This allocator's name

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Corporate pension in Indiana

Corporate pension· Gary, Indiana

Corporate pension, based in Gary, Indiana, reporting $74.9M in assets, for 2,169 participants.

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

Assets
$74.9M
Funded ratio
112.0%
Fund commitments
1
Open searchesSimilar plans, same strategyCommitments (1)
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Allocation 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: 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
Size, funding, policy and commitments, with their basesCorporate pensionShow
Corporate pension
Assets
$74.9M
Total assets, Dec 31, 2024 reported
Funded
112.0%
Jan 1, 2024
Private markets target
no policy read
policy Dec 31, 2024
Commitments
1
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)
  • Interest-bearing cash 2.1%
  • Corporate debt instruments (preferred) 89.2%
  • U.S. Government securities 7.9%
Consultants and advisers
2 firms
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
4 events
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
2 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2023Ir&m Long Corporate Collective Fundcollective trustGlobal Trust CompanyPooled vehicles$37.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Ir&m Long Corporate Collective Fundcollective trustGlobal Trust CompanyPooled vehicles$34.1M heldDisclosed holdingaskebsa.dol.gov
Size and funding
33 readings
Total assets
$74.9M Dec 31, 2024 reported Form 5500
$108M (2023-12) · $103M (2022-12)
Plan assets
$108M Jan 1, 2024 reported Form 5500
$103M (2023-01) · $136M (2022-01)
Net assets
$74.9M Dec 31, 2024 reported Form 5500
$108M (2023-12) · $103M (2022-12)
Funded ratio
112.0% Jan 1, 2024 reported Form 5500
108.8% (2023-01) · 130.5% (2022-01)
Funding target
$101M Jan 1, 2024 reported Form 5500
$104M (2023-01) · $102M (2022-01)
Discount rate
5.13% Jan 1, 2024 reported Form 5500
5.07% (2023-01) · 5.40% (2022-01)
Participants
2,169 Jan 1, 2024 reported Form 5500
2,204 (2023-01) · 2,253 (2022-01)
Contributions
$0 Dec 31, 2024 reported Form 5500
$0 (2023-12) · $0 (2022-12)
Benefits paid
$30.0M Dec 31, 2024 reported Form 5500
$6.2M (2023-12) · $5.9M (2022-12)
Net investment income
-$33.0M Dec 31, 2024 reported Form 5500
$4.5M (2023-12) · -$32.3M (2022-12)
Investment management fees
$1.4M Dec 31, 2024 reported Form 5500
$115,626 (2023-12) · $89,014 (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 20242,169$108M$101M112.0%$74.9MNot disclosedNot disclosedNot disclosed
2023 to Dec 31, 20232,204$103M$104M108.8%$108MNot disclosedNot disclosedNot disclosed
2022 to Dec 31, 20222,253$136M$102M130.5%$103MNot disclosedNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • Voya Retrmnt Insrnce & Annuity Co. codes 37 50 $1.4M PY2024
  • The Angell Pension Group Inc codes 50 99 $49,925 PY2024
  • Benefit Trust Company codes 21 PY2024

+11 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 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.

Record history

4 dated events on the change ledger, latest first
  • Funded status changed
    2023-01-01source
  • Funded status changed
    2024-01-01source
  • Total assets changed
    2023-01-01source

+1 more change 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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+3 connections on the graph

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