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AllocatorsPlancorporate pension<100m

Mutual Benefit Insurance Company Retirement Plan

Allocators

Huntingdon, PA

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Search this name across graphsid dfx:al:d6a01cba-2009-4f4b-b63f-cdf3566463f2

Data as of Sep 15, 2026 (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built Sep 20, 2026, 4:22 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
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: $29.9Mlatest reading; see basis
Assets as of: Dec 30, 2024
Assets basis: REPORTED
Funded ratio: 88%
Participants: 196
Commitments: 8with an amount; holdings are counted apart
Managers: 1
Funds: 4
Re-ups: 0
First-time managers: 0
Latest commitment: Dec 30, 2024
Consultants: 0
Private markets target, %: 0latest policy, percent of assets
Private equity target, %: 0latest policy, percent of assets
Latest policy: Dec 30, 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
Prin Ldi Long Duration Sa-Z	Principal	Fixed income	$5.2M	Dec 30, 2023	Separate account	Dol form 5500 pension
Prin Ldi Long Duration Sa-Z	Principal	Fixed income	$5.1M	Dec 30, 2024	Separate account	Dol form 5500 pension
Prin Ldi Ext Dur Sep Acct-Z	Principal	Pooled vehicle	$4.9M	Dec 30, 2023	Separate account	Dol form 5500 pension
Prin Ldi Ext Dur Sep Acct-Z	Principal	Pooled vehicle	$4.5M	Dec 30, 2024	Separate account	Dol form 5500 pension
Prin Ldi Intrm Dur Sep Acct-Z	Principal	Pooled vehicle	$3.8M	Dec 30, 2023	Separate account	Dol form 5500 pension
Prin Ldi Intrm Dur Sep Acct-Z	Principal	Pooled vehicle	$3.7M	Dec 30, 2024	Separate account	Dol form 5500 pension
Prin Ldi Short Dur Sep Acct-Z	Principal	Pooled vehicle	$3.5M	Dec 30, 2023	Separate account	Dol form 5500 pension
Prin Ldi Short Dur Sep Acct-Z	Principal	Pooled vehicle	$3.5M	Dec 30, 2024	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; 4 rows folded into 2

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Pooled separate accounts	n/a	n/a	n/a	56	$16.7M	Dec 30, 2024	Derived
Registered investment companies	n/a	n/a	n/a	44	$13.0M	Dec 30, 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
Cambridge Investment Research Advis	Investment adviser	Dec 31, 2022	Dec 30, 2023	no	fact	Dol form 5500 pension
World Investment Advisors, LLC	Investment adviser	Dec 31, 2022	Dec 30, 2023	no	fact	Dol form 5500 pension
Principal Financial Group	actuary	Dec 31, 2022	Dec 30, 2023	no	fact	Dol form 5500 pension

Relationships

Sponsors (1)

← Mutual Benefit Insurance CompanyPlan sponsorPlan sponsor
Dec 31, 2022 to presentfactForm 5500

Advised by (3)

→ Cambridge Investment Research AdvisInvestment consultantInvestment adviser
Dec 31, 2022 to Dec 30, 2023factForm 5500
→ World Investment Advisors, LLCInvestment consultantInvestment adviser
Dec 31, 2022 to Dec 30, 2023factForm 5500
→ Principal Financial GroupInvestment consultantactuary
Dec 31, 2022 to Dec 30, 2023factForm 5500

Dated events

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

Occurred
Dec 31, 2023
Consultant changed
Pensionmark Financial Group, LLC no longer appears on Mutual Benefit Insurance Company Retirement Plan's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)
World Investment Advisors, LLC Form 5500observed 5 days ago

Show 1 bookkeeping events

Occurred
Dec 31, 2023
Mutual Benefit Insurance Company Retirement Plan funded ratio 83.8% -> 87.7% (2022-12-31 to 2023-12-31)

Provenance

Graph: Allocators
Canonical id: dfx:al:d6a01cba-2009-4f4b-b63f-cdf3566463f2
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.