DFX Intelligence
Defined Benefit Pension Plan of Wisconsin Community Services, Inc.
Corporate pension· Milwaukee, Wisconsin
Corporate pension, based in Milwaukee, Wisconsin, reporting $7.8M in assets, for 189 participants.
Composed from this allocator's classification, location and filed figures.
As of · the latest dated event for this allocator; each figure carries its own filing or report date
- Assets
- $7.8M
- Funded ratio
- 80.1%
- Fund commitments
- 2
- Managers
- 1
As of · 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: 30 Jun 2025, Defined Benefit Pension Plan of Wisconsin Community Services, Inc. first reports an interest in Core Bond Fund: $8M at 2025-06-30.
Capital path
who backs this record, through what, into what; each name opens its own pathDefined Benefit Pension Plan of Wisconsin Community Services, Inc.
Funds committed to
- Separate Account Number 12 commitments
- Core Bond Fund1 commitment
Managers
- Mutual of America Life Insurance Co3 commitments
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
Corporate pension
Assets
$7.8M
Total assets, Jun 30, 2025 reported
Funded
80.1%
Jul 1, 2024
Private markets target
no policy read
policy Jun 30, 2025
Commitments
2
1 manager on Schedule C
Plan sponsor: Wisconsin Community Services, Inc.
Allocation policy
Form 5500, as of Jun 30, 2025
Actual allocation lines without a target (as filed)
- Other investments 0.1%
- Pooled separate accounts 99.9%
Consultants and advisers
2 firms
- Mutual of America Life Insurance Co Actuarythrough Jun 30, 2023 Form 5500
- Mutual of America Life Insurance Co 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
- Mutual of America Life Insurance Co3 rows, latest Jun 30, 2025
From Schedule C (investment management, code 28)
- Mutual of America Life Insurance Coplan years
What changed
4 events
- Jun 30, 2025Holding startedDefined Benefit Pension Plan of Wisconsin Community Services, Inc. first reports an interest in Core Bond Fund: $8M at 2025-06-30with US Government Money Market Fundaskebsa.dol.gov
- Jun 30, 2025Holding endedinferenceDefined Benefit Pension Plan of Wisconsin Community Services, Inc. no longer reports Separate Account Number 1 (last held $10M at 2024-06-30; absent from the 2025-06-30 filing)with Separate Account Number 1askebsa.dol.gov
- Jun 30, 2025Assets changedDefined Benefit Pension Plan of Wisconsin Community Services, Inc. total assets $10M -> $8M (-23.3%, 2024-06-30 to 2025-06-30)
- Jul 1, 2024Funded status changedDefined Benefit Pension Plan of Wisconsin Community Services, Inc. funded ratio 84.9% -> 80.1% (2023-07-01 to 2024-07-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
3 rows, 0 dated closings
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Jun 30, 2025 | Core Bond Fundseparate account | Mutual of America Life Insurance Co | Fixed income | $7.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2024 | Separate Account Number 1separate account | Mutual of America Life Insurance Co | Pooled vehicles | $9.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2023 | Separate Account Number 1separate account | Mutual of America Life Insurance Co | Pooled vehicles | $9.6M held | Disclosed holding | askebsa.dol.gov |
Size and funding
30 readings
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 | 189 | $10.1M | $8.9M | 80.1% | $7.8M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Jun 30, 2024 | 196 | $9.7M | $9.4M | 84.9% | $10.1M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Jun 30, 2023 | 197 | $9.1M | $9.1M | 86.0% | $9.7M | Not disclosed | Not disclosed | Not disclosed |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Mutual of America Life Insurance Co codes 11 12 15 $12,550 PY2024
- Separate Account Number 1 Sched. D P $7.8M PY2024
- Mutual of America codes 11 PY2024
+6 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 390808464-001
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.
Record history
4 dated events on the change ledger, latest first
- Holding in a pooled vehicle started2025-06-30source
- Holding in a pooled vehicle ended2025-06-30source
- Funded status changed2024-07-01source
+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
+4 connections on the graph
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.