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
H••• • F•••• • A••••• W•••••• N•• 2• P•••••• P•••
Taft-Hartley planHouston, TX
Assets
$19.7M
Total assets, Dec 31, 2024 reported
Funded
168.0%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: I••••••••• A••••• o• H••• • F•••• I••••••••• • A••••••• W•••••• N••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 27.4%
- Non-interest-bearing cash 1.2%
- Registered investment companies 70.9%
Consultants and advisers
3 firms
- R•• F•••••••• A••••••• Investment adviser (plan)through Dec 31, 2022 Form 5500
- 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
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
$18,000 (2023-12) · $18,000 (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 | 211 | n/a | n/a | n/a | $19.7M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 228 | n/a | n/a | n/a | $17.8M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 231 | n/a | n/a | n/a | $15.9M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- The Segal Co codes 11 17 50 $55,362 PY2024
- Benefit Resources, Inc codes 13 50 $31,400 PY2024
- RTW Financial Advisors codes 27 50 $18,000 PY2024
- Edwards and Leathers, P.C. codes 10 50 $11,500 PY2024
- Robien, Urann, Spencer, Picard codes 29 50 $11,211 PY2024
- Segal codes 11 PY2024
- The Segal Co codes 11 17 50 $55,362 PY2023
- Benefit Resources, Inc. codes 13 50 $31,400 PY2023
- RTW Financial Advisors codes 27 50 $18,000 PY2023
- Edwards and Leathers, P.C. codes 10 50 $11,500 PY2023
- Robien, Urann, Spencer, Picard codes 29 50 $11,211 PY2023
- Segal codes 11 PY2023
- The Segal Co codes 11 17 50 $54,781 PY2022
- Benefit Resources, Inc. codes 13 50 $30,000 PY2022
- RTW Rinancial Advisors codes 27 50 $18,000 PY2022
- Robien, Urann, Spencer, Picard codes 29 50 $13,767 PY2022
- Edwards and Leathers, P.C. codes 10 50 $10,000 PY2022
- Segal codes 11 PY2022
What changed
6 events
- Dec 31, 2024Assets changedHeat & Frost & Allied Workers No. 21 Pension Plan total assets $18M -> $20M (+11.2%, 2023-12-31 to 2024-12-31)
- Jan 1, 2024Funded status changedHeat & Frost & Allied Workers No. 21 Pension Plan funded ratio 157.5% -> 168.0% (2023-01-01 to 2024-01-01)
- Jan 1, 2024Assets changedHeat & Frost & Allied Workers No. 21 Pension Plan plan assets $16M -> $18M (+12.0%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Assets changedHeat & Frost & Allied Workers No. 21 Pension Plan total assets $16M -> $18M (+12.0%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedHeat & Frost & Allied Workers No. 21 Pension Plan funded ratio 163.1% -> 157.5% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedHeat & Frost & Allied Workers No. 21 Pension Plan plan assets $18M -> $16M (-13.5%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 750355302-001
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.