Centerpoint Energy Retirement Plan
Corporate pension, based in Houston, Texas, reporting $1.1B in assets, for 12,513 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2023, Park Lexington Advisors, LLC no longer appears on Centerpoint Energy Retirement Plan's Schedule C as investment adviser (plan) (plan year 2023 vs 2022).
4 more advisers
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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Relationship network
23 connected entities
From board minutes, annual reports, Form 5500 filings and public records of commitments, consultants and staff in the allocator graph. Commitment amounts are those the allocator disclosed; many are not printed, and none is estimated.
Some relationships on this record are counted rather than named here. They open with the full profile.
Click any name or line for the commitments and sources behind it. Line weight is commitments together; dashed lines are inferred.
- Sponsor
- Service provider
- Organization
›How strength and recency are read
Managers, funds and consultants are read from the commitments: three or more is a strong observed relationship, two a repeat counterparty. No consultant link is marked current on the source, so none is labelled current or former here. Related plans, people and plan service providers are ordered by what the filing shows.
Darker lines were active in the last 24 months or are current; lighter lines are older or undated.
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
Allocation policy
- Master trust investment accounts 91.2%
Consultants and advisers
- Callan LLC General consultantPension consultantthrough Dec 31, 2024 Form 5500
- Fidelity Institutional Asset Mgmt T Investment adviser (plan)through Dec 31, 2022 Form 5500
- Park Lexington Advisors, LLC Investment adviser (plan)through Dec 31, 2022 Form 5500
+4 more consultants and advisers advise this allocator
Every name, record and relationship behind this count, with the source on each.
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People
Manager roster
- Fidelity Institutional Asset Mgmtplan years 2024
- Fidelity Institutional Asset Mgmt Tplan years 2024
- Wellington Trust Companyplan years 2022
+4 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
What changed
- Dec 31, 2023Consultant changedinferencePark Lexington Advisors, LLC no longer appears on Centerpoint Energy Retirement Plan's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)with Park Lexington Advisors, LLCaskebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceTempo Holding Company DBA Alight no longer appears on Centerpoint Energy Retirement Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Alight Solutions LLCaskebsa.dol.gov
- Jan 1, 2023Funded status changedCenterpoint Energy Retirement Plan funded ratio 106.0% -> 80.6% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedCenterpoint Energy Retirement Plan plan assets $1.8B -> $1.1B (-41.3%, 2022-01-01 to 2023-01-01)
Commitments
Size and funding
Form 5500 filings
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Dec 31, 2024 | 12,513 | $1.0B | $1.3B | 82.3% | $1.1B | Not disclosed | $996M | Not disclosed |
| 2023 to Dec 31, 2023 | 12,994 | $1.1B | $1.3B | 80.6% | $1.1B | Not disclosed | $1.1B | Not disclosed |
| 2022 to Dec 31, 2022 | 15,380 | $1.8B | $1.6B | 106.0% | $1.1B | Not disclosed | $1.1B | Not disclosed |
- Alight codes 15 50 $1.1M PY2024
- Pacific Investment Management codes 28 51 $560,000 PY2024
- Northern Trust Company codes 21 50 $462,000 PY2024
+50 more service providers
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Provenance
Provenance
Not yet on record: fund commitments.
Record history
- Manager relationship ended2023-12-31source on record
- Consultant changed2023-12-31source on record
- Funded status changed2023-01-01source on record
+1 more change on this record's ledger
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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
+16 connections on the graph
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