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
P••••••• • P••••••••• L•••• U•••• 7•• P•••••• F•••
Taft-Hartley planPembroke Pines, FL
Assets
$70.8M
Total assets, Dec 31, 2024 reported
Funded
93.2%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
2
none on the tape
Plan sponsor: T••••••• o• t•• P••••••• • P••••••••• L•••• U•••• 7•• P•••••• F•••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 2.6%
- Corporate debt instruments (other) 4.7%
- U.S. Government securities 25.5%
- Partnership/joint venture interests 5.5%
- Common/collective trusts 9.7%
- Registered investment companies 0.0%
- Common stock 51.3%
Consultants and advisers
2 firms
- C•••••• T• C••• Actuarythrough Dec 31, 2023 Form 5500
- S••••••• A•••••••• 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)
- P••• S••••• R••• E••••• G••••plan years 2023
- A••••• C••••••plan years 2023
- A••••••• S••••••plan years 2023
Commitments
2 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 | A• U• L•••• C•• G••••• C•• W•••collective trust | Wilmington Trust Collective Investment Trust Fund | Public equity | $6.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | A• U• L•••• C•• G••••• C•• W•••collective trust | Wilmington Trust Collective Investment Trust Fund | Public equity | $6.1M held | Disclosed holding | askebsa.dol.gov |
Size and funding
30 readings
Investment management fees
$302,254 (2023-12) · $367,357 (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 | 869 | n/a | n/a | n/a | $70.8M | $3.9M | n/a | n/a |
| 2023 to Dec 31, 2023 | 729 | n/a | n/a | n/a | $65.2M | n/a | n/a | $1.5M |
| 2022 to Dec 31, 2022 | 737 | n/a | n/a | n/a | $61.1M | n/a | n/a | $1.8M |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Neba codes 13 50 $121,075 PY2024
- A••••••• S•••••• codes 28 50 $97,937 PY2024
- Columbia Management Investment codes 13 50 $90,208 PY2024
- Sugarman & Susskind, PA codes 29 50 $88,455 PY2024
- P•••ion Fund Evaluations codes 13 50 $37,200 PY2024
- Logan Captial codes 13 50 $36,726 PY2024
- A••••• C•••••• codes 28 50 $31,881 PY2024
- S••••••• A•••••••• Service Co. codes 11 50 $28,850 PY2024
- Lapadula Carlson & Co codes 10 50 $25,272 PY2024
- DSF Multi-Family R••• E••••• codes 13 50 $18,679 PY2024
- A• U• L•••• C•• G••••• C•• W••• Sched. D C $6.9M PY2024
- C•••••• T• C••• codes 11 PY2024
- Neba codes 13 50 $108,025 PY2023
- Columbia Management Investment codes 13 50 $91,101 PY2023
- A••••••• S•••••• codes 28 50 $84,245 PY2023
- Sugarman & Susskind, PA codes 29 50 $80,077 PY2023
- P•••ion Fund Evaluations codes 13 50 $37,200 PY2023
- Logan Capital codes 13 50 $32,732 PY2023
- A••••• C•••••• codes 28 50 $30,427 PY2023
- S••••••• A•••••••• Service Co. codes 11 50 $29,000 PY2023
- DSF Multi-Family R••• E••••• codes 13 50 $27,147 PY2023
- Ksdt & Co, LLC. codes 10 49 $11,475 PY2023
- P••• S••••• R••• E••••• G•••• codes 28 50 $8,125 PY2023
- A• U• L•••• C•• G••••• C•• W••• Sched. D C $6.1M PY2023
- C•••••• T• C••• codes 11 PY2023
- Neba codes $107,495 PY2022
- A••••••• S•••••• codes $95,683 PY2022
- Sugarman & Susskind, PA codes $78,113 PY2022
- Colombia Management Investment codes $68,435 PY2022
- DSF Multi-Family R••• E••••• codes $65,459 PY2022
- Keybank codes $46,874 PY2022
- Logan Capital codes $43,651 PY2022
- P•••ion Fund Evaluations codes $37,200 PY2022
- S••••••• A•••••••• Service Co. codes $32,250 PY2022
- Ksdt & Co, LLC. codes $18,757 PY2022
- P••••••• & P••••••••• Lu 719 codes $12,000 PY2022
- Harris Investment Management codes $3,965 PY2022
- A••••• C•••••• codes $3,180 PY2022
- P••• S••••• R••• E••••• G•••• codes $2,910 PY2022
- S••••••• A•••••••• S••••••• Company codes 11 PY2022
What changed
7 events
- Dec 31, 2024Manager relationship endedinferenceP••• S••••• R••• E••••• G•••• no longer appears on P••••••• • P••••••••• L•••• U•••• 7•• P•••••• F•••'s Schedule C as investment manager (plan year 2024 vs 2023)with P••• S••••• R••• E••••• G••••askebsa.dol.gov
- Jan 1, 2024Funded status changedP••••••• • P••••••••• L•••• U•••• 7•• P•••••• F••• funded ratio 96.5% -> 93.2% (2023-01-01 to 2024-01-01)
- Dec 31, 2023Manager relationship startedA••••••• S•••••• appears on P••••••• • P••••••••• L•••• U•••• 7•• P•••••• F•••'s Schedule C as investment manager (plan year 2023 vs 2022)with A••••••• S••••••askebsa.dol.gov
- Dec 31, 2023Manager relationship startedA••••• C•••••• appears on P••••••• • P••••••••• L•••• U•••• 7•• P•••••• F•••'s Schedule C as investment manager (plan year 2023 vs 2022)with A••••• C••••••askebsa.dol.gov
- Dec 31, 2023Manager relationship startedP••• S••••• R••• E••••• G•••• appears on P••••••• • P••••••••• L•••• U•••• 7•• P•••••• F•••'s Schedule C as investment manager (plan year 2023 vs 2022)with P••• S••••• R••• E••••• G••••askebsa.dol.gov
- Jan 1, 2023Funded status changedP••••••• • P••••••••• L•••• U•••• 7•• P•••••• F••• funded ratio 100.1% -> 96.5% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedP••••••• • P••••••••• L•••• U•••• 7•• P•••••• F••• plan assets $74M -> $61M (-18.1%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 596178477-001
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.