Central States Joint Board and Allied Organizations Staff Pension Plan
Corporate pension, based in Hillside, Illinois, reporting $36.8M in assets, for 103 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Aug 2025, Central States Joint Board and Allied Organizations Staff Pension Plan first reports an interest in NIS High Yield Qp Fund, LLC: $257,501 at 2025-08-31.
2 more advisers, 3 more commitments and 6 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.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Capital path
who backs this record, through what, into what; each name opens its own path- ASB Allegiance Real Estate Fund2 commitments
- NIS Total Absolute Return Qp Fund1 commitment
- NIS Core Fixed Income Qp Fund, LLC1 commitment
- National Investment Svcs of Amer3 commitments
- Chevy Chase Trust Company2 commitments
- ABS Allegiance Real Estate1 commitment
Relationship network
24 connected entities6 observed commitments3 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
- Interest-bearing cash 0.4%
- Non-interest-bearing cash 0.2%
- Common/collective trusts 29.8%
- Registered investment companies 69.4%
Consultants and advisers
- Investment Performance Services Investment adviser (plan)through Aug 31, 2025 Form 5500
- Chevy Chase Trust Trusteethrough Aug 31, 2025 Form 5500
- Horizon Actuarial Services Actuarythrough Aug 31, 2025 Form 5500
+2 more consultants and advisers 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
- National Investment Svcs of Amer3 rows, latest Aug 31, 2025
- Chevy Chase Trust Company2 rows, latest Aug 31, 2024
- ABS Allegiance Real Estate1 row, latest Aug 31, 2025
- National Investment Svcs of Amerplan years
- Chevy Chaseplan years
- Chevy Chase Trust Companyplan years
+4 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
What changed
- Aug 31, 2025Holding startedCentral States Joint Board and Allied Organizations Staff Pension Plan first reports an interest in NIS High Yield Qp Fund, LLC: $257,501 at 2025-08-31with NIS High Yield Qp Fund, LLCaskebsa.dol.gov
- Aug 31, 2025Holding startedCentral States Joint Board and Allied Organizations Staff Pension Plan first reports an interest in NIS Core Fixed Income Qp Fund, LLC: $6M at 2025-08-31with NIS Core Fixed Income Qp Fund, LLCaskebsa.dol.gov
- Aug 31, 2025Holding startedCentral States Joint Board and Allied Organizations Staff Pension Plan first reports an interest in NIS Total Absolute Return Qp Fund: $560,529 at 2025-08-31with NIS Total Absolute Return Qp Fundaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedAmalgamated Bank of Chicago appears on Central States Joint Board and Allied Organizations Staff Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Amalgamated Bankaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceFoundry Partners, LLC no longer appears on Central States Joint Board and Allied Organizations Staff Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Foundry Partners LLCaskebsa.dol.gov
+6 more dated events
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Aug 31, 2025 | NIS Total Absolute Return Qp Fundcollective trust | National Investment Svcs of Amer | Hedge / diversifiers | $560,529 held | Disclosed holding | askebsa.dol.gov | |
| as of Aug 31, 2025 | NIS Core Fixed Income Qp Fund, LLCcollective trust | National Investment Svcs of Amer | Fixed income | $6.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Aug 31, 2025 | NIS High Yield Qp Fund, LLCcollective trust | National Investment Svcs of Amer | Fixed income | $257,501 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 | 103 | $34.3M | $20.5M | 106.4% | $36.8M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Aug 31, 2024 | 105 | $30.9M | $21.2M | 74.7% | $34.4M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Aug 31, 2023 | 107 | $30.4M | $20.7M | 71.5% | $30.9M | Not disclosed | Not disclosed | Not disclosed |
- Segall Bryant & Hamill, LLC codes 28 51 55 $53,293 PY2024
- Foundry Partners, LLC codes 51 71 $39,220 PY2024
- Chevy Chase Trust codes 20 21 28 51 $37,513 PY2024
+26 more service providers
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Provenance
Provenance
Central States Joint Board and Allied Organizations Staff Pension Plan sits on 3 traced paths of capital across the graphs.
DFX traced 3 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.
Checking your plan…
Record history
- Holding in a pooled vehicle started2025-08-31source on record
- Holding in a pooled vehicle started2025-08-31source on record
- Holding in a pooled vehicle started2025-08-31source on record
+10 more changes on this record's ledger
Includes 3 days of DFX Intelligence. 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
+13 connections on the graph
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.