Illinois Disability Assocation

Name

Illinois Disability Assocation

Legal name

Illinois Disability Association

Website

https://ilpooledtrust.com

Company type

Private

Founded year

1998

Operating status

Operating

Headcount range

11–50 employees

Short description

Non-profit co-trustee of the Illinois Disability Pooled Trust providing pooled special needs trust administration to persons with disabilities, families, and attorneys throughout Illinois since 1998.

Ownership category

akta.pro rank

Product category

Special Needs Trust Administration

NAICS

Trusts, Estates, and Agency Accounts (52592), Services for the Elderly and Persons with Disabilities (62412), Other Insurance Funds (52519)

SIC

Services-Social Services (8300), Services-Legal Services (8111)

akta.pro primary industry

Special Needs & Supplemental Needs Trust Services (FSAAANAJ)

akta.pro secondary industries

Guardianship, Conservatorship & Special Needs Trust Services (FSAEAKAG), Disability Services & Assistive Solutions (Accessibility, Assistive Tech) (BPAGALAM)

Keywords

• Special needs trusts
• Pooled trust administration
• Trustee services
• Disability estate planning
• Fiduciary services

Headquarters

HQ city

Chicago

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Others, Marketing or Sales, Infrastructure

Revenue model

1. Trustee Services for Special Needs Trusts: The Illinois Disability Association serves as co-trustee for special needs trusts, managing both self-settled and third-party trusts. Revenue is derived from trustee fees associated with managing pooled trust accounts.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels3 records

Core offering

The Illinois Disability Association serves as co-trustee of the Illinois Disability Pooled Trust (IDPT) alongside Wintrust Private Trust Company USA, administering special needs trusts for persons with disabilities throughout Illinois. The organization manages both Self-Settled Special Needs Trusts (funded with the beneficiary's own assets) and Third-Party Special Needs Trusts (funded by family or others), enabling beneficiaries to preserve eligibility for SSI, Medicaid, and Illinois Department of Human Services benefits while using trust funds for supplemental needs.

Product overview

The Illinois Disability Association operates as a non-profit organization serving as co-trustee of the Illinois Disability Pooled Trust (IDPT) alongside Wintrust Private Trust Company USA. The organization offers two primary trust products: Self-Settled Special Needs Trusts (created with the disabled person's own funds from settlements, inheritances, or asset preservation) and Third-Party Special Needs Trusts (funded by family or others). The Master Trust Agreement, pre-approved by the Social Security Administration, enables pooled assets for reduced fees and institutional investment opportunities. Services include trust account management, disbursement processing, tax-related handling, and court representation for guardianship cases.

Differentiator

Problem solved

Functional benefit

Products and services

• Illinois Disability Pooled Trust (IDPT) Master pooled trust operated as co-trustee with Wintrust Private Trust Company USA, allowing assets of multiple beneficiaries to be pooled for investment and management purposes to reduce trustee fees and maximize investment returns for persons with disabilities. Governed by a master trust agreement pre-approved by the Social Security Administration.
• Self-Settled Special Needs Trusts Sub-accounts under the IDPT created with the disabled person's own funds, typically funded from personal injury settlements, medical malpractice awards, inheritances, or preservation of existing assets at the onset of disability. Subject to Medicaid payback requirements upon the beneficiary's death. Available to persons with disabilities throughout Illinois.
• Third-Party Special Needs Trusts Sub-accounts under the IDPT funded by family members, friends, or others through cash, assets, wills, trusts, or life insurance policies. These trusts do not jeopardize means-tested government benefits and are not subject to Medicaid payback requirements. Available to persons with disabilities throughout Illinois.

Named customers4 records

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Three partnerships are on record, tiered core and minor.

• Wintrust Private Trust Company USAcoreStrategic or Co-development Partner · 1 January 1998Wintrust Private Trust Company USA serves as co-trustee with IDA for the Illinois Disability Pooled Trust (IDPT). The bank's primary responsibility as Co-trustee is to serve as custodian and investor of the assets, maintaining accounting of all expenditures for beneficiaries, courts, and Illinois Department of Human Services.
• Chicago Volunteer Legal Services (CVLS)coreStrategic or Co-development PartnerIDA partners with CVLS to expand pro bono services to low-income persons with disabilities. Through donations made by and through IDA, CVLS can accept more court appointments to serve as GAL (guardian ad litem) for disabled adults. IDA attorneys provide training, mentoring, and legal assistance to CVLS staff and volunteers. The collaboration also includes Continuing Legal Education seminars on special needs trusts and related topics.
• Consumer Financial Protection Bureau (CFPB)minorStrategic or Co-development PartnerIDA's Howard Berk was a contributing attorney to the creation of the CFPB's four fiduciary guides, including guides for Agents Acting Under a Power of Attorney, Court Appointed Guardians of the Estate, Trustees Under a Revocable Living Trust, and Representative Payees & VA Fiduciaries.

Scale indicators3 records

Recent moves6 records

Expansion highlights4 records

Direct peers

• National PLAN Alliance: A network of community-based pooled trust organizations serving individuals with disabilities nationwide. Each PLAN affiliate operates similarly to IDA, offering pooled trust and administrative services for persons with disabilities—a directly comparable operating model.
• Commonwealth Community Trust: A nonprofit pooled trust administrator serving individuals with disabilities across multiple states. Directly comparable to IDA as a pooled special needs trust provider with a similar mission, regulatory structure, and beneficiary focus.

Regional players

• PLAN of Massachusetts: A Massachusetts-based pooled trust nonprofit serving individuals with disabilities. Operates with the same pooled trust model as IDA but is geographically constrained to Massachusetts, making it a directly comparable regional peer.
• Northwest Disability Support: A nonprofit pooled trust organization serving the Pacific Northwest. Directly comparable to IDA in mission and pooled trust structure, though operating in a different geographic market.

Broad incumbents

• The Arc of the United States: The largest national community-based organization advocating for and serving people with intellectual and developmental disabilities. Comparable to IDA in the disability services space, though broader in scope and not a trust administrator.
• Wintrust Private Trust Company USA: IDA's co-trustee partner and a major Midwestern private trust company offering institutional trust and custody services. Comparable in the trust administration domain, though serving a broader client base beyond special needs trusts.

Emerging players

• True Link Financial: A financial services firm focused on people with disabilities and older adults, offering prepaid debit cards, investment management, and trust-like services. Comparable to IDA in serving the disability community with financial services, though operating as a for-profit with a different delivery model.

Others

• National Disability Institute: A national nonprofit organization focused on the financial health and well-being of people with disabilities. Comparable as an adjacent ecosystem organization that addresses financial planning and benefits for the same population IDA serves.
• Special Needs Alliance: A national, invitation-only organization of attorneys dedicated to disability and elder law. Although not a trust provider, SNA is comparable to IDA in serving the same attorneys, families, and beneficiaries within the special needs planning ecosystem.
• The Center for Special Needs Planning: A financial industry resource focused on special needs planning for financial professionals and families. Comparable to IDA in addressing the financial planning needs of families with disabled members, though positioned as an advisory/educational organization rather than a trustee.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/illinois-disability-association

Revenue estimate

Valuation estimate

Number of profiles

Profiles4 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

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