This allocator's name and 2 more dated events
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Corporate pension in Maryland
Corporate pension, based in Baltimore, Maryland, reporting $34.0M in assets, for 204 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $34.0M
- Funded ratio
- 241.4%
- Fund commitments
- 2
Nothing material in the last 90 days. Last change: 31 Dec 2024, Holding started.
Capital path
who backs this record, through what, into what; each name opens its own path- Cuna Mutual Retirement Pension Fund2 commitments
- Trustee Retirement Pension Fund1 commitment
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
- Common/collective trusts 100.0%
- Trusteed Retirement Program Investment adviser (plan)through Dec 31, 2022 Form 5500
- Cmfg Life Insurance Company Actuarythrough Dec 31, 2022 Form 5500
- Cuna Mutual Group Actuarythrough Dec 31, 2022 Form 5500
- Dec 31, 2024Holding started
- Dec 31, 2024Holding endedinference
- Jan 1, 2024Funded status changed23 pointsaskebsa.dol.gov
- Jan 1, 2024Assets changed$3.7Maskebsa.dol.gov
- Dec 31, 2023Assets changed$3.7Maskebsa.dol.gov
+2 more dated events
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Trustee Retirement Pension Fundcollective trust | Great Gray Trust Company, LLC | Pooled vehicles | $34.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Cuna Mutual Retirement Pension Fundcollective trust | Collective Inv Funds for Cuna Mutual Insurance Society | Pooled vehicles | $31.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Cuna Mutual Retirement Pension Fundcollective trust | Collective Inv Funds for Cuna Mutual Insurance Society | Pooled vehicles | $27.7M held | Disclosed holding | askebsa.dol.gov |
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Dec 31, 2024 | 204 | $31.4M | $12.9M | 241.4% | $34.0M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 204 | $27.7M | $12.5M | 218.6% | $31.4M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 206 | $33.3M | $12.0M | 275.4% | $27.7M | Not disclosed | Not disclosed | Not disclosed |
- Cmfg Life Insurance Company codes 11 15 17 38 $115,390 PY2024
- Trusteed Retirement Program codes 20 27 51 $4,659 PY2024
- Cuna Mutual Retirement Pension Fund Sched. D C PY2024
+10 more service providers
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Provenance
Not yet on record: managers.
Record history
- Holding in a pooled vehicle started2024-12-31source
- Holding in a pooled vehicle ended2024-12-31source
- Funded status changed2023-01-01source
+4 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.
›Connections
every published relationship on the graph
+4 connections on the graph
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