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
C••••••••• L•••• N• 4•• P•••••• P•••
Taft-Hartley planSparks, MD
Assets
$72.5M
Total assets, Jun 30, 2025 reported
Funded
127.9%
Jul 1, 2024
Private markets target
n/a
policy Jun 30, 2025
Commitments
0
none on the tape
Plan sponsor: T••••••• o• C••••••••• L•••• N• 4•• P•••
Allocation policy
Form 5500, as of Jun 30, 2025
Actual allocation lines without a target (as filed)
- Non-interest-bearing cash 1.0%
- Registered investment companies 98.4%
Consultants and advisers
2 firms
- B••••• P••••••• I•• C••••••••• Investment adviser (plan)through Jun 30, 2023 Form 5500
- B••••• P•••••••• I••• Actuarythrough Jun 30, 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
29 readings
Investment management fees
$28,197 (2024-06) · $26,413 (2023-06)
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 Jun 30, 2025 | 1,037 | n/a | n/a | n/a | $72.5M | n/a | n/a | n/a |
| 2023 to Jun 30, 2024 | 1,025 | n/a | n/a | n/a | $64.9M | n/a | n/a | n/a |
| 2022 to Jun 30, 2023 | 946 | n/a | n/a | n/a | $57.7M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Associated Admiinstrators codes 13 $120,530 PY2024
- B••••• Partners Inc codes 11 17 $71,193 PY2024
- Batoff Associates PA codes 29 $49,209 PY2024
- Pension Benefit Guaranty Corp codes 23 $38,369 PY2024
- B••••• Partners C••••••••• Group codes 27 $26,502 PY2024
- IRA Marc Miller and Co PA codes 10 $18,500 PY2024
- Relations Insurance Service codes 23 $8,745 PY2024
- PNC Bank codes 65 $6,661 PY2024
- B••••• Partners Inc codes 11 PY2024
- Associated Adminstrators codes 13 $115,892 PY2023
- B••••• Partners Inc codes 11 17 $67,317 PY2023
- Batoff Associates PA codes 29 $40,785 PY2023
- Pension Benefit Guaranty Corp codes 23 $35,875 PY2023
- B••••• Partners C••••••••• Group codes 27 $26,127 PY2023
- York Insurance Services Inc codes 23 $8,626 PY2023
- IRA Marc Miller and Co PA codes PY2023
- B••••• P•••••••• I••• codes 11 PY2023
- Associated Adminstrators codes 13 $111,435 PY2022
- B••••• Partners Inc codes 11 17 $61,875 PY2022
- Batoff Associates codes 29 $41,878 PY2022
- Pension Benefit Guaranty Corp codes 23 $30,272 PY2022
- B••••• Partners C••••••••• Group codes 27 $24,383 PY2022
- IRA Marc Miller and Co PA codes 10 $18,000 PY2022
- York Insurance Services Inc codes 23 $7,247 PY2022
- B••••• Partners Inc codes 11 PY2022
What changed
5 events
- Jun 30, 2025Assets changedC••••••••• L•••• N• 4•• P•••••• P••• total assets $65M -> $73M (+11.8%, 2024-06-30 to 2025-06-30)
- Jul 1, 2024Funded status changedC••••••••• L•••• N• 4•• P•••••• P••• funded ratio 124.3% -> 127.9% (2023-07-01 to 2024-07-01)
- Jul 1, 2024Assets changedC••••••••• L•••• N• 4•• P•••••• P••• plan assets $58M -> $65M (+12.3%, 2023-07-01 to 2024-07-01)
- Jun 30, 2024Assets changedC••••••••• L•••• N• 4•• P•••••• P••• total assets $58M -> $65M (+12.3%, 2023-06-30 to 2024-06-30)
- Jul 1, 2023Assets changedC••••••••• L•••• N• 4•• P•••••• P••• plan assets $52M -> $58M (+10.1%, 2022-07-01 to 2023-07-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 222835549-001
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.