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
W••••••••• C••••• M••••• E•••••••• R••••••••• T•••• F•••
Taft-Hartley planSeattle, WA
Assets
$42.4M
Total assets, May 31, 2025 reported
Funded
98.6%
Jun 1, 2024
Private markets target
n/a
policy May 31, 2025
Commitments
3
1 managers on Schedule C
Plan sponsor: W••••••••• C••••• M••••• E•••••••• R••••••••• T•••• F•••
Allocation policy
Form 5500, as of May 31, 2025
Actual allocation lines without a target (as filed)
- Interest-bearing cash 0.6%
- Non-interest-bearing cash 1.1%
- 103-12 investment entities 22.4%
- Registered investment companies 75.0%
Consultants and advisers
6 firms
- W••••••••• C•••••• M••••••••• I••• Investment adviser (plan)through May 31, 2023 Form 5500
- H••••••• C•••••• A•••••••• L•• Investment adviser (plan)through May 31, 2023 Form 5500
- N•••••••• P•••••• S••••••• Actuarythrough May 31, 2025 Form 5500
- T•• S•••• C• ••••••• S••••••• I••• Actuarythrough May 31, 2024 Form 5500
- U• B••• Custodianthrough May 31, 2023 Form 5500
- N••• Actuarythrough May 31, 2023 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on the commitment tape
From the plan’s own commitment disclosures
- W••••••••• C•••••• M••••••••• I•••3 rows, latest May 31, 2025
From Schedule C (investment management, code 28)
- W••••••••• C•••••• M••••••••• I•••plan years 2025
Commitments
3 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of May 31, 2025 | W••••••••• C•••••• J•••• M••••• T••103 12 ie | W••••••••• C•••••• M••••••••• I••• | Pooled vehicles | $9.5M held | Disclosed holding | askebsa.dol.gov | |
| as of May 31, 2024 | W••••••••• C•••••• J•••• M••••• T••103 12 ie | W••••••••• C•••••• M••••••••• I••• | Pooled vehicles | $9.2M held | Disclosed holding | askebsa.dol.gov | |
| as of May 31, 2023 | W••••••••• C•••••• J•••• M••••• T••103 12 ie | W••••••••• C•••••• M••••••••• I••• | Pooled vehicles | $9.7M held | Disclosed holding | askebsa.dol.gov |
Size and funding
30 readings
Investment management fees
$108,277 (2024-05) · $125,465 (2023-05)
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 May 31, 2025 | 865 | n/a | n/a | n/a | $42.4M | n/a | n/a | n/a |
| 2023 to May 31, 2024 | 806 | n/a | n/a | n/a | $39.4M | n/a | n/a | n/a |
| 2022 to May 31, 2023 | 788 | n/a | n/a | n/a | $35.0M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Wpas, Inc. codes 10 14 15 50 $87,378 PY2024
- W••••••••• C•••••• M••••••••• I••• codes 51 $75,431 PY2024
- N••• codes 11 50 $36,000 PY2024
- Bradley L. Middleton PC codes 29 50 $35,503 PY2024
- H••••••• C•••••• A•••••••• L•• codes 27 51 $28,470 PY2024
- U.S. B•••, N.A. codes 19 50 $19,034 PY2024
- The S•••• Group, Inc. codes 11 17 50 $16,624 PY2024
- Anastasi, Moore & Martin, PLLC codes 10 50 $14,500 PY2024
- W••••••••• Capital Jmt Sched. D E $9.5M PY2024
- N••• codes 11 PY2024
- Wpas, Inc. codes 10 14 15 50 $78,150 PY2023
- W••••••••• C•••••• M••••••••• I••• codes 27 51 $76,404 PY2023
- Bradley L. Middleton PC codes 29 $53,766 PY2023
- N••• codes 11 50 $36,000 PY2023
- Ullico codes 23 50 $26,790 PY2023
- H••••••• C•••••• A•••••••• L•• codes 27 51 $21,861 PY2023
- Ifebp codes 50 $16,160 PY2023
- The S•••• Group, Inc. codes 11 17 50 $14,042 PY2023
- Anastasi, Moore & Martin, PLLC codes 10 50 $13,750 PY2023
- U.S. B•••, N.A. codes 19 50 $10,032 PY2023
- W••••••••• Capital Jmt Sched. D E $9.2M PY2023
- N••• codes 11 PY2023
- W••••••••• C•••••• M••••••••• I••• codes 27 51 $81,316 PY2022
- Wpas, Inc. codes 10 14 15 50 $69,050 PY2022
- Bradley L. Middleton PC codes 29 50 $60,328 PY2022
- N••• codes 11 50 $33,000 PY2022
- H••••••• C•••••• A•••••••• L•• codes 27 51 $30,988 PY2022
- S•••• Select Insurance Svcs, Inc. codes 22 53 $17,283 PY2022
- Ullico codes 23 50 $13,320 PY2022
- U.S. B•••, N.A. codes 19 50 $13,161 PY2022
- W••••••••• Capital Jmt Sched. D E $9.7M PY2022
- N••• codes 11 PY2022
What changed
6 events
- Dec 31, 2024Consultant changedinferenceW••••••••• C•••••• M••••••••• I••• no longer appears on W••••••••• C••••• M••••• E•••••••• R••••••••• T•••• F•••'s Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with W••••••••• C•••••• M••••••••• I•••askebsa.dol.gov
- Jun 1, 2024Funded status changedW••••••••• C••••• M••••• E•••••••• R••••••••• T•••• F••• funded ratio 95.3% -> 98.6% (2023-06-01 to 2024-06-01)
- Jun 1, 2024Assets changedW••••••••• C••••• M••••• E•••••••• R••••••••• T•••• F••• plan assets $35M -> $39M (+12.3%, 2023-06-01 to 2024-06-01)
- May 31, 2024Assets changedW••••••••• C••••• M••••• E•••••••• R••••••••• T•••• F••• total assets $35M -> $39M (+12.3%, 2023-05-31 to 2024-05-31)
- Dec 31, 2023Consultant changedinferenceThe S•••• Group, Inc. appears on W••••••••• C••••• M••••• E•••••••• R••••••••• T•••• F•••'s Schedule C as pension consultant (plan year 2023 vs 2022)with T•• S•••• C• ••••••• S••••••• I•••askebsa.dol.gov
- Jun 1, 2023Funded status changedW••••••••• C••••• M••••• E•••••••• R••••••••• T•••• F••• funded ratio 91.9% -> 95.3% (2022-06-01 to 2023-06-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 916123986-001
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.