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
B••••• a•• S•••• D••••••• L•••• 3• P••••••••• P••
Taft-Hartley planMount Laurel, NJ
Assets
$143,646
Total assets, Jan 13, 2025 reported
Funded
n/a
not filed
Private markets target
n/a
policy Jan 13, 2025
Commitments
0
none on the tape
Plan sponsor: B•••• o• T••••••• o• B••••• a•• S•••• D••••••• L•••• 3• P••• P•• F•
Allocation policy
Form 5500, as of Jan 13, 2025
Actual allocation lines without a target (as filed)
- Non-interest-bearing cash 97.9%
Consultants and advisers
2 firms
- B••••• P•••••••• I••• ActuaryPension consultantthrough Jan 13, 2025 Form 5500
- L•••• M••••••• E•• Directed trusteethrough Jan 13, 2023 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
18 readings
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 Jan 13, 2025 | 279 | n/a | n/a | n/a | $143,646 | n/a | n/a | n/a |
| 2023 to Jan 13, 2024 | 278 | n/a | n/a | n/a | $164,076 | n/a | n/a | n/a |
| 2022 to Jan 13, 2023 | 286 | n/a | n/a | n/a | $204,117 | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Beacon Administrators & Consultants codes 13 50 $48,000 PY2024
- L•••• M••••••• E•• codes 25 50 $25,515 PY2024
- B••••• P•••••••• I••• codes 11 50 $17,870 PY2024
- Mooney, Green, Saindon, Murphy & We codes 50 $17,680 PY2024
- Novak Francella, LLC codes 10 50 $10,000 PY2024
- Beacon Administrators & Consultants codes 13 50 $35,860 PY2023
- Sarfino and Rhoades, LLP codes 10 50 $16,500 PY2023
- L•••• M••••••• E•• codes 25 50 $12,910 PY2023
- Novak Francella, LLC codes 10 50 $10,000 PY2023
- Zenith American Solutions codes 14 50 $39,096 PY2022
- L•••• M••••••• E•• codes 25 50 $12,280 PY2022
- Sarfino and Rhoades, LLP codes 10 50 $10,300 PY2022
- Mooney, Green, Saindon, Murphy & We codes 29 50 $2,945 PY2022
- B••••• P•••ners Inc codes 17 50 $1,789 PY2022
What changed
3 events
- Jan 13, 2025Assets changedB••••• a•• S•••• D••••••• L•••• 3• P••••••••• P•• total assets $164,076 -> $143,646 (-12.5%, 2024-01-13 to 2025-01-13)
- Jan 13, 2024Assets changedB••••• a•• S•••• D••••••• L•••• 3• P••••••••• P•• total assets $204,117 -> $164,076 (-19.6%, 2023-01-13 to 2024-01-13)
- Dec 31, 2023Consultant changedinferenceB••••• P•••ners Inc no longer appears on B••••• a•• S•••• D••••••• L•••• 3• P••••••••• P••'s Schedule C as pension consultant (plan year 2023 vs 2022)with B••••• P•••••••• I•••askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 376561427-001
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.