DFX Intelligence

This allocator's name and 1 more commitment

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Corporate pension in Illinois

Corporate pension· Wood Dale, Illinois

Corporate pension, based in Wood Dale, Illinois, reporting $4.4M in assets, for 1,732 participants.

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

As of 2023-12-31 · the latest dated event for this allocator; each figure carries its own filing or report date

Assets: $4.4M
Funded ratio: 128.0%
Fund commitments: 3

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

Commitments (3)Allocation policy

As of 2023-12-31 · 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 2023, Holding ended.

Capital path

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

Corporate pension in Illinois

Funds committed to

NT Collective Short Term Investment2 commitments
Legal & General Long Duration1 commitment
Legal and General US Cr Col Inv1 commitment

Managers

Northern Trust Investments, Inc.2 commitments
Legal and General2 commitments

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

Corporate pension

Assets

$4.4M

Total assets, Dec 31, 2023 reported

Funded

128.0%

Jan 1, 2022

Private markets target

no policy read

policy Dec 31, 2023

Commitments

none on the tape

Plan sponsor: this allocator

Allocation policy

Form 5500, as of Dec 31, 2023

Actual allocation lines without a target (as filed)

Interest-bearing cash 0.5%
Common/collective trusts 99.5%

Consultants and advisers

1 firm

Willis Towers Watson US LLC Actuarythrough Dec 31, 2022 Form 5500

People

No investment staff or executives have been read for this allocator yet.

Manager roster

2 managers on the commitment tape

From the plan’s own commitment disclosures

Northern Trust Investments, Inc.2 rows, latest Dec 31, 2023
Legal and General2 rows, latest Dec 31, 2022

What changed

3 events

Dec 31, 2023Holding endedinference
with Legal and General$18.5Maskebsa.dol.gov
Dec 31, 2023Holding endedinference
with Legal and General$5.4Maskebsa.dol.gov
Dec 31, 2023Assets changed
down $57.9Maskebsa.dol.gov

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

Commitments

4 rows, 0 dated closings

Date	Fund	Manager	Bucket	Amount	Status	Source
as of Dec 31, 2023	NT Collective Short Term Investmentcollective trust	Northern Trust Investments, Inc.	Cash	$4.3M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	NT Collective Short Term Investmentcollective trust	Northern Trust Investments, Inc.	Cash	$1.4M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Legal & General Long Durationcollective trust	Legal and General	Fixed income	$5.4M held	Disclosed holding	askebsa.dol.gov

+1 more commitment

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

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

Size and funding

16 readings

Total assets

$4.4M Dec 31, 2023 reported Form 5500

$62.3M (2022-12)

Plan assets

$57.8M Jan 1, 2022 reported Form 5500

Net assets

$4.4M Dec 31, 2023 reported Form 5500

$62.3M (2022-12)

Funded ratio

128.0% Jan 1, 2022 reported Form 5500

Funding target

$39.7M Jan 1, 2022 reported Form 5500

Discount rate

5.32% Jan 1, 2022 reported Form 5500

Participants

1,732 Jan 1, 2023 reported Form 5500

1,249 (2022-01)

Contributions

$0 Dec 31, 2023 reported Form 5500

$0 (2022-12)

Benefits paid

$55.0M Dec 31, 2023 reported Form 5500

$4.9M (2022-12)

Net investment income

-$54.4M Dec 31, 2023 reported Form 5500

-$15.4M (2022-12)

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 Dec 31, 2023	1,732	Not disclosed	Not disclosed	n/a	$4.4M	Not disclosed	Not disclosed	Not disclosed
2022 to Dec 31, 2022	1,249	$57.8M	$39.7M	128.0%	$62.3M	Not disclosed	$0	Not disclosed

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

Collective Short Term Inv Fd Sched. D C $4.3M PY2023
Legal & General Long Duration Sched. D C PY2023
Legal and General US Cr Col Inv Sched. D C 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: managers.

Record history

3 dated events on the change ledger, latest first

Holding in a pooled vehicle ended
2023-12-31source
Holding in a pooled vehicle ended
2023-12-31source
Total assets changed
2023-12-31source

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

+2 connections on the graph

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