Elanco US Inc. Fort Dodge Local 1155 Employees' Pension Plan
Corporate pension, based in Greenfield, Indiana, reporting $5.2M in assets, for 195 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, Northern Trust Company appears on Elanco US Inc. Fort Dodge Local 1155 Employees' Pension Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023).
1 more adviser and 6 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- NT Collective Short Term Investment3 commitments
- NT Coltv 1-10 Yr Interm Cr Govt Bd3 commitments
- NT Collective All Country World Inv3 commitments
- Northern Trust Investments, Inc.9 commitments
Relationship network
14 connected entities9 observed commitments4 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
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›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
- Common/collective trusts 93.8%
Consultants and advisers
- Northern Trust Co. Investment adviser (plan)through Dec 31, 2024 Form 5500
- Shepherd Finc Inv Advisory, LLC Investment adviser (plan)through Dec 31, 2022 Form 5500
- Aon Actuarythrough Dec 31, 2022 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
- Northern Trust Investments, Inc.9 rows, latest Dec 31, 2024
What changed
- Dec 31, 2024Consultant changedinferenceNorthern Trust Company appears on Elanco US Inc. Fort Dodge Local 1155 Employees' Pension Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with Northern Trust Co.askebsa.dol.gov
- Jan 1, 2024Funded status changedElanco US Inc. Fort Dodge Local 1155 Employees' Pension Plan funded ratio 123.5% -> 110.7% (2023-01-01 to 2024-01-01)
- Jan 1, 2023Funded status changedElanco US Inc. Fort Dodge Local 1155 Employees' Pension Plan funded ratio 105.9% -> 123.5% (2022-01-01 to 2023-01-01)
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | NT Collective Short Term Investmentcollective trust | Northern Trust Investments, Inc. | Cash | $159,520 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | NT Coltv 1-10 Yr Interm Cr Govt Bdcollective trust | Northern Trust Investments, Inc. | Pooled vehicles | $684,524 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | NT Collective All Country World Invcollective trust | Northern Trust Investments, Inc. | Pooled vehicles | $4.0M held | Disclosed holding | askebsa.dol.gov |
+6 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 Dec 31, 2024 | 195 | $5.1M | $4.7M | 110.7% | $5.2M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 178 | $4.6M | $4.1M | 123.5% | $5.1M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 176 | $4.9M | $4.3M | 105.9% | $4.7M | Not disclosed | Not disclosed | Not disclosed |
- AON Consulting codes 11 $97,773 PY2024
- Forvis Mazars LLP codes 10 50 $29,219 PY2024
- Shepherd Finc Inv Advisory, LLC codes 27 50 $15,000 PY2024
+18 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Elanco US Inc. Fort Dodge Local 1155 Employees' Pension Plan sits on 2 traced paths of capital across the graphs.
DFX traced 2 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
- Funded status changed2024-01-01source on record
- Funded status changed2023-01-01source 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
+5 connections on the graph
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