Taft-Hartley plan in Illinois
Taft-Hartley plan, based in Chicago, Illinois, reporting $47.2M in assets, for 856 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: Aug 31, 2025, Holding started.
This allocator's name, 6 more advisers, 1 more manager, 5 more commitments and 3 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- Pgim Absolute Total Return Bd3 commitments
- NT Collective Govt Short Term Invt2 commitments
- Western Asset US Core Plus LLC2 commitments
- Prudential Trust Co.3 commitments
- Northern Trust Investments, Inc.2 commitments
- Western Asset Mgmt Company, LLC2 commitments
Relationship network
34 connected entities8 observed commitments6 repeat counterparties7 dated commitments shown here, 2023 to 2025
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 basesTaft-Hartley planShowHide
Allocation policy
- Partnership/joint venture interests 9.6%
- Common/collective trusts 26.4%
- Registered investment companies 48.0%
- Common stock 7.2%
Consultants and advisers
- Bridgeway Benefit Technologies General consultantthrough Aug 31, 2025 Form 5500
- Lasalle Consulting Partners General consultantthrough Aug 31, 2023 Form 5500
- Bridgeway Benefit Technology General consultantthrough Aug 31, 2023 Form 5500
+6 more consultants and advisers advise this allocator
Every name, record and relationship behind this count, with the source on each.
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People
Manager roster
- Prudential Trust Co.3 rows, latest Aug 31, 2025
- Northern Trust Investments, Inc.2 rows, latest Aug 31, 2025
- Western Asset Mgmt Company, LLC2 rows, latest Aug 31, 2024
+1 more manager received commitments
Every name, record and relationship behind this count, with the source on each.
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- Loomis Saylesplan years 2025
- Western Asset Mgmt Company, LLCplan years
- Silvercrest Asset Management Groupplan years 2023
+3 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
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What changed
- Aug 31, 2025Holding started
- Aug 31, 2025Holding endedinference
- Dec 31, 2024Manager relationship startedwith Loomis Saylesaskebsa.dol.gov
- Dec 31, 2024Consultant changedinferencewith Bridgeway Benefit Technologiesaskebsa.dol.gov
- Dec 31, 2024Consultant changedinferencewith Vitech Systems Group, Incaskebsa.dol.gov
+3 more dated events
Every name, record and relationship behind this count, with the source on each.
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Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Aug 31, 2025 | Nhit Core Fixed Income Trustcollective trust | Loomis Sayles | Fixed income | $7.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Aug 31, 2025 | Pgim Absolute Total Return Bdcollective trust | Prudential Trust Co. | Pooled vehicles | $4.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Aug 31, 2025 | NT Collective Govt Short Term Invtcollective trust | Northern Trust Investments, Inc. | Cash | $468,270 held | Disclosed holding | askebsa.dol.gov |
+5 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
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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 Aug 31, 2025 | 856 | Not disclosed | Not disclosed | n/a | $47.2M | $4.5M | Not disclosed | Not disclosed |
| 2023 to Aug 31, 2024 | 891 | Not disclosed | Not disclosed | n/a | $44.8M | $4.5M | Not disclosed | Not disclosed |
| 2022 to Aug 31, 2023 | 887 | Not disclosed | Not disclosed | n/a | $41.2M | $3.6M | Not disclosed | Not disclosed |
- Jeffrey Hoff codes 30 $69,643 PY2024
- Segal Consulting codes 11 $68,086 PY2024
- Laner Muchin codes 29 $50,202 PY2024
+62 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
This record sits on 20 traced paths of capital across the graphs.
DFX traced 20 paths of capital through this record
Every record on each path, what it committed or lent, and as of when.
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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 started2025-08-31source on record
- Holding in a pooled vehicle ended2025-08-31source on record
- Consultant changed2024-12-31source on record
+5 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
+17 connections on the graph
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