Idaho National Laboratory Employee Retirement Plan
Corporate pension, based in Idaho Falls, Idaho, reporting $2.0B in assets, for 7,462 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 1 Oct 2024, Idaho National Laboratory Employee Retirement Plan funded ratio 96.4% -> 90.9% (2023-10-01 to 2024-10-01).
1 more adviser and 2 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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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
- Interest-bearing cash 0.0%
- Corporate debt instruments (other) 34.5%
- U.S. Government securities 17.6%
- Insurance company general account 2.2%
- Other investments 8.3%
- Partnership/joint venture interests 2.1%
- Registered investment companies 20.9%
- Common stock 9.2%
- Real estate (other than employer real property) 3.0%
Consultants and advisers
- Curcio Webb General consultantthrough Sep 30, 2024 Form 5500
- AON Investments USA Inc Investment adviser (plan)through Sep 30, 2023 Form 5500
- Mercer Actuarythrough Sep 30, 2023 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
- Earnest Partnersplan years 2025
- Capital Bank and Trust Companyplan years 2024
- Fisher Investmentsplan years 2023
+10 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
- Oct 1, 2024Funded status changedIdaho National Laboratory Employee Retirement Plan funded ratio 96.4% -> 90.9% (2023-10-01 to 2024-10-01)
- Oct 1, 2024Assets changedIdaho National Laboratory Employee Retirement Plan plan assets $1.7B -> $1.9B (+12.2%, 2023-10-01 to 2024-10-01)
- Sep 30, 2024Assets changedIdaho National Laboratory Employee Retirement Plan total assets $1.8B -> $2.1B (+16.8%, 2023-09-30 to 2024-09-30)
- Dec 31, 2023Manager relationship endedinferenceBlackrock no longer appears on Idaho National Laboratory Employee Retirement Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Blackrockaskebsa.dol.gov
- Dec 31, 2023Manager relationship startedCapital Group appears on Idaho National Laboratory Employee Retirement Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Capital Bank and Trust Companyaskebsa.dol.gov
+2 more dated events
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
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 Sep 30, 2025 | 7,462 | $1.9B | $1.7B | 90.9% | $2.0B | $42.0M | Not disclosed | $60.3M |
| 2023 to Sep 30, 2024 | 7,649 | $1.7B | $1.8B | 96.4% | $2.1B | $45.8M | Not disclosed | $55.7M |
| 2022 to Sep 30, 2023 | 7,833 | $1.7B | $1.7B | 99.1% | $1.8B | $52.1M | Not disclosed | $84.3M |
- Pacific Investment Management Co codes 28 51 $2.1M PY2024
- Jennison Associates, LLC codes 28 51 $983,147 PY2024
- Northern Trust Company codes 24 50 $858,082 PY2024
+57 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Not yet on record: fund commitments.
Record history
- Funded status changed2024-10-01source on record
- Total assets changed2024-10-01source on record
- Total assets changed2024-09-30source on record
+4 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
+18 connections on the graph
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