This allocator's name, 5 more advisers 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.

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

Taft-Hartley plan in Illinois

Taft-Hartley plan· Chicago, Illinois

Taft-Hartley plan, based in Chicago, Illinois, reporting $192M in assets, for 3,474 participants.

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

Assets
$192M
Funded ratio
38.4%
Managers
9
Open searchesAllocation policyConsultants
More
Managers
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: 31 Dec 2025, Changed investment consultant to Pension Benefit Information, LLC.

Size, funding, policy and commitments, with their basesTaft-Hartley planShow
Taft-Hartley plan
Assets
$192M
Total assets, Dec 31, 2025 reported
Funded
38.4%
Jan 1, 2025
Private markets target
no policy read
policy Dec 31, 2025
Commitments
0
9 managers on Schedule C
Allocation policy
Form 5500, as of Dec 31, 2025
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 4.3%
  • Non-interest-bearing cash 3.4%
  • Corporate debt instruments (other) 1.6%
  • U.S. Government securities 45.2%
  • Other investments 6.7%
  • Registered investment companies 11.0%
  • Common stock 19.9%
  • Real estate (other than employer real property) 7.1%
Consultants and advisers
8 firms

+5 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.

People
No investment staff or executives have been read for this allocator yet.
Manager roster
10 managers on Schedule C
From Schedule C (investment management, code 28)

+7 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
9 events

+4 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.

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
40 readings
Total assets
$192M Dec 31, 2025 reported Form 5500
$95.5M (2024-12) · $98.1M (2023-12) · $96.1M (2022-12)
Plan assets
$95.2M Jan 1, 2025 reported Form 5500
$97.8M (2024-01) · $95.7M (2023-01) · $109M (2022-05)
Net assets
$192M Dec 31, 2025 reported Form 5500
$95.2M (2024-12) · $97.8M (2023-12) · $95.7M (2022-12)
Funded ratio
38.4% Jan 1, 2025 reported Form 5500
38.2% (2024-01) · 38.6% (2023-01) · 40.8% (2022-05)
Participants
3,474 Jan 1, 2025 reported Form 5500
3,403 (2024-01) · 3,453 (2023-01) · 3,431 (2022-05)
Contributions
$8.8M Dec 31, 2025 reported Form 5500
$8.7M (2024-12) · $8.3M (2023-12) · $5.3M (2022-12)
Benefits paid
$18.8M Dec 31, 2025 reported Form 5500
$18.7M (2024-12) · $18.8M (2023-12) · $12.5M (2022-12)
Net investment income
$96.4M Dec 31, 2025 reported Form 5500
-$2.6M (2024-12) · $2.0M (2023-12) · -$13.0M (2022-12)
Investment management fees
$1.5M Dec 31, 2025 reported Form 5500
$886,452 (2024-12) · $759,335 (2023-12) · $557,090 (2022-12)
Form 5500 filings
4 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2025 to Dec 31, 20253,474Not disclosedNot disclosedn/a$192MNot disclosedNot disclosed$13.7M
2024 to Dec 31, 20243,403Not disclosedNot disclosedn/a$95.5MNot disclosedNot disclosed$13.7M
2023 to Dec 31, 20233,453Not disclosedNot disclosedn/a$98.1MNot disclosedNot disclosed$12.1M
2022 to Dec 31, 20223,431Not disclosedNot disclosedn/a$96.1MNot disclosedNot disclosed$12.1M
Service providers and investment entities as filed (Schedule C and D, latest year first)

+141 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 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: fund commitments.

Record history

9 dated events on the change ledger, latest first
  • Funded status changed
    2023-01-01source
  • Consultant changed
    2025-12-31source
  • Manager relationship started
    2025-12-31source

+6 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

+20 connections on the graph

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

Ask DFX