (-99.1%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedMichigan Millers Mutual Insurance Company Employee Retirement Plan funded ratio 115.6% -> 102.9% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedMichigan Millers Mutual Insurance Company Employee Retirement Plan plan assets $32M -> $24M (-25.7%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 380828980-001
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.