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AllocatorsPlancorporate pension<100m

Municipal Employees Credit Union of Baltimore Defined Benefit Plan

Allocators

Baltimore, MD

This is the graph view. The full profile, with its team, deals and sources, is on Allocators.Open the full profile →

Search this name across graphsid dfx:al:2b4455aa-b9c2-4f96-bb13-0679795f235f

Data as of Sep 15, 2026 (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built Sep 19, 2026, 1:38 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 8
On other graphs: 0
Observed: Sep 15, 2026 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Total assets: $49.0Mlatest reading; see basis
Assets as of: Dec 31, 2024
Assets basis: REPORTED
Funded ratio: 115%
Participants: 435
Commitments: 9with an amount; holdings are counted apart
Managers: 3
Funds: 7
Re-ups: 0
First-time managers: 0
Latest commitment: Dec 31, 2023
Consultants: 0
Private markets target, %: 0latest policy, percent of assets
Private equity target, %: 0latest policy, percent of assets
Latest policy: Dec 31, 2024
People: 0

Holdings (a value, never a commitment)

a Schedule D plan interest or a 990-PF other investment: a value on a date, never an approval

Vehicle	Manager	Bucket	Value	As of	Kind	Source
Fidelity 500 Index	n/a	Pooled vehicle	$9.2M	Dec 31, 2022	Separate account	Dol form 5500 pension
Long Duration Bond (empower)	n/a	Fixed income	$9.1M	Dec 31, 2022	Separate account	Dol form 5500 pension
Fidelity 500 Index	n/a	Pooled vehicle	$2.1M	Dec 31, 2023	Separate account	Dol form 5500 pension
Massmutual Mid Cap Growth I	n/a	Pooled vehicle	$1.0M	Dec 31, 2022	Separate account	Dol form 5500 pension
Stable Value Account	Mackay Shields	Pooled vehicle	$374,460	Dec 31, 2023	Separate account	Dol form 5500 pension
MFS Mid Cap Value R4	Minnesota Life Insurance	Pooled vehicle	$333,429	Dec 31, 2023	Separate account	Dol form 5500 pension
Massmutual Mid Cap Growth I	n/a	Pooled vehicle	$223,540	Dec 31, 2023	Separate account	Dol form 5500 pension
American Beacon Small Cp Val Inv	Transamerica Premier Life Insurance	Pooled vehicle	$117,611	Dec 31, 2023	Separate account	Dol form 5500 pension
Jpmorgan US Government Mmkt Inst	Minnesota Life Insurance	Pooled vehicle	$115,259	Dec 31, 2023	Separate account	Dol form 5500 pension

Policy targets, latest period

the latest period this plan published, every item quoted from its own report; a target is never an actual; 8 rows folded into 3

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Interest-bearing cash	n/a	n/a	n/a	0	$174,110	Dec 31, 2024	Derived
Insurance company general account	n/a	n/a	n/a	61	$30.1M	Dec 31, 2024	Derived
Registered investment companies	n/a	n/a	n/a	38	$18.8M	Dec 31, 2024	Derived

Consultants

Form 5500 Schedule C, Form ADV and the plan's own reports; a Schedule C relationship is current for 24 months after the plan year end

Consultant	Role	From	To	Current	Evidence	Source
Manulife John Hancock	actuary	Jan 1, 2024	Dec 31, 2024	no	fact	Dol form 5500 pension
John Hancock	actuary	Jan 1, 2023	Dec 31, 2023	no	fact	Dol form 5500 pension
Milliman, Inc.	actuary	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension

Relationships

Sponsors (1)

← Municipal Employees Credit Union of BaltimorePlan sponsorPlan sponsor
Jan 1, 2022 to presentfactForm 5500

Advised by (3)

→ Milliman, Inc.Investment consultantactuary
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ John HancockInvestment consultantactuary
Jan 1, 2023 to Dec 31, 2023factForm 5500
→ Manulife John HancockInvestment consultantactuary
Jan 1, 2024 to Dec 31, 2024factForm 5500

