ANN & Robert H. Lurie Children's Hospital of Chicago Value Growth Plan
Corporate pension, based in Chicago, Illinois, reporting $144M in assets, for 3,678 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, ANN & Robert H. Lurie Children's Hospital of Chicago Value Growth Plan first reports an interest in Nisa Ultra Mid Treasury Cif: $3M at 2024-12-31.
19 more commitments and 7 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.
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Capital path
who backs this record, through what, into what; each name opens its own path- NT Collective Short Term Investment3 commitments
- AON Small Cap Equity Index Fund2 commitments
- AON Intermediate Credit Bond Fund2 commitments
- AON Trust Company LLC18 commitments
- Northern Trust Investments, Inc.3 commitments
- Nisa1 commitment
Relationship network
32 connected entities22 observed commitments12 repeat counterpartiescommitments 2022 to 2024
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
- Non-interest-bearing cash 0.0%
- Common/collective trusts 100.0%
Consultants and advisers
- AON Investments USA Inc Pension consultantthrough Dec 31, 2022 Form 5500
- Willis Towers Watson US LLC Actuarythrough Dec 31, 2022 Form 5500
- Northern Trust Co. Trusteethrough Dec 31, 2022 Form 5500
People
Manager roster
- AON Trust Company LLC18 rows, latest Dec 31, 2024
- Northern Trust Investments, Inc.3 rows, latest Dec 31, 2024
- Nisa1 row, latest Dec 31, 2024
- Nisaplan years
What changed
- Dec 31, 2024Holding startedANN & Robert H. Lurie Children's Hospital of Chicago Value Growth Plan first reports an interest in Nisa Ultra Mid Treasury Cif: $3M at 2024-12-31with Nisa Ultra Mid Treasury Cifaskebsa.dol.gov
- Dec 31, 2023Holding startedANN & Robert H. Lurie Children's Hospital of Chicago Value Growth Plan first reports an interest in AON Large Cap Equity Index Fund (AON Trust Company LLC): $9M at 2023-12-31with AON Trust Company LLCaskebsa.dol.gov
- Dec 31, 2023Holding startedANN & Robert H. Lurie Children's Hospital of Chicago Value Growth Plan first reports an interest in AON Small Cap Equity Index Fund (AON Trust Company LLC): $2M at 2023-12-31with AON Trust Company LLCaskebsa.dol.gov
- Dec 31, 2023Holding startedANN & Robert H. Lurie Children's Hospital of Chicago Value Growth Plan first reports an interest in AON Non-Us Equity Index Fund (AON Trust Company LLC): $5M at 2023-12-31with AON Trust Company LLCaskebsa.dol.gov
- Dec 31, 2023Holding startedANN & Robert H. Lurie Children's Hospital of Chicago Value Growth Plan first reports an interest in 20+ Yr U S Treas Strips (AON Trust Company LLC): $48,533 at 2023-12-31with AON Trust Company LLCaskebsa.dol.gov
+7 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, 2024 | AON Small Cap Equity Index Fundcollective trust | AON Trust Company LLC | Public equity | $1.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Nisa Ultra Mid Treasury Cifcollective trust | Nisa | Fixed income | $3.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | AON Intermediate Credit Bond Fundcollective trust | AON Trust Company LLC | Private credit | $18.4M held | Disclosed holding | askebsa.dol.gov |
+19 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 Dec 31, 2024 | 3,678 | $151M | $153M | 98.0% | $144M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 3,807 | $147M | $152M | 96.7% | $151M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 3,969 | $202M | $152M | 118.9% | $147M | Not disclosed | Not disclosed | Not disclosed |
- USI Consulting Group codes 15 50 $234,559 PY2024
- AON Investments USA Inc. codes 17 27 28 50 51 70 $82,374 PY2024
- Willis Towers Watson Delaware US codes 11 17 50 $70,823 PY2024
+38 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
ANN & Robert H. Lurie Children's Hospital of Chicago Value Growth Plan sits on 3 traced paths of capital across the graphs.
DFX traced 3 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.
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Record history
- Holding in a pooled vehicle started2024-12-31source on record
- Holding in a pooled vehicle started2023-12-31source on record
- Holding in a pooled vehicle started2023-12-31source on record
+9 more changes on this record's ledger
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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
+5 connections on the graph
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