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
S•••••••• M••••• P•••••• T••••
Taft-Hartley planLOS Angeles, CA
Assets
$53.7M
Total assets, Dec 31, 2024 reported
Funded
79.3%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: B•••• o• T•••••••• S•••••••• M••••• P•••••• T••••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 0.6%
- Non-interest-bearing cash 0.0%
- Registered investment companies 85.9%
Consultants and advisers
2 firms
- M•••••••• I••• Actuarythrough Dec 31, 2022 Form 5500
- U• B••• Custodianthrough Dec 31, 2022 Form 5500
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)
- V••••••• A••••••• I•••plan years 2022
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
$75,091 (2023-12) · $74,684 (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 | 517 | n/a | n/a | n/a | $53.7M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 488 | n/a | n/a | n/a | $51.3M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 503 | n/a | n/a | n/a | $39.5M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- V••••••• Advisors codes 51 52 68 $117,147 PY2024
- Benefit Programs Administration codes 14 $90,132 PY2024
- M••••••• codes 11 17 $67,674 PY2024
- Miller Kaplan Arase LLP codes 10 $22,400 PY2024
- Brownstein Rask codes 29 $15,225 PY2024
- U.S. B••• Na codes 19 $8,513 PY2024
- M•••••••• I••• codes 11 PY2024
- Benefit Programs Administration codes 14 $87,510 PY2023
- V••••••• Advisors codes 51 52 68 $66,545 PY2023
- M••••••• codes 11 17 $48,183 PY2023
- Miller Kaplan Arase LLP codes 10 $21,400 PY2023
- Brownstein Rask codes 29 $17,976 PY2023
- U.S. B••• Na codes 19 $8,415 PY2023
- M•••••••• I••• codes 11 PY2023
- Benefit Programs Administration codes 14 $84,565 PY2022
- V••••••• Advisors codes 51 52 68 $66,246 PY2022
- M••••••• codes 11 17 $52,827 PY2022
- Miller Kaplan Arase LLP codes 10 $22,425 PY2022
- Brownstein Rask codes 29 $10,519 PY2022
- U.S. B••• Na codes 19 $8,248 PY2022
- M•••••••• I••• codes 11 PY2022
What changed
4 events
- Jan 1, 2024Assets changedS•••••••• M••••• P•••••• T•••• plan assets $39M -> $44M (+12.2%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Assets changedS•••••••• M••••• P•••••• T•••• total assets $39M -> $51M (+29.9%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedS•••••••• M••••• P•••••• T•••• funded ratio 82.5% -> 78.9% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedS•••••••• M••••• P•••••• T•••• plan assets $49M -> $39M (-19.8%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 956123404-001
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.