United Pension Plan
Corporate pension, based in Cedar Rapids, Iowa, reporting $241M in assets, for 2,103 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, United Pension Plan first reports an interest in Prin Short-Term Income Sa-Z (Principal): $5M at 2024-12-31.
1 more adviser, 8 more commitments and 9 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- Principal U.S. Property Sa-Z3 commitments
- Prin Liquid Assets Sep Acct-Z2 commitments
- Prin Lgcp S&p 500 Index Sa-Z1 commitment
- Principal11 commitments
Relationship network
25 connected entities11 observed commitments3 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 0.2%
- Corporate debt instruments (other) 71.5%
- Pooled separate accounts 28.2%
Consultants and advisers
- Capfinancial Partners, LLC Investment adviser (plan)through Dec 31, 2024 Form 5500
- Commonwealth Financial Network Investment adviser (plan)through Dec 31, 2022 Form 5500
- Principal Securities Inc Investment adviser (plan)through Dec 31, 2022 Form 5500
+1 more consultant or adviser advise this allocator
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
People
Manager roster
- Principal11 rows, latest Dec 31, 2024
What changed
- Dec 31, 2024Holding startedUnited Pension Plan first reports an interest in Prin Short-Term Income Sa-Z (Principal): $5M at 2024-12-31with Principalaskebsa.dol.gov
- Dec 31, 2024Holding startedUnited Pension Plan first reports an interest in Prin Smcap S&p 600 Index Sa-Z (Principal): $4M at 2024-12-31with Principalaskebsa.dol.gov
- Dec 31, 2024Holding startedUnited Pension Plan first reports an interest in Prin Lgcp S&p 500 Index Sa-Z (Principal): $32M at 2024-12-31with Principalaskebsa.dol.gov
- Dec 31, 2024Holding startedUnited Pension Plan first reports an interest in Prin Midcap S&p 400 Idx Sa-Z (Principal): $6M at 2024-12-31with Principalaskebsa.dol.gov
- Dec 31, 2024Holding startedUnited Pension Plan first reports an interest in Prin Intl Equity Index Sa-Z (Principal): $5M at 2024-12-31with Principalaskebsa.dol.gov
+9 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, 2024 | Prin Liquid Assets Sep Acct-Zseparate account | Principal | Pooled vehicles | $8.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Principal U.S. Property Sa-Zseparate account | Principal | Real estate | $6.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Prin Lgcp S&p 500 Index Sa-Zseparate account | Principal | Pooled vehicles | $32.0M 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 | 2,103 | $264M | $199M | 123.1% | $241M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 2,004 | $230M | $199M | 117.7% | $264M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 1,976 | $288M | $183M | 130.7% | $230M | Not disclosed | Not disclosed | Not disclosed |
- Principal Life Insurance Company codes 13 50 64 $201,399 PY2024
- Capfinancial Partners, L codes 27 50 $18,875 PY2024
- Commonwealth Financial Network codes 27 99 PY2024
+20 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
United Pension Plan sits on 3 traced paths of capital across the graphs.
DFX traced 3 paths of capital through this record
Every record on each path, what it committed or lent, and as of when.
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Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.
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Record history
- Holding in a pooled vehicle started2024-12-31source on record
- Holding in a pooled vehicle started2024-12-31source on record
- Holding in a pooled vehicle started2024-12-31source on record
+11 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
+5 connections on the graph
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