DFX Intelligence

Allocator Intelligence

The capital-owner graph behind private markets. Who owns the capital, who decides, how much, under what policy, on whose advice, to which managers, and what changed, with a source and a date behind every row. A target is never an actual, a disclosed holding is never an approval, and an estimate says so.

Corporate pension

Columbia Energy Group Pension Plan

Corporate pensionMerrillville, IN
Assets
$334M
Total assets, Dec 31, 2024 reported
Funded
96.5%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
6 managers on Schedule C
Plan sponsor: Nisource Inc.
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Other investments 0.3%
  • Master trust investment accounts 99.7%
Consultants and advisers
3 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
7 managers on Schedule C
From Schedule C (investment management, code 28)
Commitments
No fund commitments are on the tape for this allocator. The tape holds the plans that publish their own private-markets reports; a plan that publishes one and is not here is a gap we can close.
Size and funding
33 readings
Total assets
$334M Dec 31, 2024 reported Form 5500
$364M (2023-12) · $372M (2022-12)
Plan assets
$363M Jan 1, 2024 reported Form 5500
$371M (2023-01) · $531M (2022-01)
Net assets
$334M Dec 31, 2024 reported Form 5500
$364M (2023-12) · $372M (2022-12)
Funded ratio
96.5% Jan 1, 2024 reported Form 5500
94.2% (2023-01) · 112.3% (2022-01)
Funding target
$358M Jan 1, 2024 reported Form 5500
$377M (2023-01) · $404M (2022-01)
Discount rate
5.01% Jan 1, 2024 reported Form 5500
5.11% (2023-01) · 5.26% (2022-01)
Participants
2,989 Jan 1, 2024 reported Form 5500
3,185 (2023-01) · 3,421 (2022-01)
Contributions
$0 Dec 31, 2024 reported Form 5500
$0 (2023-12) · $0 (2022-12)
Benefits paid
$42.9M Dec 31, 2024 reported Form 5500
$44.5M (2023-12) · $57.2M (2022-12)
Net investment income
$-30.2M Dec 31, 2024 reported Form 5500
$-8.0M (2023-12) · $-160M (2022-12)
Investment management fees
$172,932 Dec 31, 2024 reported Form 5500
$16,931 (2023-12) · $-42,112 (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 20242,989$363M$358M96.5%$334Mn/a$333Mn/a
2023 to Dec 31, 20233,185$371M$377M94.2%$364Mn/a$363Mn/a
2022 to Dec 31, 20223,421$531M$404M112.3%$372Mn/a$371Mn/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
10 events
  • Dec 31, 2024Manager relationship started
    Allspring Global Investments, LLC appears on Columbia Energy Group Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with Allspring Global Investments LLCaskebsa.dol.gov
  • Dec 31, 2024Manager relationship started
    Portfolio Advisors LP appears on Columbia Energy Group Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with Portfolio Advisors LPaskebsa.dol.gov
  • Dec 31, 2024Manager relationship started
    Macquarie Investment Mgmnt Advisers appears on Columbia Energy Group Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with Macquarie Investment Mgmnt Advisersaskebsa.dol.gov
  • Dec 31, 2024Manager relationship started
    Glouston Capital appears on Columbia Energy Group Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with Glouston Capitalaskebsa.dol.gov
  • Dec 31, 2024Manager relationship started
    Abrdn Inc appears on Columbia Energy Group Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with Aberdeen Asset Managementaskebsa.dol.gov
  • Dec 31, 2024Manager relationship started
    Sigular Guff appears on Columbia Energy Group Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with Sigular Guffaskebsa.dol.gov
  • Jan 1, 2024Funded status changed
    Columbia Energy Group Pension Plan funded ratio 94.2% -> 96.5% (2023-01-01 to 2024-01-01)
  • Dec 31, 2023Manager relationship started
    Blackrock Institutional Trust Co. appears on Columbia Energy Group Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with Blackrock Institutional Trust Co,naaskebsa.dol.gov
  • Jan 1, 2023Funded status changed
    Columbia Energy Group Pension Plan funded ratio 112.3% -> 94.2% (2022-01-01 to 2023-01-01)
  • Jan 1, 2023Assets changed
    Columbia Energy Group Pension Plan plan assets $531M -> $371M (-30.1%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 352108964-001
Cross-graph: no entry on another DFX graph
First observed Sep 15, 2026, last observed Sep 16, 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.