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
I••• L•••• N•• 5•• • 5•• a•• S••••••• A• C•••• N••• P•••••• P•••
Taft-Hartley planPhoenix, AZ
Assets
$119M
Total assets, Dec 31, 2024 reported
Funded
110.9%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: B• o• T• I••• L•••• N•• 5•• • 5•• a•• S••••••• A• C••• N••• P•••••• P•••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 1.5%
- Non-interest-bearing cash 0.3%
- Corporate debt instruments (other) 23.2%
- U.S. Government securities 16.8%
- Other investments 4.2%
- Common stock 53.0%
Consultants and advisers
3 firms
- T•• S•••• C•• ••••••• S•••••• I••• Actuarythrough Dec 31, 2022 Form 5500
- U•• F•••••••• S••••••• I•• Custodianthrough Dec 31, 2022 Form 5500
- S•••• Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
3 managers on Schedule C
From Schedule C (investment management, code 28)
- W•• I••••••••• M••••••••• L••plan years 2022
- W•••••••• A•••• M•••••••••plan years 2022
- B••••••• A•••• M••••••••• L•••plan years 2022
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
$514,428 (2023-12) · $554,809 (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 | 1,508 | n/a | n/a | n/a | $119M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 1,483 | n/a | n/a | n/a | $110M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 1,507 | n/a | n/a | n/a | $98.7M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- UBS Financial Services codes 19 27 $279,298 PY2024
- The S•••• Company codes 11 $108,445 PY2024
- W•••••••• A•••• M••••••••• codes 51 $104,154 PY2024
- Southwest Service Administrators codes 13 $80,457 PY2024
- WCM Investment Management codes 51 $76,194 PY2024
- Baldwin Moffitt Behm LLP codes 10 $28,260 PY2024
- S•••• Select Insurance codes 53 $26,333 PY2024
- Kelly Law Group codes 29 $18,415 PY2024
- S•••• Marco Consulting codes 72 $9,750 PY2024
- Letterstream codes 36 $7,445 PY2024
- S•••• codes 11 PY2024
- UBS Financial Services codes 19 27 $279,896 PY2023
- The S•••• Company codes 11 $133,182 PY2023
- W•••••••• A•••• M••••••••• codes 51 $95,253 PY2023
- Southwest Service Administrators codes 13 $79,985 PY2023
- B••••••• A•••• M••••••••• L••• codes 51 $70,235 PY2023
- WCM Investment Management codes 51 $62,069 PY2023
- Baldwin Moffitt Behm LLP codes 10 $30,576 PY2023
- S•••• Select Insurance codes 53 $28,440 PY2023
- Ryan Rapp Pacheco & Kelly Plc codes 29 $24,185 PY2023
- Letterstream codes 36 $9,456 PY2023
- S•••• Marco Consulting codes 72 $6,975 PY2023
- Kelly Law Group codes 29 $5,725 PY2023
- S•••• codes 11 PY2023
- UBS Financial Services codes 19 27 $296,753 PY2022
- B••••••• A•••• M••••••••• L••• codes 51 $102,375 PY2022
- W•••••••• A•••• M••••••••• codes 51 $98,116 PY2022
- Southwest Service Administrators codes 13 $80,619 PY2022
- The S•••• Company codes 11 $60,604 PY2022
- WCM Investment Management codes 51 $57,565 PY2022
- S•••• Select Insurance codes 53 $31,618 PY2022
- Baldwin Moffitt Behm LLP codes 10 $30,816 PY2022
- S•••• Marco Consulting codes 72 $20,000 PY2022
- Ryan Rapp Underwood & Pacheco codes 29 $17,990 PY2022
- S•••• codes 11 PY2022
What changed
4 events
- Jan 1, 2024Assets changedI••• L•••• N•• 5•• • 5•• a•• S••••••• A• C•••• N••• P•••••• P••• plan assets $99M -> $110M (+11.9%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Assets changedI••• L•••• N•• 5•• • 5•• a•• S••••••• A• C•••• N••• P•••••• P••• total assets $99M -> $110M (+11.9%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedI••• L•••• N•• 5•• • 5•• a•• S••••••• A• C•••• N••• P•••••• P••• funded ratio 116.6% -> 109.9% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedI••• L•••• N•• 5•• • 5•• a•• S••••••• A• C•••• N••• P•••••• P••• plan assets $119M -> $99M (-17.4%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 866089862-001
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.