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Corporate pension in Indiana

Corporate pension· Elkhart, Indiana

Corporate pension, based in Elkhart, Indiana, reporting $2.0M in assets, for 112 participants.

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

As of 2024-12-31 · the latest dated event for this allocator; each figure carries its own filing or report date

Assets: $2.0M
Funded ratio: 115.5%
Fund commitments: 1

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Commitments (1)Allocation policy

As of 2024-12-31 · 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, Total assets changed.

Capital path

who backs this record, through what, into what; each name opens its own path

Corporate pension in Indiana

Funds committed to

Blackrock Broad Market Bond Fund2 commitments

Managers

Metropolitan Life Insurance Company2 commitments

Size, funding, policy and commitments, with their basesCorporate pensionShow

Corporate pension

Assets

$2.0M

Total assets, Dec 31, 2024 reported

Funded

115.5%

Jan 1, 2024

Private markets target

no policy read

policy Dec 31, 2024

Commitments

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)

U.S. Government securities 100.0%
Insurance company general account 0.0%

Consultants and advisers

3 firms

Boston Wealth Management Investment adviser (plan)through Dec 31, 2022 Form 5500
Metropolitan Life Insurance Company Actuarythrough Dec 31, 2022 Form 5500
Mercer Actuarythrough Dec 31, 2022 Form 5500

People

No investment staff or executives have been read for this allocator yet.

Manager roster

1 manager on the commitment tape

From the plan’s own commitment disclosures

Metropolitan Life Insurance Company2 rows, latest Dec 31, 2023

What changed

3 events

Dec 31, 2024Assets changed
down $10.1Maskebsa.dol.gov
Jan 1, 2023Funded status changed
down 16 pointsaskebsa.dol.gov
Jan 1, 2023Assets changed
down $2.6Maskebsa.dol.gov

Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.

Commitments

2 rows, 0 dated closings

Date	Fund	Manager	Bucket	Amount	Vintage	Status	Source
as of Dec 31, 2023	Blackrock Broad Market Bond Fundseparate account	Metropolitan Life Insurance Company	Fixed income	$926,243 held		Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Blackrock Broad Market Bond Fundseparate account	Metropolitan Life Insurance Company	Fixed income	$369,118 held		Disclosed holding	askebsa.dol.gov

Size and funding

29 readings

Total assets

$2.0M Dec 31, 2024 reported Form 5500

$12.1M (2023-12) · $12.0M (2022-12)

Plan assets

$12.1M Jan 1, 2024 reported Form 5500

$12.0M (2023-01) · $14.7M (2022-01)

Net assets

$2.0M Dec 31, 2024 reported Form 5500

$12.1M (2023-12) · $12.0M (2022-12)

Funded ratio

115.5% Jan 1, 2024 reported Form 5500

113.9% (2023-01) · 129.7% (2022-01)

Funding target

$10.5M Jan 1, 2024 reported Form 5500

$10.6M (2023-01) · $11.3M (2022-01)

Discount rate

5.08% Jan 1, 2024 reported Form 5500

5.15% (2023-01) · 5.31% (2022-01)

Participants

112 Jan 1, 2024 reported Form 5500

113 (2023-01) · 118 (2022-01)

Contributions

$0 Dec 31, 2023 reported Form 5500

$0 (2022-12)

Benefits paid

$10.5M Dec 31, 2024 reported Form 5500

$828,794 (2023-12) · $838,201 (2022-12)

Net investment income

-$10.1M Dec 31, 2024 reported Form 5500

$68,593 (2023-12) · -$2.6M (2022-12)

Form 5500 filings

3 plan years

Plan year	Participants	Assets (SB market)	Funding target	FTAP	Total assets (H)	Partnerships / JV	Master trust	Real estate
2024 to Dec 31, 2024	112	$12.1M	$10.5M	115.5%	$2.0M	Not disclosed	Not disclosed	Not disclosed
2023 to Dec 31, 2023	113	$12.0M	$10.6M	113.9%	$12.1M	Not disclosed	Not disclosed	Not disclosed
2022 to Dec 31, 2022	118	$14.7M	$11.3M	129.7%	$12.0M	Not disclosed	Not disclosed	Not disclosed

Service providers and investment entities as filed (Schedule C and D, latest year first)

Boston Wealth Management codes 27 50 $38,326 PY2024
Metropolitan Life Insurance Company codes 11 50 $5,660 PY2024
Mercer codes 11 PY2024

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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 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.

Not yet on record: managers.

Capital chain

This record sits on 1 traced path of capital across the graphs.

Consultant to allocator to manager

DFX traced 1 path of capital through this record

Every record on each path, what it committed or lent, and as of when.

Includes 3 days of DFX Intelligence. Then $299/month unless canceled.

Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.

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Record history

3 dated events on the change ledger, latest first

Funded status changed
2023-01-01source
Total assets changed
2023-01-01source
Total assets changed
2024-12-31source

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

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.