Dated events

3 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Dec 31, 2023
Holding in a pooled vehicle started
Municipal Employees Credit Union of Baltimore Defined Benefit Plan first reports an interest in Jpmorgan US Government Mmkt Inst (Minnesota Life Insurance): $115,259 at 2023-12-31
Minnesota Life Insurance Form 5500observed 3 days ago
$115,259
Occurred
Dec 31, 2023
Holding in a pooled vehicle started
Municipal Employees Credit Union of Baltimore Defined Benefit Plan first reports an interest in American Beacon Small Cp Val Inv (Transamerica Premier Life Insurance): $117,611 at 2023-12-31
Transamerica Premier Life Insurance Form 5500observed 3 days ago
$117,611
Occurred
Dec 31, 2023
Holding in a pooled vehicle ended
Municipal Employees Credit Union of Baltimore Defined Benefit Plan no longer reports Long Duration Bond (empower) (last held $9M at 2022-12-31; absent from the 2023-12-31 filing)
Long Duration Bond (empower)Form 5500observed 3 days ago
$9.1M
Occurred
Dec 31, 2023
Holding in a pooled vehicle started
Municipal Employees Credit Union of Baltimore Defined Benefit Plan first reports an interest in Stable Value Account (Mackay Shields): $374,460 at 2023-12-31
Mackay Shields Form 5500observed 3 days ago
$374,460
Occurred
Dec 31, 2023
Holding in a pooled vehicle started
Municipal Employees Credit Union of Baltimore Defined Benefit Plan first reports an interest in MFS Mid Cap Value R4 (Minnesota Life Insurance): $333,429 at 2023-12-31
Minnesota Life Insurance Form 5500observed 3 days ago
$333,429

Show 3 bookkeeping events

Occurred
Jan 1, 2024
Municipal Employees Credit Union of Baltimore Defined Benefit Plan funded ratio 111.9% -> 114.9% (2023-01-01 to 2024-01-01)
Occurred
Jan 1, 2023
Municipal Employees Credit Union of Baltimore Defined Benefit Plan plan assets $69M -> $50M (-28.2%, 2022-01-01 to 2023-01-01)
Occurred
Jan 1, 2023
Municipal Employees Credit Union of Baltimore Defined Benefit Plan funded ratio 167.8% -> 111.9% (2022-01-01 to 2023-01-01)

Provenance

Graph: Allocators
Canonical id: dfx:al:2b4455aa-b9c2-4f96-bb13-0679795f235f
First observed: Sep 15, 2026
Last observed: Sep 15, 2026 3 days ago
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

Municipal Employees Credit Union of Baltimore Defined Benefit Plan

Allocators

Baltimore, MD

This is the graph view. The full profile, with its team, deals and sources, is on Allocators.Open the full profile →

Search this name across graphsid dfx:al:2b4455aa-b9c2-4f96-bb13-0679795f235f

Vehicle

Manager

Bucket

Value

As of

Kind

Source

Fidelity 500 Index

n/a

Pooled vehicle

$9.2M

Dec 31, 2022

Separate account

Dol form 5500 pension

Long Duration Bond (empower)

n/a

Fixed income

$9.1M

Dec 31, 2022

Separate account

Dol form 5500 pension

Fidelity 500 Index

n/a

Pooled vehicle

$2.1M

Dec 31, 2023

Separate account

Dol form 5500 pension

Massmutual Mid Cap Growth I

n/a

Pooled vehicle

$1.0M

Dec 31, 2022

Separate account

Dol form 5500 pension

Stable Value Account

Mackay Shields

Pooled vehicle

$374,460

Dec 31, 2023

Separate account

Dol form 5500 pension

MFS Mid Cap Value R4

Minnesota Life Insurance

Pooled vehicle

$333,429

Dec 31, 2023

Separate account

Dol form 5500 pension

Massmutual Mid Cap Growth I

n/a

Pooled vehicle

$223,540

Dec 31, 2023

Separate account

Dol form 5500 pension

American Beacon Small Cp Val Inv

Transamerica Premier Life Insurance

Pooled vehicle

$117,611

Dec 31, 2023

Separate account

Dol form 5500 pension

Jpmorgan US Government Mmkt Inst

Minnesota Life Insurance

Pooled vehicle

$115,259

Dec 31, 2023

Separate account

Dol form 5500 pension

Bucket

Target %

Range low

Range high

Actual %

Actual

Period end

Basis

Interest-bearing cash

n/a

$174,110

Dec 31, 2024

Derived

Insurance company general account

n/a

$30.1M

Dec 31, 2024

Derived

Registered investment companies

n/a

$18.8M

Dec 31, 2024

Derived

Consultant

Role

From

Current

Evidence

Source

Manulife John Hancock

actuary

Jan 1, 2024

Dec 31, 2024

fact

Dol form 5500 pension

John Hancock

actuary

Jan 1, 2023

Dec 31, 2023

fact

Dol form 5500 pension

Milliman, Inc.

actuary

Jan 1, 2022

Dec 31, 2022

fact

Dol form 5500 pension