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AllocatorsPlancorporate pension100m-1b

United Pension Plan

Allocators

Cedar Rapids, IA

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Search this name across graphsid dfx:al:fd03d43f-60ee-4f7e-9fa0-b7e21e054632

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, 1:53 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 14
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: $241Mlatest reading; see basis
Assets as of: Dec 31, 2024
Assets basis: REPORTED
Funded ratio: 123%
Participants: 2,103
Commitments: 11with an amount; holdings are counted apart
Managers: 1
Funds: 8
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
Prin Lgcp S&p 500 Index Sa-Z	Principal	Pooled vehicle	$32.0M	Dec 31, 2024	Separate account	Dol form 5500 pension
Principal U.S. Property Sa-Z	Principal	Real estate	$28.5M	Dec 31, 2022	Separate account	Dol form 5500 pension
Principal U.S. Property Sa-Z	Principal	Real estate	$25.4M	Dec 31, 2023	Separate account	Dol form 5500 pension
Prin Core Plus Bond Sep Acct-Z	Principal	Fixed income	$16.8M	Dec 31, 2022	Separate account	Dol form 5500 pension
Prin Liquid Assets Sep Acct-Z	Principal	Pooled vehicle	$8.9M	Dec 31, 2024	Separate account	Dol form 5500 pension
Principal U.S. Property Sa-Z	Principal	Real estate	$6.7M	Dec 31, 2024	Separate account	Dol form 5500 pension
Prin Midcap S&p 400 Idx Sa-Z	Principal	Pooled vehicle	$6.2M	Dec 31, 2024	Separate account	Dol form 5500 pension
Prin Short-Term Income Sa-Z	Principal	cash	$5.2M	Dec 31, 2024	Separate account	Dol form 5500 pension
Prin Intl Equity Index Sa-Z	Principal	Public equity	$5.0M	Dec 31, 2024	Separate account	Dol form 5500 pension
Prin Liquid Assets Sep Acct-Z	Principal	Pooled vehicle	$4.5M	Dec 31, 2023	Separate account	Dol form 5500 pension
Prin Smcap S&p 600 Index Sa-Z	Principal	Pooled vehicle	$4.2M	Dec 31, 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; 15 rows folded into 3

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Interest-bearing cash	n/a	n/a	n/a	0	$545,613	Dec 31, 2024	Derived
Corporate debt instruments (other)	n/a	n/a	n/a	72	$173M	Dec 31, 2024	Derived
Pooled separate accounts	n/a	n/a	n/a	28	$68.1M	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
Capfinancial Partners, LLC	Investment adviser	Jan 1, 2024	Dec 31, 2024	no	fact	Dol form 5500 pension
Commonwealth Financial Network	Investment adviser	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension
Principal Securities Inc	Investment adviser	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension
Principal Financial Group	actuary	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension

Relationships

Sponsors (1)

← United Fire & Casualty CoPlan sponsorPlan sponsor
Jan 1, 2022 to presentfactForm 5500

Advised by (4)

→ Commonwealth Financial NetworkInvestment consultantInvestment adviser
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ Principal Securities IncInvestment consultantInvestment adviser
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ Principal Financial GroupInvestment consultantactuary
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ Capfinancial Partners, LLCInvestment consultantInvestment adviser
Jan 1, 2024 to Dec 31, 2024factForm 5500

Dated events

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

Occurred
Dec 31, 2024
Holding in a pooled vehicle started
United Pension Plan first reports an interest in Prin Lgcp S&p 500 Index Sa-Z (Principal): $32M at 2024-12-31
Principal Form 5500observed 4 days ago
$32.0M
Occurred
Dec 31, 2024
Consultant changed
Capfinancial Partners, L appears on United Pension Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)
Capfinancial Partners, LLC Form 5500observed 4 days ago
Occurred
Dec 31, 2024
Holding in a pooled vehicle started
United Pension Plan first reports an interest in Prin Intl Equity Index Sa-Z (Principal): $5M at 2024-12-31
Principal Form 5500observed 4 days ago
$5.0M
Occurred
Dec 31, 2024
Holding in a pooled vehicle started
United Pension Plan first reports an interest in Prin Midcap S&p 400 Idx Sa-Z (Principal): $6M at 2024-12-31
Principal Form 5500observed 4 days ago
$6.2M
Occurred
Dec 31, 2024
Holding in a pooled vehicle started
United Pension Plan first reports an interest in Prin Short-Term Income Sa-Z (Principal): $5M at 2024-12-31
Principal Form 5500observed 4 days ago
$5.2M
Occurred
Dec 31, 2024
Holding in a pooled vehicle started
United Pension Plan first reports an interest in Prin Smcap S&p 600 Index Sa-Z (Principal): $4M at 2024-12-31
Principal Form 5500observed 4 days ago
$4.2M
Occurred
Dec 31, 2023
Consultant changed
Principal Securities Inc no longer appears on United Pension Plan's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)
Principal Securities Inc Form 5500observed 4 days ago
Occurred
Dec 31, 2023
Holding in a pooled vehicle started
United Pension Plan first reports an interest in Prin Liquid Assets Sep Acct-Z (Principal): $4M at 2023-12-31
Principal Form 5500observed 4 days ago
$4.5M
Occurred
Dec 31, 2023
Holding in a pooled vehicle ended
United Pension Plan no longer reports Prin Core Plus Bond Sep Acct-Z (Principal) (last held $17M at 2022-12-31; absent from the 2023-12-31 filing)
Principal Form 5500observed 4 days ago
$16.8M

Show 5 bookkeeping events

Occurred
Jan 1, 2024
United Pension Plan funded ratio 117.7% -> 123.1% (2023-01-01 to 2024-01-01)
Occurred
Jan 1, 2024
United Pension Plan plan assets $230M -> $264M (+14.9%, 2023-01-01 to 2024-01-01)
Occurred
Dec 31, 2023
United Pension Plan total assets $230M -> $264M (+14.9%, 2022-12-31 to 2023-12-31)
Occurred
Jan 1, 2023
United Pension Plan funded ratio 130.7% -> 117.7% (2022-01-01 to 2023-01-01)
Occurred
Jan 1, 2023
United Pension Plan plan assets $288M -> $230M (-20.2%, 2022-01-01 to 2023-01-01)

Provenance

Graph: Allocators
Canonical id: dfx:al:fd03d43f-60ee-4f7e-9fa0-b7e21e054632
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.