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

M••••••• M•••• • P••••• P•••••• P•••

Taft-Hartley planLinthicum Heights, MD
Assets
$328M
Total assets, Dec 31, 2024 reported
Funded
92.3%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
29
none on the tape
Plan sponsor: B•••• o• T••••••• o• M••••••• M•••• • P••••• P•••••• P•••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Other investments 0.9%
  • Partnership/joint venture interests 34.3%
  • Common/collective trusts 52.6%
  • Registered investment companies 11.8%
  • Common stock 0.0%
Consultants and advisers
6 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
3 managers on the commitment tape
From the plan’s own commitment disclosures
Commitments
29 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024L••••• S••••• W•••• B••• T••••collective trustL••••• S••••• T•••• C••••••Fixed income$14.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024E•••••• P••••••• I••••••••• F•••collective trustSEI T•••t CompanyPooled vehicles$24.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024I•••••• C••• P••• F•••• I••••• T•••collective trustI•••••• T•••t CompanyFixed income$13.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024N• C••••••••• R•••••• 1••• V•••• i•collective trustN••••••• T•••• C••••••••• E••• I•••Pooled vehicles$25.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024C••••••••• R•••••• 2••• I•••• F•••collective trustN••••••• T•••• C••••••••• E••• I•••Pooled vehicles$17.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024N• C••••••••• S•• 4•• I•••• F••• N•collective trustN••••••• T•••• C••••••••• E••• I•••Pooled vehicles$18.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024N• C••••••••• S•• 5•• I•••• F•••collective trustN••••••• T•••• C••••••••• E••• I•••Pooled vehicles$54.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024N• C••••••••• S•• 5•• I•••• F•••collective trustN••••••• T•••• C••••••••• E••• I•••Pooled vehicles$35 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024N• C••••••••• S•••• T••• I•••••••••collective trustN••••••• T•••• C••••••••• E••• I•••Cash$5.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024P•••••••• U••• P••••••• S•••collective trustP••••••••Real estate$400,090 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023L••••• S••••• W•••• B••• T••••collective trustL••••• S••••• T•••• C••••••Fixed income$14.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023E•••••• P••••••• I••••••••• F•••collective trustSEI T•••t CompanyPooled vehicles$25.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023I•••••• C••• P••• F•••• I••••• T•••collective trustI•••••• T•••t CompanyFixed income$13.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023N• C••••••••• R•••••• 1••• V•••• i•collective trustN••••••• T•••• C••••••••• E••• I•••Pooled vehicles$24.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023C••••••••• R•••••• 2••• I•••• F•••collective trustN••••••• T•••• C••••••••• E••• I•••Pooled vehicles$17.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023N• C••••••••• S•• 4•• I•••• F••• N•collective trustN••••••• T•••• C••••••••• E••• I•••Pooled vehicles$19.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023N• C••••••••• S•• 5•• I•••• F•••collective trustN••••••• T•••• C••••••••• E••• I•••Pooled vehicles$52.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023N• C••••••••• S•• 5•• I•••• F•••collective trustN••••••• T•••• C••••••••• E••• I•••Pooled vehicles$33 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023N• C••••••••• S•••• T••• I•••••••••collective trustN••••••• T•••• C••••••••• E••• I•••Cash$4.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023P•••••••• U••• P••••••• S•••collective trustP••••••••Real estate$1.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022L••••• S••••• W•••• B••• T••••collective trustL••••• S••••• T•••• C••••••Fixed income$13.