DFX Intelligence
Allocator Intelligence
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Taft-Hartley plan
I••• L•••• N•• 2•• P••••••
Taft-Hartley planMeriden, CT
Assets
$69.4M
Total assets, Dec 31, 2024 reported
Funded
69.4%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
3
none on the tape
Plan sponsor: I••• L•••• N•• 2•• U••••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 11.0%
- Other investments 85.5%
- Common/collective trusts 3.6%
Consultants and advisers
2 firms
- A• D•••• M••••• F•• M••• E• Actuarythrough Dec 31, 2023 Form 5500
- S•••• Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on the commitment tape
From the plan’s own commitment disclosures
- N•• T•••• T•••• C••••••3 rows, latest Dec 31, 2024
Commitments
3 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | M••••••••• P••••••• T••••collective trust | N•• T•••• T•••• C•••••• | Real estate | $2.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | M••••••••• P••••••• T••••collective trust | N•• T•••• T•••• C•••••• | Real estate | $2.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | M••••••••• P••••••• T••••collective trust | N•• T•••• T•••• C•••••• | Real estate | $3.1M held | Disclosed holding | askebsa.dol.gov |
Size and funding
30 readings
Investment management fees
$127,126 (2023-12) · $114,967 (2022-12)
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 Dec 31, 2024 | 754 | n/a | n/a | n/a | $69.4M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 732 | n/a | n/a | n/a | $58.8M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 729 | n/a | n/a | n/a | $51.5M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Lapier Dillon & Associates PC codes 10 $60,793 PY2024
- Zenith American Solutions codes 14 $58,016 PY2024
- S•••• Consulting codes 50 $55,893 PY2024
- S•••• Marco Advisors codes 20 $54,477 PY2024
- Loomis Sayes and Co LP codes 20 $40,907 PY2024
- S•••• Roitman LLP codes 29 50 $40,385 PY2024
- Solxsys Administrative Solutions codes 14 $40,000 PY2024
- US Bank codes 20 $24,712 PY2024
- M••••••••• P••••••• T•••• Sched. D C $2.5M PY2024
- S•••• codes 11 PY2024
- S•••• Consulting codes 50 $100,227 PY2023
- Zenith American Solutions codes 14 $87,024 PY2023
- S•••• Marco Advisors codes 20 $63,654 PY2023
- Loomis Sayes and Co LP codes 20 $41,227 PY2023
- S•••• Roitman LLP codes 29 50 $22,990 PY2023
- US Bank codes 20 $17,225 PY2023
- Lapier Dillon and Associates PC codes 10 $12,086 PY2023
- Ubs codes 20 $10,324 PY2023
- M••••••••• P••••••• T•••• Sched. D C $2.7M PY2023
- A• D•••• M••••• F•• M••• E• codes 11 PY2023
- Zenith American Solutions codes 14 $87,037 PY2022
- S•••• Consulting codes 50 $73,493 PY2022
- S•••• Marco Advisors codes 20 $61,800 PY2022
- S•••• Roitman LLP codes 29 50 $28,733 PY2022
- Lapier, Dillon and Associates PC codes 10 $27,337 PY2022
- US Bank codes 20 $15,500 PY2022
- M••••••••• P••••••• T•••• Sched. D C $3.1M PY2022
- S•••• codes 11 PY2022
What changed
5 events
- Dec 31, 2024Assets changedI••• L•••• N•• 2•• P•••••• total assets $59M -> $69M (+18.2%, 2023-12-31 to 2024-12-31)
- Jan 1, 2024Funded status changedI••• L•••• N•• 2•• P•••••• funded ratio 64.4% -> 69.4% (2023-01-01 to 2024-01-01)
- Jan 1, 2024Assets changedI••• L•••• N•• 2•• P•••••• p••• assets $52M -> $59M (+14.1%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Assets changedI••• L•••• N•• 2•• P•••••• total assets $52M -> $59M (+14.1%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedI••• L•••• N•• 2•• P•••••• funded ratio 61.2% -> 64.4% (2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 042780301-005
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.