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Corporate pension in Michigan

Corporate pension· Grand Rapids, Michigan

Corporate pension, based in Grand Rapids, Michigan, reporting $8.9M in assets, for 132 participants.

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

As of 2024-07-01 · the latest dated event for this allocator; each figure carries its own filing or report date

Assets: $8.9M
Funded ratio: 222.5%
Fund commitments: 1

Open searches Plans backing its top manager Similar plans, same strategy

Commitments (1)Allocation policy

As of 2024-07-01 · 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 Jul 2024, Total assets changed.

Capital path

who backs this record, through what, into what; each name opens its own path

Corporate pension in Michigan

Funds committed to

Cmfg Life Insurance Company Psa3 commitments

Managers

Cmfg Life Insurance Company3 commitments

Size, funding, policy and commitments, with their basesCorporate pensionShow

Corporate pension

Assets

$8.9M

Total assets, Jun 30, 2025 reported

Funded

222.5%

Jul 1, 2024

Private markets target

no policy read

policy Jun 30, 2025

Commitments

none on the tape

Plan sponsor: this allocator

Allocation policy

Form 5500, as of Jun 30, 2025

Actual allocation lines without a target (as filed)

Registered investment companies 100.0%

Consultants and advisers

2 firms

Cmfg Life Insurance Company Actuarythrough Jun 30, 2023 Form 5500
Cuna Mutual Group Actuarythrough Jun 30, 2023 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

Cmfg Life Insurance Company3 rows, latest Jun 30, 2025

What changed

4 events

Jul 1, 2024Assets changed
$824Kaskebsa.dol.gov
Jun 30, 2024Assets changed
$824Kaskebsa.dol.gov
Jul 1, 2023Funded status changed
down 3 pointsaskebsa.dol.gov
Jul 1, 2023Assets changed
$830Kaskebsa.dol.gov

Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.

Commitments

3 rows, 0 dated closings

Date	Fund	Manager	Bucket	Amount	Status	Source
as of Jun 30, 2025	Cmfg Life Insurance Company Psaseparate account	Cmfg Life Insurance Company	Pooled vehicles	$8.9M held	Disclosed holding	askebsa.dol.gov
as of Jun 30, 2024	Cmfg Life Insurance Company Psaseparate account	Cmfg Life Insurance Company	Pooled vehicles	$8.9M held	Disclosed holding	askebsa.dol.gov
as of Jun 30, 2023	Cmfg Life Insurance Company Psaseparate account	Cmfg Life Insurance Company	Pooled vehicles	$8.0M held	Disclosed holding	askebsa.dol.gov

Size and funding

30 readings

Total assets

$8.9M Jun 30, 2025 reported Form 5500

$8.9M (2024-06) · $8.0M (2023-06)

Plan assets

$8.9M Jul 1, 2024 reported Form 5500

$8.0M (2023-07) · $7.2M (2022-07)

Net assets

$8.9M Jun 30, 2025 reported Form 5500

$8.9M (2024-06) · $8.0M (2023-06)

Funded ratio

222.5% Jul 1, 2024 reported Form 5500

222.9% (2023-07) · 225.5% (2022-07)

Funding target

$4.0M Jul 1, 2024 reported Form 5500

$3.6M (2023-07) · $3.2M (2022-07)

Discount rate

5.38% Jul 1, 2024 reported Form 5500

5.23% (2023-07) · 5.39% (2022-07)

Participants

132 Jul 1, 2024 reported Form 5500

132 (2023-07) · 123 (2022-07)

Contributions

$0 Jun 30, 2025 reported Form 5500

$0 (2024-06) · $300,000 (2023-06)

Benefits paid

$659,447 Jun 30, 2025 reported Form 5500

$67,605 (2024-06) · $276,719 (2023-06)

Net investment income

$71,400 Jun 30, 2025 reported Form 5500

$823,950 (2024-06) · $830,111 (2023-06)

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 Jun 30, 2025	132	$8.9M	$4.0M	222.5%	$8.9M	Not disclosed	Not disclosed	Not disclosed
2023 to Jun 30, 2024	132	$8.0M	$3.6M	222.9%	$8.9M	Not disclosed	Not disclosed	Not disclosed
2022 to Jun 30, 2023	123	$7.2M	$3.2M	225.5%	$8.0M	Not disclosed	Not disclosed	Not disclosed

Service providers and investment entities as filed (Schedule C and D, latest year first)

Cmfg Life Insurance Company codes 11 15 17 38 PY2024
Cmfg Life Insurance Company Psa Sched. D P $8.9M PY2024
Cuna Mutual Group codes 11 PY2024

+6 more service providers

Every name, record and relationship behind this count, with the source on each.

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Provenance

Identifiers: none on file

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

4 dated events on the change ledger, latest first

Funded status changed
2023-07-01source
Total assets changed
2023-07-01source
Total assets changed
2024-07-01source

+1 more change on this record's ledger

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.

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.