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
I••• L•••• U•••• N•• 5•• P•••••• P•••
Taft-Hartley planTexas City, TX
Assets
$11.2M
Total assets, Dec 31, 2024 reported
Funded
86.2%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: B•••• o• T••••••• o• I••• L•••• U•••• N•• 5•• P•••••• P•••
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 0.9%
- Corporate debt instruments (other) 4.6%
- U.S. Government securities 1.1%
- Registered investment companies 90.6%
Consultants and advisers
2 firms
- T•• S•••• C• ••••••• S••••••• I••• Actuarythrough Dec 31, 2022 Form 5500
- S•••• 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)
- O••••••••• • C••• I•••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
30 readings
Investment management fees
$44,555 (2023-12) · $44,976 (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 | 646 | n/a | n/a | n/a | $11.2M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 681 | n/a | n/a | n/a | $10.4M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 544 | n/a | n/a | n/a | $9.3M | 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 PY2024
- O••••••••• & Co codes 28 50 $44,555 PY2023
- Benefit Resources, Inc. codes 15 50 $38,735 PY2023
- The S•••• Co codes 11 50 $35,550 PY2023
- Julie Jackson codes 14 30 $21,784 PY2023
- Edwards and Leathers, P.C. codes 10 50 $9,000 PY2023
- Robein, Urann, Spencer, Picard, Can codes 29 50 $5,307 PY2023
- The S•••• Company codes 11 PY2023
- The S•••• Co codes 11 50 $45,705 PY2022
- O••••••••• & Co codes 28 50 $44,976 PY2022
- Benefit Resources, Inc. codes 15 50 $38,713 PY2022
- Julie Jackson codes 14 30 $20,212 PY2022
- Edwards and Leathers, P.C. codes 10 50 $9,992 PY2022
- Robein, Urann, Spencer, Picard codes 29 50 $5,682 PY2022
- The S•••• Company codes 11 PY2022
What changed
5 events
- Jan 1, 2024Funded status changedI••• L•••• U•••• N•• 5•• P•••••• P••• funded ratio 81.6% -> 86.2% (2023-01-01 to 2024-01-01)
- Jan 1, 2024Assets changedI••• L•••• U•••• N•• 5•• P•••••• P••• plan assets $9M -> $10M (+11.6%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Assets changedI••• L•••• U•••• N•• 5•• P•••••• P••• total assets $9M -> $10M (+11.6%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedI••• L•••• U•••• N•• 5•• P•••••• P••• funded ratio 77.2% -> 81.6% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedI••• L•••• U•••• N•• 5•• P•••••• P••• plan assets $11M -> $9M (-18.1%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 746213086-001
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.