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This allocator's name and 2 more dated events

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Taft-Hartley plan in Illinois

Taft-Hartley plan· Moline, Illinois

Taft-Hartley plan, based in Moline, Illinois, reporting $470M in assets, for 2,030 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

Assets: $470M
Funded ratio: 123.1%
Managers: 2

Open searches 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.

Size, funding, policy and commitments, with their basesTaft-Hartley planShow

Taft-Hartley plan

Assets

$470M

Total assets, Mar 31, 2025 reported

Funded

123.1%

Apr 1, 2024

Private markets target

no policy read

policy Mar 31, 2025

Commitments

2 managers on Schedule C

Plan sponsor: this allocator

Allocation policy

Form 5500, as of Mar 31, 2025

Actual allocation lines without a target (as filed)

Interest-bearing cash 1.0%
Corporate debt instruments (other) 4.5%
U.S. Government securities 4.5%
Other investments 0.1%
Registered investment companies 69.0%
Common stock 20.3%

Consultants and advisers

3 firms

Investment Consulting Group Investment adviser (plan)through Mar 31, 2023 Form 5500
Quad City Bank & Trust Custodianthrough Mar 31, 2023 Form 5500
Athena Actuarial Consulting LLC Actuarythrough Mar 31, 2023 Form 5500

People

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

Manager roster

7 managers on Schedule C

From Schedule C (investment management, code 28)

Dana Investment Advisors, Inc.plan years 2025
Barrow Hanley Mewhinney & Straussplan years 2025
LSV Asset Managementplan years 2023

+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 $249/month unless canceled.

What changed

7 events

Dec 31, 2024Manager relationship endedinference
with Smith Graham & Coaskebsa.dol.gov
Dec 31, 2024Manager relationship started
with Dana Investment Advisors, Inc.askebsa.dol.gov
Dec 31, 2024Manager relationship started
with Barrow Hanley Mewhinney & Straussaskebsa.dol.gov
Apr 1, 2024Funded status changed
8 pointsaskebsa.dol.gov
Apr 1, 2024Assets changed
$63.4Maskebsa.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.

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

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

30 readings

Total assets

$470M Mar 31, 2025 reported Form 5500

$461M (2024-03) · $397M (2023-03)

Plan assets

$460M Apr 1, 2024 reported Form 5500

$397M (2023-04) · $427M (2022-04)

Net assets

$470M Mar 31, 2025 reported Form 5500

$460M (2024-03) · $397M (2023-03)

Funded ratio

123.1% Apr 1, 2024 reported Form 5500

115.6% (2023-04) · 113.6% (2022-04)

Participants

2,030 Apr 1, 2024 reported Form 5500

2,015 (2023-04) · 1,996 (2022-04)

Contributions

$22.8M Mar 31, 2025 reported Form 5500

$21.0M (2024-03) · $20.6M (2023-03)

Benefits paid

$28.1M Mar 31, 2025 reported Form 5500

$25.8M (2024-03) · $24.6M (2023-03)

Net investment income

$9.8M Mar 31, 2025 reported Form 5500

$63.4M (2024-03) · -$29.9M (2023-03)

Investment management fees

$989,989 Mar 31, 2025 reported Form 5500

$861,139 (2024-03) · $860,443 (2023-03)

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 Mar 31, 2025	2,030	Not disclosed	Not disclosed	n/a	$470M	Not disclosed	Not disclosed	Not disclosed
2023 to Mar 31, 2024	2,015	Not disclosed	Not disclosed	n/a	$461M	Not disclosed	Not disclosed	Not disclosed
2022 to Mar 31, 2023	1,996	Not disclosed	Not disclosed	n/a	$397M	Not disclosed	Not disclosed	Not disclosed

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

William Blair Management LLC codes 28 $248,574 PY2024
Dana Investment Advisors, Inc. codes 28 51 68 $246,017 PY2024
this allocator codes 13 $236,218 PY2024

+38 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 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.

Not yet on record: fund commitments.

Record history

7 dated events on the change ledger, latest first

Funded status changed
2023-04-01source
Funded status changed
2024-04-01source
Manager relationship started
2024-12-31source

+4 more changes on this record's ledger

Includes 3 days of DFX Intelligence. Then $249/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

+11 connections on the graph

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