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022E•••••• P••••••• I••••••••• F•••collective trustSEI T•••t CompanyPooled vehicles$26.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022I•••••• C••• P••• F•••• I••••• T•••collective trustI•••••• T•••t CompanyFixed income$12.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022N• C••••••••• R•••••• 1••• V•••• i•collective trustN••••••• T•••• C••••••••• E••• I•••Pooled vehicles$23.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022C••••••••• R•••••• 2••• I•••• F•••collective trustN••••••• T•••• C••••••••• E••• I•••Pooled vehicles$17.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022N• C••••••••• S•• 4•• I•••• F••• N•collective trustN••••••• T•••• C••••••••• E••• I•••Pooled vehicles$19.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022N• C••••••••• S•• 5•• I•••• F•••collective trustN••••••• T•••• C••••••••• E••• I•••Pooled vehicles$51.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022N• C••••••••• S•••• T••• I•••••••••collective trustN••••••• T•••• C••••••••• E••• I•••Cash$5.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022P•••••••• U••• P••••••• S•••collective trustP••••••••Real estate$1.9M heldDisclosed holdingaskebsa.dol.gov
Size and funding
30 readings
Total assets
$328M Dec 31, 2024 reported Form 5500
$332M (2023-12) · $336M (2022-12)
Plan assets
$332M Jan 1, 2024 reported Form 5500
$336M (2023-01) · $414M (2022-01)
Net assets
$328M Dec 31, 2024 reported Form 5500
$332M (2023-12) · $336M (2022-12)
Funded ratio
92.3% Jan 1, 2024 reported Form 5500
92.6% (2023-01) · 92.9% (2022-01)
Participants
4,317 Jan 1, 2024 reported Form 5500
4,434 (2023-01) · 4,511 (2022-01)
Contributions
$13.1M Dec 31, 2024 reported Form 5500
$12.6M (2023-12) · $12.0M (2022-12)
Benefits paid
$43.7M Dec 31, 2024 reported Form 5500
$45.1M (2023-12) · $46.8M (2022-12)
Net investment income
$-3.5M Dec 31, 2024 reported Form 5500
$-4.2M (2023-12) · $-77.9M (2022-12)
Investment management fees
$711,101 Dec 31, 2024 reported Form 5500
$1.1M (2023-12) · $956,540 (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 20244,317n/an/an/a$328M$113Mn/an/a
2023 to Dec 31, 20234,434n/an/an/a$332M$117Mn/an/a
2022 to Dec 31, 20224,511n/an/an/a$336M$125Mn/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • M•••••• Institutional LLC codes 27 50 $275,000 PY2024
  • A••••••• R••••• A••••••• codes 28 51 $271,270 PY2024
  • The S•••• Company codes 11 16 50 $136,723 PY2024
  • Slevin & Hart codes 29 50 56 $132,826 PY2024
  • L••••• S••••• T•••• C•••••• codes 28 51 $52,284 PY2024
  • Northen T•••t Asset Management codes 28 50 $47,862 PY2024
  • Gorfine Schiller & Gardyn PA codes 10 50 $45,000 PY2024
  • Iomm&p codes 14 49 50 $42,446 PY2024
  • The N••••••• T•••t Company codes 19 50 $42,184 PY2024
  • Patrick Mccullough codes 35 50 $28,779 PY2024
  • Kenneth Ryan codes 35 50 $23,192 PY2024
  • I••••••••• P••••••••• S••••••• LLC codes 27 50 $22,500 PY2024
  • Michael Mccullough codes 35 50 $17,519 PY2024
  • Joseph Giusto codes 35 50 $14,498 PY2024
  • David Romano codes 35 50 $13,978 PY2024
  • Paula Phillips codes 35 50 $13,582 PY2024
  • Shawna Thornton codes 35 50 $13,107 PY2024
  • ANN Mccullough codes 35 50 $12,127 PY2024
  • Debra Cavey codes 35 50 $10,773 PY2024
  • Marcia Fawthrop codes 35 50 $10,459 PY2024
  • Alfred Manzo codes 35 50 $9,970 PY2024
  • Jessica Chadwell codes 35 50 $9,322 PY2024
  • J••• F••• codes 16 50 $8,926 PY2024
  • Alice Andrzejewski codes 35 50 $8,799 PY2024
  • Denise Romano codes 35 50 $8,463 PY2024
  • Mary Jurney codes 35 50 $7,539 PY2024
  • Diane Fitzberger codes 35 50 $7,474 PY2024
  • Romney Pattison codes 35 50 $7,392 PY2024
  • Sydnie Bossom codes 35 50 $7,354 PY2024
  • Cynthia Lamartina codes 35 50 $7,049 PY2024
  • Russ Balzarini codes 35 50 $7,039 PY2024
  • Mayra Robles codes 35 50 $6,878 PY2024
  • Kathryne Mcgee codes 35 50 $6,868 PY2024
