This allocator's name, 2 more commitments and 2 more dated events

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Corporate pension in Illinois

Corporate pension· Darien, Illinois

Corporate pension, based in Darien, Illinois, for 805 participants.

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

Funded ratio
70.7%
Fund commitments
3
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Commitments (3)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: 31 Dec 2024, Changed investment consultant to Crowe LLP.

Capital path

who backs this record, through what, into what; each name opens its own path
Corporate pension in Illinois
Funds committed to
Managers
Size, funding, policy and commitments, with their basesCorporate pensionShow
Corporate pension
Assets
not established
Total assets, Aug 7, 2024 reported
Funded
70.7%
Jan 1, 2023
Private markets target
no policy read
policy Dec 31, 2023
Commitments
3
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)
  • Pooled separate accounts 55.4%
  • Registered investment companies 15.8%
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
What changed
7 events

+2 more dated events

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Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
5 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2023Prin Liquid Assets Sep Acct-Zseparate accountPrincipalPooled vehicles$13.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prin Short-Term Income Sa-Zseparate accountPrincipalCash$2.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prin Liquid Assets Sep Acct-Zseparate accountPrincipalPooled vehicles$529,357 heldDisclosed holdingaskebsa.dol.gov

+2 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
28 readings
Total assets
$0 Aug 7, 2024 reported Form 5500
$28.1M (2023-12) · $18.5M (2022-12)
Plan assets
$18.5M Jan 1, 2023 reported Form 5500
$21.6M (2022-01)
Net assets
$0 Aug 7, 2024 reported Form 5500
$28.1M (2023-12) · $18.5M (2022-12)
Funded ratio
70.7% Jan 1, 2023 reported Form 5500
70.1% (2022-01)
Funding target
$28.7M Jan 1, 2023 reported Form 5500
$28.3M (2022-01)
Discount rate
5.47% Jan 1, 2023 reported Form 5500
5.64% (2022-01)
Participants
805 Jan 1, 2024 reported Form 5500
901 (2023-01) · 929 (2022-01)
Contributions
$0 Aug 7, 2024 reported Form 5500
$9.4M (2023-12) · $4.6M (2022-12)
Benefits paid
$28.5M Aug 7, 2024 reported Form 5500
$1.3M (2023-12) · $3.6M (2022-12)
Net investment income
-$28.1M Aug 7, 2024 reported Form 5500
$9.6M (2023-12) · -$3.2M (2022-12)
Investment management fees
$45,525 Dec 31, 2023 reported Form 5500
$30,537 (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Aug 7, 2024805Not disclosedNot disclosedn/a$0Not disclosedNot disclosedNot disclosed
2023 to Dec 31, 2023901$18.5M$28.7M70.7%$28.1MNot disclosedNot disclosedNot disclosed
2022 to Dec 31, 2022929$21.6M$28.3M70.1%$18.5MNot disclosedNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • Principal Life Insurance Company codes 13 50 64 $166,070 PY2024
  • Prin Liquid Assets Sep Acct-Z Sched. D P PY2024
  • Prin Short-Term Income Sa-Z Sched. D P PY2024

+14 more service providers

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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: assets, managers.

Capital chain

This record sits on 2 traced paths of capital across the graphs.

Consultant to allocator to manager

DFX traced 2 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

7 dated events on the change ledger, latest first
  • Holding in a pooled vehicle ended
    2023-12-31source
  • Consultant changed
    2023-12-31source
  • Consultant changed
    2024-12-31source

+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

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+4 connections on the graph

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