1 more adviser, 6 more managers, 37 more commitments and 11 more dated events

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Enbridge Employee Services, Inc. Employees' Pension Plan

Corporate pension· Houston, Texas

Corporate pension, based in Houston, Texas, reporting $1.1B in assets, for 7,685 participants.

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

Assets
$1.1B
Funded ratio
96.9%
Fund commitments
15
Managers
5
Open searchesPlans backing its top managerSimilar plans, same strategy
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Commitments (15)Allocation 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, Enbridge Employee Services, Inc. Employees' Pension Plan no longer reports Jpmcb Global Emerging Mkts Discover (JP Morgan Chase Bank) (last held $6M at 2023-12-31; absent from the 2024-12-31 filing).

Capital path

who backs this record, through what, into what; each name opens its own path
Enbridge Employee Services, Inc. Employees' Pension Plan
Funds committed to
All 15
Managers
All 9
Size, funding, policy and commitments, with their basesCorporate pensionShow
Corporate pension
Assets
$1.1B
Total assets, Dec 31, 2024 reported
Funded
96.9%
Jan 1, 2024
Private markets target
no policy read
policy Dec 31, 2024
Commitments
15
5 managers on Schedule C
Plan sponsor: Enbridge Employee Services, Inc.
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 0.5%
  • Other investments 0.0%
  • Partnership/joint venture interests 33.1%
  • Common/collective trusts 60.3%
  • Registered investment companies 0.9%
  • Common stock 4.6%
Consultants and advisers
4 firms

+1 more consultant or adviser advise this allocator

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People
No investment staff or executives have been read for this allocator yet.
Manager roster
9 managers on the commitment tape
From the plan’s own commitment disclosures

+6 more managers received commitments

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From Schedule C (investment management, code 28)

+23 more Schedule C managers

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What changed
16 events
  • Dec 31, 2024Holding endedinference
    Enbridge Employee Services, Inc. Employees' Pension Plan no longer reports Jpmcb Global Emerging Mkts Discover (JP Morgan Chase Bank) (last held $6M at 2023-12-31; absent from the 2024-12-31 filing)
    with JP Morgan Chase Bankaskebsa.dol.gov
  • Dec 31, 2024Manager relationship started
    Willis Tower Watson US LLC appears on Enbridge Employee Services, Inc. Employees' Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with Willis Towers Watson US LLCaskebsa.dol.gov
  • Dec 31, 2024Manager relationship started
    Oaktree Capital Management, LP appears on Enbridge Employee Services, Inc. Employees' Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with Oaktree Capital Management, LPaskebsa.dol.gov
  • Dec 31, 2024Manager relationship started
    BCA Research Inc appears on Enbridge Employee Services, Inc. Employees' Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with BCA Research Incaskebsa.dol.gov
  • Dec 31, 2024Manager relationship endedinference
    JP Morgan Chase Bank, N.A. no longer appears on Enbridge Employee Services, Inc. Employees' Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with JP Morgan Chase Bankaskebsa.dol.gov

+11 more dated events

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Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
40 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024Blackrock Msci World Index Fundcollective trustBlackrock Institutional Trust Company, N.A.Pooled vehicles$139M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024World Ex-Us Alpha Tilts Fundcollective trustBlackrock Institutional Trust Company, N.A.Pooled vehicles$26.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Blackrock Msci Eafe Small Cap Equitcollective trustBlackrock Institutional Trust Company, N.A.Public equity$6.3M heldDisclosed holdingaskebsa.dol.gov

+37 more commitments

Every fund and manager this allocator committed to, with the amount, date and source on each.

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Size and funding
33 readings
Total assets
$1.1B Dec 31, 2024 reported Form 5500
$875M (2023-12) · $846M (2022-12)
Plan assets
$817M Jan 1, 2024 reported Form 5500
$796M (2023-01) · $928M (2022-01)
Net assets
$1.1B Dec 31, 2024 reported Form 5500
$875M (2023-12) · $846M (2022-12)
Funded ratio
96.9% Jan 1, 2024 reported Form 5500
103.5% (2023-01) · 107.3% (2022-01)
Funding target
$685M Jan 1, 2024 reported Form 5500
$668M (2023-01) · $659M (2022-01)
Discount rate
5.11% Jan 1, 2024 reported Form 5500
5.20% (2023-01) · 5.36% (2022-01)
Participants
7,685 Jan 1, 2024 reported Form 5500
7,770 (2023-01) · 8,046 (2022-01)
Contributions
$0 Dec 31, 2024 reported Form 5500
$0 (2023-12) · $0 (2022-12)
Benefits paid
$67.5M Dec 31, 2024 reported Form 5500
$51.9M (2023-12) · $75.7M (2022-12)
Net investment income
$5.4M Dec 31, 2024 reported Form 5500
$29.1M (2023-12) · -$155M (2022-12)
Investment management fees
$5.3M Dec 31, 2024 reported Form 5500
$3.9M (2023-12) · $4.5M (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 20247,685$817M$685M96.9%$1.1B$367MNot disclosedNot disclosed
2023 to Dec 31, 20237,770$796M$668M103.5%$875M$353MNot disclosedNot disclosed
2022 to Dec 31, 20228,046$928M$659M107.3%$846M$349MNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)

+129 more service providers

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Provenance
Identifiers: EIN-PN 760697621-002
Cross-graph: no entry on another DFX graph
First observed Sep 15, 2026, last observed Sep 29, 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.

Record history

16 dated events on the change ledger, latest first
  • Holding in a pooled vehicle started
    2023-12-31source
  • Holding in a pooled vehicle ended
    2024-12-31source
  • Holding in a pooled vehicle started
    2023-12-31source

+13 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

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+31 connections on the graph

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