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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Corporate pension
C••••••••• T••••••••• L••••••••• I••• R••••••••• P•••
Corporate pensionSkokie, IL
Assets
n/a
Total assets, Dec 31, 2024 reported
Funded
109.6%
Jan 1, 2023
Private markets target
n/a
policy Dec 31, 2023
Commitments
0
none on the tape
Plan sponsor: C••••••••• T••••••••• L••••••••• I•••
Allocation policy
Form 5500, as of Dec 31, 2023
Actual allocation lines without a target (as filed)
- Interest-bearing cash 8.1%
- Corporate debt instruments (other) 2.5%
- U.S. Government securities 62.5%
- Registered investment companies 26.8%
Consultants and advisers
1 firms
- A•• Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on Schedule C
From Schedule C (investment management, code 28)
- P••••••• I•••••••••plan years 2022
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
29 readings
Investment management fees
$57,115 (2023-12) · $58,607 (2022-12)
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 Dec 31, 2024 | 129 | n/a | n/a | n/a | $0 | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 129 | $10.9M | $10.9M | 109.6% | $10.3M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 130 | $12.9M | $11.0M | 108.7% | $10.8M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Aon codes 11 50 $217,465 PY2024
- Fidelity codes 15 50 $27,551 PY2024
- Hill Ward Henderson codes 29 50 $27,332 PY2024
- Sidley Austin LLP codes 29 50 $8,094 PY2024
- Fifth Third Bank codes 15 50 $5,432 PY2024
- Aon codes 11 50 $227,441 PY2023
- P••••••• I••••••••• LLC codes 28 50 51 $57,115 PY2023
- Hill Ward Henderson codes 29 50 $20,651 PY2023
- Fifth Third Bank codes 15 50 $7,516 PY2023
- Aon codes 11 PY2023
- P••••••• I••••••••• LLC codes 28 50 51 $58,607 PY2022
- Fifth Third Bank codes 15 50 $7,305 PY2022
- Aon codes 11 PY2022
What changed
3 events
- Dec 31, 2024Manager relationship endedinferenceP••••••• I••••••••• LLC no longer appears on C••••••••• T••••••••• L••••••••• I••• R••••••••• P•••'s Schedule C as investment manager (plan year 2024 vs 2023)with P••••••• I•••••••••askebsa.dol.gov
- Dec 31, 2024Assets changedC••••••••• T••••••••• L••••••••• I••• R••••••••• P••• total assets $10M -> $0 (-100.0%, 2023-12-31 to 2024-12-31)
- Jan 1, 2023Assets changedC••••••••• T••••••••• L••••••••• I••• R••••••••• P••• plan assets $13M -> $11M (-15.4%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 363478051-002
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.