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The Pension Plan for the Mott Children's Health Center

Corporate pension· Flint, Michigan

Corporate pension, based in Flint, Michigan, reporting $34.6M in assets, for 294 participants.

Composed from this allocator's classification, location and filed figures.

Assets
$34.6M
Funded ratio
97.2%
Fund commitments
9
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Commitments (9)Allocation policy
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: 1 Jan 2025, The Pension Plan for the Mott Children's Health Center funded ratio 100.3% -> 97.2% (2024-01-01 to 2025-01-01).

Capital path

who backs this record, through what, into what; each name opens its own path
The Pension Plan for the Mott Children's Health Center
Funds committed to
All 9
Managers
Size, funding, policy and commitments, with their basesCorporate pensionShow
Corporate pension
Assets
$34.6M
Total assets, Dec 31, 2025 reported
Funded
97.2%
Jan 1, 2025
Private markets target
no policy read
policy Dec 31, 2025
Commitments
9
none on the tape
Plan sponsor: Mott Children's Health Center
Allocation policy
Form 5500, as of Dec 31, 2025
Actual allocation lines without a target (as filed)
  • Pooled separate accounts 89.9%
  • Registered investment companies 9.2%
Consultants and advisers
2 firms
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
What changed
5 events
  • Jan 1, 2025Funded status changed
    The Pension Plan for the Mott Children's Health Center funded ratio 100.3% -> 97.2% (2024-01-01 to 2025-01-01)
    askebsa.dol.gov
  • Dec 31, 2024Holding endedinference
    The Pension Plan for the Mott Children's Health Center no longer reports Prin Largecap Growth I Sa-Z (Principal) (last held $1M at 2023-12-31; absent from the 2024-12-31 filing)
    with Principalaskebsa.dol.gov
  • Jan 1, 2024Funded status changed
    The Pension Plan for the Mott Children's Health Center funded ratio 95.2% -> 100.3% (2023-01-01 to 2024-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Funded status changed
    The Pension Plan for the Mott Children's Health Center funded ratio 112.7% -> 95.2% (2022-01-01 to 2023-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Assets changed
    The Pension Plan for the Mott Children's Health Center plan assets $43M -> $32M (-26.1%, 2022-01-01 to 2023-01-01)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
34 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2025Prin Lgcp S&p 500 Index Sa-Zseparate accountPrincipalPooled vehicles$715,201 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2025Prin Smcap S&p 600 Index Sa-Zseparate accountPrincipalPooled vehicles$686,924 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2025Prin Ldi Long Duration Sa-Zseparate accountPrincipalFixed income$15.9M heldDisclosed holdingaskebsa.dol.gov

+31 more commitments

Every fund and manager this allocator committed to, with the amount, date and source on each.

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Size and funding
40 readings
Total assets
$34.6M Dec 31, 2025 reported Form 5500
$32.8M (2024-12) · $33.6M (2023-12) · $32.0M (2022-12)
Plan assets
$32.8M Jan 1, 2025 reported Form 5500
$33.6M (2024-01) · $32.0M (2023-01) · $43.4M (2022-01)
Net assets
$34.6M Dec 31, 2025 reported Form 5500
$32.8M (2024-12) · $33.6M (2023-12) · $32.0M (2022-12)
Funded ratio
97.2% Jan 1, 2025 reported Form 5500
100.3% (2024-01) · 95.3% (2023-01) · 112.7% (2022-01)
Funding target
$33.8M Jan 1, 2025 reported Form 5500
$33.5M (2024-01) · $33.6M (2023-01) · $32.9M (2022-01)
Discount rate
5.34% Jan 1, 2025 reported Form 5500
5.18% (2024-01) · 5.26% (2023-01) · 5.43% (2022-01)
Participants
294 Jan 1, 2025 reported Form 5500
288 (2024-01) · 272 (2023-01) · 263 (2022-01)
Contributions
$1.2M Dec 31, 2025 reported Form 5500
$1.2M (2024-12) · $1.0M (2023-12) · $0 (2022-12)
Benefits paid
$2.2M Dec 31, 2025 reported Form 5500
$2.1M (2024-12) · $2.1M (2023-12) · $2.1M (2022-12)
Net investment income
$1.7M Dec 31, 2025 reported Form 5500
-$740,676 (2024-12) · $1.5M (2023-12) · -$11.3M (2022-12)
Form 5500 filings
4 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2025 to Dec 31, 2025294$32.8M$33.8M97.2%$34.6MNot disclosedNot disclosedNot disclosed
2024 to Dec 31, 2024288$33.6M$33.5M100.3%$32.8MNot disclosedNot disclosedNot disclosed
2023 to Dec 31, 2023272$32.0M$33.6M95.3%$33.6MNot disclosedNot disclosedNot disclosed
2022 to Dec 31, 2022263$43.4M$32.9M112.7%$32.0MNot disclosedNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • Principal Life Insurance Company codes 13 50 64 $75,799 PY2025
  • YEO & Yeo codes 10 50 $12,000 PY2025
  • Osaic Wealth Inc codes 49 99 PY2025

+53 more service providers

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Provenance
Identifiers: EIN-PN 381878678-001
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: managers.

Record history

5 dated events on the change ledger, latest first
  • Holding in a pooled vehicle ended
    2024-12-31source
  • Funded status changed
    2023-01-01source
  • Funded status changed
    2024-01-01source

+2 more changes on this record's ledger

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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.

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