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•••• 2•• P•••••• T•••• F•••
Taft-Hartley planHonolulu, HI
Assets
$43.2M
Total assets, Dec 31, 2024 reported
Funded
108.7%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
1 managers on Schedule C
Plan sponsor: B•• R•••••• L•••• 2•• P•••••• T•••• F•••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 1.6%
- Corporate debt instruments (preferred) 20.3%
- Other investments 0.1%
- Registered investment companies 70.3%
- Common stock 7.3%
Consultants and advisers
3 firms
- R•••••• J•••• • A••••••••• I••• Investment adviser (plan)through Dec 31, 2022 Form 5500
- H••••••• A•••••••• C••••••••• Actuarythrough Dec 31, 2022 Form 5500
- F•••• H••••••• B••• Custodianthrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
3 managers on Schedule C
From Schedule C (investment management, code 28)
- B••••• H••••• M•••••••• • S••••••plan years 2024
- A••••••• I••••••••• A••••••• L••plan years 2022
- W•••••••• A•••••••• L••plan years 2022
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
30 readings
Investment management fees
$111,997 (2023-12) · $110,946 (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 | 673 | n/a | n/a | n/a | $43.2M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 682 | n/a | n/a | n/a | $39.0M | $0 | n/a | n/a |
| 2022 to Dec 31, 2022 | 691 | n/a | n/a | n/a | $33.6M | $591,839 | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- F•••• H••••••• B••• codes 18 19 50 $64,384 PY2024
- H••••••• A•••••••• C••••••••• Inc codes 11 50 $39,031 PY2024
- J•••• P Hasselman CPA LLC codes 10 50 $25,550 PY2024
- R•••••• J•••• & Associates codes 27 51 $21,000 PY2024
- W•••••••• Advisors LLC codes 28 51 $16,711 PY2024
- Stephen Horn Insurance Services codes 22 53 $16,305 PY2024
- B••••• H••••• M•••••••• • S•••••• codes 28 51 $16,015 PY2024
- A••••••• I••••••••• A••••••• L•• codes 28 51 $5,460 PY2024
- H••••••• A•••••••• C•••••••••, Inc codes 11 PY2024
- Hawaii Benefit Administrators Inc codes 13 50 $62,508 PY2023
- F•••• H••••••• B••• codes 18 19 50 $52,271 PY2023
- H••••••• A•••••••• C••••••••• Inc codes 11 50 $38,425 PY2023
- J•••• P Hasselman CPA LLC codes 10 50 $25,057 PY2023
- R•••••• J•••• & Associates codes 27 51 $21,000 PY2023
- A••••••• I••••••••• A••••••• L•• codes 28 51 $19,722 PY2023
- W•••••••• Advisors LLC codes 28 51 $19,004 PY2023
- Stephen Horn Insurance Services codes 22 53 $15,527 PY2023
- Weinberg Roger & Rosenfeld codes 29 50 $5,950 PY2023
- H••••••• A•••••••• C•••••••••, Inc codes 11 PY2023
- Hawaii Benefit Administrators Inc codes 13 50 $61,282 PY2022
- F•••• H••••••• B••• codes 18 19 50 $49,572 PY2022
- H••••••• A•••••••• C••••••••• Inc codes 11 50 $36,213 PY2022
- J•••• P Hasselman CPA LLC codes 10 50 $24,539 PY2022
- R•••••• J•••• & Associates codes 27 51 $21,000 PY2022
- W•••••••• Advisors LLC codes 28 51 $20,983 PY2022
- A••••••• I••••••••• A••••••• L•• codes 28 51 $19,391 PY2022
- Stephen Horn Insurance Services codes 22 53 $16,892 PY2022
- Weinberg Roger & Rosenfeld codes 29 50 $12,733 PY2022
- H••••••• A•••••••• C•••••••••, Inc codes 11 PY2022
What changed
7 events
- Dec 31, 2024Manager relationship startedB••••• H••••• M•••••••• • S•••••• appears on R•••••• L•••• 2•• P•••••• T•••• F•••'s Schedule C as investment manager (plan year 2024 vs 2023)with B••••• H••••• M•••••••• • S••••••askebsa.dol.gov
- Dec 31, 2024Assets changedR•••••• L•••• 2•• P•••••• T•••• F••• total assets $39M -> $43M (+10.7%, 2023-12-31 to 2024-12-31)
- Jan 1, 2024Funded status changedR•••••• L•••• 2•• P•••••• T•••• F••• funded ratio 105.3% -> 108.7% (2023-01-01 to 2024-01-01)
- Jan 1, 2024Assets changedR•••••• L•••• 2•• P•••••• T•••• F••• plan assets $34M -> $39M (+16.2%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Assets changedR•••••• L•••• 2•• P•••••• T•••• F••• total assets $34M -> $39M (+16.2%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedR•••••• L•••• 2•• P•••••• T•••• F••• funded ratio 109.3% -> 105.3% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedR•••••• L•••• 2•• P•••••• T•••• F••• plan assets $42M -> $34M (-19.6%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 990208117-001
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.