This allocator's name, 1 more adviser, 2 more managers and 15 more commitments

Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.

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Taft-Hartley plan in Illinois

Taft-Hartley plan· Springfield, Illinois

Taft-Hartley plan, based in Springfield, Illinois, reporting $150M in assets, for 1,255 participants.

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

Assets
$150M
Funded ratio
85.4%
Fund commitments
6
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Commitments (6)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 Apr 2023, Total assets changed.

Capital path

who backs this record, through what, into what; each name opens its own path
Taft-Hartley plan in Illinois
Funds committed to
All 6
Managers
All 5
Size, funding, policy and commitments, with their basesTaft-Hartley planShow
Taft-Hartley plan
Assets
$150M
Total assets, Mar 31, 2025 reported
Funded
85.4%
Apr 1, 2024
Private markets target
no policy read
policy Mar 31, 2025
Commitments
6
none on the tape
Allocation policy
Form 5500, as of Mar 31, 2025
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 1.3%
  • Corporate debt instruments (other) 4.4%
  • U.S. Government securities 5.4%
  • Partnership/joint venture interests 5.6%
  • 103-12 investment entities 4.0%
  • Common/collective trusts 20.5%
  • Registered investment companies 58.3%
Consultants and advisers
4 firms

+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
5 managers on the commitment tape
From the plan’s own commitment disclosures

+2 more managers received commitments

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

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From Schedule C (investment management, code 28)
What changed
1 event
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
18 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Mar 31, 2025ASB Allegiance Real Estate Fundcollective trustABS Allegiance Real EstateReal estate$2.3M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2025Multi-Employer Property Trustcollective trustNEW Tower Trust CompanyReal estate$3.2M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2025All-Country World Ex-Us Index Fundcollective trustNorthern Trust Investments, Inc.Pooled vehicles$7.7M heldDisclosed holdingaskebsa.dol.gov

+15 more commitments

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

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Size and funding
30 readings
Total assets
$150M Mar 31, 2025 reported Form 5500
$147M (2024-03) · $135M (2023-03)
Plan assets
$147M Apr 1, 2024 reported Form 5500
$135M (2023-04) · $151M (2022-04)
Net assets
$150M Mar 31, 2025 reported Form 5500
$147M (2024-03) · $135M (2023-03)
Funded ratio
85.4% Apr 1, 2024 reported Form 5500
86.5% (2023-04) · 86.4% (2022-04)
Participants
1,255 Apr 1, 2024 reported Form 5500
1,228 (2023-04) · 1,165 (2022-04)
Contributions
$7.7M Mar 31, 2025 reported Form 5500
$6.9M (2024-03) · $6.4M (2023-03)
Benefits paid
$13.4M Mar 31, 2025 reported Form 5500
$13.3M (2024-03) · $13.1M (2023-03)
Net investment income
$2.8M Mar 31, 2025 reported Form 5500
$12.0M (2024-03) · -$15.7M (2023-03)
Investment management fees
$152,219 Mar 31, 2025 reported Form 5500
$155,494 (2024-03) · $438,405 (2023-03)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Mar 31, 20251,255Not disclosedNot disclosedn/a$150M$8.4MNot disclosedNot disclosed
2023 to Mar 31, 20241,228Not disclosedNot disclosedn/a$147M$8.2MNot disclosedNot disclosed
2022 to Mar 31, 20231,165Not disclosedNot disclosedn/a$135M$8.5MNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)

+49 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.

Capital chain

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

Consultant 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.

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Record history

1 dated event on the change ledger, latest first
  • Total assets changed
    2023-04-01source

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

+7 connections on the graph

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