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AllocatorsPlancorporate pension<100m

Everest Reinsurance Retirement Plan

Allocators

Warren, NJ

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Search this name across graphsid dfx:al:60a5fb06-b478-4bf2-8b3d-3d5b728f02ef

Data as of Sep 16, 2026 (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built Sep 20, 2026, 1:58 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 10
On other graphs: 0
Observed: Sep 15, 2026 to Sep 16, 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: $96.3Mlatest reading; see basis
Assets as of: Dec 31, 2025
Assets basis: REPORTED
Funded ratio: 90%
Participants: 697
Commitments: 12with an amount; holdings are counted apart
Managers: 2
Funds: 5
Re-ups: 0
First-time managers: 0
Latest commitment: Dec 31, 2025
Consultants: 2
Private markets target, %: 0latest policy, percent of assets
Private equity target, %: 0latest policy, percent of assets
Latest policy: Dec 31, 2025
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
Prudential Short-Term	Prudential Retirement & Annuity Ins	cash	$332M	Dec 31, 2024	Separate account	Dol form 5500 pension
Prudential Short-Term	Prudential Retirement & Annuity Ins	cash	$95.8M	Dec 31, 2025	Separate account	Dol form 5500 pension
Jennison Global Opportunity Fund	Prudential Trust Co.	Pooled vehicle	$90.2M	Dec 31, 2023	Collective trust	Dol form 5500 pension
Jennison Global Opportunity Fund	Prudential Trust Co.	Pooled vehicle	$63.6M	Dec 31, 2022	Collective trust	Dol form 5500 pension
Mid Cap Value/robeco Fund	Prudential Retirement & Annuity Ins	Pooled vehicle	$36.1M	Dec 31, 2023	Separate account	Dol form 5500 pension
Small Cap Growth/emerald	Prudential Retirement & Annuity Ins	Public equity	$32.6M	Dec 31, 2023	Separate account	Dol form 5500 pension
Mid Cap Value/robeco Fund	Prudential Retirement & Annuity Ins	Pooled vehicle	$30.9M	Dec 31, 2022	Separate account	Dol form 5500 pension
Small Cap Growth/emerald	Prudential Retirement & Annuity Ins	Public equity	$27.5M	Dec 31, 2022	Separate account	Dol form 5500 pension
Small Cap Value/kennedy Capit	Prudential Retirement & Annuity Ins	Public equity	$22.0M	Dec 31, 2023	Separate account	Dol form 5500 pension
Small Cap Value/kennedy Capit	Prudential Retirement & Annuity Ins	Public equity	$19.6M	Dec 31, 2022	Separate account	Dol form 5500 pension
Prudential Short-Term	Prudential Retirement & Annuity Ins	cash	$3.7M	Dec 31, 2022	Separate account	Dol form 5500 pension
Prudential Short-Term	Prudential Retirement & Annuity Ins	cash	$2.3M	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; 13 rows folded into 2

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Partnership/joint venture interests	n/a	n/a	n/a	0	$438,771	Dec 31, 2025	Derived
Pooled separate accounts	n/a	n/a	n/a	100	$95.8M	Dec 31, 2025	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
Ellenoff Grossman & Schole LLP	General consultant	Jan 1, 2025	Dec 31, 2025	no	fact	Dol form 5500 pension
Onedigital	General consultant	Jan 1, 2025	Dec 31, 2025	no	fact	Dol form 5500 pension
Empower	actuary	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension

Relationships

Sponsors (1)

← Everest Reinsurance CompanyPlan sponsorPlan sponsor
Jan 1, 2025 to presentfactForm 5500

Advised by (3)

→ Ellenoff Grossman & Schole LLPInvestment consultantGeneral consultant
Jan 1, 2025 to Dec 31, 2025factForm 5500
→ OnedigitalInvestment consultantGeneral consultant
Jan 1, 2025 to Dec 31, 2025factForm 5500
→ EmpowerInvestment consultantactuary
Jan 1, 2022 to Dec 31, 2022factForm 5500

Dated events

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

Occurred
Dec 31, 2025
Consultant changed
Ellenoff Grossman & Schole LLP appears on Everest Reinsurance Retirement Plan's Schedule C as general consultant (plan year 2025 vs 2024)
Ellenoff Grossman & Schole LLP Form 5500observed 5 days ago
Occurred
Dec 31, 2025
Consultant changed
Onedigital Investment Advisors LLC appears on Everest Reinsurance Retirement Plan's Schedule C as general consultant (plan year 2025 vs 2024)
Onedigital Form 5500observed 5 days ago
Occurred
Dec 31, 2024
Holding in a pooled vehicle ended
Everest Reinsurance Retirement Plan no longer reports Small Cap Value/kennedy Capit (Prudential Retirement & Annuity Ins) (last held $22M at 2023-12-31; absent from the 2024-12-31 filing)
Prudential Retirement & Annuity Ins Form 5500observed 5 days ago
$22.0M
Occurred
Dec 31, 2024
Holding in a pooled vehicle ended
Everest Reinsurance Retirement Plan no longer reports Jennison Global Opportunity Fund (Prudential Trust Co.) (last held $90M at 2023-12-31; absent from the 2024-12-31 filing)
Prudential Trust Co.Form 5500observed 5 days ago
$90.2M
Occurred
Dec 31, 2024
Holding in a pooled vehicle ended
Everest Reinsurance Retirement Plan no longer reports Mid Cap Value/robeco Fund (Prudential Retirement & Annuity Ins) (last held $36M at 2023-12-31; absent from the 2024-12-31 filing)
Prudential Retirement & Annuity Ins Form 5500observed 5 days ago
$36.1M
Occurred
Dec 31, 2024
Holding in a pooled vehicle ended
Everest Reinsurance Retirement Plan no longer reports Small Cap Growth/emerald (Prudential Retirement & Annuity Ins) (last held $33M at 2023-12-31; absent from the 2024-12-31 filing)
Prudential Retirement & Annuity Ins Form 5500observed 5 days ago
$32.6M

Show 4 bookkeeping events

Occurred
Dec 31, 2025
Everest Reinsurance Retirement Plan total assets $332M -> $96M (-71.0%, 2024-12-31 to 2025-12-31)
Occurred
Jan 1, 2024
Everest Reinsurance Retirement Plan funded ratio 80.0% -> 89.8% (2023-01-01 to 2024-01-01)
Occurred
Jan 1, 2023
Everest Reinsurance Retirement Plan plan assets $377M -> $285M (-24.5%, 2022-01-01 to 2023-01-01)
Occurred
Jan 1, 2023
Everest Reinsurance Retirement Plan funded ratio 106.8% -> 80.0% (2022-01-01 to 2023-01-01)

Provenance

Graph: Allocators
Canonical id: dfx:al:60a5fb06-b478-4bf2-8b3d-3d5b728f02ef
First observed: Sep 15, 2026
Last observed: Sep 16, 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.