This allocator's name, 3 more advisers, 2 more managers, 16 more commitments 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.
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Taft-Hartley plan in Illinois
Taft-Hartley plan, based in Tinley Park, Illinois, reporting $125M in assets, for 2,029 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $125M
- Funded ratio
- 97.5%
- Fund commitments
- 7
- Managers
- 2
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- Multi-Employer Property Trust3 commitments
- NT Collective All Country World Ex3 commitments
- NT Collective Short Term Investment3 commitments
- Northern Trust Investments, Inc.9 commitments
- NEW Tower Trust Company3 commitments
- Prudential Insurance Company of Ame3 commitments
Size, funding, policy and commitments, with their basesTaft-Hartley planShowHide
- Non-interest-bearing cash 1.3%
- Partnership/joint venture interests 5.7%
- Common/collective trusts 55.2%
- Pooled separate accounts 3.9%
- Registered investment companies 33.6%
- Bridgeway Benefit Technologies General consultantthrough Dec 31, 2023 Form 5500
- Lasalle Consulting Partners General consultantthrough Dec 31, 2022 Form 5500
- Segal Marco Advisors Investment adviser (plan)through Dec 31, 2022 Form 5500
+3 more consultants and advisers advise this allocator
Every name, record and relationship behind this count, with the source on each.
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- Northern Trust Investments, Inc.9 rows, latest Dec 31, 2024
- NEW Tower Trust Company3 rows, latest Dec 31, 2024
- Prudential Insurance Company of Ame3 rows, latest Dec 31, 2024
+2 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
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- Lord Abbettplan years
- Intech Investment Managementplan years
- Prudential Insurance Company of Ameplan years 2022
+3 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
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- Dec 31, 2024Manager relationship endedinferencewith River Road Asset Managementaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedwith Boyd Watterson Asset Managementaskebsa.dol.gov
- Dec 31, 2023Holding endedinference
- Dec 31, 2023Consultant changedinferencewith Innovative Software Solutions, Inc.askebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferencewith Boyd Watterson Asset Managementaskebsa.dol.gov
+2 more dated events
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Multi-Employer Property Trustcollective trust | NEW Tower Trust Company | Real estate | $5.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | NT Collective All Country World Excollective trust | Northern Trust Investments, Inc. | Pooled vehicles | $16.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | NT Collective Short Term Investmentcollective trust | Northern Trust Investments, Inc. | Cash | $315,291 held | Disclosed holding | askebsa.dol.gov |
+16 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
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| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Dec 31, 2024 | 2,029 | Not disclosed | Not disclosed | n/a | $125M | $7.1M | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 1,967 | Not disclosed | Not disclosed | n/a | $118M | $7.3M | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 1,987 | Not disclosed | Not disclosed | n/a | $112M | $7.6M | Not disclosed | Not disclosed |
- Segal Consulting codes 11 $105,419 PY2024
- S. Reeves codes 14 $97,785 PY2024
- The Northern Trust Co codes 19 51 52 62 $77,574 PY2024
+68 more service providers
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Provenance
This record sits on 20 traced paths of capital across the graphs.
DFX traced 20 paths of capital through this record
Every record on each path, what it committed or lent, and as of when.
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Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.
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Record history
- Holding in a pooled vehicle ended2023-12-31source
- Manager relationship ended2023-12-31source
- Consultant changed2023-12-31source
+4 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
+13 connections on the graph
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