This allocator's name and 9 more commitments
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 OAK Brook, Illinois, reporting $39.0M in assets, for 595 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $39.0M
- Funded ratio
- 107.7%
- Fund commitments
- 4
- Managers
- 1
Nothing material in the last 90 days. Last change: 30 Apr 2025, Total assets changed.
Capital path
who backs this record, through what, into what; each name opens its own path- Comerica Large Cap Equity Index Fun3 commitments
- Comerica Medium Cap Index Fund3 commitments
- Bond Index Fund3 commitments
- Comerica Bank12 commitments
Size, funding, policy and commitments, with their basesTaft-Hartley planShowHide
- Non-interest-bearing cash 1.4%
- Common/collective trusts 98.0%
- Comerica Bank Custodianthrough Apr 30, 2023 Form 5500
- United Actuarial Services, Inc. Actuarythrough Apr 30, 2023 Form 5500
- Comerica Bank12 rows, latest Apr 30, 2025
- Comerica Bankplan years
- Apr 30, 2025Assets changed$4.7Maskebsa.dol.gov
- May 1, 2024Assets changed$4.5Maskebsa.dol.gov
- Apr 30, 2024Assets changed$4.5Maskebsa.dol.gov
- May 1, 2023Funded status changed10 pointsaskebsa.dol.gov
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Apr 30, 2025 | Comerica Large Cap Equity Index Funcollective trust | Comerica Bank | Public equity | $21.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Apr 30, 2025 | Comerica Medium Cap Index Fundcollective trust | Comerica Bank | Pooled vehicles | $1.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Apr 30, 2025 | Bond Index Fundcollective trust | Comerica Bank | Fixed income | $14.0M held | Disclosed holding | askebsa.dol.gov |
+9 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Apr 30, 2025 | 595 | Not disclosed | Not disclosed | n/a | $39.0M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Apr 30, 2024 | 672 | Not disclosed | Not disclosed | n/a | $34.2M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Apr 30, 2023 | 660 | Not disclosed | Not disclosed | n/a | $29.7M | Not disclosed | Not disclosed | Not disclosed |
- Comerica Bank codes 19 28 49 50 59 62 65 $45,952 PY2024
- Benefits Management Group codes 13 50 $34,540 PY2024
- Watkins, Pawlick, Calati & Prifti codes 29 50 $26,004 PY2024
+29 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Record history
- Funded status changed2023-05-01source
- Total assets changed2024-05-01source
- Total assets changed2024-04-30source
+1 more change 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
+4 connections on the graph
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.