DFX Intelligence

This allocator's name

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· Skokie, Illinois

Corporate pension, based in Skokie, Illinois, for 120 participants.

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

As of 2024-04-30 · the latest dated event for this allocator; each figure carries its own filing or report date

Funded ratio: 96.7%
Fund commitments: 1

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

Commitments (1)Allocation policy

As of 2024-04-30 · 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 2024, Total assets changed.

Capital path

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

Corporate pension in Illinois

Funds committed to

Separate Account a1 commitment

Managers

Standard Insurance Company1 commitment

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

Corporate pension

Assets

not established

Total assets, Apr 30, 2024 reported

Funded

96.7%

Nov 1, 2023

Private markets target

no policy read

policy Oct 31, 2023

Commitments

none on the tape

Plan sponsor: this allocator

Allocation policy

Form 5500, as of Oct 31, 2023

Actual allocation lines without a target (as filed)

Insurance company general account 0.2%
Pooled separate accounts 99.8%

Consultants and advisers

3 firms

Sheridan Road Advisors, LLC, a Hub International Company Investment adviser (plan)through Oct 31, 2023 Form 5500
Stancorp Financial Group Custodianthrough Oct 31, 2023 Form 5500
Standard Insurance Company Actuarythrough Oct 31, 2023 Form 5500

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

Standard Insurance Company1 row, latest Oct 31, 2023

What changed

2 events

Apr 30, 2024Assets changed
down $2.3Maskebsa.dol.gov
Nov 1, 2023Funded status changed
11 pointsaskebsa.dol.gov

Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.

Commitments

1 row, 0 dated closings

Date	Fund	Manager	Bucket	Amount	Vintage	Status	Source
as of Oct 31, 2023	Separate Account aseparate account	Standard Insurance Company	Pooled vehicles	$2.3M held		Disclosed holding	askebsa.dol.gov

Size and funding

20 readings

Total assets

$0 Apr 30, 2024 reported Form 5500

$2.3M (2023-10)

Plan assets

$2.3M Nov 1, 2023 reported Form 5500

$2.2M (2022-11)

Net assets

$0 Apr 30, 2024 reported Form 5500

$2.3M (2023-10)

Funded ratio

96.7% Nov 1, 2023 reported Form 5500

85.8% (2022-11)

Funding target

$2.4M Nov 1, 2023 reported Form 5500

$2.5M (2022-11)

Discount rate

5.25% Nov 1, 2023 reported Form 5500

5.42% (2022-11)

Participants

120 Nov 1, 2023 reported Form 5500

126 (2022-11)

Contributions

$277,665 Apr 30, 2024 reported Form 5500

$200,000 (2023-10)

Benefits paid

$2.6M Apr 30, 2024 reported Form 5500

$193,775 (2023-10)

Net investment income

-$2.3M Apr 30, 2024 reported Form 5500

$182,244 (2023-10)

Form 5500 filings

2 plan years

Plan year	Participants	Assets (SB market)	Funding target	FTAP	Total assets (H)	Partnerships / JV	Master trust	Real estate
2023 to Apr 30, 2024	120	$2.3M	$2.4M	96.7%	$0	Not disclosed	Not disclosed	Not disclosed
2022 to Oct 31, 2023	126	$2.2M	$2.5M	85.8%	$2.3M	Not disclosed	Not disclosed	Not disclosed

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

Sheridan Road Advisors, LLC codes 27 70 $1,157 PY2023
Stancorp Financial Group codes 12 15 18 50 $821 PY2023
Separate Account a Sched. D P PY2023

+5 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, managers.

Capital chain

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

Consultant to allocator to manager

DFX traced 1 path 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

2 dated events on the change ledger, latest first

Funded status changed
2023-11-01source
Total assets changed
2024-04-30source

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

every published relationship on the graph

+4 connections on the graph

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