International Association Pension Plan
Taft-Hartley plan, based in Oakbrook, Illinois, reporting $439M in assets, for 2,450 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2025, Dearborn Partners, LLC no longer appears on International Association Pension Plan's Schedule C as investment manager (plan year 2025 vs 2024).
4 more advisers, 2 more managers, 21 more commitments and 6 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.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Capital path
who backs this record, through what, into what; each name opens its own path- Separate Account J4 commitments
- Afl-Cio Building Investment Trust4 commitments
- Separate Account R4 commitments
- Ullico Investment Advisors, Inc.8 commitments
- Union Labor Life Insurance Company4 commitments
- Great Gray Trust Company4 commitments
Relationship network
35 connected entities24 observed commitments11 repeat counterparties21 dated commitments shown here, 2022 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 basesTaft-Hartley planShowHide
Allocation policy
- Interest-bearing cash 1.5%
- Non-interest-bearing cash 0.1%
- Corporate debt instruments (other) 3.8%
- U.S. Government securities 4.3%
- Partnership/joint venture interests 6.3%
- 103-12 investment entities 3.1%
- Common/collective trusts 0.8%
- Pooled separate accounts 4.8%
- Registered investment companies 62.0%
- Common stock 10.4%
Consultants and advisers
- Fiducient Advisors LLC Investment adviser (plan)through Dec 31, 2025 Form 5500
- Amalgamated Bank General consultantthrough Dec 31, 2025 Form 5500
- BDO Canada LLP General consultantthrough Dec 31, 2022 Form 5500
+4 more consultants and advisers advise this allocator
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
People
Manager roster
- Ullico Investment Advisors, Inc.8 rows, latest Dec 31, 2025
- Union Labor Life Insurance Company4 rows, latest Dec 31, 2025
- Great Gray Trust Company4 rows, latest Dec 31, 2025
+2 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
- Union Labor Life Insurance Companyplan years 2023
- Johnson Institutional Managementplan years 2025
- Union Insurance Groupplan years 2025
+2 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
What changed
- Dec 31, 2025Manager relationship endedinferenceDearborn Partners, LLC no longer appears on International Association Pension Plan's Schedule C as investment manager (plan year 2025 vs 2024)with Dearborn Partners LLCaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceUnion Labor Life Insurance Company no longer appears on International Association Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Union Labor Life Insurance Companyaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedUnion Insurance Group appears on International Association Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Union Insurance Groupaskebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceAmalgamated Bank of Chicago appears on International Association Pension Plan's Schedule C as general consultant (plan year 2024 vs 2023)with Amalgamated Bankaskebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceBDO Canada LLP no longer appears on International Association Pension Plan's Schedule C as general consultant (plan year 2024 vs 2023)with BDO Canada LLPaskebsa.dol.gov
+6 more dated events
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2025 | Separate Account Jseparate account | Union Labor Life Insurance Company | Pooled vehicles | $20.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2025 | Afl-Cio Building Investment Trustcollective trust | Great Gray Trust Company | Pooled vehicles | $1.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2025 | Separate Account Rseparate account | Ullico Investment Advisors, Inc. | Pooled vehicles | $147,221 held | Disclosed holding | askebsa.dol.gov |
+21 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 |
|---|---|---|---|---|---|---|---|---|
| 2025 to Dec 31, 2025 | 2,450 | Not disclosed | Not disclosed | n/a | $439M | $27.8M | Not disclosed | Not disclosed |
| 2024 to Dec 31, 2024 | 2,506 | Not disclosed | Not disclosed | n/a | $401M | $23.6M | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 2,553 | Not disclosed | Not disclosed | n/a | $383M | $25.2M | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 2,522 | Not disclosed | Not disclosed | n/a | $346M | $25.7M | Not disclosed | Not disclosed |
- Ullico Investment Advisors Inc codes 28 51 $339,491 PY2025
- Benefits Management Group Inc codes 14 50 $315,787 PY2025
- Withum Smith+brown codes 10 50 $226,167 PY2025
+69 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
International Association Pension Plan sits on 15 traced paths of capital across the graphs.
DFX traced 15 paths 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.
Checking your plan…
Record history
- Manager relationship ended2025-12-31source on record
- Manager relationship started2024-12-31source on record
- Consultant changed2024-12-31source on record
+8 more changes on this record's ledger
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
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
+14 connections on the graph
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.