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
U••• B••••• P•••••• T•••• F•••
Taft-Hartley planMurray, UT
Assets
$9.4M
Total assets, Jan 31, 2025 reported
Funded
89.1%
Feb 1, 2024
Private markets target
n/a
policy Jan 31, 2025
Commitments
0
none on the tape
Plan sponsor: T••••••• o• t•• U••• B••••• P•••••• T•••• F•••
Allocation policy
Form 5500, as of Jan 31, 2025
Actual allocation lines without a target (as filed)
- Interest-bearing cash 0.8%
- Non-interest-bearing cash 6.9%
- Registered investment companies 88.3%
Consultants and advisers
2 firms
- R•• • A••••••••• I••• Actuarythrough Jan 31, 2023 Form 5500
- U• B••• Custodianthrough Jan 31, 2023 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
$29,247 (2024-01) · $28,985 (2023-01)
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 Jan 31, 2025 | 498 | n/a | n/a | n/a | $9.4M | n/a | n/a | n/a |
| 2023 to Jan 31, 2024 | 488 | n/a | n/a | n/a | $9.0M | n/a | n/a | n/a |
| 2022 to Jan 31, 2023 | 494 | n/a | n/a | n/a | $8.8M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- R•• • A••••••••• I••• codes 11 50 $117,165 PY2024
- Reinhart Boerner van Deuren Sc codes 29 $41,255 PY2024
- U• B••• codes 19 27 $31,275 PY2024
- Southwest Service Administrators codes 14 $29,473 PY2024
- Henningfield & Associates, Inc. codes 10 $16,000 PY2024
- R•• • A••••••••• I••• codes 11 PY2024
- R•• • A••••••••• I••• codes 11 50 $116,726 PY2023
- Reinhart Boerner van Deuren Sc codes 29 $29,847 PY2023
- Southwest Service Administrators codes 14 $29,473 PY2023
- U• B••• codes 19 27 $29,343 PY2023
- Henningfield & Associates, Inc. codes 10 $16,000 PY2023
- R•• • A••••••••• I••• codes 11 PY2023
- R•• • A••••••••• I••• codes 11 50 $130,587 PY2022
- Southwest Service Administrators codes 14 $29,473 PY2022
- U• B••• codes 19 27 $28,985 PY2022
- Henningfield & Associates, Inc. codes 10 $24,550 PY2022
- Reinhart Boerner van Deuren Sc codes 29 $23,158 PY2022
- R•• • A••••••••• I••• codes 11 PY2022
What changed
2 events
- Feb 1, 2023Funded status changedU••• B••••• P•••••• T•••• F••• funded ratio 91.7% -> 89.7% (2022-02-01 to 2023-02-01)
- Feb 1, 2023Assets changedU••• B••••• P•••••• T•••• F••• plan assets $10M -> $8M (-14.5%, 2022-02-01 to 2023-02-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 876128330-001
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.