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
B•••••• a•• P•••••••• W•••••• P•••••• F••• o• S••••••• C•••••••••
Taft-Hartley planPhoenix, AZ
Assets
$11.6M
Total assets, Jun 30, 2025 reported
Funded
n/a
not filed
Private markets target
n/a
policy Jun 30, 2025
Commitments
0
none on the tape
Plan sponsor: B•••• o• T•••••••• B•••••• a•• P•••••••• W••••••
Allocation policy
Form 5500, as of Jun 30, 2025
Actual allocation lines without a target (as filed)
- Non-interest-bearing cash 6.7%
Consultants and advisers
2 firms
- T•• S•••• C• ••••••• S••••••• I••• Actuarythrough Jun 30, 2023 Form 5500
- B••• o• A•••••• Trusteethrough Jun 30, 2023 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on Schedule C
From Schedule C (investment management, code 28)
- M•••••• L••••••••• • S••••plan years 2023
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
19 readings
Investment management fees
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 | 2,943 | n/a | n/a | n/a | $11.6M | n/a | n/a | n/a |
| 2023 to Jun 30, 2024 | 3,064 | n/a | n/a | n/a | $11.8M | n/a | n/a | n/a |
| 2022 to Jun 30, 2023 | 3,033 | n/a | n/a | n/a | $12.5M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Southwest Service Administrators codes 13 15 50 $107,878 PY2024
- The S•••• Company codes 11 16 50 $43,941 PY2024
- Miller Kaplan Arase LLP codes 10 50 $36,000 PY2024
- Weinberg, Roger, and Rosenfeld codes 29 50 $18,653 PY2024
- B••• o• A•••••• codes 21 $12,101 PY2024
- Southwest Service Administrators codes 13 15 50 $112,466 PY2023
- The S•••• Company codes 11 16 50 $44,776 PY2023
- Miller Kaplan Arase LLP codes 10 50 $40,200 PY2023
- Weinberg, Roger, and Rosenfeld codes 29 50 $25,335 PY2023
- B••• o• A•••••• codes 21 $16,560 PY2023
- Southwest Service Administrators codes 13 15 50 $118,687 PY2022
- Miller Kaplan Arase LLP codes 10 50 $42,500 PY2022
- The S•••• Company codes 11 16 50 $40,000 PY2022
- Weinberg, Roger, and Rosenfeld codes 29 50 $29,761 PY2022
- B••• o• A•••••• codes 21 $25,095 PY2022
- M•••••• L•••• codes 28 71 $3,574 PY2022
What changed
1 events
- Dec 31, 2023Manager relationship endedinferenceM•••••• L•••• no longer appears on B•••••• a•• P•••••••• W•••••• P•••••• F••• o• S••••••• C•••••••••'s Schedule C as investment manager (plan year 2023 vs 2022)with M•••••• L••••••••• • S••••askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 956035330-001
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.