This allocator's name, 1 more adviser and 12 more commitments

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Corporate pension in Illinois

Corporate pension· Lombard, Illinois

Corporate pension, based in Lombard, Illinois, reporting $44.5M in assets, for 619 participants.

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

Assets
$44.5M
Funded ratio
80.0%
Fund commitments
5
Managers
1
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Commitments (5)Allocation policyManagers
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: 1 Apr 2024, Funded status changed.

Capital path

who backs this record, through what, into what; each name opens its own path
Corporate pension in Illinois
Funds committed to
All 5
Managers
Size, funding, policy and commitments, with their basesCorporate pensionShow
Corporate pension
Assets
$44.5M
Total assets, Mar 31, 2025 reported
Funded
80.0%
Apr 1, 2024
Private markets target
no policy read
policy Mar 31, 2025
Commitments
5
1 manager 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%
  • Common/collective trusts 65.0%
  • Registered investment companies 27.2%
Consultants and advisers
4 firms

+1 more consultant or adviser advise this allocator

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

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People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 manager on the commitment tape
From the plan’s own commitment disclosures
From Schedule C (investment management, code 28)
What changed
3 events
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
15 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Mar 31, 2025Mercer US Large Cap Passive Eq Ctcollective trustMercer Investments LLCPublic equity$5.8M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2025Mercer Collective Tr Mutual Fundcollective trustMercer Investments LLCPooled vehicles$1.7M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2025MGI Collective Tr Long Duration Fixcollective trustMercer Investment ManagementFixed income$3.8M heldDisclosed holdingaskebsa.dol.gov

+12 more commitments

Every fund and manager this allocator committed to, with the amount, date and source on each.

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Size and funding
33 readings
Total assets
$44.5M Mar 31, 2025 reported Form 5500
$43.9M (2024-03) · $42.4M (2023-03)
Plan assets
$43.8M Apr 1, 2024 reported Form 5500
$42.3M (2023-04) · $47.1M (2022-04)
Net assets
$44.4M Mar 31, 2025 reported Form 5500
$43.7M (2024-03) · $42.3M (2023-03)
Funded ratio
80.0% Apr 1, 2024 reported Form 5500
74.1% (2023-04) · 80.0% (2022-04)
Funding target
$49.8M Apr 1, 2024 reported Form 5500
$51.9M (2023-04) · $53.5M (2022-04)
Discount rate
5.01% Apr 1, 2024 reported Form 5500
5.14% (2023-04) · 5.30% (2022-04)
Participants
619 Apr 1, 2024 reported Form 5500
636 (2023-04) · 667 (2022-04)
Contributions
$3.0M Mar 31, 2025 reported Form 5500
$3.0M (2024-03) · $3.0M (2023-03)
Benefits paid
$4.0M Mar 31, 2025 reported Form 5500
$4.2M (2024-03) · $4.3M (2023-03)
Net investment income
$665,735 Mar 31, 2025 reported Form 5500
$1.4M (2024-03) · -$4.7M (2023-03)
Investment management fees
$95,632 Mar 31, 2025 reported Form 5500
$14,034 (2024-03) · $89,734 (2023-03)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Mar 31, 2025619$43.8M$49.8M80.0%$44.5MNot disclosedNot disclosedNot disclosed
2023 to Mar 31, 2024636$42.3M$51.9M74.1%$43.9MNot disclosedNot disclosedNot disclosed
2022 to Mar 31, 2023667$47.1M$53.5M80.0%$42.4MNot disclosedNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)

+26 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 29, 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.
Capital chain

This record sits on 1 traced path of capital across the graphs.

Allocator commitments to a manager

DFX traced 1 path 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

3 dated events on the change ledger, latest first
  • Funded status changed
    2023-04-01source
  • Funded status changed
    2024-04-01source
  • Total assets changed
    2023-04-01source

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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+7 connections on the graph

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