52 more commitments and 8 more dated events
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The Farmers Bank Defined Benefit Pension Plan
Corporate pension, based in Portland, Tennessee, reporting $16.4M in assets, for 153 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $16.4M
- Funded ratio
- 138.2%
- Fund commitments
- 17
Nothing material in the last 90 days. Last change: 31 Dec 2025, The Farmers Bank Defined Benefit Pension Plan first reports an interest in Prin High Yield Sep Acct-Z (Principal): $502,383 at 2025-12-31.
Capital path
who backs this record, through what, into what; each name opens its own path- Prin Equity Income Sa-Z4 commitments
- Principal Overseas Sep Acct-Z4 commitments
- Principal U.S. Property Sa-Z4 commitments
- Principal55 commitments
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
- Pooled separate accounts 100.0%
- Cash Balance Actuaries, LLC Actuarythrough Dec 31, 2025 Form 5500
- Acuff & Associates, Inc. Actuarythrough Dec 31, 2022 Form 5500
- Principal55 rows, latest Dec 31, 2025
- Dec 31, 2025Holding startedThe Farmers Bank Defined Benefit Pension Plan first reports an interest in Prin High Yield Sep Acct-Z (Principal): $502,383 at 2025-12-31with Principalaskebsa.dol.gov
- Dec 31, 2025Holding startedThe Farmers Bank Defined Benefit Pension Plan first reports an interest in Prin Midcap Sep Acct-Z (Principal): $527,024 at 2025-12-31with Principalaskebsa.dol.gov
- Dec 31, 2025Holding endedinferenceThe Farmers Bank Defined Benefit Pension Plan no longer reports Prin High Income Sep Acct-Z (Principal) (last held $489,949 at 2024-12-31; absent from the 2025-12-31 filing)with Principalaskebsa.dol.gov
- Dec 31, 2025Holding endedinferenceThe Farmers Bank Defined Benefit Pension Plan no longer reports Prin Intl Smallcap Sep Acct-Z (Principal) (last held $515,484 at 2024-12-31; absent from the 2025-12-31 filing)with Principalaskebsa.dol.gov
- Dec 31, 2025Assets changedThe Farmers Bank Defined Benefit Pension Plan total assets $15M -> $16M (+10.6%, 2024-12-31 to 2025-12-31)
+8 more dated events
Every name, record and relationship behind this count, with the source on each.
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| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2025 | Prin Equity Income Sa-Zseparate account | Principal | Fixed income | $1.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2025 | Prin High Yield Sep Acct-Zseparate account | Principal | Fixed income | $502,383 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2025 | Principal Overseas Sep Acct-Zseparate account | Principal | Pooled vehicles | $756,752 held | Disclosed holding | askebsa.dol.gov |
+52 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
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| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2025 to Dec 31, 2025 | 153 | $14.8M | $10.3M | 138.2% | $16.4M | Not disclosed | Not disclosed | Not disclosed |
| 2024 to Dec 31, 2024 | 153 | $14.4M | $10.6M | 130.4% | $14.8M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 150 | $12.3M | $9.6M | 123.3% | $14.4M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 146 | $14.4M | $8.5M | 162.7% | $12.3M | Not disclosed | Not disclosed | Not disclosed |
- Principal Midcap Sched. D P $527,024 PY2025
- Principal Equity Income Sched. D P $1.3M PY2025
- Principal High Yield Sched. D P $502,383 PY2025
+61 more service providers
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Provenance
Not yet on record: managers.
Record history
- Holding in a pooled vehicle started2025-12-31source
- Holding in a pooled vehicle started2025-12-31source
- Holding in a pooled vehicle ended2025-12-31source
+10 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
+3 connections on the graph
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