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
R••••• B••••• P•••••• T•••• F••• o• S• L••••
Taft-Hartley planEarth City, MO
Assets
$8.0M
Total assets, Jan 31, 2025 reported
Funded
68.5%
Feb 1, 2024
Private markets target
n/a
policy Jan 31, 2025
Commitments
0
none on the tape
Plan sponsor: B•••• o• T••••••• R••••• B••••• P•••••• T•••• F••• o• S•• L••••
Allocation policy
Form 5500, as of Jan 31, 2025
Actual allocation lines without a target (as filed)
- Interest-bearing cash 1.1%
- Registered investment companies 98.5%
Consultants and advisers
2 firms
- I••••••••• C••••••••• S•••••••• L•• Investment adviser (plan)through Jan 31, 2023 Form 5500
- M•••••••• I••• Actuarythrough Jan 31, 2023 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
30 readings
Investment management fees
$15,000 (2024-01) · $15,779 (2023-01)
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 Jan 31, 2025 | 566 | n/a | n/a | n/a | $8.0M | n/a | n/a | n/a |
| 2023 to Jan 31, 2024 | 566 | n/a | n/a | n/a | $7.7M | n/a | n/a | n/a |
| 2022 to Jan 31, 2023 | 568 | n/a | n/a | n/a | $7.8M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Zenith Administrators codes 14 $46,180 PY2024
- M••••••• codes 11 $26,557 PY2024
- Segal Select Insurance Services codes 22 23 $18,269 PY2024
- Investment C••••••••• Services codes 10 $15,915 PY2024
- Grabel, Schnieders, Hollman & Co Cp codes 10 $8,869 PY2024
- Hammond and Shinners, PC codes 29 $5,000 PY2024
- M•••••••• I••• codes 11 PY2024
- Zenith Administrators codes 14 $47,514 PY2023
- M••••••• codes 11 $34,244 PY2023
- Segal Select Insurance Services codes 22 23 $17,147 PY2023
- Investment C••••••••• Services codes 10 $15,000 PY2023
- Grabel, Schnieders, Hollman & Co Cp codes 10 $12,000 PY2023
- Hammond and Shinners, PC codes 29 $9,928 PY2023
- M•••••••• I••• codes 11 PY2023
- M•••••••, USA codes 11 $42,516 PY2022
- Zenith Administrators codes 14 $41,736 PY2022
- RSM US LLP codes 10 $19,576 PY2022
- Investment C••••••••• Services codes 27 $15,000 PY2022
- Hammond and Shinners, PC codes 29 $13,208 PY2022
- M•••••••• I••• codes 11 PY2022
What changed
3 events
- Dec 31, 2023Consultant changedinferenceInvestment C••••••••• Services no longer appears on R••••• B••••• P•••••• T•••• F••• o• S• L••••'s Schedule C as investment adviser (plan) (plan year 2023 vs 2022)with I••••••••• C••••••••• S•••••••• L••askebsa.dol.gov
- Feb 1, 2023Funded status changedR••••• B••••• P•••••• T•••• F••• o• S• L•••• funded ratio 71.0% -> 68.9% (2022-02-01 to 2023-02-01)
- Feb 1, 2023Assets changedR••••• B••••• P•••••• T•••• F••• o• S• L•••• plan assets $9M -> $8M (-12.9%, 2022-02-01 to 2023-02-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 430783679-001
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.