Shelter Insurance Employees Retirement Plan
Corporate pension, based in Columbia, Missouri, reporting $596M in assets, for 3,428 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, OAK Tree appears on Shelter Insurance Employees Retirement Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023).
3 more advisers and 5 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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Relationship network
16 connected entities
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
- 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 1.0%
- Non-interest-bearing cash 0.0%
- Corporate debt instruments (other) 13.2%
- U.S. Government securities 34.7%
- Partnership/joint venture interests 36.5%
- Common stock 13.7%
Consultants and advisers
- OAK Tree Investment adviser (plan)through Dec 31, 2024 Form 5500
- AG Abc Structured Note-Lp Investment adviser (plan)through Dec 31, 2023 Form 5500
- Pinebridge - Limited Partnership Investment adviser (plan)through Dec 31, 2022 Form 5500
+3 more consultants and advisers 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
- Brep 10plan years 2024
- Brep 9plan years 2024
- GS Inv Partnersplan years 2024
+6 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
What changed
- Dec 31, 2024Manager relationship startedBrep 9 appears on Shelter Insurance Employees Retirement Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Brep 9askebsa.dol.gov
- Dec 31, 2024Manager relationship startedGS Inv Partners appears on Shelter Insurance Employees Retirement Plan's Schedule C as investment manager (plan year 2024 vs 2023)with GS Inv Partnersaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedBrep 10 appears on Shelter Insurance Employees Retirement Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Brep 10askebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceBsep no longer appears on Shelter Insurance Employees Retirement Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Bsepaskebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceOAK Tree appears on Shelter Insurance Employees Retirement Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with OAK Treeaskebsa.dol.gov
+5 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
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 | 3,428 | $608M | $477M | 119.0% | $596M | $218M | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 3,534 | $598M | $462M | 121.0% | $616M | $221M | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 3,617 | $730M | $436M | 157.1% | $605M | $197M | Not disclosed | Not disclosed |
- OAK Tree codes 27 $1.3M PY2024
- Apax Partners codes 28 $1.0M PY2024
- Baird Capital codes 28 $495,283 PY2024
+30 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
Not yet on record: fund commitments.
Record history
- Consultant changed2024-12-31source on record
- Manager relationship started2024-12-31source on record
- Manager relationship ended2024-12-31source on record
+7 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
+16 connections on the graph
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.