Corporate pension in Indiana
Corporate pension, based in Evansville, Indiana, reporting $9.8M in assets, for 121 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 1 Jan 2024, Total assets changed.
This allocator's name
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
4 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.
1 more related plan or sponsor on this record
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- Service provider
›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 1.8%
- Corporate debt instruments (other) 12.8%
- U.S. Government securities 16.6%
- Common stock 68.5%
Consultants and advisers
- Morgan Stanley Smith Barney, LLC Investment adviser (plan)through Dec 31, 2025 Form 5500
- OLD National Bank Trusteethrough Dec 31, 2025 Form 5500
- Nyhart Actuarythrough Dec 31, 2025 Form 5500
People
Manager roster
What changed
- Jan 1, 2024Assets changed$929Kaskebsa.dol.gov
- Dec 31, 2023Assets changed$929Kaskebsa.dol.gov
- Jan 1, 2023Funded status changeddown 3 pointsaskebsa.dol.gov
- Jan 1, 2023Assets changeddown $2.2Maskebsa.dol.gov
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 |
|---|---|---|---|---|---|---|---|---|
| 2025 to Dec 31, 2025 | 121 | $9.1M | $6.3M | 100.9% | $9.8M | Not disclosed | Not disclosed | Not disclosed |
| 2024 to Dec 31, 2024 | 128 | $9.0M | $6.6M | 101.0% | $9.1M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 133 | $8.1M | $6.6M | 101.2% | $9.0M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 140 | $10.2M | $6.6M | 104.1% | $8.1M | Not disclosed | Not disclosed | Not disclosed |
- Morgan Stanley codes 27 50 $71,180 PY2025
- Old National Trust Company codes 21 50 $30,154 PY2025
- Nyhart codes 11 PY2025
+9 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, managers.
Record history
- Total assets changed2024-01-01source on record
- Total assets changed2023-12-31source on record
- Funded status changed2023-01-01source on record
+1 more change on this record's ledger
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
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
+4 connections on the graph
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.