This allocator's name, 2 more advisers, 8 more managers, 42 more commitments and 5 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 Decatur, Illinois, reporting $1.6B in assets, for 12,339 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $1.6B
- Funded ratio
- 89.8%
- Fund commitments
- 15
- Managers
- 10
Nothing material in the last 90 days. Last change: 1 Jun 2024, Total assets changed.
Capital path
who backs this record, through what, into what; each name opens its own path- Blackrock Msci Acwi Ex-Us Imi Index3 commitments
- Crescent Capital Trust II3 commitments
- Longview Ultra Construction Loan in3 commitments
- Ullico Investment Advisors, Inc.9 commitments
- Blackrock Institutional Trust Company, N.A.6 commitments
- Comerica Bank6 commitments
Size, funding, policy and commitments, with their basesTaft-Hartley planShowHide
- Interest-bearing cash 1.0%
- Non-interest-bearing cash 0.0%
- Other investments 4.5%
- Partnership/joint venture interests 13.1%
- 103-12 investment entities 10.7%
- Common/collective trusts 56.9%
- Pooled separate accounts 10.9%
- Registered investment companies 2.3%
- Marquette Associates Inc. Investment adviser (plan)through May 31, 2023 Form 5500
- United Actuarial Services, Inc. Actuarythrough May 31, 2023 Form 5500
- Blackrock Institutional Trust Co,na Trusteethrough May 31, 2023 Form 5500
+2 more consultants and advisers advise this allocator
Every name, record and relationship behind this count, with the source on each.
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- Ullico Investment Advisors, Inc.9 rows, latest May 31, 2025
- Blackrock Institutional Trust Company, N.A.6 rows, latest May 31, 2025
- Comerica Bank6 rows, latest May 31, 2025
+8 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
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- Comerica Bankplan years
- Blackrock Institutional Trust Company, N.A.plan years
- Amalgamated Bankplan years
+17 more Schedule C managers
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- Jun 1, 2024Assets changed$153Maskebsa.dol.gov
- May 31, 2024Assets changed$155Maskebsa.dol.gov
- Dec 31, 2023Consultant changedinferencewith Marquette Associates Inc.askebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferencewith First Eagle Alternative Creditaskebsa.dol.gov
- Dec 31, 2023Manager relationship startedwith National Investment Servicesaskebsa.dol.gov
+5 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 May 31, 2025 | Blackrock Msci Acwi Ex-Us Imi Indexcollective trust | Blackrock Institutional Trust Company, N.A. | Pooled vehicles | $50.7M held | Disclosed holding | askebsa.dol.gov | |
| as of May 31, 2025 | Crescent Capital Trust IIcollective trust | Crescent Capital | Pooled vehicles | $6.7M held | Disclosed holding | askebsa.dol.gov | |
| as of May 31, 2025 | Longview Ultra Construction Loan incollective trust | Amalgamated Bank | Private credit | $8,080 held | Disclosed holding | askebsa.dol.gov |
+42 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 May 31, 2025 | 12,339 | Not disclosed | Not disclosed | n/a | $1.6B | $208M | Not disclosed | Not disclosed |
| 2023 to May 31, 2024 | 11,817 | Not disclosed | Not disclosed | n/a | $1.5B | $192M | Not disclosed | Not disclosed |
| 2022 to May 31, 2023 | 11,638 | Not disclosed | Not disclosed | n/a | $1.3B | $165M | Not disclosed | Not disclosed |
- Ullico Investment Advisors, Inc codes 28 51 $985,251 PY2024
- Ibew Neca codes 13 50 $522,700 PY2024
- Union Labor Life Insurance Company codes 28 52 $353,429 PY2024
+112 more service providers
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Provenance
This record sits on 12 traced paths of capital across the graphs.
DFX traced 12 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
- Consultant changed2023-12-31source
- Manager relationship ended2023-12-31source
- Manager relationship started2023-12-31source
+7 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
+28 connections on the graph
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