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•••••• L•••• N•• 8• P•••••• F•••
Taft-Hartley planOAK Brook, IL
Assets
$24.2M
Total assets, Apr 30, 2025 reported
Funded
54.5%
May 1, 2024
Private markets target
n/a
policy Apr 30, 2025
Commitments
3
none on the tape
Plan sponsor: R•••••• L•••• N•• 8• P•••••• F••• B•••• o• T•••••••
Allocation policy
Form 5500, as of Apr 30, 2025
Actual allocation lines without a target (as filed)
- Interest-bearing cash 5.1%
- Non-interest-bearing cash 0.6%
- Corporate debt instruments (other) 20.7%
- U.S. Government securities 0.1%
- Other investments 7.8%
- Common/collective trusts 4.9%
- Registered investment companies 38.4%
- Common stock 21.9%
Consultants and advisers
4 firms
- A••••••••• B••• o• C•••••• Custodianthrough Apr 30, 2025 Form 5500
- M••••• S•••••• Custodianthrough Apr 30, 2024 Form 5500
- P•• B••• Custodianthrough Apr 30, 2024 Form 5500
- U••••• A•••••••• S•••••••• I••• Actuarythrough Apr 30, 2023 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)
- M••••• S••••••plan years 2023
Commitments
3 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 Apr 30, 2025 | P••••••• G•••• P•••••• E•••••collective trust | Benefit Trust Company | Private equity | $1.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Apr 30, 2024 | P••••••• G•••• P•••••• E•••••collective trust | Benefit Trust Company | Private equity | $1.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Apr 30, 2023 | P••••••• G•••• P•••••• E•••••collective trust | Benefit Trust Company | Private equity | $2.0M held | Disclosed holding | askebsa.dol.gov |
Size and funding
28 readings
Investment management fees
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 Apr 30, 2025 | 484 | n/a | n/a | n/a | $24.2M | n/a | n/a | n/a |
| 2023 to Apr 30, 2024 | 570 | n/a | n/a | n/a | $24.9M | n/a | n/a | n/a |
| 2022 to Apr 30, 2023 | 474 | n/a | n/a | n/a | $24.8M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- M••••• S•••••• codes 19 28 $132,822 PY2024
- Benefits Management Group, Inc. codes 13 $56,412 PY2024
- U••••• A•••••••• S•••••••• I••• codes 11 $42,913 PY2024
- Macala & Piatt, LLC. codes 29 $22,648 PY2024
- Yurchyk & Davis Cpa's Inc. codes 10 $21,300 PY2024
- A••••••••• B••• o• C•••••• codes 19 $7,165 PY2024
- P••••••• G•••• P•••••• E••••• Sched. D C $1.2M PY2024
- U••••• A•••••••• S•••••••• I••• codes 11 PY2024
- M••••• S•••••• codes 19 28 $128,178 PY2023
- Compusys of Utah codes 13 15 $51,709 PY2023
- Yurchyk & Davis Cpa's Inc. codes 10 $29,590 PY2023
- Macala & Piatt, LLC. codes 29 $21,607 PY2023
- U••••• A•••••••• S•••••••• I••• codes 11 $20,793 PY2023
- Pbgc codes 99 $18,252 PY2023
- P•• B••• codes 18 21 64 65 $6,702 PY2023
- P••••••• G•••• P•••••• E••••• Sched. D C $1.1M PY2023
- U••••• A•••••••• S•••••••• I••• codes 11 PY2023
- M••••• S•••••• codes 28 $131,615 PY2022
- Compusys of Utah codes 13 $43,267 PY2022
- U••••• A•••••••• S•••••••• I••• codes 11 $33,767 PY2022
- Macala & Piatt, LLC. codes 29 $15,436 PY2022
- CW Breitsman Associates, LLC codes 13 $14,200 PY2022
- Yurchyk & Davis Cpa's Inc. codes 10 $10,900 PY2022
- Allen Bates Technologies codes 15 $8,835 PY2022
- P•• B••• codes 64 65 $6,584 PY2022
- P••••••• G•••• P•••••• E••••• Sched. D C $2.0M PY2022
- U••••• A•••••••• S•••••••• I••• codes 11 PY2022
What changed
1 events
- May 1, 2024Funded status changedR•••••• L•••• N•• 8• P•••••• F••• funded ratio 57.9% -> 54.5% (2023-05-01 to 2024-05-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 346615264-001
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.