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.
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Taft-Hartley plan
O•••••••• P••••••••• a•• C••••• M•••••• L•••• N•• 1• P•••••• P•••
Taft-Hartley planPeoria, IL
Assets
$61.1M
Total assets, Nov 30, 2024 reported
Funded
101.7%
Dec 1, 2023
Private markets target
n/a
policy Nov 30, 2024
Commitments
0
none on the tape
Plan sponsor: T••••••• o• O•••• P••••••••• • C••••• M•••••• L•••• N•• 1• P•••••• P•
Allocation policy
Form 5500, as of Nov 30, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 0.8%
- Non-interest-bearing cash 0.5%
- Corporate debt instruments (other) 20.7%
- Registered investment companies 44.5%
- Common stock 32.6%
Consultants and advisers
2 firms
- D•••• V•••••• I••••••••• I•• Investment adviser (plan)through Nov 30, 2023 Form 5500
- U••••• A•••••••• S•••••••• I••• Actuarythrough Nov 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
20 readings
Form 5500 filings
2 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2023 to Nov 30, 2024 | 672 | n/a | n/a | n/a | $61.1M | n/a | n/a | n/a |
| 2022 to Nov 30, 2023 | 650 | n/a | n/a | n/a | $49.7M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- D•••• V•••••• I••••••••• I•• codes 27 50 51 $203,914 PY2023
- Quorum codes 13 50 $73,305 PY2023
- United A•••••••• Services, Inc codes 11 17 50 $67,553 PY2023
- Kerber, Eck & Braeckel LLP codes 10 50 $48,157 PY2023
- Cavanagh & O'Hara codes 29 50 $37,951 PY2023
- United A•••••••• Services, Inc codes 11 PY2023
- D•••• V•••••• I••••••••• I•• codes 27 50 51 $186,209 PY2022
- Quorum codes 13 50 $71,572 PY2022
- United A•••••••• Services, Inc codes 11 17 50 $60,580 PY2022
- Kerber, Eck & Braeckel LLP codes 10 50 $43,382 PY2022
- Cavanagh & O'Hara codes 29 50 $35,277 PY2022
- United A•••••••• Services, Inc codes 11 PY2022
What changed
1 events
- Nov 30, 2024Assets changedO•••••••• P••••••••• a•• C••••• M•••••• L•••• N•• 1• P•••••• P••• total assets $50M -> $61M (+23.0%, 2023-11-30 to 2024-11-30)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 376108365-001
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.