DFX Intelligence

Data Factory

AllocatorsPlancorporate pension<100m

Preferred Mutual Insurance Company Retirement Benefit Accumulation Plan

Allocators

NEW Berlin, NY

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:3116a8e5-9b19-4423-8966-3c7f6afa4785

Data as of Sep 15, 2026 (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built Sep 21, 2026, 10:49 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 24
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: $50.1Mlatest reading; see basis
Assets as of: Dec 31, 2024
Assets basis: REPORTED
Funded ratio: 42%
Participants: 469
Commitments: 46with an amount; holdings are counted apart
Managers: 2
Funds: 24
Re-ups: 0
First-time managers: 0
Latest commitment: Dec 31, 2024
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; showing 25 of 46

Vehicle	Manager	Bucket	Value	As of	Kind	Source
Fiam 8-10 Year Corporate Bond	Fidelity Institutional Asset Mgmt	Fixed income	$27.3M	Dec 31, 2023	Collective trust	Dol form 5500 pension
Fiam 8-10 Year Corporate Bond	Fidelity Institutional Asset Mgmt	Fixed income	$27.2M	Dec 31, 2024	Collective trust	Dol form 5500 pension
Fiam Institutional Cash Comm Pl	Fidelity Institutional Asset Mgmt	cash	$7.2M	Dec 31, 2024	Collective trust	Dol form 5500 pension
Fiam Institutional Cash Comm Pl	Fidelity Institutional Asset Mgmt	cash	$6.8M	Dec 31, 2023	Collective trust	Dol form 5500 pension
Fiam Short Duration Comm Pl	Fidelity Institutional Asset Mgmt	Pooled vehicle	$4.3M	Dec 31, 2022	Collective trust	Dol form 5500 pension
Fiam Long Duration Commingled Pool	Fidelity Institutional Asset Mgmt	Fixed income	$3.7M	Dec 31, 2023	Collective trust	Dol form 5500 pension
Fiam Long Duration Commingled Pool	Fidelity Institutional Asset Mgmt	Fixed income	$3.6M	Dec 31, 2024	Collective trust	Dol form 5500 pension
Spartan Developed International Ind	n/a	Pooled vehicle	$3.3M	Dec 31, 2022	Collective trust	Dol form 5500 pension
Fiam Small/mid Cap Core Pool	Fidelity Institutional Asset Mgmt	Pooled vehicle	$2.8M	Dec 31, 2022	Collective trust	Dol form 5500 pension
Spartan 500 Index Pool	Geode Capital Management Trust Company, LLC	Pooled vehicle	$2.6M	Dec 31, 2024	Collective trust	Dol form 5500 pension
Spartan 500 Index Pool	n/a	Pooled vehicle	$2.6M	Dec 31, 2022	Collective trust	Dol form 5500 pension
Spartan World Minimum Volatility in	Geode Capital Management Trust Company, LLC	Pooled vehicle	$2.5M	Dec 31, 2024	Collective trust	Dol form 5500 pension
Fiam Long Corporate Commingled Pool	Fidelity Institutional Asset Mgmt	Pooled vehicle	$2.4M	Dec 31, 2024	Collective trust	Dol form 5500 pension
Fiam Small Cap Core Pool	Fidelity Institutional Asset Mgmt	Public equity	$2.3M	Dec 31, 2022	Collective trust	Dol form 5500 pension
Fiam Long Corporate Commingled Pool	Fidelity Institutional Asset Mgmt	Pooled vehicle	$2.3M	Dec 31, 2023	Collective trust	Dol form 5500 pension
Spartan 500 Index Pool	Geode Capital Management Trust Company, LLC	Pooled vehicle	$2.2M	Dec 31, 2023	Collective trust	Dol form 5500 pension
Fiam Global Low Volatility Equity C	Fidelity Institutional Asset Mgmt	Public equity	$2.2M	Dec 31, 2023	Collective trust	Dol form 5500 pension
Fiam Select Emerging Markets Equity	Fidelity Institutional Asset Mgmt	Public equity	$1.5M	Dec 31, 2022	Collective trust	Dol form 5500 pension
Spartan Developed International Ind	Geode Capital Management Trust Company, LLC	Pooled vehicle	$1.4M	Dec 31, 2023	Collective trust	Dol form 5500 pension
Fiam Intermediate Duration Comm Pl	Fidelity Institutional Asset Mgmt	Pooled vehicle	$1.1M	Dec 31, 2023	Collective trust	Dol form 5500 pension
Fiam Short Duration Pool	Fidelity Institutional Asset Mgmt	Pooled vehicle	$840,929	Dec 31, 2022	Collective trust	Dol form 5500 pension
Fiam Select Canada Pool	Fidelity Institutional Asset Mgmt	Pooled vehicle	$593,200	Dec 31, 2022	Collective trust	Dol form 5500 pension
Fiam Small/mid Cap Core Pool	Fidelity Institutional Asset Mgmt	Pooled vehicle	$537,999	Dec 31, 2024	Collective trust	Dol form 5500 pension
Fiam Emerging Markets Debt Commingl	Fidelity Institutional Asset Mgmt	Private credit	$525,752	Dec 31, 2024	Collective trust	Dol form 5500 pension
Fiam Emerging Markets Debt Commingl	Fidelity Institutional Asset Mgmt	Private credit	$518,031	Dec 31, 2023	Collective trust	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 2

