This allocator's name

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Corporate pension in Indiana

Corporate pension· Evansville, Indiana

Corporate pension, based in Evansville, Indiana, reporting $224M in assets, for 3,636 participants.

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

Assets
$224M
Funded ratio
98.6%
Open searchesAllocation policy
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: 1 Oct 2024, Funded status changed.

Size, funding, policy and commitments, with their basesCorporate pensionShow
Corporate pension
Assets
$224M
Total assets, Sep 30, 2025 reported
Funded
98.6%
Oct 1, 2024
Private markets target
no policy read
policy Sep 30, 2025
Commitments
0
none on the tape
Plan sponsor: this allocator
Allocation policy
Form 5500, as of Sep 30, 2025
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 7.9%
  • U.S. Government securities 37.4%
  • Registered investment companies 54.5%
Consultants and advisers
3 firms
  • Cbiz Ris Actuarythrough Sep 30, 2023 Form 5500
  • Fifth Third Bank Directed trusteethrough Sep 30, 2023 Form 5500
  • Cbiz Actuarythrough Sep 30, 2023 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
No manager relationship is on the tape for this allocator.
What changed
3 events
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
$224M Sep 30, 2025 reported Form 5500
$227M (2024-09) · $201M (2023-09)
Plan assets
$227M Oct 1, 2024 reported Form 5500
$201M (2023-10) · $206M (2022-10)
Net assets
$224M Sep 30, 2025 reported Form 5500
$227M (2024-09) · $201M (2023-09)
Funded ratio
98.6% Oct 1, 2024 reported Form 5500
96.1% (2023-10) · 96.2% (2022-10)
Funding target
$201M Oct 1, 2024 reported Form 5500
$206M (2023-10) · $227M (2022-10)
Discount rate
5.37% Oct 1, 2024 reported Form 5500
5.20% (2023-10) · 5.37% (2022-10)
Participants
3,636 Oct 1, 2024 reported Form 5500
3,685 (2023-10) · 4,767 (2022-10)
Contributions
$0 Sep 30, 2025 reported Form 5500
$0 (2024-09) · $0 (2023-09)
Benefits paid
$13.0M Sep 30, 2025 reported Form 5500
$12.5M (2024-09) · $33.7M (2023-09)
Net investment income
-$3.2M Sep 30, 2025 reported Form 5500
$26.5M (2024-09) · -$5.8M (2023-09)
Investment management fees
$213,210 Sep 30, 2025 reported Form 5500
$201,968 (2024-09) · $207,847 (2023-09)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Sep 30, 20253,636$227M$201M98.6%$224MNot disclosedNot disclosedNot disclosed
2023 to Sep 30, 20243,685$201M$206M96.1%$227MNot disclosedNot disclosedNot disclosed
2022 to Sep 30, 20234,767$206M$227M96.2%$201MNot disclosedNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • Cbiz codes 11 $399,775 PY2024
  • Fifth Third Bank codes 25 $213,210 PY2024
  • Harding, Shymanski & Co. codes 10 $30,000 PY2024

+9 more service providers

Every name, record and relationship behind this count, with the source on each.

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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 15, 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, managers.

Record history

3 dated events on the change ledger, latest first
  • Funded status changed
    2024-10-01source
  • Total assets changed
    2024-10-01source
  • Total assets changed
    2024-09-30source

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

+4 connections on the graph

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