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
T••••• P••••••• a•• A••••• T••••• P•••••• P•••
Taft-Hartley planMaumee, OH
Assets
$33.0M
Total assets, Apr 30, 2025 reported
Funded
89.1%
May 1, 2024
Private markets target
n/a
policy Apr 30, 2025
Commitments
0
none on the tape
Plan sponsor: B•••• o• T••••••• T••••• P••••••• a•• A••••• T••••• P•••••• P•••
Allocation policy
Form 5500, as of Apr 30, 2025
Actual allocation lines without a target (as filed)
- Interest-bearing cash 0.2%
- Partnership/joint venture interests 14.4%
- Registered investment companies 84.7%
Consultants and advisers
4 firms
- M•••••• I••••••••• Investment adviser (plan)through Apr 30, 2025 Form 5500
- M•••••• •••••• Investment adviser (plan)through Apr 30, 2023 Form 5500
- C••••• S•••••••• H•••••• • C•• Custodianthrough Apr 30, 2023 Form 5500
- U••••• A•••••••• S•••••••• I••• Actuarythrough Apr 30, 2023 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
2 managers on Schedule C
From Schedule C (investment management, code 28)
- H••••••••• I••••••••plan years 2023
- T•• T•••• C•••••• o• T•••••plan years 2023
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
$45,185 (2024-04) · $47,256 (2023-04)
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 Apr 30, 2025 | 577 | n/a | n/a | n/a | $33.0M | $4.8M | n/a | n/a |
| 2023 to Apr 30, 2024 | 563 | n/a | n/a | n/a | $31.3M | $4.7M | n/a | n/a |
| 2022 to Apr 30, 2023 | 531 | n/a | n/a | n/a | $29.3M | $5.2M | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Noa codes 10 13 $79,270 PY2024
- T•• T•••• C•••••• o• T••••• codes 28 $67,365 PY2024
- United A•••••••• Services codes 11 $32,500 PY2024
- M•••••• I••••••••• LLC codes 27 $22,000 PY2024
- Shumaker, Loop & Kendrick, LLP codes 29 $13,871 PY2024
- C••••• S•••••••• H•••••• • C•• codes 19 $13,500 PY2024
- H••••••••• I•••••••• codes 28 $7,653 PY2024
- U••••• A•••••••• S•••••••• I••• codes 11 PY2024
- Northwestern Ohio Administrator codes 10 13 $69,017 PY2023
- T•• T•••• C•••••• o• T••••• codes 28 $34,457 PY2023
- United A•••••••• Services codes 11 $30,525 PY2023
- Andco Consulting codes 27 $22,000 PY2023
- Shumaker, Loop & Kendrick, LLP codes 29 $14,399 PY2023
- C••••• S•••••••• H•••••• • C•• codes 19 $11,000 PY2023
- H••••••••• I•••••••• codes 28 $9,651 PY2023
- U••••• A•••••••• S•••••••• I••• codes 11 PY2023
- Northwestern Ohio Administrator codes 10 13 $51,516 PY2022
- T•• T•••• C•••••• o• T••••• codes 28 $34,049 PY2022
- United A•••••••• Services codes 11 $24,000 PY2022
- Andco Consulting codes 27 $22,000 PY2022
- Shumaker, Loop & Kendrick, LLP codes 29 $12,422 PY2022
- C••••• S•••••••• H•••••• • C•• codes 19 $8,900 PY2022
- H••••••••• I•••••••• codes 28 $7,550 PY2022
- U••••• A•••••••• S•••••••• I••• codes 11 PY2022
What changed
4 events
- Dec 31, 2024Consultant changedinferenceAndco Consulting no longer appears on T••••• P••••••• a•• A••••• T••••• P•••••• P•••'s Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with M•••••• ••••••askebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceM•••••• I••••••••• LLC appears on T••••• P••••••• a•• A••••• T••••• P•••••• P•••'s Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with M•••••• I•••••••••askebsa.dol.gov
- May 1, 2024Funded status changedT••••• P••••••• a•• A••••• T••••• P•••••• P••• funded ratio 86.7% -> 89.1% (2023-05-01 to 2024-05-01)
- May 1, 2023Funded status changedT••••• P••••••• a•• A••••• T••••• P•••••• P••• funded ratio 84.7% -> 86.7% (2022-05-01 to 2023-05-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 346682353-001
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.