This allocator's name, 3 more managers, 24 more commitments and 9 more dated events
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 Evansville, Indiana, reporting $262M in assets, for 3,957 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $262M
- Funded ratio
- 103.3%
- Fund commitments
- 14
- Managers
- 5
Nothing material in the last 90 days. Last change: 31 Dec 2024, Holding started.
Capital path
who backs this record, through what, into what; each name opens its own path- Mercer Active Long Corporate Fixed3 commitments
- U.S. Long Treasury Indx Nl Sf Cl a3 commitments
- Mercer Non-Us Core Equity Portfolio2 commitments
- Mercer Investments LLC11 commitments
- State Street Global Advisors Trust6 commitments
- State Street Global Advisors Trust Company4 commitments
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
- Interest-bearing cash 0.7%
- Common/collective trusts 99.3%
- Mercer Actuarythrough Dec 31, 2022 Form 5500
- Fifth Third Bank Trusteethrough Dec 31, 2022 Form 5500
- Mercer Investments LLC11 rows, latest Dec 31, 2024
- State Street Global Advisors Trust6 rows, latest Dec 31, 2024
- State Street Global Advisors Trust Company4 rows, latest Dec 31, 2023
+3 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
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- Western Asset Mgmt Company, LLCplan years
- Cohen & Steersplan years
- Wellington Trust Company, Naplan years
+2 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
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- Dec 31, 2024Holding started
- Dec 31, 2024Holding endedinference
- Dec 31, 2024Holding endedinference
- Dec 31, 2024Holding endedinference
- Dec 31, 2024Holding endedinference
+9 more dated events
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Mercer Ultra Long Duration Portfolicollective trust | Mercer Investments LLC | Fixed income | $3.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Mercer Active Long Corporate Fixedcollective trust | Mercer Investments LLC | Fixed income | $156M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Mercer Active Intermediate Credit Fcollective trust | Mercer Investments LLC | Private credit | $42.8M held | Disclosed holding | askebsa.dol.gov |
+24 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
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| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Dec 31, 2024 | 3,957 | $273M | $277M | 103.3% | $262M | $0 | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 4,039 | $254M | $272M | 102.8% | $273M | $10.2M | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 3,233 | $283M | $230M | 115.3% | $255M | $9.3M | Not disclosed | Not disclosed |
- Mercer codes 11 51 52 $937,309 PY2024
- Fifth Third Bank codes 21 $162,418 PY2024
- Blue & Co, LLC codes 10 $18,600 PY2024
+36 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
This record sits on 1 traced path of capital across the graphs.
DFX traced 1 path of capital through this record
Every record on each path, what it committed or lent, and as of when.
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Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.
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Record history
- Holding in a pooled vehicle started2024-12-31source
- Holding in a pooled vehicle ended2024-12-31source
- Holding in a pooled vehicle ended2024-12-31source
+11 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
every published relationship on the graph
+8 connections on the graph
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