This allocator's name, 2 more advisers, 9 more commitments and 2 more dated events
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Taft-Hartley plan in Illinois
Taft-Hartley plan, based in OAK Brook, Illinois, reporting $300M in assets, for 56,997 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $300M
- Funded ratio
- 96.7%
- Fund commitments
- 4
- Managers
- 3
Nothing material in the last 90 days. Last change: 30 Jun 2025, Total assets changed.
Capital path
who backs this record, through what, into what; each name opens its own path- this allocator3 commitments
- Ir&m Intermediate Fund LLC3 commitments
- Loomis Sayles Core Plus Fixed Incom3 commitments
- State Street Global Advisors Trust Company3 commitments
- Loomis Sayles3 commitments
- State Street Global Advisors Trust3 commitments
Size, funding, policy and commitments, with their basesTaft-Hartley planShowHide
- Interest-bearing cash 3.8%
- Partnership/joint venture interests 21.5%
- 103-12 investment entities 11.1%
- Common/collective trusts 57.1%
- Frsecure General consultantthrough Jun 30, 2025 Form 5500
- Segal Marco Advisors Investment adviser (plan)through Jun 30, 2023 Form 5500
- Segal Actuarythrough Jun 30, 2023 Form 5500
+2 more consultants and advisers advise this allocator
Every name, record and relationship behind this count, with the source on each.
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- State Street Global Advisors Trust Company3 rows, latest Jun 30, 2025
- Loomis Sayles3 rows, latest Jun 30, 2025
- State Street Global Advisors Trust3 rows, latest Jun 30, 2025
- Income Research & Mgmt. Inc.plan years 2023
- State Street Global Advisors Trustplan years
- State Street Global Advisors Trust Companyplan years
+3 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
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- Jun 30, 2025Assets changed$72.2Maskebsa.dol.gov
- Dec 31, 2024Consultant changedinferencewith Frsecureaskebsa.dol.gov
- Jul 1, 2024Funded status changeddown 5 pointsaskebsa.dol.gov
- Jul 1, 2024Assets changed$54.1Maskebsa.dol.gov
- Jun 30, 2024Assets changed$54.2Maskebsa.dol.gov
+2 more dated events
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| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Jun 30, 2025 | this allocatorcollective trust | State Street Global Advisors Trust Company | Pooled vehicles | $59.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2025 | Ir&m Intermediate Fund LLC103 12 ie | Ir&m Intermediate Fund LLC C/o Income Research & Management | Pooled vehicles | $33.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2025 | Loomis Sayles Core Plus Fixed Incomcollective trust | Loomis Sayles | Fixed income | $84.9M held | Disclosed holding | askebsa.dol.gov |
+9 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
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| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Jun 30, 2025 | 56,997 | Not disclosed | Not disclosed | n/a | $300M | $64.7M | Not disclosed | Not disclosed |
| 2023 to Jun 30, 2024 | 53,291 | Not disclosed | Not disclosed | n/a | $228M | $41.8M | Not disclosed | Not disclosed |
| 2022 to Jun 30, 2023 | 46,801 | Not disclosed | Not disclosed | n/a | $174M | $31.8M | Not disclosed | Not disclosed |
- Zenith American Solutions codes 13 50 $2.0M PY2024
- Milliman, Inc. codes 11 50 $665,813 PY2024
- The Segal Company codes 11 50 $592,291 PY2024
+58 more service providers
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Provenance
This record sits on 6 traced paths of capital across the graphs.
DFX traced 6 paths of capital through this record
Every record on each path, what it committed or lent, and as of when.
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Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.
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Record history
- Funded status changed2023-07-01source
- Funded status changed2024-07-01source
- Consultant changed2024-12-31source
+4 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
+13 connections on the graph
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