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
F•••••• D•••••• a•• H•••••• L•••• U•••• N•• 5•• P•••••• P•••
Taft-Hartley planColumbia, MD
Assets
$213M
Total assets, Dec 31, 2024 reported
Funded
9.2%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
1
none on the tape
Plan sponsor: B•••• o• T•••••••• F•••••• D•••••• a•• H•••••• L•••• U•••• N•• 5••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 2.2%
- Non-interest-bearing cash 1.4%
- Corporate debt instruments (other) 35.7%
- Corporate debt instruments (preferred) 25.2%
- U.S. Government securities 0.1%
- Common/collective trusts 3.0%
- Registered investment companies 24.3%
- Common stock 7.3%
Consultants and advisers
9 firms
- C••••••• B••• • T•••• Investment adviser (plan)through Dec 31, 2024 Form 5500
- R••••• W• B•••• • C•• Investment adviser (plan)through Dec 31, 2024 Form 5500
- S••••••••• A•••• M••••••••• G•••• Investment adviser (plan)through Dec 31, 2024 Form 5500
- F••••••••• L•• Investment adviser (plan)through Dec 31, 2022 Form 5500
- U• B••• Custodianthrough Dec 31, 2023 Form 5500
- S•••• Actuarythrough Dec 31, 2022 Form 5500
- P•• B••• Custodianthrough Dec 31, 2022 Form 5500
- N••••••• T•••• C•• Custodianthrough Dec 31, 2022 Form 5500
- T•• S•••• C•• ••••••• S•••••• I••• Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
3 managers on Schedule C
From Schedule C (investment management, code 28)
- R••• A••• I•••plan years 2023
- M•••••••• I••••••••• M•••••••••plan years 2022
- P••••••••• P•••••••• A•••••••••plan years 2022
Commitments
1 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 Dec 31, 2024 | C•••••••• S•••• C•• G••••• C•••••••collective trust | C••••••• B••• and Trust | Public equity | $6.3M held | Disclosed holding | askebsa.dol.gov |
Size and funding
30 readings
Investment management fees
$255,582 (2023-12) · $123,789 (2022-12)
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 Dec 31, 2024 | 2,133 | n/a | n/a | n/a | $213M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 2,207 | n/a | n/a | n/a | $214M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 2,312 | n/a | n/a | n/a | $203M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Groom Law Group, Chartered codes 29 50 $195,717 PY2024
- R••• Alm, Inc codes 28 50 $161,812 PY2024
- The S•••• Company codes 11 50 $154,533 PY2024
- Benefits Administration, LLC codes 14 50 $147,357 PY2024
- Abato, Rubenstein & Abato, P.A. codes 29 50 $133,275 PY2024
- F••••••••• L•• codes 27 51 $120,000 PY2024
- Benesys,inc. codes 14 50 $105,995 PY2024
- Morgan, Lewis & Bockius, LLP codes 29 50 $68,975 PY2024
- Hcfl codes 10 50 $38,610 PY2024
- U• B••• codes 19 50 $37,721 PY2024
- R••••• W• B•••• • C•• codes 27 51 $29,139 PY2024
- C••••••• B••• and Trust codes 27 51 $28,387 PY2024
- S••••••••• A•••• M••••••••• G•••• codes 27 51 $24,521 PY2024
- P•• B•••, Na codes 18 50 $20,283 PY2024
- C•••••••• S•••• C•• G••••• C••••••• Sched. D C $6.3M PY2024
- S•••• codes 11 PY2024
- Benefits Administration, LLC codes 14 50 $252,612 PY2023
- R••• Alm, Inc codes 28 50 $138,147 PY2023
- F••••••••• L•• codes 27 51 $86,984 PY2023
- The S•••• Company codes 11 50 $81,433 PY2023
- Morgan, Lewis & Bockius, LLP codes 29 50 $79,597 PY2023
- Abato, Rubenstein & Abato, P.A. codes 29 50 $77,667 PY2023
- Hcfl codes 10 50 $35,375 PY2023
- U• B••• codes 19 50 $30,451 PY2023
- P•• B•••, Na codes 18 50 $21,901 PY2023
- S•••• codes 11 PY2023
- Benefits Administration, LLC codes 14 50 $249,531 PY2022
- The S•••• Company codes 11 50 $186,014 PY2022
- Morgan, Lewis & Bockius, LLP codes 29 50 $80,187 PY2022
- F••••••••• L•• codes 27 51 $70,000 PY2022
- Abato, Rubenstein & Abato, P.A. codes 29 50 $58,375 PY2022
- N••••••• Trust codes 19 50 $38,668 PY2022
- Hcfl codes 10 50 $33,665 PY2022
- P•• B•••, Na codes 18 50 $18,671 PY2022
- M•••••••• I••••••••• M••••••••• codes 28 50 $14,203 PY2022
- P••••••••• P•••••••• A••••••••• codes 28 31 $918 PY2022
- S•••• codes 11 PY2022
What changed
10 events
- Dec 31, 2024Consultant changedinferenceS••••••••• A•••• M••••••••• G•••• appears on F•••••• D•••••• a•• H•••••• L•••• U•••• N•• 5•• P•••••• P•••'s Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with S••••••••• A•••• M••••••••• G••••askebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceR••••• W• B•••• • C•• appears on F•••••• D•••••• a•• H•••••• L•••• U•••• N•• 5•• P•••••• P•••'s Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with R••••• W• B•••• • C••askebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceC••••••• B••• and Trust appears on F•••••• D•••••• a•• H•••••• L•••• U•••• N•• 5•• P•••••• P•••'s Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with C••••••• B••• • T••••askebsa.dol.gov
- Jan 1, 2024Funded status changedF•••••• D•••••• a•• H•••••• L•••• U•••• N•• 5•• P•••••• P••• funded ratio 6.4% -> 9.2% (2023-01-01 to 2024-01-01)
- Jan 1, 2024Assets changedF•••••• D•••••• a•• H•••••• L•••• U•••• N•• 5•• P•••••• P••• plan assets $11M -> $15M (+38.8%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Manager relationship startedR••• Alm, Inc appears on F•••••• D•••••• a•• H•••••• L•••• U•••• N•• 5•• P•••••• P•••'s Schedule C as investment manager (plan year 2023 vs 2022)with R••• A••• I•••askebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceM•••••••• I••••••••• M••••••••• no longer appears on F•••••• D•••••• a•• H•••••• L•••• U•••• N•• 5•• P•••••• P•••'s Schedule C as investment manager (plan year 2023 vs 2022)with M•••••••• I••••••••• M•••••••••askebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceP••••••••• P•••••••• A••••••••• no longer appears on F•••••• D•••••• a•• H•••••• L•••• U•••• N•• 5•• P•••••• P•••'s Schedule C as investment manager (plan year 2023 vs 2022)with P••••••••• P•••••••• A•••••••••askebsa.dol.gov
- Jan 1, 2023Funded status changedF•••••• D•••••• a•• H•••••• L•••• U•••• N•• 5•• P•••••• P••• funded ratio 10.0% -> 6.4% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedF•••••• D•••••• a•• H•••••• L•••• U•••• N•• 5•• P•••••• P••• plan assets $27M -> $11M (-59.7%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 526118055-001
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.