Rockford Area Dairy Industry Local 754 Ib of T Retirement Pension Plan

Taft-Hartley plan· Elmhurst, Illinois

Taft-Hartley plan, based in Elmhurst, Illinois, reporting $53.9M in assets, for 741 participants.

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

Assets
$53.9M
Funded ratio
93.8%
Fund commitments
1
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Commitments (1)Allocation policy
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 Jan 2023, Rockford Area Dairy Industry Local 754 Ib of T Retirement Pension Plan funded ratio 99.1% -> 94.3% (2022-01-01 to 2023-01-01).

Capital path

who backs this record, through what, into what; each name opens its own path
Rockford Area Dairy Industry Local 754 Ib of T Retirement Pension Plan
Funds committed to
Managers
Size, funding, policy and commitments, with their basesTaft-Hartley planShow
Taft-Hartley plan
Assets
$53.9M
Total assets, Dec 31, 2024 reported
Funded
93.8%
Jan 1, 2024
Private markets target
no policy read
policy Dec 31, 2024
Commitments
1
none on the tape
Plan sponsor: Rockford Area Dairy Industry Local 754 Ib of T Retirement Pension Plan
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 0.2%
  • Non-interest-bearing cash 0.9%
  • Other investments 0.0%
  • Common/collective trusts 11.2%
  • Registered investment companies 77.8%
  • Real estate (other than employer real property) 9.4%
Consultants and advisers
3 firms
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
2 events
  • Jan 1, 2023Funded status changed
    Rockford Area Dairy Industry Local 754 Ib of T Retirement Pension Plan funded ratio 99.1% -> 94.3% (2022-01-01 to 2023-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Assets changed
    Rockford Area Dairy Industry Local 754 Ib of T Retirement Pension Plan plan assets $57M -> $47M (-17.4%, 2022-01-01 to 2023-01-01)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
3 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024Common Collective Trustcollective trustSchroder Investment Management NortPooled vehicles$6.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Common Collective Trustcollective trustSchroder Investment Management NortPooled vehicles$5.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Common Collective Trustcollective trustSchroder Investment Management NortPooled vehicles$4.9M heldDisclosed holdingaskebsa.dol.gov
Size and funding
30 readings
Total assets
$53.9M Dec 31, 2024 reported Form 5500
$50.1M (2023-12) · $46.8M (2022-12)
Plan assets
$50.1M Jan 1, 2024 reported Form 5500
$46.8M (2023-01) · $56.7M (2022-01)
Net assets
$53.9M Dec 31, 2024 reported Form 5500
$50.1M (2023-12) · $46.8M (2022-12)
Funded ratio
93.8% Jan 1, 2024 reported Form 5500
94.3% (2023-01) · 99.1% (2022-01)
Participants
741 Jan 1, 2024 reported Form 5500
728 (2023-01) · 732 (2022-01)
Contributions
$1.9M Dec 31, 2024 reported Form 5500
$2.0M (2023-12) · $1.6M (2022-12)
Benefits paid
$3.6M Dec 31, 2024 reported Form 5500
$3.5M (2023-12) · $3.4M (2022-12)
Net investment income
$3.8M Dec 31, 2024 reported Form 5500
$3.3M (2023-12) · -$9.9M (2022-12)
Investment management fees
$27,225 Dec 31, 2024 reported Form 5500
$31,449 (2023-12) · $18,443 (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 2024741Not disclosedNot disclosedn/a$53.9MNot disclosedNot disclosed$5.1M
2023 to Dec 31, 2023728Not disclosedNot disclosedn/a$50.1MNot disclosedNot disclosed$5.4M
2022 to Dec 31, 2022732Not disclosedNot disclosedn/a$46.8MNot disclosedNot disclosed$6.4M
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • Marco Consulting Group codes 17 $50,000 PY2024
  • Dowd, Bloch, Bennett, Cervone, Auer codes 29 $49,141 PY2024
  • Cliftonlarsonallen LLP codes 10 $45,329 PY2024

+21 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: EIN-PN 366067654-001
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: managers.

Capital chain

Rockford Area Dairy Industry Local 754 Ib of T Retirement Pension Plan 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.

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Record history

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

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

every published relationship on the graph

+5 connections on the graph

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