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
O•••••••• P••••••••• a•• C••••• M••••• L•••• 3•• P•••••• T•••• F•••
Taft-Hartley planPhoenix, AZ
Assets
$1.4M
Total assets, Dec 31, 2024 reported
Funded
n/a
not filed
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: B•• O•••••••• P••••••••• a•• C••••• M••••• L•• 3•• P•••••• T•••• F•••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 45.4%
- Non-interest-bearing cash 3.7%
- U.S. Government securities 48.8%
- Common stock 1.1%
Consultants and advisers
2 firms
- B•• H••••• B•••• N••• Custodianthrough Dec 31, 2022 Form 5500
- T•• S•••• C•• ••••••• S•••••• I••• Actuarythrough Dec 31, 2022 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)
- U••••• C••••••••• G••••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
21 readings
Net investment income
$-517,996 (2023-12) · $-1.4M (2022-12)
Investment management fees
$12,000 (2023-12) · $12,000 (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 | 468 | n/a | n/a | n/a | $1.4M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 469 | n/a | n/a | n/a | $2.0M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 469 | n/a | n/a | n/a | $2.6M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- The S•••• Company codes 11 $43,971 PY2024
- Southwest Service Admin, Inc codes 13 $39,327 PY2024
- BMO H••••• codes 19 $15,925 PY2024
- U••••• C••••••••• G•••• codes 28 $12,000 PY2024
- Baldwin Moffitt Behm LLP codes 10 $10,541 PY2024
- Spencer Fane LLP codes 29 $6,390 PY2024
- S•••• Select Insurance codes 53 $5,895 PY2024
- The S•••• Company codes 11 $67,650 PY2023
- Southwest Service Admin, Inc codes 13 $39,103 PY2023
- BMO H••••• codes 19 $15,838 PY2023
- Jennings, Strouss and Salmon, Plc codes 29 $14,115 PY2023
- U••••• C••••••••• G•••• codes 28 $12,000 PY2023
- Baldwin Moffitt Behm LLP codes 10 $10,538 PY2023
- S•••• Select Insurance codes 53 $7,936 PY2023
- The S•••• Company codes 11 $166,114 PY2022
- Southwest Service Admin, Inc codes 13 $39,141 PY2022
- BMO H••••• codes 19 $16,231 PY2022
- U••••• C••••••••• G•••• codes 28 $12,000 PY2022
- Baldwin Moffitt Behm LLP codes 10 $10,534 PY2022
- Jennings, Strouss and Salmon, Plc codes 29 $10,215 PY2022
- S•••• Select Insurance codes 53 $8,696 PY2022
What changed
2 events
- Dec 31, 2024Assets changedO•••••••• P••••••••• a•• C••••• M••••• L•••• 3•• P•••••• T•••• F••• total assets $2M -> $1M (-29.9%, 2023-12-31 to 2024-12-31)
- Dec 31, 2023Assets changedO•••••••• P••••••••• a•• C••••• M••••• L•••• 3•• P•••••• T•••• F••• total assets $3M -> $2M (-20.1%, 2022-12-31 to 2023-12-31)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 516031325-001
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.