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

IPL Retirement Plan for Bargaining Unit Ees

Corporate pensionMadison, WI
Assets
$266M
Total assets, Dec 31, 2024 reported
Funded
82.8%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
21
none on the tape
Plan sponsor: Interstate Power and Light Company
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Insurance company general account 0.0%
  • Master trust investment accounts 99.7%
  • Pooled separate accounts 0.3%
Consultants and advisers
3 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on the commitment tape
From the plan’s own commitment disclosures
From Schedule C (investment management, code 28)
Commitments
21 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024Principal Smallcap Sep Acct-R6separate accountPrincipalPooled vehicles$125,537 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Prin Midcap Sep Acct-Zseparate accountPrincipalPooled vehicles$14,843 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Prin Govt & Hq Bond Sa-R6separate accountPrincipalFixed income$4,993 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Prin Liquid Assets Sep Acct-Zseparate accountPrincipalPooled vehicles$17,751 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Prin Core Plus Bond Sep Acct-Zseparate accountPrincipalFixed income$9,884 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Prin Diversified Intl Sa-Zseparate accountPrincipalHedge / diversifiers$14,016 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Prin Lgcp S&p 500 Index Sa-Zseparate accountPrincipalPooled vehicles$524,324 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Principal Smallcap Sep Acct-R6separate accountPrincipalPooled vehicles$135,159 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prin Midcap Sep Acct-Zseparate accountPrincipalPooled vehicles$13,617 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prin Govt & Hq Bond Sa-R6separate accountPrincipalFixed income$5,114 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prin Liquid Assets Sep Acct-Zseparate accountPrincipalPooled vehicles$17,623 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prin Core Plus Bond Sep Acct-Zseparate accountPrincipalFixed income$10,037 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prin Diversified Intl Sa-Zseparate accountPrincipalHedge / diversifiers$14,752 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prin Lgcp S&p 500 Index Sa-Zseparate accountPrincipalPooled vehicles$443,924 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Principal Smallcap Sep Acct-R6separate accountPrincipalPooled vehicles$133,913 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prin Midcap Sep Acct-Zseparate accountPrincipalPooled vehicles$112,009 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prin Govt & Hq Bond Sa-R6separate accountPrincipalFixed income$5,077 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prin Liquid Assets Sep Acct-Zseparate accountPrincipalPooled vehicles$18,164 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prin Core Plus Bond Sep Acct-Zseparate accountPrincipalFixed income$9,751 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prin Diversified Intl Sa-Zseparate accountPrincipalHedge / diversifiers$13,901 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prin Lgcp S&p 500 Index Sa-Zseparate accountPrincipalPooled vehicles$394,684 heldDisclosed holdingaskebsa.dol.gov
Size and funding
31 readings
Total assets
$266M Dec 31, 2024 reported Form 5500
$273M (2023-12) · $264M (2022-12)
Plan assets
$272M Jan 1, 2024 reported Form 5500
$264M (2023-01) · $345M (2022-01)
Net assets
$266M Dec 31, 2024 reported Form 5500
$272M (2023-12) · $264M (2022-12)
Funded ratio
82.8% Jan 1, 2024 reported Form 5500
80.7% (2023-01) · 98.6% (2022-01)
Funding target
$297M Jan 1, 2024 reported Form 5500
$301M (2023-01) · $324M (2022-01)
Discount rate
5.13% Jan 1, 2024 reported Form 5500
5.25% (2023-01) · 5.42% (2022-01)
Participants
1,501 Jan 1, 2024 reported Form 5500
1,656 (2023-01) · 1,656 (2022-01)
Contributions
$50.0M Dec 31, 2022 reported Form 5500
Benefits paid
$20.3M Dec 31, 2024 reported Form 5500
$24.4M (2023-12) · $63.3M (2022-12)
Net investment income
$-6.3M Dec 31, 2024 reported Form 5500
$8.2M (2023-12) · $-81.8M (2022-12)
Investment management fees
$378,574 Dec 31, 2024 reported Form 5500
$658,868 (2023-12) · $675,969 (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 20241,501$272M$297M82.8%$266Mn/a$265Mn/a
2023 to Dec 31, 20231,656$264M$301M80.7%$273Mn/a$271Mn/a
2022 to Dec 31, 20221,656$345M$324M98.6%$264Mn/a$213Mn/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
7 events
  • Dec 31, 2024Manager relationship endedinference
    Rhumbline Advisors no longer appears on IPL Retirement Plan for Bargaining Unit Ees's Schedule C as investment manager (plan year 2024 vs 2023)
    with Rhumbline Advisers Corpaskebsa.dol.gov
  • Dec 31, 2024Manager relationship endedinference
    Nepc, LLC no longer appears on IPL Retirement Plan for Bargaining Unit Ees's Schedule C as investment manager (plan year 2024 vs 2023)
    with Nepc, LLCaskebsa.dol.gov
  • Jan 1, 2024Funded status changed
    IPL Retirement Plan for Bargaining Unit Ees funded ratio 80.7% -> 82.8% (2023-01-01 to 2024-01-01)
    askebsa.dol.gov
  • Dec 31, 2023Manager relationship started
    AON Investments USA appears on IPL Retirement Plan for Bargaining Unit Ees's Schedule C as investment manager (plan year 2023 vs 2022)
    with AON Investments USA Incaskebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinference
    Wellington Trust Company, Na no longer appears on IPL Retirement Plan for Bargaining Unit Ees's Schedule C as investment manager (plan year 2023 vs 2022)
    with Wellington Trust Companyaskebsa.dol.gov
  • Jan 1, 2023Funded status changed
    IPL Retirement Plan for Bargaining Unit Ees funded ratio 98.6% -> 80.7% (2022-01-01 to 2023-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Assets changed
    IPL Retirement Plan for Bargaining Unit Ees plan assets $345M -> $264M (-23.6%, 2022-01-01 to 2023-01-01)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 420331370-001
Cross-graph: no entry on another DFX graph
First observed Sep 15, 2026, last observed Sep 15, 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.