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Corporate pension in Illinois

Corporate pension· Downers Grove, Illinois

Corporate pension, based in Downers Grove, Illinois, reporting $82.9M in assets, for 1,432 participants.

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

As of 2024-12-31 · the latest dated event for this allocator; each figure carries its own filing or report date

Assets: $82.9M
Funded ratio: 84.6%
Managers: 7

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Managers

As of 2024-12-31 · 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 October Three Consulting LLC.

Size, funding, policy and commitments, with their basesCorporate pensionShow

Corporate pension

Assets

$82.9M

Total assets, Dec 31, 2024 reported

Funded

84.6%

Jan 1, 2024

Private markets target

no policy read

policy Dec 31, 2024

Commitments

7 managers on Schedule C

Plan sponsor: this allocator

Allocation policy

Form 5500, as of Dec 31, 2024

Actual allocation lines without a target (as filed)

Interest-bearing cash 2.3%
Corporate debt instruments (preferred) 55.8%
U.S. Government securities 0.2%
Registered investment companies 24.2%
Common stock 15.4%

Consultants and advisers

3 firms

October Three Consulting LLC General consultantthrough Dec 31, 2024 Form 5500
Bank of America Discretionary trusteethrough Dec 31, 2022 Form 5500
Willis Towers Watson US LLC Actuarythrough Dec 31, 2022 Form 5500

People

No investment staff or executives have been read for this allocator yet.

Manager roster

17 managers on Schedule C

From Schedule C (investment management, code 28)

Martin Curie Global Emerging Marketplan years 2024
Allspring Mid Cap Valueplan years 2024
Baird Mid Cap Growthplan years 2024

+14 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.

What changed

4 events

Dec 31, 2024Consultant changedinference
with October Three Consulting LLCaskebsa.dol.gov
Jan 1, 2024Funded status changed
3 pointsaskebsa.dol.gov
Jan 1, 2023Funded status changed
down 15 pointsaskebsa.dol.gov
Jan 1, 2023Assets changed
down $33.0Maskebsa.dol.gov

Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.

Commitments

No fund commitments are on the tape for this allocator. The tape holds the plans that publish their own private-markets reports; a plan that publishes one and is not here is a gap we can close.

Size and funding

33 readings

Total assets

$82.9M Dec 31, 2024 reported Form 5500

$90.9M (2023-12) · $87.2M (2022-12)

Plan assets

$90.9M Jan 1, 2024 reported Form 5500

$87.2M (2023-01) · $120M (2022-01)

Net assets

$82.9M Dec 31, 2024 reported Form 5500

$90.9M (2023-12) · $87.2M (2022-12)

Funded ratio

84.6% Jan 1, 2024 reported Form 5500

81.9% (2023-01) · 97.4% (2022-01)

Funding target

$116M Jan 1, 2024 reported Form 5500

$117M (2023-01) · $116M (2022-01)

Discount rate

5.07% Jan 1, 2024 reported Form 5500

5.20% (2023-01) · 5.37% (2022-01)

Participants

1,432 Jan 1, 2024 reported Form 5500

1,443 (2023-01) · 1,476 (2022-01)

Contributions

$3.4M Dec 31, 2024 reported Form 5500

$3.7M (2023-12) · $150,000 (2022-12)

Benefits paid

$15.0M Dec 31, 2024 reported Form 5500

$8.1M (2023-12) · $8.4M (2022-12)

Net investment income

-$8.0M Dec 31, 2024 reported Form 5500

$3.7M (2023-12) · -$33.0M (2022-12)

Investment management fees

$156,715 Dec 31, 2024 reported Form 5500

$46,150 (2023-12) · $75,695 (2022-12)

Form 5500 filings

3 plan years

Plan year	Participants	Assets (SB market)	Funding target	FTAP	Total assets (H)	Partnerships / JV	Master trust	Real estate
2024 to Dec 31, 2024	1,432	$90.9M	$116M	84.6%	$82.9M	Not disclosed	Not disclosed	Not disclosed
2023 to Dec 31, 2023	1,443	$87.2M	$117M	81.9%	$90.9M	Not disclosed	Not disclosed	Not disclosed
2022 to Dec 31, 2022	1,476	$120M	$116M	97.4%	$87.2M	Not disclosed	Not disclosed	Not disclosed

Service providers and investment entities as filed (Schedule C and D, latest year first)

Bank of America codes 24 $159,630 PY2024
Willis Towers Watson US LLC codes 11 $109,460 PY2024
October Three Consulting LLC codes 16 $104,489 PY2024

+32 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

Identifiers: none on file

Cross-graph: no entry on another DFX graph

First observed Sep 15, 2026, last observed Sep 15, 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: fund commitments.

Record history

4 dated events on the change ledger, latest first

Funded status changed
2023-01-01source
Funded status changed
2024-01-01source
Consultant changed
2024-12-31source

+1 more change 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

+21 connections on the graph

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