Retirement Plan for Employees of Rehabilitation Institute of Chicago
Corporate pension, based in Chicago, Illinois, reporting $217M in assets, for 1,703 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, Scout Investment Management appears on Retirement Plan for Employees of Rehabilitation Institute of Chicago's Schedule C as investment manager (plan year 2024 vs 2023).
1 more adviser and 3 more commitments
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
- GQG Partners Emerging Markets Equit3 commitments
- Northern Trust Investments, Inc.3 commitments
- Reliance Trust Company3 commitments
Relationship network
16 connected entities6 observed commitments5 repeat counterpartiescommitments 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 basesCorporate pensionShowHide
Allocation policy
- Non-interest-bearing cash 0.0%
- Corporate debt instruments (other) 8.7%
- U.S. Government securities 8.5%
- Other investments 5.5%
- Partnership/joint venture interests 43.5%
- Common/collective trusts 4.8%
- Registered investment companies 21.3%
- Common stock 2.9%
Consultants and advisers
- Monticello Associates Investment adviser (plan)through Aug 31, 2023 Form 5500
- Northern Trust Co. Trusteethrough Aug 31, 2023 Form 5500
- AON Consulting, Inc. Actuarythrough Aug 31, 2023 Form 5500
+1 more consultant or adviser advise this allocator
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
People
Manager roster
- Northern Trust Investments, Inc.3 rows, latest Aug 31, 2025
- Reliance Trust Company3 rows, latest Aug 31, 2025
- Scout Investment Managementplan years 2025
- Reams Asset Managementplan years 2023
- Wellington Trust Companyplan years 2023
What changed
- Dec 31, 2024Manager relationship startedScout Investment Management appears on Retirement Plan for Employees of Rehabilitation Institute of Chicago's Schedule C as investment manager (plan year 2024 vs 2023)with Scout Investment Managementaskebsa.dol.gov
- Sep 1, 2024Assets changedRetirement Plan for Employees of Rehabilitation Institute of Chicago plan assets $166M -> $193M (+16.5%, 2023-09-01 to 2024-09-01)
- Aug 31, 2024Assets changedRetirement Plan for Employees of Rehabilitation Institute of Chicago total assets $166M -> $199M (+19.9%, 2023-08-31 to 2024-08-31)
- Dec 31, 2023Manager relationship endedinferenceWellington Trust Company no longer appears on Retirement Plan for Employees of Rehabilitation Institute of Chicago's Schedule C as investment manager (plan year 2023 vs 2022)with Wellington Trust Companyaskebsa.dol.gov
- Sep 1, 2023Funded status changedRetirement Plan for Employees of Rehabilitation Institute of Chicago funded ratio 110.8% -> 104.7% (2022-09-01 to 2023-09-01)
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Aug 31, 2025 | NT Collective Short Term Investmentcollective trust | Northern Trust Investments, Inc. | Cash | $1.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Aug 31, 2025 | GQG Partners Emerging Markets Equitcollective trust | Reliance Trust Company | Public equity | $8.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Aug 31, 2024 | NT Collective Short Term Investmentcollective trust | Northern Trust Investments, Inc. | Cash | $4.0M held | Disclosed holding | askebsa.dol.gov |
+3 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 Aug 31, 2025 | 1,703 | $193M | $168M | 102.9% | $217M | $94.7M | Not disclosed | Not disclosed |
| 2023 to Aug 31, 2024 | 1,725 | $166M | $166M | 104.7% | $199M | $83.1M | Not disclosed | Not disclosed |
| 2022 to Aug 31, 2023 | 1,733 | $159M | $158M | 110.8% | $166M | $78.1M | Not disclosed | Not disclosed |
- AON Consulting codes 11 50 $191,219 PY2024
- Northern Trust Company codes 21 50 $78,840 PY2024
- Crowe LLP codes 10 50 $73,254 PY2024
+24 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Retirement Plan for Employees of Rehabilitation Institute of Chicago sits on 2 traced paths of capital across the graphs.
DFX traced 2 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
- Manager relationship started2024-12-31source on record
- Total assets changed2024-09-01source on record
- Total assets changed2024-08-31source on record
+2 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
+8 connections on the graph
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