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
U••••• I••••••••• W•••••• P•••••• P•••
Taft-Hartley planCamp Springs, MD
Assets
$144M
Total assets, Dec 31, 2024 reported
Funded
116.3%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
1
none on the tape
Plan sponsor: B•••• o• T••••••• U••••• I••••••••• W•••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Non-interest-bearing cash 0.2%
- Corporate debt instruments (preferred) 15.6%
- U.S. Government securities 29.2%
- Other investments 0.2%
- Registered investment companies 14.8%
- Common stock 39.4%
Consultants and advisers
3 firms
- M••••• S•••••• S•••• B••••• Investment adviser (plan)through Dec 31, 2022 Form 5500
- B•••• C••••••••• A••••••••• I••• Actuarythrough Dec 31, 2022 Form 5500
- C••••••• 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 the commitment tape
From the plan’s own commitment disclosures
- C••••••• B•••1 rows, latest Dec 31, 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 | $1.3M held | Disclosed holding | askebsa.dol.gov |
Size and funding
30 readings
Investment management fees
$543,762 (2023-12) · $564,243 (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 | 3,745 | n/a | n/a | n/a | $144M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 3,421 | n/a | n/a | n/a | $132M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 3,226 | n/a | n/a | n/a | $122M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- M••••• S•••••• S•••• B••••• LLC codes 27 28 33 50 51 71 $592,190 PY2024
- Seafarers Vacation Fund codes 15 50 64 $156,603 PY2024
- B•••• C••••••••• Associates Inc codes 11 50 $56,796 PY2024
- United I••••••••• W•••••• of N.A. codes 49 50 $49,486 PY2024
- Weaver and Tidwell, LLP codes 50 $41,724 PY2024
- C••••••• B••• codes 19 49 50 59 62 72 $10,330 PY2024
- Seafarers International Union Agliw codes 15 50 64 $7,661 PY2024
- B•••• C••••••••• Associates Inc codes 11 PY2024
- M••••• S•••••• S•••• B••••• LLC codes 27 28 33 50 51 71 $673,194 PY2023
- Seafarers Vacation Fund codes 15 50 64 $128,898 PY2023
- B•••• C••••••••• Associates Inc codes 11 50 $56,796 PY2023
- United I••••••••• W•••••• of N.A. codes 49 50 $51,964 PY2023
- Buchbinder Tunick & Co LLP codes 10 50 $40,152 PY2023
- C••••••• B••• codes 19 49 50 59 62 72 $7,747 PY2023
- NGL Group LLC codes 22 53 PY2023
- C••••••• S••••••••• F••• Sched. D C PY2023
- B•••• C••••••••• Associates Inc codes 11 PY2023
- M••••• S•••••• S•••• B••••• LLC codes 27 28 33 50 51 71 $556,292 PY2022
- Seafarers Vacation Fund codes 15 50 64 $98,486 PY2022
- B•••• C••••••••• Associates Inc codes 11 50 $56,796 PY2022
- United I••••••••• W•••••• of N.A. codes 49 50 $52,605 PY2022
- Buchbinder Tunick & Co LLP codes 10 50 $39,336 PY2022
- C••••••• B••• codes 19 49 50 59 62 72 $7,951 PY2022
- NGL Group LLC codes 22 53 PY2022
- C••••••• S••••••••• F••• Sched. D C $1.3M PY2022
- B•••• C••••••••• Associates Inc codes 11 PY2022
What changed
3 events
- Jan 1, 2024Funded status changedU••••• I••••••••• W•••••• P•••••• P••• funded ratio 108.3% -> 116.3% (2023-01-01 to 2024-01-01)
- Jan 1, 2023Funded status changedU••••• I••••••••• W•••••• P•••••• P••• funded ratio 131.3% -> 108.3% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedU••••• I••••••••• W•••••• P•••••• P••• plan assets $145M -> $122M (-15.9%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 116106805-002
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.