This allocator's name
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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Corporate pension in Indiana
Corporate pension, based in Indianapolis, Indiana, reporting $507M in assets, for 4,245 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $507M
- Funded ratio
- 104.0%
- Fund commitments
- 1
Nothing material in the last 90 days. Last change: 1 Jan 2024, Funded status changed.
Capital path
who backs this record, through what, into what; each name opens its own path- Separate Account II3 commitments
- this allocator3 commitments
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
- Interest-bearing cash 3.0%
- Insurance company general account 2.3%
- Other investments 0.0%
- Partnership/joint venture interests 9.5%
- Registered investment companies 85.2%
- Willis Towers Watson US LLC Actuarythrough Dec 31, 2022 Form 5500
- this allocator3 rows, latest Dec 31, 2024
- this allocatorplan years 2022
- Jan 1, 2024Funded status changeddown 4 pointsaskebsa.dol.gov
- Jan 1, 2024Assets changed$59.4Maskebsa.dol.gov
- Dec 31, 2023Assets changed$58.6Maskebsa.dol.gov
- Jan 1, 2023Funded status changeddown 15 pointsaskebsa.dol.gov
- Jan 1, 2023Assets changeddown $114Maskebsa.dol.gov
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Separate Account IIseparate account | this allocator | Pooled vehicles | $215M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Separate Account IIseparate account | this allocator | Pooled vehicles | $197M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Separate Account IIseparate account | this allocator | Pooled vehicles | $181M held | Disclosed holding | askebsa.dol.gov |
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Dec 31, 2024 | 4,245 | $465M | $401M | 104.0% | $507M | $48.0M | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 3,893 | $405M | $369M | 107.6% | $468M | $48.5M | $0 | $0 |
| 2022 to Dec 31, 2022 | 3,745 | $519M | $337M | 123.0% | $409M | $40.5M | $0 | $0 |
- Forvis Mazars LLP codes 10 PY2024
- this allocator codes 52 59 60 63 PY2024
- Willis Towers Watson US LLC codes 11 17 PY2024
+12 more service providers
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.
Provenance
Not yet on record: managers.
Record history
- Funded status changed2023-01-01source
- Funded status changed2024-01-01source
- Total assets changed2023-01-01source
+2 more changes on this record's ledger
Includes 3 days of DFX Intelligence. Then $249/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
+3 connections on the graph
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.