Taft-Hartley plan in Ohio
Taft-Hartley plan, based in Valley View, Ohio, reporting $350M in assets, for 9,150 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, 2 more managers and 10 more commitments
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- US Treasury Inflation Protected Sec3 commitments
- Western Asset US Core Plus LLC3 commitments
- NCS Group Trust - Global Fund3 commitments
- Blackrock Institutional Trust Company, N.A.3 commitments
- Western Asset Mgmt Company, LLC3 commitments
- Walter Scott Ncs3 commitments
Relationship network
47 connected entities13 observed commitments8 repeat counterparties12 dated commitments shown here, 2022 to 2024
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
›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 4.4%
- Other investments 0.0%
- Partnership/joint venture interests 21.4%
- 103-12 investment entities 7.1%
- Common/collective trusts 18.9%
- Registered investment companies 22.9%
- Common stock 15.6%
- Real estate (other than employer real property) 8.7%
Consultants and advisers
- Bank of New York Mellon Custodianthrough Dec 31, 2022 Form 5500
- Segal Actuarythrough Dec 31, 2022 Form 5500
People
Manager roster
- Blackrock Institutional Trust Company, N.A.3 rows, latest Dec 31, 2024
- Western Asset Mgmt Company, LLC3 rows, latest Dec 31, 2024
- Walter Scott Ncs3 rows, latest Dec 31, 2024
+2 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
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- Artisan Partnersplan years
- Blackrock Institutional Trust Company, N.A.plan years
- Western Asset Mgmt Company, LLCplan years
+12 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
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What changed
- Dec 31, 2024Manager relationship startedwith Blackrockaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferencewith Polen Capital Managementaskebsa.dol.gov
- Dec 31, 2023Holding endedinference
- Dec 31, 2023Manager relationship endedinferencewith Blackrockaskebsa.dol.gov
- Jan 1, 2023Assets changeddown $86.0Maskebsa.dol.gov
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | US Treasury Inflation Protected Seccollective trust | Blackrock Institutional Trust Company, N.A. | Fixed income | $3.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Western Asset US Core Plus LLC103 12 ie | Western Asset Mgmt Company, LLC | Fixed income | $24.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | NCS Group Trust - Global Fundcollective trust | Walter Scott Ncs | Pooled vehicles | $31.9M held | Disclosed holding | askebsa.dol.gov |
+10 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 | 9,150 | Not disclosed | Not disclosed | n/a | $350M | $75.2M | Not disclosed | $30.6M |
| 2023 to Dec 31, 2023 | 9,084 | Not disclosed | Not disclosed | n/a | $348M | $78.4M | Not disclosed | $33.2M |
| 2022 to Dec 31, 2022 | 9,229 | Not disclosed | Not disclosed | n/a | $342M | $71.7M | Not disclosed | $38.3M |
- Segal Company codes 11 50 $482,145 PY2024
- BNY Mellon Investment Man. Cayman L codes 28 50 $294,517 PY2024
- Faulkner, Hoffman & Phillips codes 29 50 $186,758 PY2024
+93 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
- Manager relationship ended2024-12-31source on record
- Holding in a pooled vehicle ended2023-12-31source on record
+2 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
+18 connections on the graph
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