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

Ctdu Partition Pension Fund

Taft-Hartley planChicago, IL
Assets
$611,080
Total assets, Mar 31, 2025 reported
Funded
n/a
not filed
Private markets target
n/a
policy Mar 31, 2025
Commitments
0
none on the tape
Plan sponsor: Ctdu Partition Pension Fund
Allocation policy
Form 5500, as of Mar 31, 2025
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 94.4%
  • Non-interest-bearing cash 3.1%
Consultants and advisers
2 firms
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
Total assets
$611,080 Mar 31, 2025 reported Form 5500
$656,684 (2024-03) · $695,580 (2023-03)
Net assets
$-115M Mar 31, 2025 reported Form 5500
$620,461 (2024-03) · $673,325 (2023-03)
Participants
1,227 Apr 1, 2024 reported Form 5500
1,328 (2023-04) · 1,375 (2022-04)
Contributions
$0 Mar 31, 2025 reported Form 5500
$4.0M (2024-03) · $4.1M (2023-03)
Benefits paid
$3.7M Mar 31, 2025 reported Form 5500
$3.9M (2024-03) · $4.0M (2023-03)
Net investment income
$-8.5M Mar 31, 2025 reported Form 5500
$-52,864 (2024-03) · $-34,555 (2023-03)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Mar 31, 20251,227n/an/an/a$611,080n/an/an/a
2023 to Mar 31, 20241,328n/an/an/a$656,684n/an/an/a
2022 to Mar 31, 20231,375n/an/an/a$695,580n/an/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • Lisa Ramirez codes 30 $37,421 PY2024
  • Linda Fenner codes 30 $35,458 PY2024
  • Union Insurance Group codes 22 $23,865 PY2024
  • The Segal Company codes 11 $21,769 PY2024
  • Unique Computing Solutions codes 16 $14,985 PY2024
  • Legacy Professionals LLP codes 10 $11,000 PY2024
  • Lisa Ramirez codes 30 $33,456 PY2023
  • Linda Fenner codes 30 $32,741 PY2023
  • Union Insurance Group codes 22 53 $21,541 PY2023
  • Segal Company codes 11 $16,765 PY2023
  • Legacy Professionals LLP codes 10 $11,500 PY2023
  • Unique Computing Solutions codes 16 $10,171 PY2023
  • Linda Fenner codes 30 $31,442 PY2022
  • Legacy Professionals LLP codes 10 $9,500 PY2022
  • Unique Computing Solutions codes 16 $8,104 PY2022
  • Segal Company codes 11 $7,524 PY2022
What changed
No dated events yet.
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 276635486-001
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.