This allocator's name, 1 more adviser, 1 more manager and 30 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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Corporate pension in Illinois

Corporate pension· Chicago, Illinois

Corporate pension, based in Chicago, Illinois, reporting $227M in assets, for 2,029 participants.

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

Assets
$227M
Funded ratio
91.7%
Fund commitments
11
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Commitments (11)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 2024, Funded status changed.

Capital path

who backs this record, through what, into what; each name opens its own path
Corporate pension in Illinois
Funds committed to
All 11
Managers
All 4
Size, funding, policy and commitments, with their basesCorporate pensionShow
Corporate pension
Assets
$227M
Total assets, Dec 31, 2024 reported
Funded
91.7%
Jan 1, 2024
Private markets target
no policy read
policy Dec 31, 2024
Commitments
11
none on the tape
Plan sponsor: this allocator
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Common/collective trusts 100.0%
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
4 managers on the commitment tape
From the plan’s own commitment disclosures

+1 more manager received commitments

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

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

From Schedule C (investment management, code 28)
What changed
3 events
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
33 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024AON Core Real Estate Fundcollective trustAON Trust Company LLCReal estate$3.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Long Credit Bond Fundcollective trustAON Hewitt Investment Consulting, IPrivate credit$55.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024NT Collective S&p 500 Index Fundcollective trustNorthern Trust Investments, Inc.Pooled vehicles$58.4M heldDisclosed holdingaskebsa.dol.gov

+30 more commitments

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
33 readings
Total assets
$227M Dec 31, 2024 reported Form 5500
$231M (2023-12) · $224M (2022-12)
Plan assets
$231M Jan 1, 2024 reported Form 5500
$224M (2023-01) · $321M (2022-01)
Net assets
$227M Dec 31, 2024 reported Form 5500
$231M (2023-12) · $224M (2022-12)
Funded ratio
91.7% Jan 1, 2024 reported Form 5500
89.5% (2023-01) · 106.9% (2022-01)
Funding target
$218M Jan 1, 2024 reported Form 5500
$218M (2023-01) · $221M (2022-01)
Discount rate
5.11% Jan 1, 2024 reported Form 5500
5.23% (2023-01) · 5.44% (2022-01)
Participants
2,029 Jan 1, 2024 reported Form 5500
2,008 (2023-01) · 2,045 (2022-01)
Contributions
$0 Dec 31, 2024 reported Form 5500
$0 (2023-12) · $0 (2022-12)
Benefits paid
$16.9M Dec 31, 2024 reported Form 5500
$19.0M (2023-12) · $30.5M (2022-12)
Net investment income
-$4.1M Dec 31, 2024 reported Form 5500
$6.8M (2023-12) · -$97.3M (2022-12)
Investment management fees
$250,109 Dec 31, 2024 reported Form 5500
$239,281 (2023-12) · $293,178 (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 20242,029$231M$218M91.7%$227MNot disclosedNot disclosedNot disclosed
2023 to Dec 31, 20232,008$224M$218M89.5%$231MNot disclosedNot disclosedNot disclosed
2022 to Dec 31, 20222,045$321M$221M106.9%$224MNot disclosedNot 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.

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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: managers.

Capital chain

This record sits on 4 traced paths of capital across the graphs.

Consultant to allocator to manager

DFX traced 4 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

3 dated events on the change ledger, latest first
  • Funded status changed
    2023-01-01source
  • Funded status changed
    2024-01-01source
  • 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

+7 connections on the graph

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