Bremer Retirement Plan
Corporate pension, based in ST. Paul, Minnesota, reporting $337M in assets, for 3,576 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 1 Jan 2024, Bremer Retirement Plan funded ratio 119.2% -> 122.0% (2023-01-01 to 2024-01-01).
3 more managers and 27 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- Ssga Intermed U.S. Govt Bond Indx3 commitments
- Treasury U.S. 5 Year Key Rate Durat3 commitments
- Treasury U.S. 20 Year Key Rate Dura3 commitments
- Blackrock6 commitments
- Towers Watson Investment Services,6 commitments
- Blackrock Institutional Trust6 commitments
Relationship network
30 connected entities30 observed commitments16 repeat counterparties24 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
- Interest-bearing cash 1.6%
- Common/collective trusts 98.4%
Consultants and advisers
- Willis Towers Watson US LLC Actuarythrough Dec 31, 2022 Form 5500
People
Manager roster
- Blackrock6 rows, latest Dec 31, 2024
- Towers Watson Investment Services,6 rows, latest Dec 31, 2024
- Blackrock Institutional Trust6 rows, latest Dec 31, 2024
+3 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.
- Blackrock Institutional Trust Company, N.A.plan years
- L and G Investmentplan years
- Towers Watson Investment Services,plan years 2022
What changed
- Jan 1, 2024Funded status changedBremer Retirement Plan funded ratio 119.2% -> 122.0% (2023-01-01 to 2024-01-01)
- Jan 1, 2023Funded status changedBremer Retirement Plan funded ratio 162.0% -> 119.2% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedBremer Retirement Plan plan assets $465M -> $314M (-32.5%, 2022-01-01 to 2023-01-01)
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Ssga Intermed U.S. Govt Bond Indxcollective trust | State Street Global Advisors Trust Company | Fixed income | $2.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Treasury U.S. 5 Year Key Rate Duratcollective trust | Blackrock Institutional Trust Company, N.A. | Fixed income | $5.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Treasury U.S. 20 Year Key Rate Duracollective trust | Blackrock | Fixed income | $10.9M held | Disclosed holding | askebsa.dol.gov |
+27 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
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 | 3,576 | $337M | $259M | 122.0% | $337M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 3,533 | $314M | $248M | 119.2% | $337M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 3,462 | $465M | $231M | 162.0% | $314M | Not disclosed | Not disclosed | Not disclosed |
- Willis Towers Watson Inc. codes 11 50 $402,852 PY2024
- Tower Watson Investments Services, codes 28 50 51 $341,598 PY2024
- WTW Gt - Diversified Credit Fund Sched. D C $57.7M PY2024
+37 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
Record history
- Funded status changed2024-01-01source on record
- Funded status changed2023-01-01source on record
- Total assets changed2023-01-01source 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
+5 connections on the graph
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