This allocator's name and 1 more commitment

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Corporate pension in Indiana

Corporate pension· Fishers, Indiana

Corporate pension, based in Fishers, Indiana, reporting $516M in assets, for 3,978 participants.

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

Assets
$516M
Funded ratio
92.2%
Fund commitments
2
Managers
1
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Commitments (2)Allocation policyManagers
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: 1 Jan 2024, Funded status changed.

Capital path

who backs this record, through what, into what; each name opens its own path
Corporate pension in Indiana
Funds committed to
Managers
Size, funding, policy and commitments, with their basesCorporate pensionShow
Corporate pension
Assets
$516M
Total assets, Dec 31, 2024 reported
Funded
92.2%
Jan 1, 2024
Private markets target
no policy read
policy Dec 31, 2024
Commitments
2
1 manager on Schedule C
Plan sponsor: this allocator
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 2.6%
  • Non-interest-bearing cash 0.0%
  • U.S. Government securities 15.7%
  • Common/collective trusts 13.2%
  • Registered investment companies 68.5%
Consultants and advisers
3 firms
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
From Schedule C (investment management, code 28)
What changed
5 events
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
4 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024SEI Core Property Collective Inv Trcollective trustSEI Investments Management CorpReal estate$38.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024SEI Structured Credit Collective Fdcollective trustSEI Investments Management CorpPrivate credit$29.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023SEI Core Property Collective Inv Trcollective trustSEI Investments Management CorpReal estate$46.6M heldDisclosed holdingaskebsa.dol.gov

+1 more commitment

Every fund and manager this allocator committed to, with the amount, date and source on each.

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Size and funding
33 readings
Total assets
$516M Dec 31, 2024 reported Form 5500
$538M (2023-12) · $924M (2022-12)
Plan assets
$538M Jan 1, 2024 reported Form 5500
$924M (2023-01) · $1.2B (2022-01)
Net assets
$516M Dec 31, 2024 reported Form 5500
$538M (2023-12) · $924M (2022-12)
Funded ratio
92.2% Jan 1, 2024 reported Form 5500
96.7% (2023-01) · 105.2% (2022-01)
Funding target
$594M Jan 1, 2024 reported Form 5500
$996M (2023-01) · $995M (2022-01)
Discount rate
5.14% Jan 1, 2024 reported Form 5500
5.22% (2023-01) · 5.39% (2022-01)
Participants
3,978 Jan 1, 2024 reported Form 5500
9,841 (2023-01) · 10,255 (2022-01)
Contributions
$0 Dec 31, 2024 reported Form 5500
$0 (2023-12) · $0 (2022-12)
Benefits paid
$34.0M Dec 31, 2024 reported Form 5500
$446M (2023-12) · $71.1M (2022-12)
Net investment income
-$22.6M Dec 31, 2024 reported Form 5500
-$386M (2023-12) · -$242M (2022-12)
Investment management fees
$1.3M Dec 31, 2024 reported Form 5500
$2.2M (2023-12) · $2.1M (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 20243,978$538M$594M92.2%$516MNot disclosed$0Not disclosed
2023 to Dec 31, 20239,841$924M$996M96.7%$538MNot disclosed$0Not disclosed
2022 to Dec 31, 202210,255$1.2B$995M105.2%$924MNot disclosed$924MNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • SEI Investments Company codes 19 21 25 27 28 49 50 51 52 62 $1.3M PY2024
  • Mercer codes 11 17 50 $872,319 PY2024
  • Telus Health codes 14 15 50 $525,465 PY2024

+20 more service providers

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

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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.
Capital chain

This record sits on 2 traced paths of capital across the graphs.

Allocator commitments to a manager

DFX traced 2 paths 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

5 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

+2 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.

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+5 connections on the graph

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