DFX Intelligence

Data Factory

AllocatorsPlancorporate pension100m-1b

United California Bank Retirement Plan

Allocators

Chicago, IL

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:5c064f3f-bca9-4e60-b9ed-e9ef9edea773

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, 11:00 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 3
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: $347Mlatest reading; see basis
Assets as of: Jan 1, 2023
Assets basis: REPORTED
Funded ratio: 96%
Participants: 7,902
Commitments: 1with an amount; holdings are counted apart
Managers: 1
Funds: 1
Re-ups: 0
First-time managers: 0
Latest commitment: Dec 31, 2022
Consultants: 0
Private markets target, %: 0latest policy, percent of assets
Private equity target, %: 0latest policy, percent of assets
Latest policy: Dec 31, 2022
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
Separate Account 17	Aetna Life Insurance Company	Pooled vehicle	$386,761	Dec 31, 2022	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

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Non-interest-bearing cash	n/a	n/a	n/a	0	$1.4M	Dec 31, 2022	Derived
U.S. Government securities	n/a	n/a	n/a	23	$80.3M	Dec 31, 2022	Derived
Corporate debt instruments (preferred)	n/a	n/a	n/a	6	$22.0M	Dec 31, 2022	Derived
Corporate debt instruments (other)	n/a	n/a	n/a	46	$158M	Dec 31, 2022	Derived
Insurance company general account	n/a	n/a	n/a	4	$14.9M	Dec 31, 2022	Derived
Other investments	n/a	n/a	n/a	8	$27.5M	Dec 31, 2022	Derived
Pooled separate accounts	n/a	n/a	n/a	0	$386,761	Dec 31, 2022	Derived
Registered investment companies	n/a	n/a	n/a	9	$31.1M	Dec 31, 2022	Derived
Common stock	n/a	n/a	n/a	2	$8.4M	Dec 31, 2022	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
Jpmorgan Chase Bank, N.A.	trustee	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension
Willis Towers Watson US LLC	actuary	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension
Mercer Investments LLC	Investment adviser	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension

Relationships

Sponsors (1)

← Bank of the WestPlan sponsorPlan sponsor
Jan 1, 2022 to presentfactForm 5500

Advised by (3)

→ Jpmorgan Chase Bank, N.A.Investment consultanttrustee
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ Willis Towers Watson US LLCInvestment consultantactuary
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ Mercer Investments LLCInvestment consultantInvestment adviser
Jan 1, 2022 to Dec 31, 2022factForm 5500

Dated events

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

Occurred
Dec 31, 2023
Manager relationship ended
JP Morgan Chase Bank, N.A. no longer appears on United California Bank Retirement Plan's Schedule C as investment manager (plan year 2023 vs 2022)
Jpmorgan Chase Bank, N.A.Form 5500observed 4 days ago

Show 2 bookkeeping events

Occurred
Jan 1, 2023
United California Bank Retirement Plan plan assets $443M -> $347M (-21.8%, 2022-01-01 to 2023-01-01)
Occurred
Jan 1, 2023
United California Bank Retirement Plan funded ratio 105.4% -> 96.1% (2022-01-01 to 2023-01-01)

Provenance

Graph: Allocators
Canonical id: dfx:al:5c064f3f-bca9-4e60-b9ed-e9ef9edea773
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.

United California Bank Retirement Plan

Allocators

Chicago, IL

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:5c064f3f-bca9-4e60-b9ed-e9ef9edea773

Vehicle

Manager

Bucket

Value

As of

Kind

Source

Separate Account 17

Aetna Life Insurance Company

Pooled vehicle

$386,761

Dec 31, 2022

Separate account

Dol form 5500 pension

Bucket

Target %

Range low

Range high

Actual %

Actual

Period end

Basis

Non-interest-bearing cash

n/a

$1.4M

Dec 31, 2022

Derived

U.S. Government securities

n/a

$80.3M

Dec 31, 2022

Derived

Corporate debt instruments (preferred)

n/a

$22.0M

Dec 31, 2022

Derived

Corporate debt instruments (other)

n/a

$158M

Dec 31, 2022

Derived

Insurance company general account

n/a

$14.9M

Dec 31, 2022

Derived

Other investments

n/a

$27.5M

Dec 31, 2022

Derived

Pooled separate accounts

n/a

$386,761

Dec 31, 2022

Derived

Registered investment companies

n/a

$31.1M

Dec 31, 2022

Derived

Common stock

n/a

$8.4M

Dec 31, 2022

Derived

Consultant

Role

From

Current

Evidence

Source

Jpmorgan Chase Bank, N.A.

trustee

Jan 1, 2022

Dec 31, 2022

fact

Dol form 5500 pension

Willis Towers Watson US LLC

actuary

Jan 1, 2022

Dec 31, 2022

fact

Dol form 5500 pension

Mercer Investments LLC

Investment adviser

Jan 1, 2022

Dec 31, 2022

fact

Dol form 5500 pension