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

E••••••• • T•••••••• L•••• N•• 1•• • 5•• P•••••• T•••• F•••

Taft-Hartley planSouth Charleston, WV
Assets
$453M
Total assets, Dec 31, 2024 reported
Funded
89.1%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
2
none on the tape
Plan sponsor: E••••••• • T•••••••• L•••• N•• 1•• • 5•• P•••••• T•••• F•••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 1.4%
  • Non-interest-bearing cash 0.9%
  • Corporate debt instruments (other) 2.7%
  • U.S. Government securities 6.1%
  • Other investments 26.2%
  • Registered investment companies 41.8%
  • Common stock 19.7%
Consultants and advisers
11 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on Schedule C
From Schedule C (investment management, code 28)
Commitments
2 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024V•••••• T•••••••• I••••••••• S••collective trustGlobal Trust CompanyPooled vehicles$14.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022V•••••• T•••••••• I••••••••• S••collective trustGlobal Trust CompanyPooled vehicles$11.5M heldDisclosed holdingaskebsa.dol.gov
Size and funding
30 readings
Total assets
$453M Dec 31, 2024 reported Form 5500
$420M (2023-12) · $386M (2022-12)
Plan assets
$419M Jan 1, 2024 reported Form 5500
$386M (2023-01) · $441M (2022-01)
Net assets
$453M Dec 31, 2024 reported Form 5500
$420M (2023-12) · $386M (2022-12)
Funded ratio
89.1% Jan 1, 2024 reported Form 5500
85.1% (2023-01) · 83.9% (2022-01)
Participants
5,335 Jan 1, 2024 reported Form 5500
5,199 (2023-01) · 5,166 (2022-01)
Contributions
$27.1M Dec 31, 2024 reported Form 5500
$29.2M (2023-12) · $26.9M (2022-12)
Benefits paid
$33.4M Dec 31, 2024 reported Form 5500
$32.9M (2023-12) · $32.6M (2022-12)
Net investment income
$32.9M Dec 31, 2024 reported Form 5500
$33.8M (2023-12) · $-55.0M (2022-12)
Investment management fees
$1.3M Dec 31, 2024 reported Form 5500
$1.3M (2023-12) · $1.3M (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 20245,335n/an/an/a$453Mn/an/an/a
2023 to Dec 31, 20235,199n/an/an/a$420Mn/an/an/a
2022 to Dec 31, 20225,166n/an/an/a$386Mn/an/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
2 events
  • Jan 1, 2024Funded status changed
    E••••••• • T•••••••• L•••• N•• 1•• • 5•• P•••••• T•••• F••• funded ratio 85.1% -> 89.1% (2023-01-01 to 2024-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Assets changed
    E••••••• • T•••••••• L•••• N•• 1•• • 5•• P•••••• T•••• F••• plan assets $441M -> $386M (-12.5%, 2022-01-01 to 2023-01-01)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 556021850-001
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.