A-E-F-C Pension Plan
Corporate pension, based in Chicago, Illinois, reporting $87.3M in assets, for 892 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, A-E-F-C Pension Plan first reports an interest in Nisa Ultra Long Treasury Cif: $7M at 2024-12-31.
2 more managers, 32 more commitments and 3 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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Capital path
who backs this record, through what, into what; each name opens its own path- AON Multi-Asset Credit Fund3 commitments
- AON Long Credit Bond Fund3 commitments
- Ssga S&p 500 (r) Indx Nl Sf Cl a3 commitments
- AON Trust Company LLC21 commitments
- State Street Global Advisors Trust Company6 commitments
- State Street Global Advisors Trust Company3 commitments
Relationship network
37 connected entities35 observed commitments15 repeat counterparties32 dated commitments shown here, 2022 to 2024
From board minutes, annual reports, Form 5500 filings and public records of commitments, consultants and staff in the allocator graph. Commitment amounts are those the allocator disclosed; many are not printed, and none is estimated.
Some relationships on this record are counted rather than named here. They open with the full profile.
Click any name or line for the commitments and sources behind it. Line weight is commitments together; dashed lines are inferred.
- Sponsor
- Fund or vehicle
- Service provider
- Organization
›How strength and recency are read
Managers, funds and consultants are read from the commitments: three or more is a strong observed relationship, two a repeat counterparty. No consultant link is marked current on the source, so none is labelled current or former here. Related plans, people and plan service providers are ordered by what the filing shows.
Darker lines were active in the last 24 months or are current; lighter lines are older or undated.
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
Allocation policy
- Partnership/joint venture interests 8.5%
- Common/collective trusts 91.2%
Consultants and advisers
- Aon General consultantthrough Dec 31, 2022 Form 5500
- Bank of New York Mellon Custodianthrough Dec 31, 2022 Form 5500
- AON Consulting, Inc. Actuarythrough Dec 31, 2022 Form 5500
People
Manager roster
- AON Trust Company LLC21 rows, latest Dec 31, 2024
- State Street Global Advisors Trust Company6 rows, latest Dec 31, 2024
- State Street Global Advisors Trust Company3 rows, latest Dec 31, 2024
+2 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
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- Nisaplan years
What changed
- Dec 31, 2024Holding startedA-E-F-C Pension Plan first reports an interest in Nisa Ultra Long Treasury Cif: $7M at 2024-12-31with Nisa Ultra Long Treasury Cifaskebsa.dol.gov
- Dec 31, 2024Holding startedA-E-F-C Pension Plan first reports an interest in Nisa Ultra Mid Treasury Cif: $4M at 2024-12-31with Nisa Ultra Mid Treasury Cifaskebsa.dol.gov
- Dec 31, 2024Holding startedA-E-F-C Pension Plan first reports an interest in AON Intermediate Credit Bond Fund (AON Trust Company LLC): $1M at 2024-12-31with AON Trust Company LLCaskebsa.dol.gov
- Dec 31, 2024Holding endedinferenceA-E-F-C Pension Plan no longer reports 20+ Yr U S Treas Strips (AON Trust Company LLC) (last held $29M at 2023-12-31; absent from the 2024-12-31 filing)with AON Trust Company LLCaskebsa.dol.gov
- Dec 31, 2024Assets changedA-E-F-C Pension Plan total assets $120M -> $87M (-26.9%, 2023-12-31 to 2024-12-31)
+3 more dated events
Every name, record and relationship behind this count, with the source on each.
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Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | AON Multi-Asset Credit Fundcollective trust | AON Trust Company LLC | Private credit | $1.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | AON Long Credit Bond Fundcollective trust | AON Trust Company LLC | Private credit | $33.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Ssga S&p 500 (r) Indx Nl Sf Cl acollective trust | State Street Global Advisors Trust Company | Pooled vehicles | $10.8M held | Disclosed holding | askebsa.dol.gov |
+32 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
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Size and funding
Form 5500 filings
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Dec 31, 2024 | 892 | $119M | $133M | 82.6% | $87.3M | $7.5M | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 906 | $121M | $138M | 80.0% | $120M | $8.1M | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 928 | $166M | $137M | 90.8% | $121M | $10.4M | Not disclosed | Not disclosed |
- AON Consulting Inc. codes 16 28 65 $950,906 PY2024
- The Bank of New York Mellon codes 18 $47,388 PY2024
- Grant Thornton, LLP codes 10 $24,926 PY2024
+44 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
A-E-F-C Pension Plan sits on 5 traced paths of capital across the graphs.
DFX traced 5 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
- Holding in a pooled vehicle started2024-12-31source on record
- Holding in a pooled vehicle started2024-12-31source on record
- Holding in a pooled vehicle started2024-12-31source on record
+5 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
+5 connections on the graph
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