  • Jean Adams-Mencik codes 35 50 $6,739 PY2024
  • Sean Mead codes 35 50 $6,587 PY2024
  • Vera Brennan codes 35 50 $6,554 PY2024
  • Bicc codes 15 50 $6,178 PY2024
  • Lisa Lindauer codes 35 50 $6,031 PY2024
  • Madeline Petrelli codes 35 50 $5,968 PY2024
  • Jennifer Kellner codes 35 50 $5,935 PY2024
  • Catherine Geoghegan codes 35 50 $5,421 PY2024
  • Terrence Showers codes 35 50 $5,382 PY2024
  • Elizabeth Gary codes 35 50 $5,299 PY2024
  • I•• I•••••••• P•• L••. codes 28 40 52 PY2024
  • CF Cd L••••• C••• P••• Full Discret Sched. D C $14.5M PY2024
  • CF E•••••• Partners International F Sched. D C $24.4M PY2024
  • CF I•••••• C••• P••• F•••• I••••• Sched. D C $13.8M PY2024
  • MFB Nt C••••••••• R•••••• 1000 Valu Sched. D C $25.0M PY2024
  • MFB Nt C••••••••• R•••••• 2000 I••• Sched. D C $17.1M PY2024
  • MFB Nt C••••••••• S&p400 I•••• Fund Sched. D C $18.3M PY2024
  • MFB Nt C••••••••• S&p500 I•••• Fund Sched. D C $54.0M PY2024
  • CF Blackrock Money Market Fd Sched. D C $35 PY2024
  • NT C••••••••• S•••• T••• Invt Fd Sched. D C $5.1M PY2024
  • CF P•••••••• Real Estate Inv U.S. P Sched. D C $400,090 PY2024
  • S•••• codes 11 PY2024
  • A••••••• R••••• A••••••• codes 28 51 $329,314 PY2023
  • C••••••• Capital codes 28 50 $319,735 PY2023
  • Andco Consulting codes 27 50 $275,000 PY2023
  • The S•••• Company codes 11 16 50 $127,217 PY2023
  • Slevin & Hart codes 29 50 56 $84,377 PY2023
  • L••••• S••••• T•••• C•••••• codes 28 51 $51,275 PY2023
  • Gorfine Schiller & Gardyn PA codes 10 50 $48,000 PY2023
  • Northen T•••t Asset Management codes 28 50 $46,060 PY2023
  • Iomm&p codes 14 49 50 $45,573 PY2023
  • The N••••••• T•••t Company codes 19 50 $42,480 PY2023
  • Patrick Mccullough codes 35 50 $29,552 PY2023
  • Kenneth Ryan codes 35 50 $25,335 PY2023
  • ANN Mccullough codes 35 50 $21,592 PY2023
  • Paula Phillips codes 35 50 $21,375 PY2023
  • Michael Mccullough codes 35 50 $16,641 PY2023
  • Joseph Giusto codes 35 50 $14,967 PY2023
  • David Romano codes 35 50 $14,944 PY2023
  • Madeline Petrelli codes 35 50 $12,777 PY2023
  • Dale Clark codes 35 50 $11,389 PY2023
  • Alfred Manzo codes 35 50 $11,100 PY2023
  • Debra Cavey codes 35 50 $10,746 PY2023
  • J••• F••• codes 16 50 $10,273 PY2023
  • Marcia Fawthrop codes 35 50 $10,257 PY2023
  • Alice Andrzejewski codes 35 50 $9,067 PY2023
  • Denise Romano codes 35 50 $9,017 PY2023
What changed
6 events
  • Dec 31, 2024Manager relationship endedinference
    C••••••• Capital no longer appears on M••••••• M•••• • P••••• P•••••• P•••'s Schedule C as investment manager (plan year 2024 vs 2023)
    with C••••••• M•••••••• P••••••• V••askebsa.dol.gov
  • Dec 31, 2024Consultant changedinference
    I••••••••• P••••••••• S••••••• LLC appears on M••••••• M•••• • P••••• P•••••• P•••'s Schedule C as investment adviser (plan) (plan year 2024 vs 2023)
    with I••••••••• P••••••••• S•••••••askebsa.dol.gov
  • Dec 31, 2023Holding started
    M••••••• M•••• • P••••• P•••••• P••• first reports an interest in N• C••••••••• S•• 5•• I•••• F••• (N••••••• T•••• C••••••••• E••• I•••): $33 at 2023-12-31
    with N••••••• T•••• C••••••••• E••• I•••askebsa.dol.gov
  • Dec 31, 2023Manager relationship started
    C••••••• Capital appears on M••••••• M•••• • P••••• P•••••• P•••'s Schedule C as investment manager (plan year 2023 vs 2022)
    with C••••••• M•••••••• P••••••• V••askebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinference
    P•••••• Investment Management Compa no longer appears on M••••••• M•••• • P••••• P•••••• P•••'s Schedule C as investment manager (plan year 2023 vs 2022)
    with P•••••• I••••••• M••••••••• C• L••askebsa.dol.gov
  • Jan 1, 2023Assets changed
    M••••••• M•••• • P••••• P•••••• P••• plan assets $414M -> $336M (-18.8%, 2022-01-01 to 2023-01-01)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 136372630-001
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.