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

I•• L•••• 1••••• P•••••• P•••

Taft-Hartley planSpringfield, NJ
Assets
$78.8M
Total assets, Dec 31, 2024 reported
Funded
87.0%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: B•••• o• T••••••• I•• L•••• 1••••• P•••••• F•••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Non-interest-bearing cash 0.0%
  • Registered investment companies 99.6%
Consultants and advisers
3 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on Schedule C
From Schedule C (investment management, code 28)
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
29 readings
Total assets
$78.8M Dec 31, 2024 reported Form 5500
$69.1M (2023-12) · $58.4M (2022-12)
Net assets
$78.7M Dec 31, 2024 reported Form 5500
$69.0M (2023-12) · $58.3M (2022-12)
Funded ratio
87.0% Jan 1, 2024 reported Form 5500
84.7% (2023-01) · 83.0% (2022-01)
Participants
1,391 Jan 1, 2024 reported Form 5500
1,328 (2023-01) · 1,340 (2022-01)
Contributions
$7.4M Dec 31, 2024 reported Form 5500
$7.1M (2023-12) · $6.5M (2022-12)
Net investment income
$9.7M Dec 31, 2024 reported Form 5500
$10.7M (2023-12) · $-6.7M (2022-12)
Investment management fees
$307,091 Dec 31, 2023 reported Form 5500
$262,506 (2022-12)
What changed
5 events
  • Dec 31, 2024Assets changed
    I•• L•••• 1••••• P•••••• P••• total assets $69M -> $79M (+13.9%, 2023-12-31 to 2024-12-31)
  • Jan 1, 2024Funded status changed
    I•• L•••• 1••••• P•••••• P••• funded ratio 84.7% -> 87.0% (2023-01-01 to 2024-01-01)
  • Jan 1, 2024Assets changed
    I•• L•••• 1••••• P•••••• P••• p••• assets $58M -> $69M (+18.3%, 2023-01-01 to 2024-01-01)
  • Dec 31, 2023Assets changed
    I•• L•••• 1••••• P•••••• P••• total assets $58M -> $69M (+18.3%, 2022-12-31 to 2023-12-31)
  • Jan 1, 2023Assets changed
    I•• L•••• 1••••• P•••••• P••• p••• assets $65M -> $58M (-10.4%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 222318984-001
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.