Pension Plan for Employees of Easter Seals, Inc.
Corporate pension, based in Chicago, Illinois, reporting $26.0M in assets, for 174 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Aug 2025, Pension Plan for Employees of Easter Seals, Inc. no longer reports Prin Lgcp S&p 500 Index Sa-Z (Principal) (last held $1,669 at 2024-08-31; absent from the 2025-08-31 filing).
7 more commitments
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- Prin Ldi Intrm Dur Sep Acct-Z3 commitments
- Prin Ldi Long Duration Sa-Z3 commitments
- Prin Lgcp S&p 500 Index Sa-Z2 commitments
- Principal10 commitments
Relationship network
14 connected entities10 observed commitments5 repeat counterpartiescommitments 2023 to 2025
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
- Pooled separate accounts 100.0%
Consultants and advisers
- Principal Global Investors LLC Investment adviser (plan)through Aug 31, 2025 Form 5500
- Principal Financial Group Actuarythrough Aug 31, 2023 Form 5500
People
Manager roster
- Principal10 rows, latest Aug 31, 2025
What changed
- Aug 31, 2025Holding endedinferencePension Plan for Employees of Easter Seals, Inc. no longer reports Prin Lgcp S&p 500 Index Sa-Z (Principal) (last held $1,669 at 2024-08-31; absent from the 2025-08-31 filing)with Principalaskebsa.dol.gov
- Aug 31, 2025Holding endedinferencePension Plan for Employees of Easter Seals, Inc. no longer reports Prin Ldi Short Dur Sep Acct-Z (Principal) (last held $3M at 2024-08-31; absent from the 2025-08-31 filing)with Principalaskebsa.dol.gov
- Dec 31, 2024Consultant changedinferencePrincipal Global Investors, LLC appears on Pension Plan for Employees of Easter Seals, Inc.'s Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with Principal Global Investors LLCaskebsa.dol.gov
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Aug 31, 2025 | Prin Ldi Intrm Dur Sep Acct-Zseparate account | Principal | Pooled vehicles | $17.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Aug 31, 2025 | Prin Ldi Long Duration Sa-Zseparate account | Principal | Fixed income | $8.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Aug 31, 2024 | Prin Lgcp S&p 500 Index Sa-Zseparate account | Principal | Pooled vehicles | $1,669 held | Disclosed holding | askebsa.dol.gov |
+7 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
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 Aug 31, 2025 | 174 | $25.6M | $24.9M | 102.7% | $26.0M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Aug 31, 2024 | 193 | $24.9M | $27.1M | 101.3% | $25.6M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Aug 31, 2023 | 197 | $25.0M | $27.4M | 100.6% | $25.0M | Not disclosed | Not disclosed | Not disclosed |
- Principal Life Insurance Company codes 13 50 64 $99,692 PY2024
- Topel Forman LLC codes 10 50 $11,500 PY2024
- Principal Global Investors, LLC codes 27 50 $1,500 PY2024
+18 more service providers
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Provenance
Provenance
Pension Plan for Employees of Easter Seals, Inc. 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.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
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 ended2025-08-31source on record
- Holding in a pooled vehicle ended2025-08-31source on record
- Consultant changed2024-12-31source on record
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
+3 connections on the graph
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