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
L•••• 9•• P•••••• P•••
Taft-Hartley planColumbia, MD
Assets
$68.8M
Total assets, Dec 31, 2024 reported
Funded
4.5%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
5
1 managers on Schedule C
Plan sponsor: B•••• o• T••••••• o• L•••• 9•• P•••••• P•••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Non-interest-bearing cash 2.3%
- Common/collective trusts 87.9%
- Registered investment companies 0.2%
Consultants and advisers
3 firms
- S•••• M•••• A••••••• Investment adviser (plan)through Dec 31, 2022 Form 5500
- M•••••••• I••• Actuarythrough Dec 31, 2022 Form 5500
- A••••••••• B••• o• N•• Y••• Custodianthrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
2 managers on the commitment tape
From the plan’s own commitment disclosures
- A••••••••• B•••3 rows, latest Dec 31, 2024
- I••• C••••••••• I•••••••••2 rows, latest Dec 31, 2024
From Schedule C (investment management, code 28)
- A••••••••• B••• o• N•• Y•••plan years 2024
Commitments
5 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 | L••••••• B•••• M••••• 3••• I•••• F•collective trust | A••••••••• B••• | Pooled vehicles | $23.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | I••• I••••••••• C••••••••• F•••collective trust | I••• C••••••••• I••••••••• | Pooled vehicles | $36.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | L••••••• B•••• M••••• 3••• I•••• F•collective trust | A••••••••• B••• | Pooled vehicles | $21.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | I••• I••••••••• C••••••••• F•••collective trust | I••• C••••••••• I••••••••• | Pooled vehicles | $35.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | L••••••• B•••• M••••• 3••• I•••• F•collective trust | A••••••••• B••• | Pooled vehicles | $1.0M held | Disclosed holding | askebsa.dol.gov |
Size and funding
30 readings
Investment management fees
$40,226 (2023-12) · $35,000 (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 | 2,114 | n/a | n/a | n/a | $68.8M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 2,162 | n/a | n/a | n/a | $65.8M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 2,264 | n/a | n/a | n/a | $56.4M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Benesys Inc codes 13 50 $130,259 PY2024
- M••••••• USA, Inc. codes 11 50 $88,480 PY2024
- S•••• M•••• A••••••• codes 27 50 $40,000 PY2024
- Cohen Weiss and Simon codes 29 50 $30,857 PY2024
- Novak Francella, LLC codes 10 50 $23,602 PY2024
- A••••••••• B••• o• N•• Y••• codes 28 49 51 $22,048 PY2024
- John Omeara codes 20 50 $12,500 PY2024
- L••••••• B•••• M••••• 3000 Indx Fd Sched. D C $23.9M PY2024
- Ir+m I••••••••• C••••••••• Fd Sched. D C $36.5M PY2024
- M••••••• Inc. codes 11 PY2024
- Benesys Inc codes 13 50 $127,307 PY2023
- M••••••• USA, Inc. codes 11 50 $50,741 PY2023
- S•••• M•••• A••••••• codes 27 50 $32,500 PY2023
- Cohen Weiss and Simon codes 29 50 $32,455 PY2023
- John Omeara codes 20 50 $12,500 PY2023
- A••••••••• B••• o• N•• Y••• codes 19 51 $7,726 PY2023
- L••••••• B•••• M••••• 3000 Indx Fd Sched. D C $21.7M PY2023
- Ir+m I••••••••• C••••••••• Fd Sched. D C $35.3M PY2023
- M••••••• Inc. codes 11 PY2023
- M••••••• USA, Inc. codes 11 50 $184,442 PY2022
- Benesys Inc codes 13 50 $132,299 PY2022
- Cohen Weiss and Simon codes 29 50 $49,261 PY2022
- S•••• M•••• A••••••• codes 27 50 $30,000 PY2022
- Gitomer & Berenholz, PC codes 10 50 $25,069 PY2022
- John Omeara codes 20 50 $12,500 PY2022
- A••••••••• B••• o• N•• Y••• codes 19 51 $5,000 PY2022
- L••••••• B•••• M••••• 3••• I•••• F• Sched. D C $1.0M PY2022
- M••••••• Inc. codes 11 PY2022
What changed
6 events
- Dec 31, 2024Manager relationship startedA••••••••• B••• o• N•• Y••• appears on L•••• 9•• P•••••• P•••'s Schedule C as investment manager (plan year 2024 vs 2023)with A••••••••• B••• o• N•• Y•••askebsa.dol.gov
- Jan 1, 2024Assets changedL•••• 9•• P•••••• P••• plan assets $2M -> $2M (+23.7%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Holding startedL•••• 9•• P•••••• P••• first reports an interest in I••• I••••••••• C••••••••• F••• (I••• C••••••••• I•••••••••): $35M at 2023-12-31with I••• C••••••••• I•••••••••askebsa.dol.gov
- Dec 31, 2023Assets changedL•••• 9•• P•••••• P••• total assets $56M -> $66M (+16.8%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedL•••• 9•• P•••••• P••• funded ratio 9.0% -> 3.3% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedL•••• 9•• P•••••• P••• plan assets $6M -> $2M (-72.5%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 132640882-001
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.