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.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
Taft-Hartley plan
R••••••••• F••• o• t•• F•• M••••••••• I•••••••
Taft-Hartley planMount Laurel, NJ
Assets
$81,493
Total assets, Dec 31, 2025 reported
Funded
n/a
not filed
Private markets target
n/a
policy Dec 31, 2025
Commitments
0
none on the tape
Plan sponsor: B•••• o• T••••••• F•• R••••••••• F•
Allocation policy
Form 5500, as of Dec 31, 2025
Actual allocation lines without a target (as filed)
- Non-interest-bearing cash 96.7%
Consultants and advisers
1 firms
- R•• C••••••••• Actuarythrough Dec 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
24 readings
Total assets
$83,690 (2024-12) · $100,990 (2023-12) · $93,516 (2022-12)
Net assets
$65,014 (2024-12) · $85,991 (2023-12) · $61,119 (2022-12)
Contributions
$263,900 (2024-12) · $321,600 (2023-12) · $287,100 (2022-12)
Benefits paid
$178,690 (2024-12) · $191,097 (2023-12) · $203,699 (2022-12)
Net investment income
$-20,977 (2024-12) · $24,872 (2023-12) · $-1,199 (2022-12)
Form 5500 filings
4 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2025 to Dec 31, 2025 | 322 | n/a | n/a | n/a | $81,493 | n/a | n/a | n/a |
| 2024 to Dec 31, 2024 | 358 | n/a | n/a | n/a | $83,690 | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 270 | n/a | n/a | n/a | $100,990 | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 405 | n/a | n/a | n/a | $93,516 | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Beacon Administrators & Consultants codes 29 50 $46,050 PY2025
- Larry Magarik codes 20 50 $30,510 PY2025
- Novak Francella LLC codes 10 50 $15,762 PY2025
- State Street Bank and Trust Company codes 15 50 $5,929 PY2025
- Cohen, Weiss & Simon, LLP codes 29 50 $5,227 PY2025
- Beacon Administrators & Consultants codes 29 50 $45,000 PY2024
- Larry Magarik, Esq codes 20 50 $21,870 PY2024
- Novak Francella LLC codes 10 50 $14,623 PY2024
- R•• C••••••••• codes 11 50 $9,159 PY2024
- State Street Bank and Trust Company codes 15 50 $6,298 PY2024
- Cohen, Weiss & Simon, LLP codes 29 50 $6,013 PY2024
- Beacon Administrators & Consultants codes 29 50 $42,750 PY2023
- Cohen, Weiss & Simon, LLP codes 29 50 $13,324 PY2023
- Novak Francella LLC codes 10 50 $13,215 PY2023
- Larry Magarik, Esq codes 20 50 $11,730 PY2023
- R•• C••••••••• codes 11 50 $8,156 PY2023
- State Street Bank and Trust Company codes 15 50 $6,238 PY2023
- Beacon Administrators & Consultants codes 29 50 $39,600 PY2022
- Novak Francella LLC codes 10 50 $13,215 PY2022
- Larry Magarik, Esq codes 20 50 $12,200 PY2022
- State Street Bank and Trust Company codes 15 50 $7,723 PY2022
What changed
1 events
- Dec 31, 2024Assets changedR••••••••• F••• o• t•• F•• M••••••••• I••••••• total assets $100,990 -> $83,690 (-17.1%, 2023-12-31 to 2024-12-31)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 136088918-001
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.