This allocator's name
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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Corporate pension in Iowa
Corporate pension, based in DES Moines, Iowa, for 370 participants.
Composed from this allocator's classification, location and filed figures.
- Fund commitments
- 3
Nothing material in the last 90 days. Last change: 31 Dec 2023, Changed investment consultant to HUB International.
Capital path
who backs this record, through what, into what; each name opens its own path- Prin Ldi Long Duration Sa-Z1 commitment
- Prin Ldi Intrm Dur Sep Acct-Z1 commitment
- Prin Ldi Ext Dur Sep Acct-Z1 commitment
- Principal3 commitments
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
- Insurance company general account 1.6%
- Pooled separate accounts 98.4%
- HUB International Investment adviser (plan)through Nov 30, 2023 Form 5500
- Principal Global Investors LLC Investment adviser (plan)through Nov 30, 2023 Form 5500
- Capfinancial Partners, LLC Investment adviser (plan)through Dec 31, 2022 Form 5500
- Principal3 rows, latest Dec 31, 2022
- Dec 31, 2023Consultant changedinferencewith HUB Internationalaskebsa.dol.gov
- Dec 31, 2023Consultant changedinferencewith Principal Global Investors LLCaskebsa.dol.gov
- Nov 30, 2023Assets changeddown $50.2Maskebsa.dol.gov
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2022 | Prin Ldi Long Duration Sa-Zseparate account | Principal | Fixed income | $23.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Prin Ldi Intrm Dur Sep Acct-Zseparate account | Principal | Pooled vehicles | $25.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Prin Ldi Ext Dur Sep Acct-Zseparate account | Principal | Pooled vehicles | $371,470 held | Disclosed holding | askebsa.dol.gov |
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2023 to Nov 30, 2023 | 370 | Not disclosed | Not disclosed | n/a | $0 | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 714 | Not disclosed | Not disclosed | n/a | $50.2M | Not disclosed | Not disclosed | Not disclosed |
- Principal Life Insurance Company codes 13 50 64 $58,404 PY2023
- BCG Pension Risk codes 27 50 $56,250 PY2023
- Faegre Drinker Biddle & codes 29 50 $41,940 PY2023
+15 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Not yet on record: assets, funded ratio, managers.
This record sits on 3 traced paths of capital across the graphs.
DFX traced 3 paths of capital through this record
Every record on each path, what it committed or lent, and as of when.
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Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.
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Record history
- Consultant changed2023-12-31source
- Consultant changed2023-12-31source
- Total assets changed2023-11-30source
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.