This allocator's name and 1 more commitment
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Corporate pension in Michigan
Corporate pension, based in Coldwater, Michigan, reporting $32.8M in assets, for 377 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $32.8M
- Funded ratio
- 100.6%
- Fund commitments
- 2
- Managers
- 3
Nothing material in the last 90 days. Last change: 1 Jan 2023, Funded status changed.
Capital path
who backs this record, through what, into what; each name opens its own path- Fidelity 500 Index2 commitments
- Massmutual Mid Cap Growth I2 commitments
- Pimco2 commitments
- Vanguard1 commitment
- Fidelity Investments1 commitment
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
- Registered investment companies 100.0%
- Prime Capital Investment Advis Investment adviser (plan)through Dec 31, 2022 Form 5500
- Milliman, Inc. Actuarythrough Dec 31, 2022 Form 5500
- Pimco2 rows, latest Dec 31, 2024
- Vanguard1 row, latest Dec 31, 2024
- Fidelity Investments1 row, latest Dec 31, 2023
- Vanguardplan years
- Pimcoplan years 2022
- Fidelity Investmentsplan years
+5 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.
- Jan 1, 2023Funded status changeddown 9 pointsaskebsa.dol.gov
- Jan 1, 2023Assets changeddown $7.8Maskebsa.dol.gov
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Fidelity 500 Indexseparate account | Vanguard | Pooled vehicles | $2.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Massmutual Mid Cap Growth Iseparate account | Pimco | Pooled vehicles | $1.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Massmutual Mid Cap Growth Iseparate account | Pimco | Pooled vehicles | $1.5M held | Disclosed holding | askebsa.dol.gov |
+1 more commitment
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.
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Dec 31, 2024 | 377 | $31.5M | $27.8M | 100.7% | $32.8M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 386 | $29.2M | $28.0M | 99.6% | $31.5M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 390 | $37.0M | $27.4M | 108.9% | $29.2M | Not disclosed | Not disclosed | Not disclosed |
- Empower Annuity Insurance Company codes 64 $234,094 PY2024
- Prime Capital Investment Advisors codes 27 $94,440 PY2024
- Massmutual Overseas I Sched. D P $2.5M PY2024
+55 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
Record history
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
+12 connections on the graph
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.