Corporate pension in Illinois
Corporate pension, based in Chicago, Illinois, reporting $879M in assets, for 16,345 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: Jan 1, 2024, Funded status changed.
This allocator's name and 2 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.
7 days of DFX Intelligence free, then $199/month unless canceled.
Capital path
who backs this record, through what, into what; each name opens its own path- this allocator3 commitments
Relationship network
19 connected entities3 observed commitments1 repeat counterpartycommitments 2022 to 2024
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
- Common/collective trusts 100.0%
Consultants and advisers
- Nepc, LLC General consultantthrough Dec 31, 2022 Form 5500
- Mercer Actuarythrough Dec 31, 2022 Form 5500
- Northern Trust Co. Custodianthrough Dec 31, 2022 Form 5500
People
Manager roster
- Poluninplan years 2023
- Aberdeen Asset Managementplan years 2023
- State Street Bank & Trust Companyplan years 2023
+5 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
7 days of DFX Intelligence free, then $199/month unless canceled.
What changed
- Jan 1, 2024Funded status changed5 pointsaskebsa.dol.gov
- Dec 31, 2023Manager relationship startedwith Aberdeen Asset Managementaskebsa.dol.gov
- Dec 31, 2023Manager relationship startedwith Poluninaskebsa.dol.gov
- Dec 31, 2023Manager relationship startedwith State Street Bank & Trust Companyaskebsa.dol.gov
- Dec 31, 2023Manager relationship startedwith Silchester International Investoraskebsa.dol.gov
+2 more dated events
Every name, record and relationship behind this count, with the source on each.
7 days of DFX Intelligence free, then $199/month unless canceled.
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | this allocatorcollective trust | this allocator | Pooled vehicles | $879M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | this allocatorcollective trust | this allocator | Pooled vehicles | $916M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | this allocatorcollective trust | this allocator | Pooled vehicles | $850M held | Disclosed holding | askebsa.dol.gov |
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 Dec 31, 2024 | 16,345 | $916M | $896M | 86.3% | $879M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 17,778 | $871M | $872M | 81.6% | $916M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 4,218 | $494M | $341M | 113.6% | $872M | Not disclosed | Not disclosed | Not disclosed |
- Pimco codes 28 51 $2.1M PY2024
- Vedder Price codes 29 50 $1.9M PY2024
- The Northern Trust Co codes 15 19 21 49 50 51 $386,526 PY2024
+40 more service providers
Every name, record and relationship behind this count, with the source on each.
7 days of DFX Intelligence free, then $199/month unless canceled.
Provenance
Provenance
Not yet on record: managers.
Record history
- Funded status changed2024-01-01source on record
- Manager relationship started2023-12-31source on record
- Manager relationship started2023-12-31source on record
+4 more changes on this record's ledger
7 days of DFX Intelligence free, then $199/month unless canceled.
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
+12 connections on the graph
7 days of DFX Intelligence free, then $199/month unless canceled.