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Original filing (PDF)20250910160513NAL0013535747001
ENCOVA HOLDINGS, INC.
Form 5500
FILING_RECEIVED
MOTORISTS MUTUAL RETIREMENT PLAN
Defined-benefit pension plan
Signals · 2
38% in single holdingNo recordkeeper disclosed
Active participants
162
Accounts w/ balance
—
Plan assets (EOY)
$68.4M
Net assets (EOY)
$68.4M
How this plan invests
This plan
4 pooled trusts
Schedule D
16 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
81
Total plan cost
80
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "BlackRock U.S. Long Credit Bond Fund" is 38% of plan.
- 20 bps in Schedule C fees — modestly above peer band of 16 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ENCOVA HOLDINGS, INC..
Plan sponsor
Name
ENCOVA HOLDINGS, INC.
EIN
31-4259550
Address
471 EAST BROAD STREET · COLUMBUS, OH · 43215
Phone
(304) 941-1000
Industry
Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-10
Pension benefit codes
1A · Pay-related DB formula
1E · Section 401(h) arrangement
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
RSM US LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BLACKROCK INST. TRUST CO. | 94-3118547 | — | NONE | $68K | — |
| AON CONSULTING | 22-2232264 | — | NONE | $52K | — |
| UNITED BANK | 54-1071198 | PARKERSBURG, WV | NONE | $20K | — |
Investments
16 direct securities · 4 pooled funds· $125.1M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$68.4M
16 holdings
Common Collective Trust
$56.7M
4 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| US LONG CREDIT BOND FUND BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 45-3263177 / PN 001 | Common Collective Trust | — | — | $33.1M | 48.4% | |
| BlackRock U.S. Long Credit Bond Fund | — | — | $24.1M | $25.8M | 37.7% | |
| LONG TERM GVT BOND INDEX FUND BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 94-3118547 / PN 001 | Common Collective Trust | — | — | $16.9M | 24.7% | |
| BlackRock Long Term Government Bond Index Fund | — | — | $18.0M | $14.0M | 20.5% | |
| BlackRock U.S. Long Credit Bond Fund | — | — | $7.2M | $7.4M | 10.8% | |
| INTERMEDIATE DURATION CORP BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 82-2229248 / PN 001 | Common Collective Trust | — | — | $4.4M | 6.4% | |
| Vanguard Institutional Index | — | — | $2.2M | $3.7M | 5.4% | |
| BlackRock Intermediate Duration Corporate Credit Screened Non-Lendable Fund | — | — | $3.2M | $3.4M | 5.0% | |
| BlackRock Long Term Government Bond Index Fund | — | — | $3.1M | $2.8M | 4.2% | |
| Artisan International Value Fund | — | — | $1.9M | $2.4M | 3.5% | |
| 20 YEARS STRIPS FUND BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 27-3227381 / PN 001 | Common Collective Trust | — | — | $2.3M | 3.4% | |
| BlackRock U.S. STRIPS 20+ Year Bond Index RSL Fund | — | — | $3.1M | $1.8M | 2.7% | |
| Vanguard Institutional Index | — | — | $1.1M | $1.6M | 2.3% | |
| Vanguard S&P Small Cap 600 Index | — | — | $974K | $1.5M | 2.1% | |
| BlackRock Intermediate Duration Corporate Credit Screened Non-Lendable Fund | — | — | $881K | $965K | 1.4% | |
| Artisan International Value Fund | — | — | $710K | $905K | 1.3% | |
| Fidelity Government CL I #57 | — | — | $674K | $674K | 1.0% | |
| Fidelity Government CL I #57 | — | — | $601K | $601K | 0.9% | |
| BlackRock U.S. STRIPS 20+ Year Bond Index RSL Fund | — | — | $650K | $516K | 0.8% | |
| Vanguard S&P Small Cap 600 Index | — | — | $257K | $414K | 0.6% |
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