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
T•• P•••••• T•••• E••••• f•• S•••••••• L•••• U•••• N•• 4••
Taft-Hartley planOAK Brook, IL
Assets
$6.6M
Total assets, Jun 30, 2025 reported
Funded
n/a
not filed
Private markets target
n/a
policy Jun 30, 2025
Commitments
0
none on the tape
Plan sponsor: B• T••••••• P• T• E••••• L•••• 4••
Allocation policy
Form 5500, as of Jun 30, 2025
Actual allocation lines without a target (as filed)
- Interest-bearing cash 9.4%
- Non-interest-bearing cash 1.8%
- Registered investment companies 88.0%
Consultants and advisers
5 firms
- F•••••••• A••••••• L•• Investment adviser (plan)through Jun 30, 2023 Form 5500
- M•••••• I••••••••• T•••• C•••••• Custodianthrough Jun 30, 2025 Form 5500
- M•••••••• I••• Actuarythrough Jun 30, 2023 Form 5500
- A••••••••• B••• Custodianthrough Jun 30, 2023 Form 5500
- B•• H••••• B•••• N••• Custodianthrough Jun 30, 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
18 readings
Investment management fees
$54,338 (2024-06) · $76,438 (2023-06)
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 Jun 30, 2025 | 991 | n/a | n/a | n/a | $6.6M | n/a | n/a | n/a |
| 2023 to Jun 30, 2024 | 1,021 | n/a | n/a | n/a | $10.8M | n/a | n/a | n/a |
| 2022 to Jun 30, 2023 | 1,047 | n/a | n/a | n/a | $15.0M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Benefits Management Group, Inc codes 14 $51,600 PY2024
- F•••••••• Advisors codes 27 $50,500 PY2024
- M••••••• codes 11 $42,922 PY2024
- A••••••••• B••• of Chicago codes 19 51 62 $25,407 PY2024
- Johnson & Krol, LLC codes 29 $25,275 PY2024
- Calibre CPA Group, PLLC codes 10 $21,600 PY2024
- M•••••• I••••••••• Trust codes 19 51 62 $7,657 PY2024
- Benefits Management Group, Inc codes 14 $51,600 PY2023
- F•••••••• Advisors codes 27 $50,500 PY2023
- M••••••• codes 11 $38,034 PY2023
- A••••••••• B••• of Chicago codes 19 51 62 $23,305 PY2023
- Calibre CPA Group, PLLC codes 10 $21,600 PY2023
- Johnson & Krol, LLC codes 29 $21,008 PY2023
- M•••••• I••••••••• Trust codes 19 51 62 $9,956 PY2023
- Benefits Management Group, Inc codes 14 $51,600 PY2022
- F•••••••• Advisors codes 27 $50,500 PY2022
- M••••••• codes 11 $36,644 PY2022
- Johnson & Krol, LLC codes 29 $25,636 PY2022
- Calibre CPA Group, PLLC codes 10 $21,100 PY2022
- A••••••••• B••• of Chicago codes 19 51 62 $11,172 PY2022
- BMO H••••• B••• codes 19 51 62 $10,530 PY2022
What changed
2 events
- Jun 30, 2025Assets changedT•• P•••••• T•••• E••••• f•• S•••••••• L•••• U•••• N•• 4•• total assets $11M -> $7M (-39.1%, 2024-06-30 to 2025-06-30)
- Jun 30, 2024Assets changedT•• P•••••• T•••• E••••• f•• S•••••••• L•••• U•••• N•• 4•• total assets $15M -> $11M (-28.3%, 2023-06-30 to 2024-06-30)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 362427068-001
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.