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
S•••• J••••• L•••• • M••••••••• P•••••• F•••
Taft-Hartley planMT. Laurel, NJ
Assets
$1.0M
Total assets, Dec 31, 2024 reported
Funded
n/a
not filed
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: S•••• J••••• L•••• • M••••••••• P•••••• F•••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 6.7%
- Non-interest-bearing cash 1.0%
- Registered investment companies 91.9%
Consultants and advisers
2 firms
- C•••••• Actuarythrough Dec 31, 2022 Form 5500
- W•••••• a• M••••• Named fiduciarythrough Dec 31, 2022 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
15 readings
Net investment income
$-120,141 (2023-12) · $-235,070 (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 | 139 | n/a | n/a | n/a | $1.0M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 146 | n/a | n/a | n/a | $1.2M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 164 | n/a | n/a | n/a | $1.3M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- BKC, Cpa's codes 10 $21,000 PY2024
- Tri-State Administrators codes $13,080 PY2024
- W•••••• a• M••••• codes 31 $12,000 PY2024
- C••••••, Inc. codes 11 $11,036 PY2024
- O'Brien, Belland, and Bushinsky LLC codes $913 PY2024
- BKC, Cpa's codes 10 $20,250 PY2023
- C••••••, Inc. codes 11 $19,428 PY2023
- Tri-State Administrators codes $12,792 PY2023
- W•••••• a• M••••• codes 31 $12,000 PY2023
- O'Brien, Belland, and Bushinsky LLC codes 29 $230 PY2023
- BKC, Cpa's codes 10 $19,500 PY2022
- Tri-State Administrators codes $14,219 PY2022
- C••••••, Inc. codes 11 $8,776 PY2022
- W•••••• a• M••••• codes 31 $5,850 PY2022
- O'Brien, Belland, and Bushinsky LLC codes 29 $905 PY2022
What changed
1 events
- Dec 31, 2024Assets changedS•••• J••••• L•••• • M••••••••• P•••••• F••• total assets $1M -> $1M (-10.5%, 2023-12-31 to 2024-12-31)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 216013639-001
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.