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
S•••••••• L•••• N•• 4•• P•••••• P•••
Taft-Hartley planHolland, OH
Assets
$12.3M
Total assets, May 1, 2025 reported
Funded
126.0%
Jan 1, 2025
Private markets target
n/a
policy May 1, 2025
Commitments
0
none on the tape
Plan sponsor: B•••• o• T••••••• o• t•• S•••••••• L•••• N•• 4•• P•••••• P•••
Allocation policy
Form 5500, as of May 1, 2025
Actual allocation lines without a target (as filed)
- Interest-bearing cash 0.9%
- Registered investment companies 99.1%
Consultants and advisers
2 firms
- M•••••• •••••• Investment adviser (plan)through May 1, 2025 Form 5500
- M•••••••• I••• Actuarythrough May 1, 2025 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
40 readings
Total assets
$12.7M (2024-12) · $10.6M (2023-12) · $9.6M (2022-12)
Plan assets
$10.6M (2024-01) · $9.7M (2023-01) · $9.5M (2022-01)
Funded ratio
109.3% (2024-01) · 106.6% (2023-01) · 86.0% (2022-01)
Contributions
$1.6M (2024-12) · $368,755 (2023-12) · $2.2M (2022-12)
Benefits paid
$627,508 (2024-12) · $608,543 (2023-12) · $508,431 (2022-12)
Net investment income
$2.1M (2024-12) · $913,627 (2023-12) · $171,080 (2022-12)
Investment management fees
$58,590 (2024-12) · $58,249 (2023-12) · $38,097 (2022-12)
Form 5500 filings
4 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2025 to May 1, 2025 | 312 | n/a | n/a | n/a | $12.3M | n/a | n/a | n/a |
| 2024 to Dec 31, 2024 | 255 | n/a | n/a | n/a | $12.7M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 288 | n/a | n/a | n/a | $10.6M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 287 | n/a | n/a | n/a | $9.6M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Northwestern Ohio Administrators in codes 10 14 50 $14,889 PY2025
- Shumaker Loop & Kendrick LLP codes 29 50 $12,556 PY2025
- M•••••• Institutional, LLC codes 27 50 $10,000 PY2025
- M••••••• Inc codes 11 50 $6,704 PY2025
- M•••••••• I••• codes 11 PY2025
- M•••••• Institutional, LLC codes 27 50 $50,000 PY2024
- M••••••• Inc codes 11 50 $49,733 PY2024
- Northwestern Ohio Administrators in codes 10 14 50 $42,203 PY2024
- Cliftonlarsonallen LLP codes 10 50 $24,150 PY2024
- Shumaker Loop & Kendrick LLP codes 29 50 $21,818 PY2024
- M•••••••• I••• codes 11 PY2024
- Shumaker Loop & Kendrick LLP codes 29 50 $71,175 PY2023
- M•••••• Institutional, LLC codes 27 50 $50,000 PY2023
- M••••••• Inc codes 11 50 $49,915 PY2023
- Northwestern Ohio Administrators in codes 10 14 50 $40,925 PY2023
- Cliftonlarsonallen LLP codes 10 50 $22,549 PY2023
- M•••••••• I••• codes 11 PY2023
- Shumaker Loop & Kendrick LLP codes 29 50 $75,422 PY2022
- M••••••• Inc codes 11 50 $54,868 PY2022
- Northwestern Ohio Administrators in codes 10 14 50 $36,137 PY2022
- Andco codes 27 50 $30,000 PY2022
- Cliftonlarsonallen LLP codes 10 50 $20,895 PY2022
- M•••••••• I••• codes 11 PY2022
What changed
5 events
- Jan 1, 2025Funded status changedS•••••••• L•••• N•• 4•• P•••••• P••• funded ratio 109.3% -> 126.0% (2024-01-01 to 2025-01-01)
- Jan 1, 2025Assets changedS•••••••• L•••• N•• 4•• P•••••• P••• plan assets $11M -> $13M (+19.8%, 2024-01-01 to 2025-01-01)
- Dec 31, 2024Assets changedS•••••••• L•••• N•• 4•• P•••••• P••• total assets $11M -> $13M (+20.0%, 2023-12-31 to 2024-12-31)
- Jan 1, 2024Funded status changedS•••••••• L•••• N•• 4•• P•••••• P••• funded ratio 106.6% -> 109.3% (2023-01-01 to 2024-01-01)
- Jan 1, 2023Funded status changedS•••••••• L•••• N•• 4•• P•••••• P••• funded ratio 86.0% -> 106.6% (2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 346685472-001
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.