This allocator's name, 2 more advisers and 2 more dated events

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Corporate pension in Indiana

Corporate pension· Indianapolis, Indiana

Corporate pension, based in Indianapolis, Indiana, reporting $501M in assets, for 2,126 participants.

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

Assets
$501M
Funded ratio
109.5%
Open searchesAllocation policyConsultants
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, Changed investment consultant to Arthur J. Gallagher & Co.

Size, funding, policy and commitments, with their basesCorporate pensionShow
Corporate pension
Assets
$501M
Total assets, Dec 31, 2024 reported
Funded
109.5%
Jan 1, 2024
Private markets target
no policy read
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: this allocator
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Insurance company general account 5.7%
  • Master trust investment accounts 94.3%
Consultants and advisers
5 firms
  • Aon General consultantthrough Dec 31, 2024 Form 5500
  • Mercer General consultantthrough Dec 31, 2022 Form 5500
  • Arthur J. Gallagher & Co. Actuarythrough Dec 31, 2024 Form 5500

+2 more consultants and advisers advise this allocator

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

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People
No investment staff or executives have been read for this allocator yet.
Manager roster
2 managers on Schedule C
From Schedule C (investment management, code 28)
What changed
7 events
  • Dec 31, 2024Consultant changedinference
    with Arthur J. Gallagher & Co.askebsa.dol.gov
  • Dec 31, 2024Consultant changedinference
    with Buck Global, LLCaskebsa.dol.gov
  • Dec 31, 2024Consultant changedinference
    with Aonaskebsa.dol.gov
  • Dec 31, 2024Manager relationship endedinference
    with Sustainable Woodlands Partners LLCaskebsa.dol.gov
  • Jan 1, 2024Funded status changed
    down 3 pointsaskebsa.dol.gov

+2 more dated events

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

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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
$501M Dec 31, 2024 reported Form 5500
$515M (2023-12) · $497M (2022-12)
Plan assets
$495M Jan 1, 2024 reported Form 5500
$475M (2023-01) · $597M (2022-01)
Net assets
$501M Dec 31, 2024 reported Form 5500
$515M (2023-12) · $497M (2022-12)
Funded ratio
109.5% Jan 1, 2024 reported Form 5500
112.1% (2023-01) · 110.3% (2022-01)
Funding target
$308M Jan 1, 2024 reported Form 5500
$334M (2023-01) · $358M (2022-01)
Discount rate
5.06% Jan 1, 2024 reported Form 5500
5.12% (2023-01) · 5.27% (2022-01)
Participants
2,126 Jan 1, 2024 reported Form 5500
2,256 (2023-01) · 2,393 (2022-01)
Contributions
$0 Dec 31, 2024 reported Form 5500
$0 (2023-12) · $0 (2022-12)
Benefits paid
$43.7M Dec 31, 2024 reported Form 5500
$43.8M (2023-12) · $49.8M (2022-12)
Net investment income
-$14.1M Dec 31, 2024 reported Form 5500
$18.0M (2023-12) · -$134M (2022-12)
Investment management fees
$1.1M Dec 31, 2024 reported Form 5500
$911,174 (2023-12) · $705,465 (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 20242,126$495M$308M109.5%$501MNot disclosed$472MNot disclosed
2023 to Dec 31, 20232,256$475M$334M112.1%$515MNot disclosed$485MNot disclosed
2022 to Dec 31, 20222,393$597M$358M110.3%$497MNot disclosed$466MNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)

+25 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 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

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

+4 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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+8 connections on the graph

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