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•••• U•••• O••••••• • E•••••••• P•••••• P•••

Taft-Hartley planWashington, DC
Assets
$160M
Total assets, Dec 31, 2025 reported
Funded
83.6%
Jan 1, 2025
Private markets target
n/a
policy Dec 31, 2025
Commitments
0
2 managers on Schedule C
Plan sponsor: B• o• T••••••• I•••• L•••• U•••• O•••••• • E••• P•••••• P•••
Allocation policy
Form 5500, as of Dec 31, 2025
Actual allocation lines without a target (as filed)
  • Non-interest-bearing cash 0.8%
  • Master trust investment accounts 98.6%
Consultants and advisers
7 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
2 managers on Schedule C
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
$160M Dec 31, 2025 reported Form 5500
$147M (2024-12) · $138M (2023-12) · $130M (2022-12)
Plan assets
$147M Jan 1, 2025 reported Form 5500
$138M (2024-01) · $129M (2023-01) · $148M (2022-01)
Net assets
$160M Dec 31, 2025 reported Form 5500
$147M (2024-12) · $138M (2023-12) · $129M (2022-12)
Funded ratio
83.6% Jan 1, 2025 reported Form 5500
82.6% (2024-01) · 83.9% (2023-01) · 83.5% (2022-01)
Participants
1,209 Jan 1, 2025 reported Form 5500
1,207 (2024-01) · 1,203 (2023-01) · 1,204 (2022-01)
Contributions
$8.7M Dec 31, 2025 reported Form 5500
$8.2M (2024-12) · $7.9M (2023-12) · $7.6M (2022-12)
Benefits paid
$13.7M Dec 31, 2025 reported Form 5500
$13.3M (2024-12) · $12.9M (2023-12) · $12.4M (2022-12)
Net investment income
$12.8M Dec 31, 2025 reported Form 5500
$8.8M (2024-12) · $9.0M (2023-12) · $-19.0M (2022-12)
Investment management fees
$254,841 Dec 31, 2025 reported Form 5500
$321,475 (2024-12) · $184,638 (2023-12) · $107,159 (2022-12)
Form 5500 filings
4 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2025 to Dec 31, 20251,209n/an/an/a$160Mn/a$158Mn/a
2024 to Dec 31, 20241,207n/an/an/a$147Mn/a$145Mn/a
2023 to Dec 31, 20231,203n/an/an/a$138Mn/a$136Mn/a
2022 to Dec 31, 20221,204n/an/an/a$130Mn/a$127Mn/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
3 events
  • Dec 31, 2023Manager relationship started
    A••••••••• Capital appears on I•••• • L•••• U•••• O••••••• • E•••••••• P•••••• P•••'s Schedule C as investment manager (plan year 2023 vs 2022)
    with A••••••••• C••••••• L•askebsa.dol.gov
  • Dec 31, 2023Consultant changedinference
    S•••• M•••• A•••••••, Inc. no longer appears on I•••• • L•••• U•••• O••••••• • E•••••••• P•••••• P•••'s Schedule C as investment adviser (plan) (plan year 2023 vs 2022)
    with S•••• M•••• A•••••••askebsa.dol.gov
  • Jan 1, 2023Assets changed
    I•••• • L•••• U•••• O••••••• • E•••••••• P•••••• P••• plan assets $148M -> $129M (-12.8%, 2022-01-01 to 2023-01-01)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 300853485-002
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.