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

P••••••• • S••••••••• L•••• 1•• P•••••• P•••

Taft-Hartley planKenosha, WI
Assets
$114M
Total assets, Dec 31, 2024 reported
Funded
99.0%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
8
none on the tape
Plan sponsor: B• o• T••••••• P••••••• • S••••••••• L•••• 1••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 7.8%
  • Non-interest-bearing cash 0.8%
  • Partnership/joint venture interests 3.9%
  • Common/collective trusts 20.6%
  • Registered investment companies 65.2%
Consultants and advisers
3 firms
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
Commitments
8 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024A•••••• I••••••••• T••••collective trustG•••• G••• T•••• C••••••, LLCPooled vehicles$6.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024W•• C•• E••••••• L•••• D•••collective trustW••••••••• T•••• C••••••Private credit$8.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024S••••••• C••••••••• I••••••••• T•••collective trustSEI T•••t CompanyPooled vehicles$9.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023A•••••• B••••••• I••••••••• T••••collective trustG•••• G••• T•••• C••••••Pooled vehicles$6.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023W•• C•• E••••••• L•••• D•••collective trustW••••••••• T•••• C••••••Private credit$8.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022A•••••• B••••••• I••••••••• T••••collective trustG•••• G••• T•••• C••••••Pooled vehicles$9.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022W•• C•• E••••••• L•••• D•••collective trustW••••••••• T•••• C••••••Private credit$7.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022I•••••• M•••• A••••••••• S•••••••collective trustI•••••• T•••t CompanyPooled vehicles$2.8M heldDisclosed holdingaskebsa.dol.gov
Size and funding
30 readings
Total assets
$114M Dec 31, 2024 reported Form 5500
$99.3M (2023-12) · $90.4M (2022-12)
Plan assets
$99.2M Jan 1, 2024 reported Form 5500
$90.2M (2023-01) · $105M (2022-01)
Net assets
$114M Dec 31, 2024 reported Form 5500
$99.3M (2023-12) · $90.4M (2022-12)
Funded ratio
99.0% Jan 1, 2024 reported Form 5500
94.6% (2023-01) · 93.8% (2022-01)
Participants
747 Jan 1, 2024 reported Form 5500
739 (2023-01) · 780 (2022-01)
Contributions
$8.7M Dec 31, 2024 reported Form 5500
$6.3M (2023-12) · $5.7M (2022-12)
Benefits paid
$4.9M Dec 31, 2024 reported Form 5500
$6.0M (2023-12) · $5.3M (2022-12)
Net investment income
$14.6M Dec 31, 2024 reported Form 5500
$8.9M (2023-12) · $-14.8M (2022-12)
Investment management fees
$99,300 Dec 31, 2024 reported Form 5500
$220,178 (2023-12) · $261,377 (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 2024747n/an/an/a$114M$4.4Mn/an/a
2023 to Dec 31, 2023739n/an/an/a$99.3M$4.7Mn/an/a
2022 to Dec 31, 2022780n/an/an/a$90.4M$4.9Mn/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
8 events
  • Dec 31, 2024Holding started
    P••••••• • S••••••••• L•••• 1•• P•••••• P••• first reports an interest in S••••••• C••••••••• I••••••••• T•••: $9M at 2024-12-31
    with S••••••• C••••••••• I••••••••• T•••askebsa.dol.gov
  • Dec 31, 2024Holding endedinference
    P••••••• • S••••••••• L•••• 1•• P•••••• P••• no longer reports A•••••• B••••••• I••••••••• T•••• (G•••• G••• T•••• C••••••) (last held $6M at 2023-12-31; absent from the 2024-12-31 filing)
    with G•••• G••• T•••• C••••••askebsa.dol.gov
  • Dec 31, 2024Holding started
    P••••••• • S••••••••• L•••• 1•• P•••••• P••• first reports an interest in A•••••• I••••••••• T••••: $6M at 2024-12-31
    with A•••••• I••••••••• T••••askebsa.dol.gov
  • Dec 31, 2024Manager relationship endedinference
    B••• W•••••••• A•••• M••••••••• no longer appears on P••••••• • S••••••••• L•••• 1•• P•••••• P•••'s Schedule C as investment manager (plan year 2024 vs 2023)
    with B••• W•••••••• A•••• M•••••••••askebsa.dol.gov
  • Dec 31, 2024Assets changed
    P••••••• • S••••••••• L•••• 1•• P•••••• P••• total assets $99M -> $114M (+15.1%, 2023-12-31 to 2024-12-31)
    askebsa.dol.gov
  • Jan 1, 2024Funded status changed
    P••••••• • S••••••••• L•••• 1•• P•••••• P••• funded ratio 94.6% -> 99.0% (2023-01-01 to 2024-01-01)
    askebsa.dol.gov
  • Dec 31, 2023Holding endedinference
    P••••••• • S••••••••• L•••• 1•• P•••••• P••• no longer reports I•••••• M•••• A••••••••• S••••••• (last held $3M at 2022-12-31; absent from the 2023-12-31 filing)
    with I•••••• M•••• A••••••••• S•••••••askebsa.dol.gov
  • Jan 1, 2023Assets changed
    P••••••• • S••••••••• L•••• 1•• P•••••• P••• plan assets $105M -> $90M (-14.2%, 2022-01-01 to 2023-01-01)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 396187966-001
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.