Culver Educational Foundation Retirement Plan
Corporate pension, based in Culver, Indiana, reporting $1,245 in assets, for 470 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 30 Jun 2025, Culver Educational Foundation Retirement Plan total assets $21M -> $1,245 (-100.0%, 2024-06-30 to 2025-06-30).
1 more manager, 9 more commitments and 9 more dated events
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
- Wtc-Cif Small Cap 2000 Portfolio1 commitment
- Daily Msci Eafe Index Nl Fund1 commitment
- State Street Global Advisors Trust Company7 commitments
- Northern Trust Investments, Inc.2 commitments
- Wellington Trust Company, Na1 commitment
Relationship network
35 connected entities12 observed commitments4 repeat counterparties11 dated commitments shown here, 2023 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
- Other investments 2.4%
- Common/collective trusts 4.4%
- Registered investment companies 93.1%
Consultants and advisers
- Brown Advisory Investment adviser (plan)through Jun 30, 2024 Form 5500
- Northern Trust Co. Trusteethrough Jun 30, 2023 Form 5500
- Sage Pension Resources Inc. Actuarythrough Jun 30, 2023 Form 5500
People
Manager roster
- State Street Global Advisors Trust Company7 rows, latest Jun 30, 2023
- Northern Trust Investments, Inc.2 rows, latest Jun 30, 2024
- Wellington Trust Company, Na1 row, latest Jun 30, 2023
+1 more manager received commitments
Every name, record and relationship behind this count, with the source on each.
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- State Street Global Advisors Trustplan years
- Wellingtonplan years
- State Street Global Advisors Trust Companyplan years
+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
- Jun 30, 2025Assets changedCulver Educational Foundation Retirement Plan total assets $21M -> $1,245 (-100.0%, 2024-06-30 to 2025-06-30)
- Jul 1, 2024Funded status changedCulver Educational Foundation Retirement Plan funded ratio 93.1% -> 100.3% (2023-07-01 to 2024-07-01)
- Jun 30, 2024Holding endedinferenceCulver Educational Foundation Retirement Plan no longer reports Wtc-Cif Small Cap 2000 Portfolio (Wellington Trust Company, Na) (last held $913,617 at 2023-06-30; absent from the 2024-06-30 filing)with Wellington Trust Company, Naaskebsa.dol.gov
- Jun 30, 2024Holding endedinferenceCulver Educational Foundation Retirement Plan no longer reports Ssga US Treasury Index Nl Ctf (last held $2M at 2023-06-30; absent from the 2024-06-30 filing)with Ssga US Treasury Index Nl Ctfaskebsa.dol.gov
- Jun 30, 2024Holding endedinferenceCulver Educational Foundation Retirement Plan no longer reports Wtc-Ctf Opportunistic Fixed Income (last held $1M at 2023-06-30; absent from the 2024-06-30 filing)with Wtc-Ctf Opportunistic Fixed Incomeaskebsa.dol.gov
+9 more dated events
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 Jun 30, 2024 | NT Collective Short Term Investmentcollective trust | Northern Trust Investments, Inc. | Cash | $929,266 held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2023 | NT Collective Short Term Investmentcollective trust | Northern Trust Investments, Inc. | Cash | $325,933 held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2023 | Wtc-Cif Small Cap 2000 Portfoliocollective trust | Wellington Trust Company, Na | Public equity | $913,617 held | Disclosed holding | askebsa.dol.gov |
+9 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
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 Jun 30, 2025 | 470 | $21.1M | $21.0M | 100.3% | $1,245 | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Jun 30, 2024 | 554 | $23.3M | $25.3M | 93.1% | $21.1M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Jun 30, 2023 | 581 | $22.8M | $25.7M | 94.7% | $23.4M | Not disclosed | Not disclosed | Not disclosed |
- Sage Pension Resources, Inc. codes 11 $199,165 PY2024
- Northern Trust Company codes 21 $22,406 PY2024
- Brown Advisory LLC codes 27 $13,279 PY2024
+35 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Record history
- Total assets changed2025-06-30source on record
- Funded status changed2024-07-01source on record
- Holding in a pooled vehicle ended2024-06-30source on record
+11 more changes on this record's ledger
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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
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