This allocator's name

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Taft-Hartley plan in Illinois

Taft-Hartley plan· Joliet, Illinois

Taft-Hartley plan, based in Joliet, Illinois, reporting $1.9M in assets, for 192 participants.

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

Assets
$1.9M
Open searchesAllocation policy
As of · 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: 30 Apr 2025, Total assets changed.

Size, funding, policy and commitments, with their basesTaft-Hartley planShow
Taft-Hartley plan
Assets
$1.9M
Total assets, Apr 30, 2025 reported
Funded
not on record
not filed
Private markets target
no policy read
policy Apr 30, 2025
Commitments
0
none on the tape
Plan sponsor: this allocator
Allocation policy
Form 5500, as of Apr 30, 2025
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 2.1%
  • Corporate debt instruments (preferred) 25.5%
  • U.S. Government securities 21.6%
  • Registered investment companies 35.0%
  • Common stock 15.5%
Consultants and advisers
2 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
No manager relationship is on the tape for this allocator.
What changed
3 events
  • Apr 30, 2025Assets changed
    down $320Kaskebsa.dol.gov
  • Dec 31, 2023Consultant changedinference
    with OLD National Wealth Managementaskebsa.dol.gov
  • Dec 31, 2023Consultant changedinference
    with OLD National Wealth Managementaskebsa.dol.gov
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
21 readings
Total assets
$1.9M Apr 30, 2025 reported Form 5500
$2.2M (2024-04) · $2.4M (2023-04)
Net assets
$1.9M Apr 30, 2025 reported Form 5500
$2.2M (2024-04) · $2.4M (2023-04)
Participants
192 May 1, 2024 reported Form 5500
193 (2023-05) · 194 (2022-05)
Contributions
$16,726 Apr 30, 2025 reported Form 5500
$23,055 (2024-04) · $23,507 (2023-04)
Benefits paid
$379,229 Apr 30, 2025 reported Form 5500
$338,053 (2024-04) · $306,649 (2023-04)
Net investment income
-$304,275 Apr 30, 2025 reported Form 5500
-$193,965 (2024-04) · -$359,481 (2023-04)
Investment management fees
$22,110 Apr 30, 2025 reported Form 5500
$23,400 (2024-04) · $24,914 (2023-04)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Apr 30, 2025192Not disclosedNot disclosedn/a$1.9MNot disclosedNot disclosedNot disclosed
2023 to Apr 30, 2024193Not disclosedNot disclosedn/a$2.2MNot disclosedNot disclosedNot disclosed
2022 to Apr 30, 2023194Not disclosedNot disclosedn/a$2.4MNot disclosedNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)

+6 more service providers

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

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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: funded ratio, fund commitments, managers.

Record history

3 dated events on the change ledger, latest first
  • Consultant changed
    2023-12-31source
  • Consultant changed
    2023-12-31source
  • Total assets changed
    2025-04-30source

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

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+4 connections on the graph

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