EMC National Life Company Employees Cash Balance Plan
Corporate pension, based in DES Moines, Iowa, reporting $11.6M in assets, for 116 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2025, EMC National Life Company Employees Cash Balance Plan first reports an interest in Empower S&p 500 Index Sep Acct (is) (Prudential Retirement & Annuity Ins): $2M at 2025-12-31.
2 more managers, 61 more commitments and 7 more dated events
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- International Growth/artisan4 commitments
- Prudential Short-Term4 commitments
- Large Cap Value/wellington4 commitments
- Empower Annuity Insurance Company30 commitments
- Prudential Insurance Company of Ame4 commitments
- T Rowe Price2 commitments
Relationship network
54 connected entities64 observed commitments23 repeat counterparties42 dated commitments shown here, 2022 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
Consultants and advisers
- Empower Actuarythrough Dec 31, 2025 Form 5500
People
Manager roster
- Empower Annuity Insurance Company30 rows, latest Dec 31, 2025
- Prudential Insurance Company of Ame4 rows, latest Dec 31, 2025
- T Rowe Price2 rows, latest Dec 31, 2023
+2 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
- Empower Annuity Insurance Companyplan years
- Dryden Capital, LLCplan years
- T Rowe Priceplan years
+2 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, 2025Holding startedEMC National Life Company Employees Cash Balance Plan first reports an interest in Empower S&p 500 Index Sep Acct (is) (Prudential Retirement & Annuity Ins): $2M at 2025-12-31with Prudential Retirement & Annuity Insaskebsa.dol.gov
- Dec 31, 2025Holding startedEMC National Life Company Employees Cash Balance Plan first reports an interest in Mid Cap Growth/timessquare (Prudential Retirement & Annuity Ins): $414,650 at 2025-12-31with Prudential Retirement & Annuity Insaskebsa.dol.gov
- Dec 31, 2025Holding endedinferenceEMC National Life Company Employees Cash Balance Plan no longer reports Dryden S&p 500 Index (Prudential Retirement & Annuity Ins) (last held $2M at 2024-12-31; absent from the 2025-12-31 filing)with Prudential Retirement & Annuity Insaskebsa.dol.gov
- Dec 31, 2025Holding endedinferenceEMC National Life Company Employees Cash Balance Plan no longer reports Mid Cap Growth I (ivy) (Prudential Retirement & Annuity Ins) (last held $405,147 at 2024-12-31; absent from the 2025-12-31 filing)with Prudential Retirement & Annuity Insaskebsa.dol.gov
- Jan 1, 2025Funded status changedEMC National Life Company Employees Cash Balance Plan funded ratio 106.7% -> 92.1% (2024-01-01 to 2025-01-01)
+7 more dated events
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, 2025 | International Growth/artisanseparate account | Empower Annuity Insurance Company | Pooled vehicles | $1.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2025 | Prudential Short-Termcollective trust | Empower Annuity Insurance Company | Cash | $164,160 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2025 | Large Cap Value/wellingtonseparate account | Empower Annuity Insurance Company | Public equity | $655,456 held | Disclosed holding | askebsa.dol.gov |
+61 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 |
|---|---|---|---|---|---|---|---|---|
| 2025 to Dec 31, 2025 | 116 | $11.6M | $8.3M | 92.1% | Not disclosed | Not disclosed | Not disclosed | Not disclosed |
| 2024 to Dec 31, 2024 | 116 | $11.4M | $8.3M | 106.7% | Not disclosed | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 110 | $10.8M | $8.3M | 104.0% | Not disclosed | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 113 | $14.4M | $8.5M | 111.6% | Not disclosed | Not disclosed | Not disclosed | Not disclosed |
- Empower Annuity Insurance Co codes 15 28 $17,425 PY2025
- Prisa Sa Sched. D P $605,254 PY2025
- Core Plus Bond/pgim Fund Sched. D P $1.4M PY2025
+71 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Not yet on record: allocation policy.
Record history
- Holding in a pooled vehicle started2025-12-31source on record
- Holding in a pooled vehicle started2025-12-31source on record
- Holding in a pooled vehicle ended2025-12-31source on record
+9 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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