Enbridge Gas Ohio Union Pension Plan

Corporate pension· Houston, Texas

Corporate pension, based in Houston, Texas, reporting $471M in assets, for 1,225 participants.

Composed from this allocator's classification, location and filed figures.

Assets
$471M
Funded ratio
329.0%
Fund commitments
13
Managers
7
As of · the latest dated event for this allocator; each figure carries its own filing or report date

Nothing material in the last 90 days. No dated change on record yet.

4 more managers 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
Enbridge Gas Ohio Union Pension Plan

Relationship network

39 connected entities13 observed commitments1 repeat counterparty9 dated commitments shown here, 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.

What stands out
Reading the network
  • 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 pensionShow
Corporate pension
Assets
$471M
Total assets, Dec 31, 2024 reported
Funded
329.0%
Mar 7, 2024
Private markets target
no policy read
policy Dec 31, 2024
Commitments
13
8 managers on Schedule C
Plan sponsor: Enbridge Employee Services, Inc.

Allocation policy

Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 0.0%
  • Other investments 0.0%
  • Common/collective trusts 88.8%
  • Registered investment companies 2.2%
  • Common stock 5.5%

Consultants and advisers

2 firms
  • Mercer Actuarythrough Dec 31, 2024 Form 5500
  • BNY Mellon Custodianthrough Dec 31, 2024 Form 5500

People

No investment staff or executives have been read for this allocator yet.

Manager roster

7 managers on the commitment tape
From the plan’s own commitment disclosures

+4 more managers received commitments

Every name, record and relationship behind this count, with the source on each.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

From Schedule C (investment management, code 28)

+5 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

No dated events yet.
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.

Commitments

13 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024World Ex-Us Alpha Tilts Fundcollective trustBlackrock Institutional Trust Company, N.A.Pooled vehicles$14.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Blackrock Msci USA Small Cap Equitycollective trustBlackrock Institutional Trust Company, N.A.Public equity$9.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Long Term Credit Bond Index Fundcollective trustBlackrock Institutional Trust Company, N.A.Private credit$132M heldDisclosed holdingaskebsa.dol.gov

+10 more commitments

Every fund and manager this allocator committed to, with the amount, date and source on each.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

Size and funding

11 readings
Total assets
$471M Dec 31, 2024 reported Form 5500
Plan assets
$450M Mar 7, 2024 reported Form 5500
Net assets
$466M Dec 31, 2024 reported Form 5500
Funded ratio
329.0% Mar 7, 2024 reported Form 5500
Funding target
$136M Mar 7, 2024 reported Form 5500
Discount rate
5.29% Mar 7, 2024 reported Form 5500
Participants
1,225 Mar 7, 2024 reported Form 5500
Contributions
$0 Dec 31, 2024 reported Form 5500
Benefits paid
$1.0M Dec 31, 2024 reported Form 5500
Net investment income
$12.1M Dec 31, 2024 reported Form 5500
Investment management fees
$275,000 Dec 31, 2024 reported Form 5500

Form 5500 filings

1 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 20241,225$450M$136M329.0%$471MNot disclosedNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)

+20 more service providers

Every name, record and relationship behind this count, with the source on each.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

Provenance

Identifiers: EIN-PN 760697621-004
Cross-graph: no entry on another DFX graph
First observed Sep 15, 2026, last observed Sep 29, 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.

›Connections

every published relationship on the graph

+11 connections on the graph

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.