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
Peoria Chapter of Bricklayers Local No. 6 Pension Plan and Trust
Taft-Hartley planPeoria, IL
Assets
$16.6M
Total assets, Apr 30, 2025 reported
Funded
67.0%
May 1, 2024
Private markets target
n/a
policy Apr 30, 2025
Commitments
0
none on the tape
Plan sponsor: Peoria Chapter of the Local No. 6 of Il Intl Union of Bricklayers
Allocation policy
Form 5500, as of Apr 30, 2025
Actual allocation lines without a target (as filed)
- Interest-bearing cash 0.4%
- Non-interest-bearing cash 2.2%
- U.S. Government securities 0.0%
- Registered investment companies 97.4%
Consultants and advisers
3 firms
- Morgan Stanley Investment adviser (plan)through Apr 30, 2024 Form 5500
- The Segal Group, Inc. Actuarythrough Apr 30, 2023 Form 5500
- Segal Actuarythrough Apr 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
30 readings
Investment management fees
$176,263 (2024-04) · $191,932 (2023-04)
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 Apr 30, 2025 | 261 | n/a | n/a | n/a | $16.6M | n/a | n/a | n/a |
| 2023 to Apr 30, 2024 | 248 | n/a | n/a | n/a | $16.6M | n/a | n/a | n/a |
| 2022 to Apr 30, 2023 | 252 | n/a | n/a | n/a | $16.8M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- The Segal Group, Inc. codes 11 50 $91,870 PY2024
- TIC Midwest, LLC codes 13 50 $74,520 PY2024
- Cliftonlarsonallen, LLP codes 10 50 $55,748 PY2024
- Morgan Stanley codes 27 50 $52,244 PY2024
- Cavanagh & O'Hara LLP codes 29 50 $23,787 PY2024
- Envision Insurance Group codes 50 $16,645 PY2024
- Segal codes 11 PY2024
- The Segal Group, Inc. codes 11 50 $83,376 PY2023
- TIC International Corp codes 13 50 $82,193 PY2023
- Morgan Stanley codes 27 50 $72,209 PY2023
- Cliftonlarsonallen, LLP codes 10 50 $43,123 PY2023
- Cavanagh & O'Hara LLP codes 29 50 $34,336 PY2023
- American Funds - Hks codes 15 50 $21,246 PY2023
- Envision Insurance Group codes 23 50 $16,645 PY2023
- First Mid Insurance Group codes 13 50 $8,888 PY2023
- Segal codes 11 PY2023
- The Segal Group, Inc. codes 11 50 $126,804 PY2022
- First Mid Insurance Group codes 13 50 $87,640 PY2022
- Cavanagh & O'Hara LLP codes 29 50 $35,679 PY2022
- Cliftonlarsonallen, LLP codes 10 50 $19,550 PY2022
- Envision Insurance Group codes 23 50 $18,642 PY2022
- Alliance Benefit Group codes 15 50 $16,205 PY2022
- Segal codes 11 PY2022
What changed
4 events
- May 1, 2024Funded status changedPeoria Chapter of Bricklayers Local No. 6 Pension Plan and Trust funded ratio 69.7% -> 67.0% (2023-05-01 to 2024-05-01)
- Dec 31, 2023Consultant changedinferenceMorgan Stanley appears on Peoria Chapter of Bricklayers Local No. 6 Pension Plan and Trust's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)with Morgan Stanleyaskebsa.dol.gov
- May 1, 2023Funded status changedPeoria Chapter of Bricklayers Local No. 6 Pension Plan and Trust funded ratio 77.6% -> 69.7% (2022-05-01 to 2023-05-01)
- May 1, 2023Assets changedPeoria Chapter of Bricklayers Local No. 6 Pension Plan and Trust plan assets $21M -> $17M (-19.9%, 2022-05-01 to 2023-05-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 376058341-001
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.