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Non-interest-bearing cash	n/a	n/a	n/a	1	$276,503	Dec 31, 2024	Derived
Common/collective trusts	n/a	n/a	n/a	98	$49.2M	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
National Bank & Trust	custodian	Jan 1, 2023	Dec 31, 2023	no	fact	Dol form 5500 pension
FID Mgmt Trust Co	custodian	Jan 1, 2023	Dec 31, 2023	no	fact	Dol form 5500 pension
Fidelity Investments	actuary	Jan 1, 2023	Dec 31, 2023	no	fact	Dol form 5500 pension
Bpas Actuarial and Pension Services	actuary	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension

Managers

managers this plan names on Schedule C or in its reports; a manager here is a reference node keyed to the private equity, venture and real estate fund graphs, never a new identity

Manager	Mandate	From	To	Current	Evidence
Geode Capital Management Trust Company, LLC	n/a	Dec 31, 2024	n/a	yes	fact

Relationships

Manages for (1)

← Geode Capital Management Trust Company, LLCManager with allocator capital
Dec 31, 2024 to presentfactForm 5500

Sponsors (1)

← Preferred Mutual Insurance CompanyPlan sponsorPlan sponsor
Jan 1, 2022 to presentfactForm 5500

Advised by (4)

→ Bpas Actuarial and Pension ServicesInvestment consultantactuary
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ National Bank & TrustInvestment consultantcustodian
Jan 1, 2023 to Dec 31, 2023factForm 5500
→ FID Mgmt Trust CoInvestment consultantcustodian
Jan 1, 2023 to Dec 31, 2023factForm 5500
→ Fidelity InvestmentsInvestment consultantactuary
Jan 1, 2023 to Dec 31, 2023factForm 5500

