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
M•• S••••••••• P•••••• P•••
Taft-Hartley planCamp Springs, MD
Assets
$6.7M
Total assets, Dec 31, 2024 reported
Funded
259.8%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
1
none on the tape
Plan sponsor: B•••• o• T••••••• M•• S••••••••• P•••••• P•••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Non-interest-bearing cash 0.6%
- Corporate debt instruments (preferred) 3.8%
- U.S. Government securities 50.6%
- Registered investment companies 17.8%
- Common stock 26.2%
Consultants and advisers
2 firms
- F••••• • F••••• Actuarythrough Dec 31, 2024 Form 5500
- F••••• • F••••• Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on the commitment tape
From the plan’s own commitment disclosures
- C••••••• B•••1 rows, latest Dec 31, 2022
From Schedule C (investment management, code 28)
- M••••• S•••••• S•••• B•••••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, 2022 | C••••••• S••••••••• F•••collective trust | C••••••• B••• | Cash | $44,189 held | Disclosed holding | askebsa.dol.gov |
Size and funding
27 readings
Net investment income
$167,035 (2023-12) · $-729,114 (2022-12)
Investment management fees
$30,965 (2023-12) · $31,409 (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 | 650 | n/a | n/a | n/a | $6.7M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 666 | n/a | n/a | n/a | $6.5M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 664 | n/a | n/a | n/a | $6.3M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Seafarers Vacation P••• codes 15 50 64 $50,000 PY2024
- F••••• • F••••• codes 11 50 $35,000 PY2024
- Weaver and Tidwell, LLP codes 10 50 $27,840 PY2024
- M••••• S•••••• S•••• B••••• LLC codes 28 50 51 71 $19,143 PY2024
- Prudential Ret Ins & Annuity Co. codes 13 50 $14,334 PY2024
- Empower Annuity Insurance Company codes 13 $13,948 PY2024
- F••••• • F•••••, Inc codes 11 PY2024
- Seafarers Vacation P••• codes 15 50 64 $50,000 PY2023
- F••••• • F••••• codes 11 50 $40,400 PY2023
- Buchbinder Tunick & Co LLP codes 10 50 $27,024 PY2023
- Prudential Ret Ins & Annuity Co. codes 13 50 $16,925 PY2023
- M••••• S•••••• S•••• B••••• LLC codes 28 50 51 71 $13,683 PY2023
- SIU Pd Supp Ben Gen Admin Fund codes 49 50 $5,009 PY2023
- C••••••• S••••••••• F••• Sched. D C PY2023
- F••••• • F•••••, Inc codes 11 PY2023
- Seafarers Vacation P••• codes 15 50 64 $50,000 PY2022
- Buchbinder Tunick & Co LLP codes 10 50 $27,192 PY2022
- F••••• • F••••• codes 11 50 $24,200 PY2022
- Prudential Ret Ins & Annuity Co. codes 13 50 $15,544 PY2022
- M••••• S•••••• S•••• B••••• LLC codes 28 50 51 71 $15,361 PY2022
- C••••••• S••••••••• F••• Sched. D C $44,189 PY2022
- F••••• • F•••••, Inc codes 11 PY2022
What changed
3 events
- Jan 1, 2024Funded status changedM•• S••••••••• P•••••• P••• funded ratio 305.4% -> 259.8% (2023-01-01 to 2024-01-01)
- Jan 1, 2023Funded status changedM•• S••••••••• P•••••• P••• funded ratio 315.1% -> 305.4% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedM•• S••••••••• P•••••• P••• plan assets $7M -> $6M (-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 516097856-001
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.