Pension Plan for Collectively Bargained Indianapolis Water Employees
Corporate pension, based in Indianapolis, Indiana, reporting $7.8M in assets, for 100 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: Dec 31, 2024, Mercer (US) LLC appears on Pension Plan for Collectively Bargained Indianapolis Water Employees's Schedule C as pension consultant (plan year 2024 vs 2023).
1 more dated event
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- Allspring St Investment Fund S12 commitments
- Principal Trust Co.1 commitment
- Allspring2 commitments
- Principal Trust Co.1 commitment
Relationship network
9 connected entities3 observed commitments2 repeat counterpartiescommitments 2022 to 2024
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 3.7%
- Registered investment companies 96.3%
Consultants and advisers
- Principal Trust Co. Trusteethrough Dec 31, 2022 Form 5500
- Mercer Actuarythrough Dec 31, 2022 Form 5500
People
Manager roster
- Allspring2 rows, latest Dec 31, 2024
- Principal Trust Co.1 row, latest Dec 31, 2022
- Allspringplan years
What changed
- Dec 31, 2024Consultant changedinferenceMercer (US) LLC appears on Pension Plan for Collectively Bargained Indianapolis Water Employees's Schedule C as pension consultant (plan year 2024 vs 2023)with Merceraskebsa.dol.gov
- Jan 1, 2024Funded status changedPension Plan for Collectively Bargained Indianapolis Water Employees funded ratio 123.4% -> 138.3% (2023-01-01 to 2024-01-01)
- Dec 31, 2023Holding startedPension Plan for Collectively Bargained Indianapolis Water Employees first reports an interest in Allspring St Investment Fund S1: $29,160 at 2023-12-31with Allspring St Investment Fund S1askebsa.dol.gov
- Dec 31, 2023Holding endedinferencePension Plan for Collectively Bargained Indianapolis Water Employees no longer reports Principal Trust Co. (Principal Trust Co.) (last held $317,093 at 2022-12-31; absent from the 2023-12-31 filing)with Principal Trust Co.askebsa.dol.gov
- Jan 1, 2023Funded status changedPension Plan for Collectively Bargained Indianapolis Water Employees funded ratio 135.3% -> 123.4% (2022-01-01 to 2023-01-01)
+1 more dated event
Every name, record and relationship behind this count, with the source on each.
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Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Allspring St Investment Fund S1collective trust | Allspring | Pooled vehicles | $285,633 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Allspring St Investment Fund S1collective trust | Allspring | Pooled vehicles | $29,160 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Principal Trust Co.collective trust | Principal Trust Co. | Pooled vehicles | $317,093 held | Disclosed holding | askebsa.dol.gov |
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 Dec 31, 2024 | 100 | $8.4M | $6.4M | 138.3% | $7.8M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 110 | $8.1M | $7.2M | 123.4% | $8.4M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 145 | $16.1M | $11.1M | 135.3% | $8.1M | Not disclosed | Not disclosed | Not disclosed |
- Mercer (US) LLC codes 11 17 $225,577 PY2024
- Faegre Drinker Biddle & Reath LLP codes 29 $86,319 PY2024
- Principal Trust Company codes 21 $7,500 PY2024
+8 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Record history
- Consultant changed2024-12-31source on record
- Funded status changed2024-01-01source on record
- Holding in a pooled vehicle started2023-12-31source on record
+3 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
+4 connections on the graph
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