# Shelter Insurance Employees Retirement Plan

Shelter Insurance Employees Retirement Plan is a Pension Fund based in Columbia, United States.

## Overview

- **Organization type:** Pension Fund
- **Headquarters:** Columbia, United States
- **Region:** North America
- **Address:** 1817 West Broadway, Columbia, Missouri, United States
- **Founded:** 1981
- **Assets under management:** 608 (Altss estimate)
- **Website:** shelterinsurance.com
- **LinkedIn:** https://www.linkedin.com/company/shelter-insurance-companies

## Regulatory record

- **Reports private funds:** No

## About

The Shelter Insurance Employees Retirement Plan was established in 1981. It functions as the retirement vehicle for Shelter Mutual Insurance Company employees and provides defined benefits covering retirement, death, and disability. The plan maintains a 15.95 percent allocation to private equity. Confirmed commitments include positions in Baird Venture Partners V, Global Private Opportunities Partners, Manulife Investment Management Private Equity & Credit, Oaktree Capital Management, and Nuveen Real Estate U.S. Strategic. Geographic exposure centers on the United States with additional global private equity and credit exposure through Goldman Sachs and Manulife vehicles. Strategy tags list buyout, distressed debt, venture, secondaries, and co-investment mandates. Service providers include UMB Bank as custodian, J.P. Morgan Investment Management and SEI as advisors since 2013, and Goldman Sachs Asset Management, Baird Capital, Nuveen Real Estate, Oaktree Capital Management, and Manulife Investment Management as managers. The plan maintains a relationship with the Shelter Insurance Foundation, which focuses on education and community support in the United States. The plan operates under a single-sponsor structure tied directly to Shelter Mutual Insurance Company, with investment decisions executed exclusively through external managers rather than internal direct deal programs.

## Sectors

- Insurance
- Financial Services

## People

- Jane Breen — Plan Administrator

## Questions

### Who runs investment decisions at Shelter Insurance Employees Retirement Plan?

Jane Breen serves as Plan Administrator. External advisors J.P. Morgan Investment Management and SEI, along with managers including Goldman Sachs Asset Management and Oaktree Capital Management, execute day-to-day investment activity.

### Does Shelter Insurance Employees Retirement Plan participate in fund commitments or only direct deals?

The plan participates exclusively through fund commitments. Holdings include limited partner interests in Baird Venture Partners V, Global Private Opportunities Partners, and Oaktree Capital Management vehicles.

### What asset classes receive allocations from Shelter Insurance Employees Retirement Plan?

Private equity receives a disclosed 15.95 percent allocation. Additional exposure exists in real estate through Nuveen and in credit and private equity through Manulife and Goldman Sachs mandates.

### How is Shelter Insurance Employees Retirement Plan related to Shelter Mutual Insurance Company?

Shelter Mutual Insurance Company acts as plan sponsor. The retirement plan covers eligible employees of Shelter Mutual and its subsidiaries under a noncontributory defined benefit structure.

## Related profiles

- [Dart Capital](https://altss.com/profile/dart-capital)
- [SH Pension](https://altss.com/profile/sh-pension)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/shelter-insurance-employees-retirement-plan

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