This allocator's name, 7 more managers, 31 more commitments and 1 more dated event
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, based in OAK Brook, Illinois, reporting $170M in assets, for 1,495 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $170M
- Funded ratio
- 106.8%
- Fund commitments
- 12
- Managers
- 1
Nothing material in the last 90 days. Last change: 31 Oct 2025, Holding ended.
Capital path
who backs this record, through what, into what; each name opens its own path- Arrowstreet International Equity3 commitments
- NIS High Yield Fund, LLC3 commitments
- NIS Preferred Stock Fund II, LLC3 commitments
- National Investment Svcs of Amer6 commitments
- William Blair Investment Management5 commitments
- Arrow Street Capital3 commitments
Size, funding, policy and commitments, with their basesTaft-Hartley planShowHide
- Interest-bearing cash 1.1%
- Non-interest-bearing cash 0.1%
- Corporate debt instruments (other) 3.6%
- U.S. Government securities 3.5%
- Other investments 2.3%
- Partnership/joint venture interests 22.2%
- 103-12 investment entities 7.3%
- Common/collective trusts 50.7%
- Registered investment companies 8.7%
- Alan Biller and Associates Investment adviser (plan)through Oct 31, 2023 Form 5500
- Amalgamated Bank Custodianthrough Oct 31, 2023 Form 5500
- Segal Actuarythrough Oct 31, 2023 Form 5500
- National Investment Svcs of Amer6 rows, latest Oct 31, 2025
- William Blair Investment Management5 rows, latest Oct 31, 2025
- Arrow Street Capital3 rows, latest Oct 31, 2025
+7 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
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- National Investment Svcs of Amerplan years 2023
- American Realty Advisorsplan years 2023
- Arrowstreet Capital, LPplan years 2023
- Oct 31, 2025Holding endedinference
- Oct 31, 2025Assets changed$17.6Maskebsa.dol.gov
- Nov 1, 2024Funded status changed3 pointsaskebsa.dol.gov
- Nov 1, 2024Assets changed$20.0Maskebsa.dol.gov
- Oct 31, 2024Holding started
+1 more dated event
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Oct 31, 2025 | Arrowstreet International Equity103 12 ie | Arrow Street Capital | Public equity | $12.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Oct 31, 2025 | Wtc-Cif II Smid Cap Research Equitycollective trust | Wellington Trust Company, Na | Public equity | $5.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Oct 31, 2025 | NIS High Yield Fund, LLCcollective trust | National Investment Svcs of Amer | Fixed income | $664,120 held | Disclosed holding | askebsa.dol.gov |
+31 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 Oct 31, 2025 | 1,495 | Not disclosed | Not disclosed | n/a | $170M | $37.8M | Not disclosed | Not disclosed |
| 2023 to Oct 31, 2024 | 1,490 | Not disclosed | Not disclosed | n/a | $153M | $30.6M | Not disclosed | Not disclosed |
| 2022 to Oct 31, 2023 | 1,494 | Not disclosed | Not disclosed | n/a | $133M | $28.5M | Not disclosed | Not disclosed |
- Alan D. Biller and Associates, Inc. codes 27 $155,078 PY2024
- Benefit Management Group, Inc. codes 12 13 36 $96,668 PY2024
- Laner Muchin, Ltd. codes 29 $87,930 PY2024
+68 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
This record sits on 5 traced paths of capital across the graphs.
DFX traced 5 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
- Holding in a pooled vehicle ended2025-10-31source
- Holding in a pooled vehicle started2024-10-31source
- Funded status changed2024-11-01source
+3 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
+8 connections on the graph
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