This allocator's name, 6 more advisers, 8 more managers, 39 more commitments and 3 more dated events
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.
Taft-Hartley plan in Illinois
Taft-Hartley plan, based in Countryside, Illinois, reporting $6.0B in assets, for 31,477 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $6.0B
- Funded ratio
- 91.6%
- Fund commitments
- 15
- Managers
- 5
Nothing material in the last 90 days. Last change: 31 Dec 2024, Changed investment consultant.
Capital path
who backs this record, through what, into what; each name opens its own path- Blackrock US Equity Market Index Fd3 commitments
- Blackrock Msci Acwi Ex-Us Index3 commitments
- Emerging Markets Index Non-Lendable3 commitments
- Blackrock Institutional Trust Company, N.A.9 commitments
- Northern Trust Investments, Inc.6 commitments
- National Investment Svcs of Amer4 commitments
Size, funding, policy and commitments, with their basesTaft-Hartley planShowHide
- Non-interest-bearing cash 0.1%
- Corporate debt instruments (other) 7.4%
- Corporate debt instruments (preferred) 0.0%
- U.S. Government securities 6.0%
- Insurance company general account 0.0%
- Other investments 3.3%
- Partnership/joint venture interests 12.2%
- 103-12 investment entities 4.4%
- Common/collective trusts 57.5%
- Pooled separate accounts 3.0%
- Common stock 4.7%
- Preferred stock 0.0%
- General consultantthrough Mar 31, 2025 Form 5500
- Bridgeway Benefit Technologies General consultantthrough Mar 31, 2024 Form 5500
- Innovative Software Solutions, Inc. General consultantthrough Mar 31, 2023 Form 5500
+6 more consultants and advisers advise this allocator
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.
- Blackrock Institutional Trust Company, N.A.9 rows, latest Mar 31, 2025
- Northern Trust Investments, Inc.6 rows, latest Mar 31, 2025
- National Investment Svcs of Amer4 rows, latest Mar 31, 2025
+8 more managers 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.
- Blackrock Institutional Trust Company, N.A.plan years
- National Investment Svcs of Amerplan years 2024
- Blackrock Insti. Trust Company, N.Aplan years
+9 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.
- Dec 31, 2024Consultant changedinference
- Dec 31, 2024Manager relationship startedwith Prudential Insurance Company of Ameaskebsa.dol.gov
- Mar 31, 2024Holding started
- Mar 31, 2024Holding started
- Mar 31, 2024Holding started
+3 more dated events
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 Mar 31, 2025 | Blackrock US Equity Market Index Fdcollective trust | Blackrock Institutional Trust Company, N.A. | Public equity | $959M held | Disclosed holding | askebsa.dol.gov | |
| as of Mar 31, 2025 | Blackrock Msci Acwi Ex-Us Indexcollective trust | Blackrock Institutional Trust Company, N.A. | Pooled vehicles | $152M held | Disclosed holding | askebsa.dol.gov | |
| as of Mar 31, 2025 | Emerging Markets Index Non-Lendablecollective trust | Blackrock Institutional Trust Company, N.A. | Public equity | $89.2M held | Disclosed holding | askebsa.dol.gov |
+39 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.
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Mar 31, 2025 | 31,477 | Not disclosed | Not disclosed | n/a | $6.0B | $729M | Not disclosed | Not disclosed |
| 2023 to Mar 31, 2024 | 31,102 | Not disclosed | Not disclosed | n/a | $5.8B | $669M | Not disclosed | Not disclosed |
| 2022 to Mar 31, 2023 | 30,410 | Not disclosed | Not disclosed | n/a | $5.4B | $626M | Not disclosed | Not disclosed |
- Prudential Insurance Co codes 28 51 62 $1.3M PY2024
- JP Morgan Chase Bank codes 24 27 28 50 51 $1.2M PY2024
- Amalgamated Bank of Chicago codes 19 28 51 62 $1.2M PY2024
+264 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
This record sits on 20 traced paths of capital across the graphs.
DFX traced 20 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.
Checking your plan…
Record history
- Holding in a pooled vehicle started2024-03-31source
- Holding in a pooled vehicle started2024-03-31source
- Holding in a pooled vehicle started2024-03-31source
+5 more changes on this record's ledger
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.
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
+23 connections on the graph
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.