This allocator's name, 1 more manager, 9 more commitments and 9 more dated events
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Corporate pension in Indiana
Corporate pension, based in Culver, Indiana, reporting $1,245 in assets, for 470 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $1,245
- Funded ratio
- 100.3%
- Fund commitments
- 11
- Managers
- 4
Nothing material in the last 90 days. Last change: 30 Jun 2025, Total assets changed.
Capital path
who backs this record, through what, into what; each name opens its own path- NT Collective Short Term Investment2 commitments
- Wtc-Cif Small Cap 2000 Portfolio1 commitment
- Daily Msci Eafe Index Nl Fund1 commitment
- State Street Global Advisors Trust Company7 commitments
- Northern Trust Investments, Inc.2 commitments
- Wellington Trust Company, Na1 commitment
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
- Other investments 2.4%
- Common/collective trusts 4.4%
- Registered investment companies 93.1%
- Brown Advisory Investment adviser (plan)through Jun 30, 2024 Form 5500
- Northern Trust Co. Trusteethrough Jun 30, 2023 Form 5500
- Sage Pension Resources Inc. Actuarythrough Jun 30, 2023 Form 5500
- State Street Global Advisors Trust Company7 rows, latest Jun 30, 2023
- Northern Trust Investments, Inc.2 rows, latest Jun 30, 2024
- Wellington Trust Company, Na1 row, latest Jun 30, 2023
+1 more manager received commitments
Every name, record and relationship behind this count, with the source on each.
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- State Street Global Advisors Trustplan years
- Wellingtonplan years
- State Street Global Advisors Trust Companyplan years
+2 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
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- Jun 30, 2025Assets changeddown $21.1Maskebsa.dol.gov
- Jul 1, 2024Funded status changed7 pointsaskebsa.dol.gov
- Jun 30, 2024Holding endedinference
- Jun 30, 2024Holding endedinference
- Jun 30, 2024Holding endedinference
+9 more dated events
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| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Jun 30, 2024 | NT Collective Short Term Investmentcollective trust | Northern Trust Investments, Inc. | Cash | $929,266 held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2023 | NT Collective Short Term Investmentcollective trust | Northern Trust Investments, Inc. | Cash | $325,933 held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2023 | Wtc-Cif Small Cap 2000 Portfoliocollective trust | Wellington Trust Company, Na | Public equity | $913,617 held | Disclosed holding | askebsa.dol.gov |
+9 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 Jun 30, 2025 | 470 | $21.1M | $21.0M | 100.3% | $1,245 | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Jun 30, 2024 | 554 | $23.3M | $25.3M | 93.1% | $21.1M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Jun 30, 2023 | 581 | $22.8M | $25.7M | 94.7% | $23.4M | Not disclosed | Not disclosed | Not disclosed |
- Sage Pension Resources, Inc. codes 11 $199,165 PY2024
- Northern Trust Company codes 21 $22,406 PY2024
- Brown Advisory LLC codes 27 $13,279 PY2024
+35 more service providers
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Provenance
Record history
- Holding in a pooled vehicle ended2024-06-30source
- Holding in a pooled vehicle ended2024-06-30source
- Holding in a pooled vehicle ended2024-06-30source
+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
+9 connections on the graph
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