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.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
Taft-Hartley plan
B••••• L•••• 1• • D•••• P•••••• T••••
Taft-Hartley planPhiladelphia, PA
Assets
$44.3M
Total assets, Mar 31, 2025 reported
Funded
105.9%
Apr 1, 2024
Private markets target
n/a
policy Mar 31, 2025
Commitments
0
none on the tape
Plan sponsor: B••••••••• L•••• U•••• N• 1• o• D•••••••
Allocation policy
Form 5500, as of Mar 31, 2025
Actual allocation lines without a target (as filed)
- Interest-bearing cash 2.7%
- Non-interest-bearing cash 1.0%
- Corporate debt instruments (other) 13.7%
- U.S. Government securities 26.4%
- Common stock 55.2%
Consultants and advisers
4 firms
- S••••• B•••• A••••••••• I••• Investment adviser (plan)through Mar 31, 2023 Form 5500
- P•• B••• Custodianthrough Mar 31, 2023 Form 5500
- T•• S•••• C•• ••••••• S•••••• I••• Actuarythrough Mar 31, 2023 Form 5500
- S•••• Actuarythrough Mar 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
$118,001 (2024-03) · $115,754 (2023-03)
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 Mar 31, 2025 | 690 | n/a | n/a | n/a | $44.3M | n/a | n/a | n/a |
| 2023 to Mar 31, 2024 | 628 | n/a | n/a | n/a | $41.5M | n/a | n/a | n/a |
| 2022 to Mar 31, 2023 | 617 | n/a | n/a | n/a | $33.7M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- S••••• B•••• Associates codes 27 $119,515 PY2024
- B••••••••• Benefit Plans codes 13 $86,667 PY2024
- S•••• Company codes 11 $57,014 PY2024
- Zenith American Solutions, Inc. codes 13 $38,995 PY2024
- P•• B••• codes 19 $33,768 PY2024
- Holroyd Gelman, P.C. codes 29 $22,000 PY2024
- Belfint, Lyons & Shuman, P.A. codes 10 $21,450 PY2024
- S•••• codes 11 PY2024
- S••••• B•••• Associates codes 27 $97,876 PY2023
- Zenith American Solutions, Inc. codes 13 $93,588 PY2023
- S•••• Company codes 11 $63,094 PY2023
- Holroyd Gelman, P.C. codes 29 $22,000 PY2023
- Belfint, Lyons & Shuman, P.A. codes 10 $21,450 PY2023
- P•• B••• codes 19 $20,125 PY2023
- S•••• codes 11 PY2023
- S••••• B•••• Associates codes 27 $93,241 PY2022
- Zenith American Solutions, Inc. codes 13 $92,309 PY2022
- S•••• Company codes 11 $51,139 PY2022
- Jennings Sigmond codes 29 $23,031 PY2022
- P•• B••• codes 19 $22,513 PY2022
- Belfint, Lyons & Shuman, P.A. codes 10 $21,450 PY2022
- S•••• codes 11 PY2022
What changed
3 events
- Apr 1, 2024Funded status changedB••••• L•••• 1• • D•••• P•••••• T•••• funded ratio 103.4% -> 105.9% (2023-04-01 to 2024-04-01)
- Apr 1, 2024Assets changedB••••• L•••• 1• • D•••• P•••••• T•••• plan assets $34M -> $41M (+22.6%, 2023-04-01 to 2024-04-01)
- Mar 31, 2024Assets changedB••••• L•••• 1• • D•••• P•••••• T•••• total assets $34M -> $42M (+23.0%, 2023-03-31 to 2024-03-31)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 516019120-001
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.