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.
Taft-Hartley plan
Chicago Moving Picture Operators Union Local 110 of the Iatse & Mpmo Severance Trust
Taft-Hartley planChicago, IL
Assets
$30.7M
Total assets, Aug 31, 2025 reported
Funded
69.7%
Sep 1, 2024
Private markets target
n/a
policy Aug 31, 2025
Commitments
0
none on the tape
Plan sponsor: Cmpmou Local 110 of the Iatse & Mpmo Severance Trust
Allocation policy
Form 5500, as of Aug 31, 2025
Actual allocation lines without a target (as filed)
- Interest-bearing cash 11.4%
- Other investments 0.2%
- Registered investment companies 82.3%
Consultants and advisers
1 firms
- TED Windsor & Associates Actuarythrough Aug 31, 2023 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)
- Marquette Associates Inc.plan years 2023
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
30 readings
Investment management fees
$70,000 (2024-08) · $70,000 (2023-08)
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 Aug 31, 2025 | 442 | n/a | n/a | n/a | $30.7M | n/a | n/a | n/a |
| 2023 to Aug 31, 2024 | 432 | n/a | n/a | n/a | $25.4M | n/a | n/a | n/a |
| 2022 to Aug 31, 2023 | 451 | n/a | n/a | n/a | $21.9M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Marquette Associates codes 28 $70,000 PY2024
- Topel Forman LLC codes 10 $61,437 PY2024
- TED Windsor & Associates codes 11 $60,775 PY2024
- Mcgann, Ketterman, & Rioux codes 29 $6,400 PY2024
- TED Windsor & Associates codes 11 PY2024
- Marquette Associates codes 28 $70,000 PY2023
- Topel Forman LLC codes 10 $61,388 PY2023
- Mcgann, Ketterman, & Rioux codes 29 $8,100 PY2023
- TED Windsor & Associates codes 11 PY2023
- Marquette Associates codes 28 $70,000 PY2022
- Topel Forman LLC codes 10 $58,565 PY2022
- TED Windsor & Associates codes 11 $21,325 PY2022
- Mcgann, Ketterman, & Rioux codes 29 $14,300 PY2022
- TED Windsor & Associates codes 11 PY2022
What changed
5 events
- Aug 31, 2025Assets changedChicago Moving Picture Operators Union Local 110 of the Iatse & Mpmo Severance Trust total assets $25M -> $31M (+20.8%, 2024-08-31 to 2025-08-31)
- Sep 1, 2024Funded status changedChicago Moving Picture Operators Union Local 110 of the Iatse & Mpmo Severance Trust funded ratio 62.9% -> 69.7% (2023-09-01 to 2024-09-01)
- Sep 1, 2024Assets changedChicago Moving Picture Operators Union Local 110 of the Iatse & Mpmo Severance Trust plan assets $22M -> $25M (+16.2%, 2023-09-01 to 2024-09-01)
- Aug 31, 2024Assets changedChicago Moving Picture Operators Union Local 110 of the Iatse & Mpmo Severance Trust total assets $22M -> $25M (+15.9%, 2023-08-31 to 2024-08-31)
- Sep 1, 2023Funded status changedChicago Moving Picture Operators Union Local 110 of the Iatse & Mpmo Severance Trust funded ratio 56.8% -> 62.9% (2022-09-01 to 2023-09-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 366487635-001
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.