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
O•••• C••••••••• I••••••• P•••••• P•••
Taft-Hartley planOmaha, NE
Assets
$356M
Total assets, Dec 31, 2024 reported
Funded
86.7%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
9
none on the tape
Plan sponsor: O•••• C••••• I••• P•••••• P••• J•••• B•••• o• T•••••••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 1.7%
- Non-interest-bearing cash 1.1%
- Partnership/joint venture interests 24.4%
- 103-12 investment entities 23.2%
- Common/collective trusts 33.1%
- Registered investment companies 15.8%
Consultants and advisers
3 firms
- S•••• M•••• A••••••• Investment adviser (plan)through Dec 31, 2022 Form 5500
- U••••• A•••••••• S•••••••• I••• Actuarythrough Dec 31, 2022 Form 5500
- C••••••• B••• Custodianthrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
2 managers on the commitment tape
From the plan’s own commitment disclosures
- G•••• G••• T•••• C••••••3 rows, latest Dec 31, 2024
- B•• M•••••3 rows, latest Dec 31, 2024
Commitments
9 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | A•••••• B••••••• I••••••••• T••••collective trust | G•••• G••• T•••• C•••••• | Pooled vehicles | $3.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | F•••• I••••• G•••• T••••103 12 ie | Segal Advisors, Inc. | Fixed income | $82.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | B••• M••••• A•••••• S• L•••• C•• S•collective trust | B•• M••••• | Public equity | $114M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | A•••••• B••••••• I••••••••• T••••collective trust | G•••• G••• T•••• C•••••• | Pooled vehicles | $3.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | F•••• I••••• G•••• T••••103 12 ie | Segal Advisors, Inc. | Fixed income | $59.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | B••• M••••• A•••••• S• L•••• C•• S•collective trust | B•• M••••• | Public equity | $121M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | A•••••• B••••••• I••••••••• T••••collective trust | G•••• G••• T•••• C•••••• | Pooled vehicles | $5.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | F•••• I••••• G•••• T••••103 12 ie | Segal Advisors, Inc. | Fixed income | $45.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | B••• M••••• A•••••• S• L•••• C•• S•collective trust | B•• M••••• | Public equity | $107M held | Disclosed holding | askebsa.dol.gov |
Size and funding
30 readings
Investment management fees
$286,357 (2023-12) · $300,621 (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 | 1,402 | n/a | n/a | n/a | $356M | $87.1M | n/a | n/a |
| 2023 to Dec 31, 2023 | 1,447 | n/a | n/a | n/a | $329M | $79.7M | n/a | n/a |
| 2022 to Dec 31, 2022 | 4,457 | n/a | n/a | n/a | $304M | $87.3M | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Segal Marco Advisors codes 27 $275,000 PY2024
- Compusys of Utah, Inc. codes 13 $154,596 PY2024
- Deboer & Associates, PC codes 10 $121,465 PY2024
- Benesys codes 13 $90,382 PY2024
- United Actuarial Services, Inc. codes 11 $89,075 PY2024
- Blake & Uhlig, P.A. codes 29 $85,337 PY2024
- Iron Mountain codes 64 $28,337 PY2024
- Comerica codes 19 49 59 62 72 $28,062 PY2024
- Mcgrath North Mullin & Kratz PC codes 29 $17,841 PY2024
- Afl-Cio Building Investment Trust Sched. D C $3.9M PY2024
- MCG Fixed Income Group Trust Sched. D E $82.7M PY2024
- Afl-Cio Sl Large Cap Stock Index Fu Sched. D C $114M PY2024
- United Actuarial Services, Inc. codes 11 PY2024
- Segal Marco Advisors codes 27 $275,000 PY2023
- Compusys of Utah, Inc. codes 13 $188,710 PY2023
- Deboer & Associates, PC codes 10 $87,200 PY2023
- Blake & Uhlig, P.A. codes 29 $72,269 PY2023
- United Actuarial Services, Inc. codes 11 $66,175 PY2023
- Iron Mountain codes 64 $19,190 PY2023
- Comerica codes 19 49 59 62 72 $11,030 PY2023
- Mcgrath North Mullin & Kratz PC codes 29 $10,652 PY2023
- Afl-Cio Building Investment Trust Sched. D C $3.9M PY2023
- MCG Fixed Income Group Trust Sched. D E $59.8M PY2023
- Afl-Cio Sl Large Cap Stock Index Fu Sched. D C $121M PY2023
- United Actuarial Services, Inc. codes 11 PY2023
- Segal Marco Advisors codes 27 $275,000 PY2022
- Compusys of Utah, Inc. codes 13 $182,541 PY2022
- Deboer & Associates, PC codes 10 $62,620 PY2022
- United Actuarial Services, Inc. codes 11 $58,250 PY2022
- Blake & Uhlig, P.A. codes 29 $27,557 PY2022
- Comerica codes 19 49 59 62 72 $14,556 PY2022
- Iron Mountain codes 64 $12,797 PY2022
- Afl-Cio Building Investment Trust Sched. D C $5.9M PY2022
- MCG Fixed Income Group Trust Sched. D E $45.0M PY2022
- Afl-Cio Sl Large Cap Stock Index Fu Sched. D C $107M PY2022
- United Actuarial Services, Inc. codes 11 PY2022
What changed
1 events
- Jan 1, 2023Assets changedOmaha Construction Industry Pension Plan plan assets $351M -> $303M (-13.7%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 470468085-001
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.