Inglis House Retirement Plan
Corporate pension, based in Philadelphia, Pennsylvania, reporting $18.0M in assets, for 239 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: Dec 31, 2024, Vanguard Advisors Inc. no longer appears on Inglis House Retirement Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023).
3 more advisers and 10 more commitments
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- AON Large Cap Equity Index Fund1 commitment
- AON Enhanced Liability Driven Inves1 commitment
- AON Intermediate Credit Bond Fund1 commitment
- AON Trust Company LLC12 commitments
- Nisa Investment Advisors, LLC1 commitment
Relationship network
37 connected entities13 observed commitments2 repeat counterpartiescommitments 2025
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 3.1%
- Common/collective trusts 90.2%
- Registered investment companies 5.2%
Consultants and advisers
- AON Investments USA Inc Investment adviser (plan)through Jun 30, 2025 Form 5500
- Vanguard Advisors Inc. Investment adviser (plan)through Jun 30, 2023 Form 5500
- Principal Trusteethrough Jun 30, 2025 Form 5500
+3 more consultants and advisers advise this allocator
Every name, record and relationship behind this count, with the source on each.
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People
Manager roster
- AON Trust Company LLC12 rows, latest Jun 30, 2025
- Nisa Investment Advisors, LLC1 row, latest Jun 30, 2025
What changed
- Dec 31, 2024Consultant changedinferenceVanguard Advisors Inc. no longer appears on Inglis House Retirement Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with Vanguard Advisors Inc.askebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceAON Investments USA Inc. appears on Inglis House Retirement Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with AON Investments USA Incaskebsa.dol.gov
- Jul 1, 2024Funded status changedInglis House Retirement Plan funded ratio 80.0% -> 82.5% (2023-07-01 to 2024-07-01)
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Jun 30, 2025 | AON Large Cap Equity Index Fundcollective trust | AON Trust Company LLC | Public equity | $1.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2025 | AON Enhanced Liability Driven Invescollective trust | AON Trust Company LLC | Pooled vehicles | $716,909 held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2025 | AON Intermediate Credit Bond Fundcollective trust | AON Trust Company LLC | Private credit | $26,291 held | Disclosed holding | askebsa.dol.gov |
+10 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 Jun 30, 2025 | 239 | $17.7M | $21.2M | 82.5% | $18.0M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Jun 30, 2024 | 241 | $17.9M | $24.3M | 80.0% | $17.7M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Jun 30, 2023 | 248 | $18.3M | $24.3M | 81.2% | $17.9M | Not disclosed | Not disclosed | Not disclosed |
- AON Consulting codes 11 50 $67,251 PY2024
- AON Investments USA Inc. codes 27 50 $60,000 PY2024
- Principal Life Insurance Company codes 15 21 50 $16,124 PY2024
+24 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Inglis House Retirement Plan sits on 4 traced paths of capital across the graphs.
DFX traced 4 paths of capital through this record
Every record on each path, what it committed or lent, and as of when.
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Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.
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Record history
- Consultant changed2024-12-31source on record
- Consultant changed2024-12-31source on record
- Funded status changed2024-07-01source on record
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
+7 connections on the graph
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