DFX Intelligence

This allocator's name, 5 more advisers and 2 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.

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

Corporate pension in Illinois

Corporate pension· Evanston, Illinois

Corporate pension, based in Evanston, Illinois, for 3,022 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

Funded ratio: 112.7%
Fund commitments: 1
Managers: 1

Open searches Plans backing its top manager Similar plans, same strategy

Commitments (1)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, Changed investment consultant to Wipfli LLP.

Capital path

who backs this record, through what, into what; each name opens its own path

Corporate pension in Illinois

Funds committed to

SEI Core Property Collective Inv Tr2 commitments

Managers

SEI Investments Management Corp2 commitments

Size, funding, policy and commitments, with their basesCorporate pensionShow

Corporate pension

Assets

not established

Total assets, Dec 31, 2024 reported

Funded

112.7%

Jan 1, 2023

Private markets target

no policy read

policy Dec 31, 2023

Commitments

1 manager on Schedule C

Plan sponsor: this allocator

Allocation policy

Form 5500, as of Dec 31, 2023

Actual allocation lines without a target (as filed)

Non-interest-bearing cash 0.3%
Corporate debt instruments (other) 40.5%
Corporate debt instruments (preferred) 7.1%
U.S. Government securities 27.1%
Common/collective trusts 10.0%
Registered investment companies 2.3%

Consultants and advisers

8 firms

BMO Harris Bank, N.A. General consultantTrusteethrough Dec 31, 2023 Form 5500
Fiducient Advisors LLC General consultantthrough Dec 31, 2023 Form 5500
Wipfli LLP General consultantthrough Dec 31, 2023 Form 5500

+5 more consultants and advisers advise this allocator

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

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

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

SEI Investments Management Corp2 rows, latest Dec 31, 2023

From Schedule C (investment management, code 28)

SEI Investments Management Corpplan years

What changed

7 events

Dec 31, 2024Consultant changedinference
with Wipfli LLPaskebsa.dol.gov
Dec 31, 2024Assets changed
down $204Maskebsa.dol.gov
Dec 31, 2023Consultant changedinference
with Fiducient Advisors LLCaskebsa.dol.gov
Dec 31, 2023Consultant changedinference
with Wipfli LLPaskebsa.dol.gov
Dec 31, 2023Consultant changedinference
with BMO Harris Bank, N.A.askebsa.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

2 rows, 0 dated closings

Date	Fund	Manager	Bucket	Amount	Vintage	Status	Source
as of Dec 31, 2023	SEI Core Property Collective Inv Trcollective trust	SEI Investments Management Corp	Real estate	$20.5M held		Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	SEI Core Property Collective Inv Trcollective trust	SEI Investments Management Corp	Real estate	$35.3M held		Disclosed holding	askebsa.dol.gov

Size and funding

29 readings

Total assets

$0 Dec 31, 2024 reported Form 5500

$204M (2023-12) · $201M (2022-12)

Plan assets

$192M Jan 1, 2023 reported Form 5500

$215M (2022-01)

Net assets

$0 Dec 31, 2024 reported Form 5500

$204M (2023-12) · $192M (2022-12)

Funded ratio

112.7% Jan 1, 2023 reported Form 5500

107.7% (2022-01)

Funding target

$187M Jan 1, 2023 reported Form 5500

$183M (2022-01)

Discount rate

5.24% Jan 1, 2023 reported Form 5500

5.41% (2022-01)

Participants

3,022 Jan 1, 2024 reported Form 5500

3,086 (2023-01) · 3,137 (2022-01)

Contributions

$0 Dec 31, 2024 reported Form 5500

$24.2M (2023-12) · $17.8M (2022-12)

Benefits paid

$200M Dec 31, 2024 reported Form 5500

$11.2M (2023-12) · $10.4M (2022-12)

Net investment income

-$204M Dec 31, 2024 reported Form 5500

$12.8M (2023-12) · -$23.0M (2022-12)

Investment management fees

$376,596 Dec 31, 2024 reported Form 5500

$527,456 (2023-12) · $66,538 (2022-12)

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 Dec 31, 2024	3,022	Not disclosed	Not disclosed	n/a	$0	Not disclosed	Not disclosed	Not disclosed
2023 to Dec 31, 2023	3,086	$192M	$187M	112.7%	$204M	Not disclosed	Not disclosed	Not disclosed
2022 to Dec 31, 2022	3,137	$215M	$183M	107.7%	$201M	Not disclosed	Not disclosed	Not disclosed

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

Mercer codes 11 50 $601,904 PY2024
Reams Asset Management codes 26 50 $246,982 PY2024
SEI Investment codes 26 50 $129,614 PY2024

+22 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 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.

Not yet on record: assets.

Capital chain

This record sits on 5 traced paths of capital across the graphs.

Allocator commitments to a managerConsultant to allocator to manager

DFX traced 5 paths of capital through this record

Every record on each path, what it committed or lent, and as of when.

Includes 3 days of DFX Intelligence. Then $299/month unless canceled.

Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.

Checking your plan…

Record history

7 dated events on the change ledger, latest first

Funded status changed
2023-01-01source
Consultant changed
2023-12-31source
Consultant changed
2023-12-31source

+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.