Taft-Hartley plan in Pennsylvania
Taft-Hartley plan, based in Philadelphia, Pennsylvania, reporting $102M in assets, for 1,048 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: Dec 31, 2024, Manager relationship started.
This allocator's name, 1 more adviser, 35 more commitments and 1 more dated event
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
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Capital path
who backs this record, through what, into what; each name opens its own path- Spartan Developed International Ind2 commitments
- Spartan 500 Index Pool2 commitments
- Spartan Real Estate Index Pool2 commitments
- Fidelity Institutional Asset Mgmt30 commitments
- Geode Capital Management Trust Company, LLC8 commitments
Relationship network
54 connected entities38 observed commitments20 repeat counterpartiescommitments 2022 to 2023
From board minutes, annual reports, Form 5500 filings and public records of commitments, consultants and staff in the allocator graph. Commitment amounts are those the allocator disclosed; many are not printed, and none is estimated.
Some relationships on this record are counted rather than named here. They open with the full profile.
Click any name or line for the commitments and sources behind it. Line weight is commitments together; dashed lines are inferred.
- Sponsor
- Fund or vehicle
- Service provider
- Organization
›How strength and recency are read
Managers, funds and consultants are read from the commitments: three or more is a strong observed relationship, two a repeat counterparty. No consultant link is marked current on the source, so none is labelled current or former here. Related plans, people and plan service providers are ordered by what the filing shows.
Darker lines were active in the last 24 months or are current; lighter lines are older or undated.
Size, funding, policy and commitments, with their basesTaft-Hartley planShowHide
Allocation policy
- Interest-bearing cash 6.7%
- Non-interest-bearing cash 0.4%
- Corporate debt instruments (other) 83.4%
- Registered investment companies 7.9%
Consultants and advisers
- Ryan Alm Advisors, LLC Custodianthrough Dec 31, 2024 Form 5500
- The Segal Co. (eastern States) Inc. Actuarythrough Dec 31, 2022 Form 5500
- Fidelity Institutional Asset Mgmt Custodianthrough Dec 31, 2022 Form 5500
+1 more consultant or adviser advise this allocator
Every name, record and relationship behind this count, with the source on each.
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People
Manager roster
- Fidelity Institutional Asset Mgmt30 rows, latest Dec 31, 2023
- Geode Capital Management Trust Company, LLC8 rows, latest Dec 31, 2023
What changed
- Dec 31, 2024Manager relationship startedwith Ryan Alm Advisors, LLCaskebsa.dol.gov
- Jan 1, 2024Funded status changed8 pointsaskebsa.dol.gov
- Dec 31, 2023Holding started
- Dec 31, 2023Holding endedinference
- Jan 1, 2023Funded status changed3 pointsaskebsa.dol.gov
+1 more dated event
Every name, record and relationship behind this count, with the source on each.
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Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2023 | Spartan Developed International Indcollective trust | Geode Capital Management Trust Company, LLC | Pooled vehicles | $9.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Spartan 500 Index Poolcollective trust | Geode Capital Management Trust Company, LLC | Pooled vehicles | $19.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Spartan Real Estate Index Poolcollective trust | Geode Capital Management Trust Company, LLC | Real estate | $3.0M held | Disclosed holding | askebsa.dol.gov |
+35 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
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Size and funding
Form 5500 filings
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Dec 31, 2024 | 1,048 | Not disclosed | Not disclosed | n/a | $102M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 1,111 | Not disclosed | Not disclosed | n/a | $100M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 1,171 | Not disclosed | Not disclosed | n/a | $95.8M | Not disclosed | Not disclosed | Not disclosed |
- Fidelity Instituional Management Co codes 19 21 28 51 68 71 72 $337,352 PY2024
- this allocator codes 14 50 $317,144 PY2024
- Cozen O'Conner codes 29 50 $101,118 PY2024
+83 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Record history
- Manager relationship started2024-12-31source on record
- Funded status changed2024-01-01source on record
- Holding in a pooled vehicle started2023-12-31source on record
+3 more changes on this record's ledger
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The ledger records every merge, rename and reclassification this record went through and the dated filings observed on it, so the identity on this page can be traced to the records it was built from. The ledger's own sentences name other records, so they show with the names.
›Connections
every published relationship on the graph
+6 connections on the graph
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