This allocator's name, 1 more adviser, 4 more managers, 19 more commitments and 4 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.
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Taft-Hartley plan in Illinois
Taft-Hartley plan, based in Lansing, Illinois, reporting $999M in assets, for 10,791 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $999M
- Funded ratio
- 90.5%
- Fund commitments
- 9
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- NT Collective S&p 500 Index Fund3 commitments
- NT Collective S&p 400 Index Fund Nl3 commitments
- Afl-Cio Building Investment Trust3 commitments
- Northern Trust Investments, Inc.6 commitments
- Great Gray Trust Company3 commitments
- ABS Allegiance Real Estate3 commitments
Size, funding, policy and commitments, with their basesTaft-Hartley planShowHide
- Interest-bearing cash 0.8%
- Non-interest-bearing cash 0.1%
- Corporate debt instruments (other) 0.0%
- Partnership/joint venture interests 11.0%
- 103-12 investment entities 1.8%
- Common/collective trusts 38.6%
- Registered investment companies 47.0%
- Fiducient Advisors LLC General consultantthrough Dec 31, 2022 Form 5500
- J.P. Morgan Investment Management Investment adviser (plan)through Dec 31, 2022 Form 5500
- Segal Actuarythrough Dec 31, 2022 Form 5500
+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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- Northern Trust Investments, Inc.6 rows, latest Dec 31, 2024
- Great Gray Trust Company3 rows, latest Dec 31, 2024
- ABS Allegiance Real Estate3 rows, latest Dec 31, 2024
+4 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
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- Ullico Investment Advisors, Inc.plan years 2022
- First Light Prism Feeder Fund Ltdplan years 2022
- National Investment Svcs of Amerplan years 2022
+5 more Schedule C managers
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- Jan 1, 2024Funded status changed2 pointsaskebsa.dol.gov
- Dec 31, 2023Holding endedinference
- Dec 31, 2023Holding started
- Dec 31, 2023Holding endedinference
- Dec 31, 2023Manager relationship endedinferencewith National Investment Svcs of Ameraskebsa.dol.gov
+4 more dated events
Every name, record and relationship behind this count, with the source on each.
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| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | NT Collective S&p 500 Index Fundcollective trust | Northern Trust Investments, Inc. | Pooled vehicles | $237M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | NT Collective S&p 400 Index Fund Nlcollective trust | Northern Trust Investments, Inc. | Pooled vehicles | $65.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Afl-Cio Building Investment Trustcollective trust | Great Gray Trust Company | Pooled vehicles | $7.4M held | Disclosed holding | askebsa.dol.gov |
+19 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 Dec 31, 2024 | 10,791 | Not disclosed | Not disclosed | n/a | $999M | $110M | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 9,787 | Not disclosed | Not disclosed | n/a | $928M | $115M | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 9,792 | Not disclosed | Not disclosed | n/a | $844M | $124M | Not disclosed | Not disclosed |
- Ullico Investment Advisors Inc. codes 28 51 $270,746 PY2024
- Fiducient Advisors LLC codes 16 50 $236,551 PY2024
- The Segal Company (midwest), Inc. codes 11 50 $207,375 PY2024
+102 more service providers
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Provenance
Not yet on record: managers.
This record sits on 10 traced paths of capital across the graphs.
DFX traced 10 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 ended2023-12-31source
- Holding in a pooled vehicle started2023-12-31source
- Holding in a pooled vehicle ended2023-12-31source
+6 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
+13 connections on the graph
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