DFX Intelligence
Allocator Intelligence
The capital-owner graph behind private markets. Who owns the capital, who decides, how much, under what policy, on whose advice, to which managers, and what changed, with a source and a date behind every row. A target is never an actual, a disclosed holding is never an approval, and an estimate says so.
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Taft-Hartley plan
U••• L•••• 1•• C••••••••• P•••••• F•••
Taft-Hartley planPhiladelphia, PA
Assets
$423,463
Total assets, Dec 31, 2025 reported
Funded
n/a
not filed
Private markets target
n/a
policy Dec 31, 2025
Commitments
0
none on the tape
Plan sponsor: B•••• o• T••••••••• L•••• 1•• C••••••••• P••••••
Allocation policy
Form 5500, as of Dec 31, 2025
Actual allocation lines without a target (as filed)
- Non-interest-bearing cash 98.9%
Consultants and advisers
1 firms
- C••• R•• Actuarythrough Dec 31, 2025 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
No manager relationship is on the tape for this allocator.
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
25 readings
Total assets
$428,645 (2024-12) · $469,143 (2023-12) · $456,823 (2022-12)
Net assets
$396,304 (2024-12) · $428,854 (2023-12) · $302,380 (2022-12)
Contributions
$1.5M (2024-12) · $1.7M (2023-12) · $1.7M (2022-12)
Benefits paid
$1.3M (2024-12) · $1.4M (2023-12) · $1.4M (2022-12)
Net investment income
$-32,550 (2024-12) · $126,474 (2023-12) · $-154,197 (2022-12)
Investment management fees
Form 5500 filings
4 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2025 to Dec 31, 2025 | 1,253 | n/a | n/a | n/a | $423,463 | n/a | n/a | n/a |
| 2024 to Dec 31, 2024 | 1,315 | n/a | n/a | n/a | $428,645 | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 1,325 | n/a | n/a | n/a | $469,143 | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 1,413 | n/a | n/a | n/a | $456,823 | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- C••• Retirement Plan Services codes 11 13 50 $125,874 PY2025
- Novak Francella LLC codes 10 50 $30,162 PY2025
- Larry Magarik codes 20 50 $23,760 PY2025
- Cohen Weiss & Simon LLP codes 29 50 $11,535 PY2025
- C••• Retirement Plan Services codes 11 13 50 $132,277 PY2024
- Novak Francella LLC codes 10 50 $30,322 PY2024
- Larry Magarik, Esq. codes 20 50 $22,770 PY2024
- C••• Retirement Plan Services codes 11 13 50 $158,414 PY2023
- Larry Magarik, Esq. codes 20 50 $42,740 PY2023
- Novak Francella LLC codes 10 50 $30,215 PY2023
- Cohen Weiss & Simon LLP codes 29 50 $24,067 PY2023
- C••• Retirement Plan Services codes 11 13 50 $166,391 PY2022
- Novak Francella LLC codes 10 50 $30,251 PY2022
- Amcu & Rfseu L•••• 342 Group Legal codes 13 50 $30,000 PY2022
- Amcu & Rfseu L•••• 342 Welfare Fund codes 13 50 $21,000 PY2022
- Proskauer Rose LLP codes 29 50 $18,480 PY2022
- L•••• 342 Union codes 13 50 $6,000 PY2022
What changed
No dated events yet.
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 133563111-001
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.