Taft-Hartley plan in Pennsylvania
Taft-Hartley plan, based in Harrisburg, Pennsylvania, reporting $74.9M in assets, for 984 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: Jan 1, 2023, Funded status changed.
This allocator's name
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- ABS Allegiance Real Estate Fund2 commitments
- Chevy Chase Trust Company2 commitments
Relationship network
13 connected entities2 observed commitments2 repeat counterpartiescommitments 2022 to 2023
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
- Organization
›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 1.1%
- Non-interest-bearing cash 0.4%
- Other investments 0.7%
- Common/collective trusts 5.9%
- Registered investment companies 90.3%
Consultants and advisers
- M&t Bank Custodianthrough Dec 31, 2022 Form 5500
- Cowden Associates Actuarythrough Dec 31, 2022 Form 5500
People
Manager roster
- Chevy Chase Trust Company2 rows, latest Dec 31, 2023
- Chevy Chaseplan years
- Chevy Chase Trust Companyplan years
- ASB Capital Management LLCplan years 2022
+1 more Schedule C manager
Every name, record and relationship behind this count, with the source on each.
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What changed
- Jan 1, 2023Funded status changeddown 4 pointsaskebsa.dol.gov
- Jan 1, 2023Assets changeddown $13.7Maskebsa.dol.gov
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2023 | ABS Allegiance Real Estate Fundcollective trust | Chevy Chase Trust Company | Real estate | $4.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | ABS Allegiance Real Estate Fundcollective trust | Chevy Chase Trust Company | Real estate | $5.8M held | Disclosed holding | askebsa.dol.gov |
Size and funding
Form 5500 filings
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2023 to Dec 31, 2023 | 984 | Not disclosed | Not disclosed | n/a | $74.9M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 981 | Not disclosed | Not disclosed | n/a | $68.7M | Not disclosed | Not disclosed | Not disclosed |
- PFM Advisors codes 28 51 $183,174 PY2023
- D H Evans Tpa DBA Path Admin codes 13 50 $181,200 PY2023
- ASB Capital Mgmt LLC codes 28 51 $49,589 PY2023
+17 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Record history
- Funded status changed2023-01-01source on record
- Total assets changed2023-01-01source on record
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
+7 connections on the graph
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