Shelter Insurance Employees Retirement Plan Overview

  • Type
  • Corporate Pension

  • Year Founded
  • 1981

Year Founded

  • Professionals
  • 2

Professionals

  • AUM

  • Commitments
  • 17

Shelter Insurance Employees Retirement Plan General Information

Description

Shelter Insurance Employees Retirement Plan is a noncontributory defined benefit single-employer corporate pension based in Columbia, Missouri. Established in 1981, the plan provides retirement and pension benefits to all full-time employees working on behalf of Shelter Mutual Insurance Company, Shelter General Insurance Company, Shelter Reinsurance Company, Shelter Life Insurance Company, and Shelter Financial Services, including its subsidiaries. UMB Bank is the custodian of the plan. The assets of the plan are managed by the executive management team.

Contact Information

Year Founded
1981
Commitment Size
Open To Secondaries
Open To First Time Funds
Institution Type
Corporate Pension
Primary Contact
Title
Plan Administrator & Director of Corporate Benefit Plans, Shelter Insurance Group
Email
Phone
Corporate Office
  • 1817 West Broadway
  • Columbia, MO 65218-0001
  • United States
+1 (573)

Shelter Insurance Employees Retirement Plan Commitments (17)

Fund Name Fund Manager Fund Location Vintage Fund Size Commitment Date Commitment
Goldman Sachs Asset Management New York, NY 2022
Oaktree Capital Management Los Angeles, CA 2021
Manulife Investment Management -Private Equity & Credit Toronto, Canada 2021
Baird Capital Chicago, IL 2020
Apax Partners London, United Kingdom 2019
You’re viewing 5 of 17 commitments. Get the full list »

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Shelter Insurance Employees Retirement Plan Commitment Analytics

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Commitments by Fund Type
Commitments by Fund Type
Commitments by Region
Commitments by Region

Shelter Insurance Employees Retirement Plan Investment Allocations

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  • Target PE:
    Current PE:
    %  Actual
  • Target Real Estate:
    Real Estate:
    %  Actual
  • Target Equities:
    Current Equities:
  • Target Fixed Income:
    Fixed Income:
  • Target Cash:
    Current Cash:
Investment allocations

Shelter Insurance Employees Retirement Plan Team (2)

Name Title Office
Christina Workman Vice President of Financial Operations & Treasurer, Shelter Insurance Group Columbia, MO
Jane Breen Plan Administrator & Director of Corporate Benefit Plans, Shelter Insurance Group Columbia, MO
To view Shelter Insurance Employees Retirement Plan’s complete team members history, request access »

Shelter Insurance Employees Retirement Plan FAQs

  • When was Shelter Insurance Employees Retirement Plan founded?

    Shelter Insurance Employees Retirement Plan was founded in 1981.

  • Where is Shelter Insurance Employees Retirement Plan headquartered?

    Shelter Insurance Employees Retirement Plan is headquartered in Columbia, MO.

  • How many Assets Under Management (AUM) does Shelter Insurance Employees Retirement Plan have?

    Shelter Insurance Employees Retirement Plan has in assets under management.

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