Enbridge Employee Services, Inc. Employees' Pension Plan
Corporate pension, based in Houston, Texas, reporting $1.1B in assets, for 7,685 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, Enbridge Employee Services, Inc. Employees' Pension Plan no longer reports Jpmcb Global Emerging Mkts Discover (JP Morgan Chase Bank) (last held $6M at 2023-12-31; absent from the 2024-12-31 filing).
1 more adviser, 6 more managers, 37 more commitments and 11 more dated events
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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Capital path
who backs this record, through what, into what; each name opens its own path- Blackrock Msci World Index Fund3 commitments
- World Ex-Us Alpha Tilts Fund3 commitments
- Blackrock Msci Eafe Small Cap Equit3 commitments
- Blackrock Institutional Trust Company, N.A.20 commitments
- Connor, Clark & Lunn Investment3 commitments
- GQG Partners LLC3 commitments
Relationship network
74 connected entities40 observed commitments22 repeat counterparties26 dated commitments shown here, 2022 to 2024
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
- Fund or vehicle
- 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
- Interest-bearing cash 0.5%
- Other investments 0.0%
- Partnership/joint venture interests 33.1%
- Common/collective trusts 60.3%
- Registered investment companies 0.9%
- Common stock 4.6%
Consultants and advisers
- Willis Towers Watson US LLC Custodianthrough Dec 31, 2024 Form 5500
- BNY Mellon Custodianthrough Dec 31, 2022 Form 5500
- Mercer Actuarythrough Dec 31, 2022 Form 5500
+1 more consultant or adviser advise this allocator
Every name, record and relationship behind this count, with the source on each.
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People
Manager roster
- Blackrock Institutional Trust Company, N.A.20 rows, latest Dec 31, 2024
- Connor, Clark & Lunn Investment3 rows, latest Dec 31, 2024
- GQG Partners LLC3 rows, latest Dec 31, 2024
+6 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
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- GQG Partners LLCplan years
- Blackrock Insti. Trust Company, N.Aplan years
- Blackrock Institutional Trust Company, N.A.plan years
+23 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
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What changed
- Dec 31, 2024Holding endedinferenceEnbridge Employee Services, Inc. Employees' Pension Plan no longer reports Jpmcb Global Emerging Mkts Discover (JP Morgan Chase Bank) (last held $6M at 2023-12-31; absent from the 2024-12-31 filing)with JP Morgan Chase Bankaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedWillis Tower Watson US LLC appears on Enbridge Employee Services, Inc. Employees' Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Willis Towers Watson US LLCaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedOaktree Capital Management, LP appears on Enbridge Employee Services, Inc. Employees' Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Oaktree Capital Management, LPaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedBCA Research Inc appears on Enbridge Employee Services, Inc. Employees' Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with BCA Research Incaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceJP Morgan Chase Bank, N.A. no longer appears on Enbridge Employee Services, Inc. Employees' Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with JP Morgan Chase Bankaskebsa.dol.gov
+11 more dated events
Every name, record and relationship behind this count, with the source on each.
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Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Blackrock Msci World Index Fundcollective trust | Blackrock Institutional Trust Company, N.A. | Pooled vehicles | $139M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | World Ex-Us Alpha Tilts Fundcollective trust | Blackrock Institutional Trust Company, N.A. | Pooled vehicles | $26.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Blackrock Msci Eafe Small Cap Equitcollective trust | Blackrock Institutional Trust Company, N.A. | Public equity | $6.3M held | Disclosed holding | askebsa.dol.gov |
+37 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
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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 | 7,685 | $817M | $685M | 96.9% | $1.1B | $367M | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 7,770 | $796M | $668M | 103.5% | $875M | $353M | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 8,046 | $928M | $659M | 107.3% | $846M | $349M | Not disclosed | Not disclosed |
- Willis Tower Watson US LLC codes 18 28 50 72 99 $1.2M PY2024
- Oaktree Capital Management, LP codes 28 $905,000 PY2024
- Global Infrastructure Management codes 28 $905,000 PY2024
+129 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Record history
- Holding in a pooled vehicle ended2024-12-31source on record
- Manager relationship ended2024-12-31source on record
- Manager relationship started2024-12-31source on record
+13 more changes 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
+31 connections on the graph
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