DFX Intelligence

This allocator's name, 1 more adviser and 1 more dated event

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Corporate pension in Illinois

Corporate pension· Chicago, Illinois

Corporate pension, based in Chicago, Illinois, reporting $5,048 in assets, for 317 participants.

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

As of 2025-12-31 · the latest dated event for this allocator; each figure carries its own filing or report date

Assets: $5,048
Funded ratio: 88.9%

Open searches Allocation policy Consultants

As of 2025-12-31 · 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 2025, Changed investment consultant to Gallagher Fiduciary Advisors.

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

Corporate pension

Assets

$5,048

Total assets, Dec 31, 2025 reported

Funded

88.9%

Jan 1, 2024

Private markets target

no policy read

policy Dec 31, 2025

Commitments

none on the tape

Plan sponsor: this allocator

Allocation policy

Form 5500, as of Dec 31, 2025

Actual allocation lines without a target (as filed)

Non-interest-bearing cash 99.0%

Consultants and advisers

4 firms

Agilis Partners LLC Pension consultantthrough Dec 31, 2025 Form 5500
Gallagher Fiduciary Advisors Pension consultantthrough Dec 31, 2025 Form 5500
Mercer ActuaryTrusteethrough Dec 31, 2025 Form 5500

+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

No manager relationship is on the tape for this allocator.

What changed

6 events

Dec 31, 2025Consultant changedinference
with Gallagher Fiduciary Advisorsaskebsa.dol.gov
Dec 31, 2025Consultant changedinference
with Agilis Partners LLCaskebsa.dol.gov
Dec 31, 2025Assets changed
down $12.5Maskebsa.dol.gov
Dec 31, 2024Assets changed
down $4.1Maskebsa.dol.gov
Jan 1, 2023Funded status changed
down 11 pointsaskebsa.dol.gov

+1 more dated event

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

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

36 readings

Total assets

$5,048 Dec 31, 2025 reported Form 5500

$12.5M (2024-12) · $16.6M (2023-12) · $15.8M (2022-12)

Plan assets

$16.6M Jan 1, 2024 reported Form 5500

$15.8M (2023-01) · $19.7M (2022-01)

Net assets

$2,562 Dec 31, 2025 reported Form 5500

$12.3M (2024-12) · $16.6M (2023-12) · $15.8M (2022-12)

Funded ratio

88.9% Jan 1, 2024 reported Form 5500

88.3% (2023-01) · 99.6% (2022-01)

Funding target

$16.4M Jan 1, 2024 reported Form 5500

$16.4M (2023-01) · $16.1M (2022-01)

Discount rate

5.02% Jan 1, 2024 reported Form 5500

5.14% (2023-01) · 5.31% (2022-01)

Participants

317 Jan 1, 2025 reported Form 5500

428 (2024-01) · 428 (2023-01) · 430 (2022-01)

Contributions

$7,054 Dec 31, 2025 reported Form 5500

$0 (2024-12) · $0 (2023-12) · $750,000 (2022-12)

Benefits paid

$12.2M Dec 31, 2025 reported Form 5500

$4.1M (2024-12) · $990,348 (2023-12) · $975,062 (2022-12)

Net investment income

-$12.3M Dec 31, 2025 reported Form 5500

-$4.3M (2024-12) · $799,034 (2023-12) · -$3.9M (2022-12)

Form 5500 filings

4 plan years

Plan year	Participants	Assets (SB market)	Funding target	FTAP	Total assets (H)	Partnerships / JV	Master trust	Real estate
2025 to Dec 31, 2025	317	Not disclosed	Not disclosed	n/a	$5,048	Not disclosed	Not disclosed	Not disclosed
2024 to Dec 31, 2024	428	$16.6M	$16.4M	88.9%	$12.5M	Not disclosed	Not disclosed	Not disclosed
2023 to Dec 31, 2023	428	$15.8M	$16.4M	88.3%	$16.6M	Not disclosed	Not disclosed	Not disclosed
2022 to Dec 31, 2022	430	$19.7M	$16.1M	99.6%	$15.8M	Not disclosed	Not disclosed	Not disclosed

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

Mercer LLC codes 11 15 $123,536 PY2025
Agilis Partners LLC codes 17 $33,200 PY2025
Gallagher Benefit Services Inc codes 17 $26,800 PY2025

+9 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: fund commitments, managers.

Record history

6 dated events on the change ledger, latest first

Funded status changed
2023-01-01source
Consultant changed
2025-12-31source
Consultant changed
2025-12-31source

+3 more changes on this record's ledger

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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

+6 connections on the graph

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