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
U••••• S••••••••• L•••• 1•••• P•••••• T•••• F•••
Taft-Hartley planLexington, KY
Assets
$43.8M
Total assets, Dec 31, 2024 reported
Funded
80.2%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: U••••• S••••••••• L•••• 1•••• P•••••• T•••• B•••• o• T•••••••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 1.9%
- Non-interest-bearing cash 1.3%
- Corporate debt instruments (other) 3.8%
- U.S. Government securities 5.6%
- Other investments 16.4%
- Registered investment companies 36.7%
- Common stock 33.5%
Consultants and advisers
4 firms
- M••••• S•••••• S•••• B•••••• L•• Investment adviser (plan)through Dec 31, 2022 Form 5500
- G•••••• B•••••• S•••••••• I•• Pension consultantthrough Dec 31, 2022 Form 5500
- O•••••• C••••••• • A••••••••• Actuarythrough Dec 31, 2022 Form 5500
- O••••• C••••••• • A••••••••• I••• Actuarythrough Dec 31, 2022 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
30 readings
Investment management fees
$135,287 (2023-12) · $177,431 (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 | 1,369 | n/a | n/a | n/a | $43.8M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 1,314 | n/a | n/a | n/a | $41.2M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 1,399 | n/a | n/a | n/a | $39.3M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- M••••• S•••••• S•••• B••••• LLC codes 27 28 $133,246 PY2024
- Umr codes 13 $39,958 PY2024
- Frank N Hestand CPA Psc codes 10 $12,000 PY2024
- O•••••• C••••••• • A••••••••• codes 11 $12,000 PY2024
- G•••••• B•••••• S•••••••• I•• codes 17 $5,439 PY2024
- John Dascoli PLLC codes 29 $3,470 PY2024
- O••••• C••••••• • A••••••••• I••• codes 11 PY2024
- M••••• S•••••• S•••• B••••• LLC codes 27 28 $132,287 PY2023
- Umr codes 13 $38,464 PY2023
- Frank N Hestand CPA Psc codes 10 $12,381 PY2023
- O•••••• C••••••• • A••••••••• codes 11 $12,000 PY2023
- G•••••• B•••••• S•••••••• I•• codes 17 $4,170 PY2023
- John Dascoli PLLC codes 29 $2,875 PY2023
- O••••• C••••••• • A••••••••• I••• codes 11 PY2023
- M••••• S•••••• S•••• B••••• LLC codes 27 $177,431 PY2022
- Umr codes 13 $38,861 PY2022
- Frank N Hestand CPA Psc codes 10 $12,000 PY2022
- O•••••• C••••••• • A••••••••• codes 11 $12,000 PY2022
- G•••••• B•••••• S•••••••• I•• codes 17 $5,013 PY2022
- John Dascoli PLLC codes $3,105 PY2022
- O••••• C••••••• • A••••••••• I••• codes 11 PY2022
What changed
2 events
- Jan 1, 2023Funded status changedU••••• S••••••••• L•••• 1•••• P•••••• T•••• F••• funded ratio 86.7% -> 81.0% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedU••••• S••••••••• L•••• 1•••• P•••••• T•••• F••• plan assets $51M -> $39M (-22.6%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 550549322-001
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.