DFX Intelligence

This allocator's name, 1 more manager, 8 more commitments and 1 more dated event

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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Corporate pension in Illinois

Corporate pension· Glenview, Illinois

Corporate pension, based in Glenview, Illinois, for 1,819 participants.

Composed from this allocator's classification, location and filed figures.

As of 2024-12-31 · the latest dated event for this allocator; each figure carries its own filing or report date

Funded ratio: 172.3%
Fund commitments: 7
Managers: 3

Open searches Plans backing its top manager Similar plans, same strategy

Commitments (7)Allocation policy Managers

As of 2024-12-31 · the latest dated event for this allocator; each figure carries its own filing or report date

Nothing material in the last 90 days. Last change: 31 Dec 2024, Manager relationship ended.

Capital path

who backs this record, through what, into what; each name opens its own path

Corporate pension in Illinois

Funds committed to

Ir+m Intermediate Corp Collective F2 commitments
Intermed US Gov Bond Index2 commitments
Willis Towers Watson Group Trust Gl2 commitments

All 7

Managers

Towers Watson Investment Services,6 commitments
Income Research + Management2 commitments
State Street Global Advisors Trust Company2 commitments

All 4

Size, funding, policy and commitments, with their basesCorporate pensionShow

Corporate pension

Assets

not established

Total assets, Dec 31, 2024 reported

Funded

172.3%

Jan 1, 2022

Private markets target

no policy read

policy Dec 31, 2023

Commitments

3 managers on Schedule C

Plan sponsor: this allocator

Allocation policy

Form 5500, as of Dec 31, 2023

Actual allocation lines without a target (as filed)

Interest-bearing cash 38.0%
U.S. Government securities 6.5%
Common/collective trusts 55.3%

Consultants and advisers

3 firms

Bank of New York Mellon CustodianTrusteethrough Dec 31, 2024 Form 5500
Willis Towers Watson US LLC Actuarythrough Dec 31, 2022 Form 5500
Willis Towers Watson Delaware Inc Actuarythrough Dec 31, 2022 Form 5500

People

No investment staff or executives have been read for this allocator yet.

Manager roster

4 managers on the commitment tape

From the plan’s own commitment disclosures

Towers Watson Investment Services,6 rows, latest Dec 31, 2023
Income Research + Management2 rows, latest Dec 31, 2023
State Street Global Advisors Trust Company2 rows, latest Dec 31, 2023

+1 more manager received commitments

Every name, record and relationship behind this count, with the source on each.

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From Schedule C (investment management, code 28)

State Street Global Advisors Trustplan years
State Street Global Advisors Trust Companyplan years
Income Research + Managementplan years

+2 more Schedule C managers

Every name, record and relationship behind this count, with the source on each.

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.

What changed

6 events

Dec 31, 2024Manager relationship endedinference
with Blackrock Institutional Trust Co,naaskebsa.dol.gov
Dec 31, 2024Assets changed
down $178Maskebsa.dol.gov
Dec 31, 2023Holding endedinference
with Towers Watson Investment Services,$38.0Maskebsa.dol.gov
Dec 31, 2023Holding endedinference
with Towers Watson Investment Services,$21.8Maskebsa.dol.gov
Dec 31, 2023Holding endedinference
with Blackrock Institutional Trust Co,na$3.2Maskebsa.dol.gov

+1 more dated event

Every name, record and relationship behind this count, with the source on each.

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Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.

Commitments

11 rows, 0 dated closings

Date	Fund	Manager	Bucket	Amount	Status	Source
as of Dec 31, 2023	Ir+m Intermediate Corp Collective Fcollective trust	Income Research + Management	Pooled vehicles	$39.3M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Intermed US Gov Bond Indexcollective trust	State Street Global Advisors Trust Company	Fixed income	$18.7M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Willis Towers Watson Group Trust Glcollective trust	Towers Watson Investment Services,	Pooled vehicles	$7.1M held	Disclosed holding	askebsa.dol.gov

+8 more commitments

Every fund and manager this allocator committed to, with the amount, date and source on each.

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Size and funding

22 readings

Total assets

$0 Dec 31, 2024 reported Form 5500

$178M (2023-12) · $284M (2022-12)

Plan assets

$371M Jan 1, 2022 reported Form 5500

Net assets

$0 Dec 31, 2024 reported Form 5500

$178M (2023-12) · $284M (2022-12)

Funded ratio

172.3% Jan 1, 2022 reported Form 5500

Funding target

$215M Jan 1, 2022 reported Form 5500

Discount rate

5.44% Jan 1, 2022 reported Form 5500

Participants

1,819 Jan 1, 2024 reported Form 5500

4,213 (2023-01) · 4,315 (2022-01)

Benefits paid

$174M Dec 31, 2024 reported Form 5500

$119M (2023-12) · $9.8M (2022-12)

Net investment income

-$178M Dec 31, 2024 reported Form 5500

-$106M (2023-12) · -$86.3M (2022-12)

Investment management fees

$13,943 Dec 31, 2024 reported Form 5500

$45,976 (2023-12) · $121,038 (2022-12)

Form 5500 filings

3 plan years

Plan year	Participants	Assets (SB market)	Funding target	FTAP	Total assets (H)	Partnerships / JV	Master trust	Real estate
2024 to Dec 31, 2024	1,819	Not disclosed	Not disclosed	n/a	$0	Not disclosed	Not disclosed	Not disclosed
2023 to Dec 31, 2023	4,213	Not disclosed	Not disclosed	n/a	$178M	Not disclosed	Not disclosed	Not disclosed
2022 to Dec 31, 2022	4,315	$371M	$215M	172.3%	$284M	Not disclosed	Not disclosed	Not disclosed

Service providers and investment entities as filed (Schedule C and D, latest year first)

Mercer codes 49 65 $524,451 PY2024
Willis Towers Watson Delaware Inc codes 11 65 $509,286 PY2024
Bank of New York codes 19 $148,357 PY2024

+35 more service providers

Every name, record and relationship behind this count, with the source on each.

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.

Provenance

Identifiers: none on file

Cross-graph: no entry on another DFX graph

First observed Sep 15, 2026, last observed Sep 29, 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.

Not yet on record: assets.

Record history

6 dated events on the change ledger, latest first

Holding in a pooled vehicle ended
2023-12-31source
Holding in a pooled vehicle ended
2023-12-31source
Holding in a pooled vehicle ended
2023-12-31source

+3 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

+10 connections on the graph

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