DFX Intelligence
Employee Benefits Plan of the William Breman Jewish Home, Inc
Corporate pension· Atlanta, Georgia
Corporate pension, based in Atlanta, Georgia, for 264 participants.
Composed from this allocator's classification, location and filed figures.
As of · the latest dated event for this allocator; each figure carries its own filing or report date
- Funded ratio
- 98.4%
- Fund commitments
- 1
- Managers
- 1
As of · the latest dated event for this allocator; each figure carries its own filing or report date
Nothing material in the last 90 days. Last change: 30 Nov 2024, Employee Benefits Plan of the William Breman Jewish Home, Inc total assets $8M -> $0 (-100.0%, 2023-12-31 to 2024-11-30).
Capital path
who backs this record, through what, into what; each name opens its own pathEmployee Benefits Plan of the William Breman Jewish Home, Inc
Funds committed to
- Separate Account Number 12 commitments
Managers
- Mutual of America2 commitments
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
Corporate pension
Assets
not established
Total assets, Nov 30, 2024 reported
Funded
98.4%
Jan 1, 2024
Private markets target
no policy read
policy Dec 31, 2023
Commitments
1
1 manager on Schedule C
Plan sponsor: The William Breman Jewish Home, Inc
Allocation policy
Form 5500, as of Dec 31, 2023
Actual allocation lines without a target (as filed)
- Insurance company general account 0.2%
- Registered investment companies 99.8%
Consultants and advisers
1 firm
- Mutual of America Life Insurance Co Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 manager on the commitment tape
From the plan’s own commitment disclosures
- Mutual of America2 rows, latest Dec 31, 2023
From Schedule C (investment management, code 28)
- Mutual of Americaplan years
What changed
3 events
- Nov 30, 2024Assets changedEmployee Benefits Plan of the William Breman Jewish Home, Inc total assets $8M -> $0 (-100.0%, 2023-12-31 to 2024-11-30)
- Jan 1, 2023Funded status changedEmployee Benefits Plan of the William Breman Jewish Home, Inc funded ratio 104.5% -> 99.6% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedEmployee Benefits Plan of the William Breman Jewish Home, Inc plan assets $10M -> $8M (-18.6%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
2 rows, 0 dated closings
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2023 | Separate Account Number 1separate account | Mutual of America | Pooled vehicles | $7.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Separate Account Number 1separate account | Mutual of America | Pooled vehicles | $7.8M held | Disclosed holding | askebsa.dol.gov |
Size and funding
30 readings
Form 5500 filings
3 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Nov 30, 2024 | 264 | $7.9M | $8.4M | 98.4% | $0 | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 257 | $7.8M | $8.4M | 99.6% | $7.9M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 260 | $9.6M | $8.4M | 104.5% | $7.8M | Not disclosed | Not disclosed | Not disclosed |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Mutual of America codes 11 12 15 $26,425 PY2024
- Separate Account No. 1 Sched. D P PY2024
- Mutual of America codes 11 PY2024
+6 more service providers
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.
Provenance
Identifiers: EIN-PN 580610059-001
Cross-graph: no entry on another DFX graph
First observed Sep 15, 2026, last observed Sep 29, 2026. Classification confirmed. Every row above carries its source; a reported figure is the subject’s own, a derived one is arithmetic on reported figures, an estimated one is a model or a survey imputation and is never summed into a headline.
Not yet on record: assets.
Record history
3 dated events on the change ledger, latest first
- Funded status changed2023-01-01source
- Total assets changed2023-01-01source
- Total assets changed2024-11-30source
The ledger records every merge, rename and reclassification this record went through and the dated filings observed on it, so the identity on this page can be traced to the records it was built from. The ledger's own sentences name other records, so they show with the names.
›Connections
every published relationship on the graph
+3 connections on the graph
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.