This allocator's name and 5 more dated events

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Corporate pension in Indiana

Corporate pension· Merrillville, Indiana

Corporate pension, based in Merrillville, Indiana, reporting $334M in assets, for 2,989 participants.

Composed from this allocator's classification, location and filed figures.

Assets
$334M
Funded ratio
96.5%
Managers
6
Open searchesAllocation policyManagers
As of · the latest dated event for this allocator; each figure carries its own filing or report date

Nothing material in the last 90 days. Last change: 31 Dec 2024, Manager relationship started.

Size, funding, policy and commitments, with their basesCorporate pensionShow
Corporate pension
Assets
$334M
Total assets, Dec 31, 2024 reported
Funded
96.5%
Jan 1, 2024
Private markets target
no policy read
policy Dec 31, 2024
Commitments
0
6 managers on Schedule C
Plan sponsor: this allocator
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Other investments 0.3%
  • Master trust investment accounts 99.7%
Consultants and advisers
3 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
7 managers on Schedule C
From Schedule C (investment management, code 28)

+4 more Schedule C managers

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What changed
10 events
  • Dec 31, 2024Manager relationship started
    with Allspring Global Investments LLCaskebsa.dol.gov
  • Dec 31, 2024Manager relationship started
    with Portfolio Advisors LPaskebsa.dol.gov
  • Dec 31, 2024Manager relationship started
    with Macquarie Investment Mgmnt Advisersaskebsa.dol.gov
  • Dec 31, 2024Manager relationship started
    with Glouston Capitalaskebsa.dol.gov
  • Dec 31, 2024Manager relationship started
    with Aberdeen Asset Managementaskebsa.dol.gov

+5 more dated events

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Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
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
$334M Dec 31, 2024 reported Form 5500
$364M (2023-12) · $372M (2022-12)
Plan assets
$363M Jan 1, 2024 reported Form 5500
$371M (2023-01) · $531M (2022-01)
Net assets
$334M Dec 31, 2024 reported Form 5500
$364M (2023-12) · $372M (2022-12)
Funded ratio
96.5% Jan 1, 2024 reported Form 5500
94.2% (2023-01) · 112.3% (2022-01)
Funding target
$358M Jan 1, 2024 reported Form 5500
$377M (2023-01) · $404M (2022-01)
Discount rate
5.01% Jan 1, 2024 reported Form 5500
5.11% (2023-01) · 5.26% (2022-01)
Participants
2,989 Jan 1, 2024 reported Form 5500
3,185 (2023-01) · 3,421 (2022-01)
Contributions
$0 Dec 31, 2024 reported Form 5500
$0 (2023-12) · $0 (2022-12)
Benefits paid
$42.9M Dec 31, 2024 reported Form 5500
$44.5M (2023-12) · $57.2M (2022-12)
Net investment income
-$30.2M Dec 31, 2024 reported Form 5500
-$8.0M (2023-12) · -$160M (2022-12)
Investment management fees
$172,932 Dec 31, 2024 reported Form 5500
$16,931 (2023-12) · -$42,112 (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 20242,989$363M$358M96.5%$334MNot disclosed$333MNot disclosed
2023 to Dec 31, 20233,185$371M$377M94.2%$364MNot disclosed$363MNot disclosed
2022 to Dec 31, 20223,421$531M$404M112.3%$372MNot disclosed$371MNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)

+20 more service providers

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Provenance
Identifiers: none on file
Cross-graph: no entry on another DFX graph
First observed Sep 15, 2026, last observed Sep 23, 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.

Not yet on record: fund commitments.

Record history

10 dated events on the change ledger, latest first
  • Funded status changed
    2023-01-01source
  • Funded status changed
    2024-01-01source
  • Manager relationship started
    2023-12-31source

+7 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

+11 connections on the graph

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