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

Retirement Plan of Idaho Power Company

Corporate pensionBoise, ID
Assets
$971M
Total assets, Dec 31, 2024 reported
Funded
100.0%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
14
1 managers on Schedule C
Plan sponsor: Idaho Power Company
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 2.5%
  • Corporate debt instruments (other) 6.6%
  • U.S. Government securities 12.4%
  • Other investments 7.0%
  • 103-12 investment entities 10.8%
  • Common/collective trusts 11.9%
  • Registered investment companies 16.1%
  • Common stock 23.0%
  • Real estate (other than employer real property) 7.4%
Consultants and advisers
6 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
2 managers on the commitment tape
From the plan’s own commitment disclosures
Commitments
14 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024Silchester Int'l Value Equity Trust103 12 ieSilchester International InvestorPublic equity$67.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024The Highclere International Investo103 12 ieThe Highclere Internationals Investors LLPPooled vehicles$37.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Epoch Investment Partners Collectivcollective trustSEI Trust CompanyPooled vehicles$20.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Arga Investment Management Collecticollective trustSEI Trust CompanyPooled vehicles$22.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024GQG Partners Emerging Markets Equitcollective trustReliance Trust CompanyPublic equity$19.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Nuveen/sei Trust Company Investmentcollective trustSEI Trust CompanyPooled vehicles$54.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Silchester Int'l Value Equity Trust103 12 ieSilchester International InvestorPublic equity$68.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023The Highclere International Investo103 12 ieThe Highclere Internationals Investors LLPPooled vehicles$44.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Wellington Trust Co Ctf Emerging Macollective trustWellington Trust Company, N.A.Pooled vehicles$40.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Epoch Investment Partners Collectivcollective trustSEI Trust CompanyPooled vehicles$19.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Epoch Investment Partners Collectivcollective trustSEI Trust CompanyPooled vehicles$19.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022The Highclere International Investo103 12 ieThe Highclere Internationals Investors LLPPooled vehicles$38.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Silchester Int'l Value Equity Trust103 12 ieSilchester International InvestorPublic equity$59.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Wellington Trust Co Ctf Emerging Macollective trustWellington Trust Company N.A.Pooled vehicles$42.1M heldDisclosed holdingaskebsa.dol.gov
Size and funding
33 readings
Total assets
$971M Dec 31, 2024 reported Form 5500
$938M (2023-12) · $888M (2022-12)
Plan assets
$937M Jan 1, 2024 reported Form 5500
$886M (2023-01) · $1.0B (2022-01)
Net assets
$971M Dec 31, 2024 reported Form 5500
$937M (2023-12) · $887M (2022-12)
Funded ratio
100.0% Jan 1, 2024 reported Form 5500
103.5% (2023-01) · 112.1% (2022-01)
Funding target
$883M Jan 1, 2024 reported Form 5500
$860M (2023-01) · $814M (2022-01)
Discount rate
5.25% Jan 1, 2024 reported Form 5500
5.32% (2023-01) · 5.48% (2022-01)
Participants
4,629 Jan 1, 2024 reported Form 5500
4,492 (2023-01) · 4,455 (2022-01)
Contributions
$20.0M Dec 31, 2024 reported Form 5500
$20.0M (2023-12) · $48.0M (2022-12)
Benefits paid
$49.4M Dec 31, 2024 reported Form 5500
$47.9M (2023-12) · $46.2M (2022-12)
Net investment income
$33.6M Dec 31, 2024 reported Form 5500
$50.1M (2023-12) · $-137M (2022-12)
Investment management fees
$3.9M Dec 31, 2024 reported Form 5500
$3.8M (2023-12) · $3.9M (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 20244,629$937M$883M100.0%$971Mn/an/a$72.3M
2023 to Dec 31, 20234,492$886M$860M103.5%$938Mn/an/a$74.4M
2022 to Dec 31, 20224,455$1.0B$814M112.1%$888Mn/an/a$83.8M
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
9 events
  • Dec 31, 2024Holding started
    Retirement Plan of Idaho Power Company first reports an interest in GQG Partners Emerging Markets Equit (Reliance Trust Company): $19M at 2024-12-31
    with Reliance Trust Companyaskebsa.dol.gov
  • Dec 31, 2024Holding started
    Retirement Plan of Idaho Power Company first reports an interest in Arga Investment Management Collecti: $22M at 2024-12-31
    with Arga Investment Management Collectiaskebsa.dol.gov
  • Dec 31, 2024Holding started
    Retirement Plan of Idaho Power Company first reports an interest in Nuveen/sei Trust Company Investment: $54M at 2024-12-31
    with Nuveen/sei Trust Company Investmentaskebsa.dol.gov
  • Dec 31, 2024Holding endedinference
    Retirement Plan of Idaho Power Company no longer reports Wellington Trust Co Ctf Emerging Ma (last held $40M at 2023-12-31; absent from the 2024-12-31 filing)
    with Wellington Trust Co Ctf Emerging Maaskebsa.dol.gov
  • Dec 31, 2024Manager relationship endedinference
    Ceredex Value Advisors LLC no longer appears on Retirement Plan of Idaho Power Company's Schedule C as investment manager (plan year 2024 vs 2023)
    with Ceredex Value Advisors LLCaskebsa.dol.gov
  • Dec 31, 2024Manager relationship started
    Wasatch Advisors appears on Retirement Plan of Idaho Power Company's Schedule C as investment manager (plan year 2024 vs 2023)
    with Wasatchaskebsa.dol.gov
  • Jan 1, 2024Funded status changed
    Retirement Plan of Idaho Power Company funded ratio 103.5% -> 100.0% (2023-01-01 to 2024-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Funded status changed
    Retirement Plan of Idaho Power Company funded ratio 112.1% -> 103.5% (2022-01-01 to 2023-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Assets changed
    Retirement Plan of Idaho Power Company plan assets $1.0B -> $886M (-13.4%, 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 820130980-001
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.