Dated events

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

Occurred
Dec 31, 2024
Holding in a pooled vehicle ended
Preferred Mutual Insurance Company Retirement Benefit Accumulation Plan no longer reports Fiam High Yield Bond Comm Pl (Fidelity Institutional Asset Mgmt) (last held $26,078 at 2023-12-31; absent from the 2024-12-31 filing)
Fidelity Institutional Asset Mgmt Form 5500observed 5 days ago
$26,078
Occurred
Dec 31, 2024
Holding in a pooled vehicle started
Preferred Mutual Insurance Company Retirement Benefit Accumulation Plan first reports an interest in Spartan World Minimum Volatility in: $2M at 2024-12-31
Spartan World Minimum Volatility in Form 5500observed 5 days ago
$2.5M
Occurred
Dec 31, 2024
Holding in a pooled vehicle ended
Preferred Mutual Insurance Company Retirement Benefit Accumulation Plan no longer reports Fiam Select International Small Cap (Fidelity Institutional Asset Mgmt) (last held $91,092 at 2023-12-31; absent from the 2024-12-31 filing)
Fidelity Institutional Asset Mgmt Form 5500observed 5 days ago
$91,092
Occurred
Dec 31, 2024
Holding in a pooled vehicle ended
Preferred Mutual Insurance Company Retirement Benefit Accumulation Plan no longer reports Fiam Floating Rate High Income Comm (Fidelity Institutional Asset Mgmt) (last held $26,081 at 2023-12-31; absent from the 2024-12-31 filing)
Fidelity Institutional Asset Mgmt Form 5500observed 5 days ago
$26,081
Occurred
Dec 31, 2024
Holding in a pooled vehicle ended
Preferred Mutual Insurance Company Retirement Benefit Accumulation Plan no longer reports Fiam Global Low Volatility Equity C (Fidelity Institutional Asset Mgmt) (last held $2M at 2023-12-31; absent from the 2024-12-31 filing)
Fidelity Institutional Asset Mgmt Form 5500observed 5 days ago
$2.2M
Occurred
Dec 31, 2023
Holding in a pooled vehicle started
Preferred Mutual Insurance Company Retirement Benefit Accumulation Plan first reports an interest in Fiam High Yield Bond Comm Pl (Fidelity Institutional Asset Mgmt): $26,078 at 2023-12-31
Fidelity Institutional Asset Mgmt Form 5500observed 5 days ago
$26,078
Occurred
Dec 31, 2023
Holding in a pooled vehicle started
Preferred Mutual Insurance Company Retirement Benefit Accumulation Plan first reports an interest in Spartan Commodity Index Pool: $52,346 at 2023-12-31
Spartan Commodity Index Pool Form 5500observed 5 days ago
$52,346
Occurred
Dec 31, 2023
Holding in a pooled vehicle started
Preferred Mutual Insurance Company Retirement Benefit Accumulation Plan first reports an interest in Fiam Emerging Markets Commingled Po (Fidelity Institutional Asset Mgmt): $382,667 at 2023-12-31
Fidelity Institutional Asset Mgmt Form 5500observed 5 days ago
$382,667
Occurred
Dec 31, 2023
Holding in a pooled vehicle started
Preferred Mutual Insurance Company Retirement Benefit Accumulation Plan first reports an interest in Fiam 8-10 Year Corporate Bond (Fidelity Institutional Asset Mgmt): $27M at 2023-12-31
Fidelity Institutional Asset Mgmt Form 5500observed 5 days ago
$27.3M
Occurred
Dec 31, 2023
Holding in a pooled vehicle started
Preferred Mutual Insurance Company Retirement Benefit Accumulation Plan first reports an interest in Fiam Intermediate Duration Comm Pl (Fidelity Institutional Asset Mgmt): $1M at 2023-12-31
Fidelity Institutional Asset Mgmt Form 5500observed 5 days ago
$1.1M
Occurred
Dec 31, 2023
Holding in a pooled vehicle ended
Preferred Mutual Insurance Company Retirement Benefit Accumulation Plan no longer reports Fiam Short Duration Pool (Fidelity Institutional Asset Mgmt) (last held $840,929 at 2022-12-31; absent from the 2023-12-31 filing)
Fidelity Institutional Asset Mgmt Form 5500observed 5 days ago
$840,929
Occurred
Dec 31, 2023
Holding in a pooled vehicle started
Preferred Mutual Insurance Company Retirement Benefit Accumulation Plan first reports an interest in Fiam U.S. Real Estate Invest Tr Cit (Fidelity Institutional Asset Mgmt): $365,825 at 2023-12-31
