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
Pension Plan for Hourly Employees of Southern Indiana Gas & Electric Company
Corporate pensionEvansville, IN
Assets
$38.5M
Total assets, Jun 30, 2025 reported
Funded
80.4%
Jul 1, 2024
Private markets target
n/a
policy Jun 30, 2025
Commitments
0
none on the tape
Plan sponsor: Southern Indiana Gas & Electric Company
Allocation policy
Form 5500, as of Jun 30, 2025
Actual allocation lines without a target (as filed)
- Master trust investment accounts 100.0%
Consultants and advisers
5 firms
- Callan LLC General consultantthrough Jun 30, 2023 Form 5500
- Aon Actuarythrough Jun 30, 2024 Form 5500
- AON Consulting, Inc. Actuarythrough Jun 30, 2023 Form 5500
- Northern Trust Co. Trusteethrough Jun 30, 2023 Form 5500
- Transamerica Retirement Solutions Actuarythrough Jun 30, 2023 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
3 managers on Schedule C
From Schedule C (investment management, code 28)
- Metlife Investment Managementplan years 2023
- Wellington Trust Companyplan years 2023
- Dimensional Fund Advisors, LPplan years 2023
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
Investment management fees
$160,000 (2024-06) · $64,000 (2023-06)
Form 5500 filings
3 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Jun 30, 2025 | 299 | $39.4M | $40.4M | 80.4% | $38.5M | n/a | $38.5M | n/a |
| 2023 to Jun 30, 2024 | 328 | $41.5M | $44.8M | 80.1% | $39.5M | n/a | $39.5M | n/a |
| 2022 to Jun 30, 2023 | 366 | $52.1M | $49.9M | 93.3% | $41.5M | n/a | $41.5M | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Callan LLC codes 16 17 50 $98,000 PY2024
- AON Consulting codes 11 50 $46,000 PY2024
- Centerpoint Energy codes 35 50 $40,000 PY2024
- Metlife Investment Management codes 28 51 $37,000 PY2024
- Mcconnell & Jones, LLP codes 10 50 $28,000 PY2024
- Northern Trust Company codes 21 50 $23,000 PY2024
- Alight Solutions LLC codes 15 50 64 99 $22,000 PY2024
- Wellington Trust Company codes 28 51 $9,000 PY2024
- CNP Energy,inc. Master Retire Trust Sched. D M $38.5M PY2024
- AON Consulting, Inc. codes 11 PY2024
- Callan LLC codes 16 17 50 $95,000 PY2023
- AON Consulting codes 11 50 $73,000 PY2023
- Mcconnell & Jones, LLP codes 10 50 $54,000 PY2023
- Metlife Investment Management codes 28 51 $48,000 PY2023
- Alight Solutions LLC codes 15 50 64 99 $21,000 PY2023
- Northern Trust Company codes 21 50 $17,000 PY2023
- Centerpoint Energy codes 35 50 $15,000 PY2023
- Talance Group, LP codes 10 50 $15,000 PY2023
- Wellington Trust Company codes 28 51 $12,000 PY2023
- Dimensional Fund Advisors, LP codes 28 51 $5,000 PY2023
- CNP Energy,inc. Master Retire Trust Sched. D M $39.5M PY2023
- AON Consulting, Inc. codes 11 PY2023
- Callan LLC codes 16 50 $92,000 PY2022
- Transamerica Retirement Solutions codes 11 12 15 28 38 50 59 61 62 63 64 $65,000 PY2022
- AON Consulting codes 11 50 $51,000 PY2022
- MET Life Investment Management codes 28 51 $45,000 PY2022
- Talance Group, LP codes 10 $13,000 PY2022
- Northern Trust Company codes 21 50 $12,000 PY2022
- Wellington Trust Company, Na codes 28 51 $12,000 PY2022
- Dimensional Fund Advisors, LP codes 28 51 $7,000 PY2022
- Mcconnell & Jones, LLP codes 10 50 $6,000 PY2022
- Transamerica Collective Trust Funds Sched. D C PY2022
- CNP Energy,inc. Master Retire Trust Sched. D M $41.5M PY2022
- AON Consulting, Inc. codes 11 PY2022
What changed
4 events
- Dec 31, 2024Manager relationship endedinferenceDimensional Fund Advisors, LP no longer appears on Pension Plan for Hourly Employees of Southern Indiana Gas & Electric Company's Schedule C as investment manager (plan year 2024 vs 2023)with Dimensional Fund Advisors, LPaskebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceTransamerica Retirement Solutions no longer appears on Pension Plan for Hourly Employees of Southern Indiana Gas & Electric Company's Schedule C as investment manager (plan year 2023 vs 2022)with Transamerica Retirement Solutionsaskebsa.dol.gov
- Jul 1, 2023Funded status changedPension Plan for Hourly Employees of Southern Indiana Gas & Electric Company funded ratio 93.3% -> 80.1% (2022-07-01 to 2023-07-01)
- Jul 1, 2023Assets changedPension Plan for Hourly Employees of Southern Indiana Gas & Electric Company plan assets $52M -> $41M (-20.4%, 2022-07-01 to 2023-07-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 350672570-002
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.