DFX Intelligence

3 more managers and 30 more commitments

Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.

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The Restated Noncontributory Retirement Plan for Cooperatives

Corporate pension· Kansas City, Missouri

Corporate pension, based in Kansas City, Missouri, reporting $30.7M in assets, for 340 participants.

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

As of 2023-04-01 · the latest dated event for this allocator; each figure carries its own filing or report date

Assets: $30.7M
Funded ratio: 100.0%
Fund commitments: 12
Managers: 5

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Commitments (12)Allocation policy Managers

As of 2023-04-01 · 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 Apr 2023, The Restated Noncontributory Retirement Plan for Cooperatives funded ratio 104.1% -> 100.3% (2022-04-01 to 2023-04-01).

Capital path

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

The Restated Noncontributory Retirement Plan for Cooperatives

Funds committed to

Principal/blackrock S&p 500 Index3 commitments
Principal/blackrock S&p Mc Indx Cit3 commitments
Principal/trp Inst Lcg Mgd Cit F3 commitments

All 12

Managers

Blackrock9 commitments
T Rowe Price3 commitments
Allspring3 commitments

All 6

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

Corporate pension

Assets

$30.7M

Total assets, Mar 31, 2025 reported

Funded

100.0%

Apr 1, 2024

Private markets target

no policy read

policy Mar 31, 2025

Commitments

5 managers on Schedule C

Plan sponsor: Fcstone Group, Inc.

Allocation policy

Form 5500, as of Mar 31, 2025

Actual allocation lines without a target (as filed)

Common/collective trusts 99.5%
Registered investment companies 0.5%

Consultants and advisers

2 firms

Principal Trusteethrough Mar 31, 2023 Form 5500
Mercer Actuarythrough Mar 31, 2023 Form 5500

People

No investment staff or executives have been read for this allocator yet.

Manager roster

6 managers on the commitment tape

From the plan’s own commitment disclosures

Blackrock9 rows, latest Mar 31, 2025
T Rowe Price3 rows, latest Mar 31, 2025
Allspring3 rows, latest Mar 31, 2025

+3 more managers received commitments

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

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

From Schedule C (investment management, code 28)

Blackrockplan years
Alliancebernstein L.P.plan years
T Rowe Priceplan years

+2 more Schedule C managers

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

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

What changed

2 events

Apr 1, 2023Funded status changed
The Restated Noncontributory Retirement Plan for Cooperatives funded ratio 104.1% -> 100.3% (2022-04-01 to 2023-04-01)
askebsa.dol.gov
Apr 1, 2023Assets changed
The Restated Noncontributory Retirement Plan for Cooperatives plan assets $37M -> $32M (-13.5%, 2022-04-01 to 2023-04-01)
askebsa.dol.gov

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

Commitments

33 rows, 0 dated closings

Date	Fund	Manager	Bucket	Amount	Status	Source
as of Mar 31, 2025	Principal/blackrock S&p 500 Indexcollective trust	Blackrock	Pooled vehicles	$670,855 held	Disclosed holding	askebsa.dol.gov
as of Mar 31, 2025	Principal/blackrock S&p Mc Indx Citcollective trust	Blackrock	Pooled vehicles	$351,855 held	Disclosed holding	askebsa.dol.gov
as of Mar 31, 2025	Principal/trp Inst Lcg Mgd Cit Fcollective trust	T Rowe Price	Pooled vehicles	$227,353 held	Disclosed holding	askebsa.dol.gov

+30 more commitments

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

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

Size and funding

33 readings

Total assets

$30.7M Mar 31, 2025 reported Form 5500

$31.4M (2024-03) · $32.3M (2023-03)

Plan assets

$31.4M Apr 1, 2024 reported Form 5500

$32.3M (2023-04) · $37.4M (2022-04)

Net assets

$30.7M Mar 31, 2025 reported Form 5500

$31.4M (2024-03) · $32.3M (2023-03)

Funded ratio

100.0% Apr 1, 2024 reported Form 5500

100.3% (2023-04) · 104.1% (2022-04)

Funding target

$24.5M Apr 1, 2024 reported Form 5500

$25.3M (2023-04) · $25.3M (2022-04)

Discount rate

5.31% Apr 1, 2024 reported Form 5500

5.28% (2023-04) · 5.45% (2022-04)

Participants

340 Apr 1, 2024 reported Form 5500

352 (2023-04) · 357 (2022-04)

Contributions

$0 Mar 31, 2025 reported Form 5500

$0 (2024-03) · $0 (2023-03)

Benefits paid

$1.8M Mar 31, 2025 reported Form 5500

$1.9M (2024-03) · $2.0M (2023-03)

Net investment income

-$704,567 Mar 31, 2025 reported Form 5500

-$945,206 (2024-03) · -$5.1M (2023-03)

Investment management fees

$28,056 Mar 31, 2025 reported Form 5500

$28,051 (2024-03) · $31,009 (2023-03)

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 Mar 31, 2025	340	$31.4M	$24.5M	100.0%	$30.7M	Not disclosed	Not disclosed	Not disclosed
2023 to Mar 31, 2024	352	$32.3M	$25.3M	100.3%	$31.4M	Not disclosed	Not disclosed	Not disclosed
2022 to Mar 31, 2023	357	$37.4M	$25.3M	104.1%	$32.3M	Not disclosed	Not disclosed	Not disclosed

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

Principal Financial Group codes 21 24 27 28 50 $28,056 PY2024
Mercer codes 11 50 $11,574 PY2024
Principal/blackrock S&p 500 Index Sched. D C $670,855 PY2024

+40 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 421091210-020

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.

Capital chain

The Restated Noncontributory Retirement Plan for Cooperatives sits on 6 traced paths of capital across the graphs.

Allocator commitments to a managerAllocator to credit manager to facility to borrower

DFX traced 6 paths of capital through this record

Every record on each path, what it committed or lent, and as of when.

Includes 3 days of DFX Intelligence. Then $299/month unless canceled.

Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.

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Record history

4 dated events on the change ledger, latest first

Holding in a pooled vehicle started
2024-03-31source
Holding in a pooled vehicle ended
2024-03-31source
Funded status changed
2023-04-01source

+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

+8 connections on the graph

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