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••••• C••••••••• L•••• N•• 5• P•••••• P•••

Taft-Hartley planFairfield, NJ
Assets
$83.7M
Total assets, Dec 31, 2024 reported
Funded
69.3%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
15
1 managers on Schedule C
Plan sponsor: B••••••••• • A••••• C••••••••• L•••• N•• 5• P•••••• P•••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 1.0%
  • Non-interest-bearing cash 2.1%
  • Corporate debt instruments (other) 12.0%
  • U.S. Government securities 5.1%
  • Other investments 17.2%
  • Partnership/joint venture interests 19.7%
  • Common/collective trusts 41.3%
Consultants and advisers
4 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
15 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•• A••••••••• R••• E••••• F•••collective trustA•• A••••••••• R••• E•••••Real estate$2.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024T••••• T••••• L•••• C•• E••••• I•••collective trustComerica Bank & TrustPublic equity$19.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024E•••••• P••••••• S••• C•• C••• F•••collective trustSEI Trust CompanyPooled vehicles$4.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024G••••••••• M••••••••• F••• O•••••collective trustG••••••••• Asset ManagementPooled vehicles$4.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024S••••• F••••••• E••• P••• E••••• T•collective trustS••••• I••••••••• P•••••••• I•••Public equity$3.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023A•• A••••••••• R••• E••••• F•••collective trustA•• A••••••••• R••• E•••••Real estate$2.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023T••••• T••••• L•••• C•• E••••• I•••collective trustComerica Bank & TrustPublic equity$19.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023E•••••• P••••••• S••• C•• C••• F•••collective trustSEI Trust CompanyPooled vehicles$4.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023G••••••••• M••••••••• F••• O•••••collective trustG••••••••• Asset ManagementPooled vehicles$5.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023S••••• F••••••• E••• P••• E••••• T•collective trustS••••• I••••••••• P•••••••• I•••Public equity$3.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022A•• A••••••••• R••• E••••• F•••collective trustA•• A••••••••• R••• E•••••Real estate$3.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022T••••• T••••• L•••• C•• E••••• I•••collective trustComerica Bank & TrustPublic equity$20.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022E•••••• P••••••• S••• C•• C••• F•••collective trustSEI Trust CompanyPooled vehicles$8.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022G••••••••• M••••••••• F••• O•••••collective trustG••••••••• Asset ManagementPooled vehicles$5.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022S••••• F••••••• E••• P••• E••••• T•collective trustS••••• I••••••••• P•••••••• I•••Public equity$4.5M heldDisclosed holdingaskebsa.dol.gov
Size and funding
30 readings
Total assets
$83.7M Dec 31, 2024 reported Form 5500
$80.5M (2023-12) · $78.1M (2022-12)
Plan assets
$79.9M Jan 1, 2024 reported Form 5500
$77.2M (2023-01) · $83.1M (2022-01)
Net assets
$83.0M Dec 31, 2024 reported Form 5500
$79.9M (2023-12) · $77.2M (2022-12)
Funded ratio
69.3% Jan 1, 2024 reported Form 5500
66.9% (2023-01) · 63.8% (2022-01)
Participants
1,278 Jan 1, 2024 reported Form 5500
1,299 (2023-01) · 1,319 (2022-01)
Contributions
$6.8M Dec 31, 2024 reported Form 5500
$7.0M (2023-12) · $8.9M (2022-12)
Benefits paid
$8.7M Dec 31, 2024 reported Form 5500
$8.6M (2023-12) · $8.6M (2022-12)
Net investment income
$3.1M Dec 31, 2024 reported Form 5500
$2.7M (2023-12) · $-5.9M (2022-12)
Investment management fees
$274,531 Dec 31, 2024 reported Form 5500
$269,517 (2023-12) · $253,379 (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 20241,278n/an/an/a$83.7M$16.5Mn/an/a
2023 to Dec 31, 20231,299n/an/an/a$80.5M$15.1Mn/an/a
2022 to Dec 31, 20221,319n/an/an/a$78.1M$17.3Mn/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
2 events
  • Jan 1, 2024Funded status changed
    B••••••••• • A••••• C••••••••• L•••• N•• 5• P•••••• P••• funded ratio 66.9% -> 69.3% (2023-01-01 to 2024-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Funded status changed
    B••••••••• • A••••• C••••••••• L•••• N•• 5• P•••••• P••• funded ratio 63.8% -> 66.9% (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 800083075-001
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.