Fidelity Institutional Asset Mgmt Form 5500observed 5 days ago
$365,825
Occurred
Dec 31, 2023
Holding in a pooled vehicle started
Preferred Mutual Insurance Company Retirement Benefit Accumulation Plan first reports an interest in Fiam Long Corporate Commingled Pool (Fidelity Institutional Asset Mgmt): $2M at 2023-12-31
Fidelity Institutional Asset Mgmt Form 5500observed 5 days ago
$2.3M
Occurred
Dec 31, 2023
Holding in a pooled vehicle ended
Preferred Mutual Insurance Company Retirement Benefit Accumulation Plan no longer reports Fiam Short Duration Comm Pl (Fidelity Institutional Asset Mgmt) (last held $4M at 2022-12-31; absent from the 2023-12-31 filing)
Fidelity Institutional Asset Mgmt Form 5500observed 5 days ago
$4.3M
Occurred
Dec 31, 2023
Holding in a pooled vehicle ended
Preferred Mutual Insurance Company Retirement Benefit Accumulation Plan no longer reports Fiam Select Canada Pool (Fidelity Institutional Asset Mgmt) (last held $593,200 at 2022-12-31; absent from the 2023-12-31 filing)
Fidelity Institutional Asset Mgmt Form 5500observed 5 days ago
$593,200
Occurred
Dec 31, 2023
Holding in a pooled vehicle started
Preferred Mutual Insurance Company Retirement Benefit Accumulation Plan first reports an interest in Fiam Long Duration Commingled Pool (Fidelity Institutional Asset Mgmt): $4M at 2023-12-31
Fidelity Institutional Asset Mgmt Form 5500observed 5 days ago
$3.7M
Occurred
Dec 31, 2023
Holding in a pooled vehicle started
Preferred Mutual Insurance Company Retirement Benefit Accumulation Plan first reports an interest in Fiam Emerging Markets Debt Commingl (Fidelity Institutional Asset Mgmt): $518,031 at 2023-12-31
Fidelity Institutional Asset Mgmt Form 5500observed 5 days ago
$518,031
Occurred
Dec 31, 2023
Holding in a pooled vehicle started
Preferred Mutual Insurance Company Retirement Benefit Accumulation Plan first reports an interest in Fiam Floating Rate High Income Comm (Fidelity Institutional Asset Mgmt): $26,081 at 2023-12-31
Fidelity Institutional Asset Mgmt Form 5500observed 5 days ago
$26,081
Occurred
Dec 31, 2023
Holding in a pooled vehicle started
Preferred Mutual Insurance Company Retirement Benefit Accumulation Plan first reports an interest in Fiam Global Low Volatility Equity C (Fidelity Institutional Asset Mgmt): $2M at 2023-12-31
Fidelity Institutional Asset Mgmt Form 5500observed 5 days ago
$2.2M
Occurred
Dec 31, 2023
Holding in a pooled vehicle started
Preferred Mutual Insurance Company Retirement Benefit Accumulation Plan first reports an interest in Fiam Intermediate Inflation-Protect (Fidelity Institutional Asset Mgmt): $25,735 at 2023-12-31
Fidelity Institutional Asset Mgmt Form 5500observed 5 days ago
$25,735
Occurred
Dec 31, 2023
Holding in a pooled vehicle ended
Preferred Mutual Insurance Company Retirement Benefit Accumulation Plan no longer reports Fiam Long U.S. Treasury Strips Inde (Fidelity Institutional Asset Mgmt) (last held $215,269 at 2022-12-31; absent from the 2023-12-31 filing)
Fidelity Institutional Asset Mgmt Form 5500observed 5 days ago
$215,269

Show 3 bookkeeping events

Occurred
Jan 1, 2024
Preferred Mutual Insurance Company Retirement Benefit Accumulation Plan funded ratio 56.6% -> 42.4% (2023-01-01 to 2024-01-01)
Occurred
Jan 1, 2023
Preferred Mutual Insurance Company Retirement Benefit Accumulation Plan plan assets $55M -> $45M (-18.0%, 2022-01-01 to 2023-01-01)
Occurred
Jan 1, 2023
Preferred Mutual Insurance Company Retirement Benefit Accumulation Plan funded ratio 31.2% -> 56.6% (2022-01-01 to 2023-01-01)

Provenance

Graph: Allocators
Canonical id: dfx:al:3116a8e5-9b19-4423-8966-3c7f6afa4785
First observed: Sep 15, 2026
Last observed: Sep 15, 2026 5 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.

Preferred Mutual Insurance Company Retirement Benefit Accumulation Plan

Allocators

NEW Berlin, NY

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:3116a8e5-9b19-4423-8966-3c7f6afa4785

Vehicle

Manager

Bucket

Value

As of

Kind

Source