DFX Intelligence

Allocator Intelligence

The capital-owner graph behind private markets. Who owns the capital, who decides, how much, under what policy, on whose advice, to which managers, and what changed, with a source and a date behind every row. A target is never an actual, a disclosed holding is never an approval, and an estimate says so.

Corporate pension

Indiana Gas Company, Inc. Bargaining Unit Retirement Plan

Corporate pensionEvansville, IN
Assets
$53.5M
Total assets, Dec 31, 2024 reported
Funded
97.6%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: Indiana Gas Company, Inc.
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Master trust investment accounts 100.0%
Consultants and advisers
4 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
4 managers on Schedule C
From Schedule C (investment management, code 28)
Commitments
No fund commitments are on the tape for this allocator. The tape holds the plans that publish their own private-markets reports; a plan that publishes one and is not here is a gap we can close.
Size and funding
33 readings
Total assets
$53.5M Dec 31, 2024 reported Form 5500
$55.8M (2023-12) · $56.1M (2022-12)
Plan assets
$55.7M Jan 1, 2024 reported Form 5500
$56.1M (2023-01) · $86.1M (2022-01)
Net assets
$53.4M Dec 31, 2024 reported Form 5500
$55.7M (2023-12) · $56.1M (2022-12)
Funded ratio
97.6% Jan 1, 2024 reported Form 5500
92.6% (2023-01) · 112.5% (2022-01)
Funding target
$50.9M Jan 1, 2024 reported Form 5500
$55.0M (2023-01) · $59.8M (2022-01)
Discount rate
5.12% Jan 1, 2024 reported Form 5500
5.24% (2023-01) · 5.40% (2022-01)
Participants
576 Jan 1, 2024 reported Form 5500
606 (2023-01) · 655 (2022-01)
Contributions
$0 Dec 31, 2024 reported Form 5500
$0 (2023-12) · $0 (2022-12)
Benefits paid
$5.1M Dec 31, 2024 reported Form 5500
$7.3M (2023-12) · $11.9M (2022-12)
Net investment income
$-2.2M Dec 31, 2024 reported Form 5500
$-435,000 (2023-12) · $-30.0M (2022-12)
Investment management fees
$202,000 Dec 31, 2024 reported Form 5500
$200,000 (2023-12) · $211,000 (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 2024576$55.7M$50.9M97.6%$53.5Mn/a$53.5Mn/a
2023 to Dec 31, 2023606$56.1M$55.0M92.6%$55.8Mn/a$55.8Mn/a
2022 to Dec 31, 2022655$86.1M$59.8M112.5%$56.1Mn/a$56.1Mn/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
4 events
  • Jan 1, 2024Funded status changed
    Indiana Gas Company, Inc. Bargaining Unit Retirement Plan funded ratio 92.6% -> 97.6% (2023-01-01 to 2024-01-01)
    askebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinference
    Aegon USA Investement Management, L no longer appears on Indiana Gas Company, Inc. Bargaining Unit Retirement Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with Transamericaaskebsa.dol.gov
  • Jan 1, 2023Funded status changed
    Indiana Gas Company, Inc. Bargaining Unit Retirement Plan funded ratio 112.5% -> 92.6% (2022-01-01 to 2023-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Assets changed
    Indiana Gas Company, Inc. Bargaining Unit Retirement Plan plan assets $86M -> $56M (-34.8%, 2022-01-01 to 2023-01-01)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 350793669-002
Cross-graph: no entry on another DFX graph
First observed Sep 15, 2026, last observed Sep 15, 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.