This allocator's name and 1 more adviser
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Corporate pension in Indiana
Corporate pension, based in Mishawaka, Indiana, reporting $30.7M in assets, for 1,304 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $30.7M
- Funded ratio
- 111.3%
- Fund commitments
- 1
Nothing material in the last 90 days. Last change: 31 Dec 2024, Changed investment consultant to Marquette Associates Inc.
Capital path
who backs this record, through what, into what; each name opens its own path- Unnamed3 commitments
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
- Interest-bearing cash 1.7%
- Corporate debt instruments (other) 3.2%
- Corporate debt instruments (preferred) 76.0%
- U.S. Government securities 3.3%
- Common/collective trusts 14.4%
- Mercer Investments LLC Investment adviser (plan)through Dec 31, 2023 Form 5500
- Marquette Associates Inc. General consultantthrough Dec 31, 2022 Form 5500
- Mercer Actuarythrough Dec 31, 2022 Form 5500
+1 more consultant or adviser advise this allocator
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.
- Nisa Investment Advisors, LLCplan years 2022
- Dec 31, 2024Consultant changedinferencewith Marquette Associates Inc.askebsa.dol.gov
- Jan 1, 2023Funded status changeddown 23 pointsaskebsa.dol.gov
- Jan 1, 2023Assets changeddown $11.9Maskebsa.dol.gov
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | collective trust | Christian Brothers Investment Services, Inc. | Pooled vehicles | $4.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | collective trust | Christian Brothers Investment Services, Inc. | Pooled vehicles | $6.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | collective trust | Christian Brothers Investment Services, Inc. | Pooled vehicles | $5.0M 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 | 1,304 | $32.1M | $30.7M | 111.3% | $30.7M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 1,341 | $31.5M | $31.6M | 109.7% | $32.1M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 1,389 | $43.4M | $32.1M | 133.1% | $31.5M | Not disclosed | Not disclosed | Not disclosed |
- Mercer codes 11 17 $156,676 PY2024
- Nisa Investment Advisors, LLC codes 28 51 $33,679 PY2024
- Mercer Investments LLC codes 27 $17,000 PY2024
+16 more service providers
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Provenance
Not yet on record: managers.
Record history
- Funded status changed2023-01-01source
- Consultant changed2024-12-31source
- Total assets changed2023-01-01source
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
+6 connections on the graph
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