Retirement Plan for Ees of Ohio Valley Electric Corp/indiana-Kentucky Electric Corp
Corporate pension, based in Piketon, Ohio, reporting $158M in assets, for 553 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, Acadian Global Managed Volatility appears on Retirement Plan for Ees of Ohio Valley Electric Corp/indiana-Kentucky Electric Corp's Schedule C as investment manager (plan year 2024 vs 2023).
1 more dated event
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Capital path
who backs this record, through what, into what; each name opens its own path- Acadian Global Managed Volatility3 commitments
- Acadian3 commitments
Relationship network
13 connected entities3 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
- Interest-bearing cash 1.9%
- Non-interest-bearing cash 0.3%
- Corporate debt instruments (preferred) 30.5%
- U.S. Government securities 25.1%
- Other investments 1.3%
- Common/collective trusts 20.0%
- Registered investment companies 20.1%
Consultants and advisers
- PNC Bank Custodianthrough Dec 31, 2023 Form 5500
- Huntington National Bank Custodianthrough Dec 31, 2022 Form 5500
- Willis Towers Watson US LLC Actuarythrough Dec 31, 2022 Form 5500
People
Manager roster
- Acadian3 rows, latest Dec 31, 2024
- Acadian Global Managed Volatilityplan years 2024
- Advisory Research Investment Mgmtplan years 2022
- Acadian Asset Managementplan years 2022
+2 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
- Dec 31, 2024Manager relationship startedAcadian Global Managed Volatility appears on Retirement Plan for Ees of Ohio Valley Electric Corp/indiana-Kentucky Electric Corp's Schedule C as investment manager (plan year 2024 vs 2023)with Acadian Global Managed Volatilityaskebsa.dol.gov
- Jan 1, 2024Funded status changedRetirement Plan for Ees of Ohio Valley Electric Corp/indiana-Kentucky Electric Corp funded ratio 108.8% -> 117.9% (2023-01-01 to 2024-01-01)
- Jan 1, 2024Assets changedRetirement Plan for Ees of Ohio Valley Electric Corp/indiana-Kentucky Electric Corp plan assets $166M -> $141M (-15.3%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Assets changedRetirement Plan for Ees of Ohio Valley Electric Corp/indiana-Kentucky Electric Corp total assets $183M -> $159M (-12.9%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedRetirement Plan for Ees of Ohio Valley Electric Corp/indiana-Kentucky Electric Corp funded ratio 139.8% -> 108.8% (2022-01-01 to 2023-01-01)
+1 more dated event
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Acadian Global Managed Volatilitycollective trust | Acadian | Pooled vehicles | $31.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Acadian Global Managed Volatilitycollective trust | Acadian | Pooled vehicles | $7.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Acadian Global Managed Volatilitycollective trust | Acadian | Pooled vehicles | $10.1M 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 | 553 | $141M | $129M | 117.9% | $158M | $0 | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 733 | $166M | $166M | 108.8% | $159M | $50,884 | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 789 | $245M | $173M | 139.8% | $183M | Not disclosed | Not disclosed | Not disclosed |
- Metlife Investment Management codes 28 51 $219,821 PY2024
- Willis Towers Watson codes 15 $217,984 PY2024
- Western Asset Management Co codes 28 51 $114,079 PY2024
+22 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
Provenance
Record history
- Manager relationship started2024-12-31source on record
- Funded status changed2024-01-01source on record
- Total assets changed2024-01-01source on record
+3 more changes on this record's ledger
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
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
+9 connections on the graph
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.