Cooperative Pension Plan
Corporate pension, based in Indianapolis, Indiana, reporting $229M in assets, for 5,944 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 1 Jan 2024, Cooperative Pension Plan funded ratio 79.9% -> 68.0% (2022-01-01 to 2024-01-01).
1 more adviser
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 Investment2 commitments
- Northern Trust Investments, Inc.2 commitments
Relationship network
12 connected entities2 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
- Corporate debt instruments (other) 7.8%
- U.S. Government securities 7.0%
- Partnership/joint venture interests 15.1%
- Common/collective trusts 5.7%
- Registered investment companies 64.2%
Consultants and advisers
- Oxford Financial Group, Ltd Investment adviser (plan)through Dec 31, 2022 Form 5500
- Land O'Lakes, Inc Pension consultantthrough Dec 31, 2022 Form 5500
- Nyhart 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.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
People
Manager roster
- Northern Trust Investments, Inc.2 rows, latest Dec 31, 2024
- Schroder Investment Management Nortplan years 2022
What changed
- Jan 1, 2024Funded status changedCooperative Pension Plan funded ratio 79.9% -> 68.0% (2022-01-01 to 2024-01-01)
- Jan 1, 2024Assets changedCooperative Pension Plan plan assets $266M -> $230M (-13.8%, 2022-01-01 to 2024-01-01)
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 | $13.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | NT Collective Short Term Investmentcollective trust | Northern Trust Investments, Inc. | Cash | $7.5M 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 | 5,944 | $230M | $278M | 68.0% | $229M | $34.7M | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 6,413 | $266M | $256M | 79.9% | $213M | $16.6M | Not disclosed | Not disclosed |
- Nyhart codes 11 13 38 50 $838,990 PY2024
- Oxford Financial Group, Ltd codes 27 50 $147,920 PY2024
- Schroder Investment Management codes 28 50 $143,044 PY2024
+15 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Cooperative Pension Plan sits on 1 traced path of capital across the graphs.
DFX traced 1 path of capital through this record
Every record on each path, what it committed or lent, and as of when.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.
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Record history
- Funded status changed2024-01-01source on record
- Total assets changed2024-01-01source 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
+6 connections on the graph
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