DFX Intelligence
Allocator Intelligence
The capital-owner graph behind private markets. Who owns the capital, who decides, how much, under what policy, on whose advice, to which managers, and what changed, with a source and a date behind every row. A target is never an actual, a disclosed holding is never an approval, and an estimate says so.
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Taft-Hartley plan
L•••• 3• T••• a•• P•••••• D••••••• P•••••• F•••
Taft-Hartley planRiver Forest, IL
Assets
$25,232
Total assets, Mar 31, 2025 reported
Funded
100.0%
Apr 1, 2024
Private markets target
n/a
policy Mar 31, 2025
Commitments
0
none on the tape
Plan sponsor: T••••••• o• L•••• 3• T••• a•• P•••••• D••••••• P•••••• F•••
Allocation policy
Form 5500, as of Mar 31, 2025
Actual allocation lines without a target (as filed)
- Non-interest-bearing cash 64.6%
- Insurance company general account 21.2%
Consultants and advisers
1 firms
- N• S••••••• M• F••••• I• R••••••• Actuarythrough Mar 31, 2023 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
No manager relationship is on the tape for this allocator.
Commitments
No fund commitments are on the tape for this allocator. The tape holds the plans that publish their own private-markets reports; a plan that publishes one and is not here is a gap we can close.
Size and funding
22 readings
Net investment income
$-64,512 (2024-03) · $-74,932 (2023-03)
Investment management fees
Form 5500 filings
3 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Mar 31, 2025 | 118 | n/a | n/a | n/a | $25,232 | n/a | n/a | n/a |
| 2023 to Mar 31, 2024 | 118 | n/a | n/a | n/a | $24,740 | n/a | n/a | n/a |
| 2022 to Mar 31, 2023 | 118 | n/a | n/a | n/a | $27,793 | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- L•••• 3 Sales Pension codes 49 $18,655 PY2024
- Elite Administration & Insurance codes 22 PY2024
- N• S••••••• M• F••••• I• R••••••• codes 11 PY2024
- L•••• 3 Sales Pension codes 49 $16,172 PY2023
- Elite Administration & Insurance codes 22 PY2023
- N• S••••••• M• F••••• I• R••••••• codes 11 PY2023
- L•••• 3 Sales Pension codes 49 $15,117 PY2022
- Calibre CPA Group PLLC codes 10 $5,700 PY2022
- Elite Administration & Insurance codes 22 PY2022
- N• S••••••• M• F••••• I• R••••••• codes 11 PY2022
What changed
1 events
- Mar 31, 2024Assets changedL•••• 3• T••• a•• P•••••• D••••••• P•••••• F••• total assets $27,793 -> $24,740 (-11.0%, 2023-03-31 to 2024-03-31)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 366514936-001
Cross-graph: no entry on another DFX graph
First observed Sep 15, 2026, last observed Sep 15, 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.