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AllocatorsPlancorporate pension100m-1b

Retirement Income Plan for Selective Insurance Company of America

Allocators

Branchville, NJ

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Search this name across graphsid dfx:al:675fae71-ddb9-4880-8d7a-7a5ed2ef21ee

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, 3:08 AM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 6
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: $333Mlatest reading; see basis
Assets as of: Dec 31, 2024
Assets basis: REPORTED
Funded ratio: 117%
Participants: 2,765
Commitments: 13with an amount; holdings are counted apart
Managers: 4
Funds: 5
Re-ups: 0
First-time managers: 0
Latest commitment: Dec 31, 2024
Consultants: 1
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
IRM Intermediate Corporate Collecti	Income Research & Mgmt. Inc.	Pooled vehicle	$42.8M	Dec 31, 2024	Collective trust	Dol form 5500 pension
WTW Gt Real Asset Fund	Towers Watson	Real assets	$33.1M	Dec 31, 2024	Collective trust	Dol form 5500 pension
WTW Gt Real Asset Fund	Towers Watson	Real assets	$29.6M	Dec 31, 2023	Collective trust	Dol form 5500 pension
Long US Govt Bond Index Nl Fund	n/a	Fixed income	$27.7M	Dec 31, 2023	Collective trust	Dol form 5500 pension
WTW Gt Real Asset Fund	Towers Watson	Real assets	$26.8M	Dec 31, 2022	Collective trust	Dol form 5500 pension
Long US Govt Bond Index Nl Fund	n/a	Fixed income	$26.0M	Dec 31, 2024	Collective trust	Dol form 5500 pension
CTF Global Total Return	Wellington Trust Company	Pooled vehicle	$24.0M	Dec 31, 2022	Collective trust	Dol form 5500 pension
IRM Intermediate Corporate Collecti	Income Research & Mgmt. Inc.	Pooled vehicle	$22.3M	Dec 31, 2023	Collective trust	Dol form 5500 pension
Russell 3000 Index Fund	Blackrock Institutional Trust Co,na	Pooled vehicle	$11.4M	Dec 31, 2023	Collective trust	Dol form 5500 pension
Russell 3000 Index Fund	Blackrock Institutional Trust Co,na	Pooled vehicle	$7.5M	Dec 31, 2022	Collective trust	Dol form 5500 pension
Russell 3000 Index Fund	Blackrock Institutional Trust Co,na	Pooled vehicle	$6.6M	Dec 31, 2024	Collective trust	Dol form 5500 pension
Long US Govt Bond Index Nl Fund	n/a	Fixed income	$6.1M	Dec 31, 2022	Collective trust	Dol form 5500 pension
IRM Intermediate Corporate Collecti	Income Research & Mgmt. Inc.	Pooled vehicle	$2.5M	Dec 31, 2022	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; 12 rows folded into 4

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Interest-bearing cash	n/a	n/a	n/a	2	$7.6M	Dec 31, 2024	Derived
Partnership/joint venture interests	n/a	n/a	n/a	0	$315,086	Dec 31, 2024	Derived
Common/collective trusts	n/a	n/a	n/a	98	$325M	Dec 31, 2024	Derived
Common stock	n/a	n/a	n/a	0	$10,244	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
Towers Watson	Pension consultant	Jan 1, 2024	Dec 31, 2024	no	fact	Dol form 5500 pension
Wellington Trust Company	trustee	Jan 1, 2023	Dec 31, 2023	no	fact	Dol form 5500 pension
Hewitt Associates	actuary	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension
AXA Equitable Life Ins Co	General consultant	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension
Blackrock Institutional Trust Co,na	trustee	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension
AON Consulting, Inc.	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
Clearwater	Investment management	Jan 1, 2022	Dec 31, 2022	no	fact
Willis Towers Watson	Investment management	Jan 1, 2022	Dec 31, 2022	no	fact

Relationships

Sponsors (1)

← Selective Insurance Company of AmericaPlan sponsorPlan sponsor
Jan 1, 2022 to presentfactForm 5500

Advised by (6)

→ Hewitt AssociatesInvestment consultantactuary
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ AXA Equitable Life Ins CoManager with allocator capitalGeneral consultant
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ Blackrock Institutional Trust Co,naInvestment consultanttrustee
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ AON Consulting, Inc.Investment consultantactuary
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ Wellington Trust CompanyInvestment consultanttrustee
Jan 1, 2023 to Dec 31, 2023factForm 5500
→ Towers WatsonInvestment consultantPension consultant
Jan 1, 2024 to Dec 31, 2024factForm 5500

Manages for (2)

← ClearwaterManager with allocator capitalInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500
← Willis Towers WatsonInvestment consultantInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500

Dated events

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

Occurred
Dec 31, 2024
Manager relationship ended
Wellington Trust Co no longer appears on Retirement Income Plan for Selective Insurance Company of America's Schedule C as investment manager (plan year 2024 vs 2023)
Wellington Trust Company Form 5500observed 3 days ago
Occurred
Dec 31, 2023
Manager relationship started
Wellington Trust Co appears on Retirement Income Plan for Selective Insurance Company of America's Schedule C as investment manager (plan year 2023 vs 2022)
Wellington Trust Company Form 5500observed 3 days ago
Occurred
Dec 31, 2023
Holding in a pooled vehicle ended
Retirement Income Plan for Selective Insurance Company of America no longer reports CTF Global Total Return (Wellington Trust Company) (last held $24M at 2022-12-31; absent from the 2023-12-31 filing)
Wellington Trust Company Form 5500observed 3 days ago
$24.0M

Show 3 bookkeeping events

Occurred
Jan 1, 2024
Retirement Income Plan for Selective Insurance Company of America funded ratio 111.4% -> 116.7% (2023-01-01 to 2024-01-01)
Occurred
Jan 1, 2023
Retirement Income Plan for Selective Insurance Company of America plan assets $456M -> $342M (-25.2%, 2022-01-01 to 2023-01-01)
Occurred
Jan 1, 2023
Retirement Income Plan for Selective Insurance Company of America funded ratio 135.0% -> 111.4% (2022-01-01 to 2023-01-01)

Provenance

Graph: Allocators
Canonical id: dfx:al:675fae71-ddb9-4880-8d7a-7a5ed2ef21ee
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.