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Taft-Hartley plan in Ohio

Taft-Hartley plan· Broadview Heights, Ohio

Taft-Hartley plan, based in Broadview Heights, Ohio, reporting $461M in assets, for 17,716 participants.

Composed from this allocator's classification, location and filed figures.

Assets
$461M
Funded ratio
78.6%
View relationships
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View relationshipsOpen searchesAllocation policy
As of · the latest dated event for this allocator; each figure carries its own filing or report date
Suggest a correction

Nothing material in the last 90 days. Last change: Dec 31, 2024, Manager relationship ended.

This allocator's name

Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.

Relationship network

12 connected entities

From board minutes, annual reports, Form 5500 filings and public records of commitments, consultants and staff in the allocator graph. Commitment amounts are those the allocator disclosed; many are not printed, and none is estimated.

Some relationships on this record are counted rather than named here. They open with the full profile.

Click any name or line for the commitments and sources behind it. Line weight is commitments together; dashed lines are inferred.

Reading the network
  • Sponsor
  • Service provider
›How strength and recency are read

Managers, funds and consultants are read from the commitments: three or more is a strong observed relationship, two a repeat counterparty. No consultant link is marked current on the source, so none is labelled current or former here. Related plans, people and plan service providers are ordered by what the filing shows.

Darker lines were active in the last 24 months or are current; lighter lines are older or undated.

Size, funding, policy and commitments, with their basesTaft-Hartley planShow
Taft-Hartley plan
Assets
$461M
Total assets, Sep 30, 2025 reported
Funded
78.6%
Oct 1, 2024
Private markets target
no policy read
policy Sep 30, 2025
Commitments
0
none on the tape

Allocation policy

Form 5500, as of Sep 30, 2025
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 2.3%
  • Corporate debt instruments (other) 14.9%
  • U.S. Government securities 8.5%
  • Registered investment companies 16.6%
  • Common stock 57.2%

Consultants and advisers

2 firms

People

No investment staff or executives have been read for this allocator yet.

Manager roster

1 manager on Schedule C
From Schedule C (investment management, code 28)

What changed

4 events
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.

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
Total assets
$461M Sep 30, 2025 reported Form 5500
$444M (2024-09) · $375M (2023-09)
Plan assets
$444M Oct 1, 2024 reported Form 5500
$375M (2023-10) · $347M (2022-10)
Net assets
$460M Sep 30, 2025 reported Form 5500
$443M (2024-09) · $374M (2023-09)
Funded ratio
78.6% Oct 1, 2024 reported Form 5500
74.7% (2023-10) · 74.5% (2022-10)
Participants
17,716 Oct 1, 2024 reported Form 5500
17,768 (2023-10) · 17,568 (2022-10)
Contributions
$22.4M Sep 30, 2025 reported Form 5500
$22.3M (2024-09) · $21.4M (2023-09)
Benefits paid
$40.8M Sep 30, 2025 reported Form 5500
$39.9M (2024-09) · $39.2M (2023-09)
Net investment income
$16.9M Sep 30, 2025 reported Form 5500
$69.1M (2024-09) · $21.4M (2023-09)
Investment management fees
$1.5M Sep 30, 2025 reported Form 5500
$1.6M (2024-09) · $1.5M (2023-09)

Form 5500 filings

3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Sep 30, 202517,716Not disclosedNot disclosedn/a$461MNot disclosedNot disclosedNot disclosed
2023 to Sep 30, 202417,768Not disclosedNot disclosedn/a$444MNot disclosedNot disclosedNot disclosed
2022 to Sep 30, 202317,568Not disclosedNot disclosedn/a$375MNot disclosedNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • Merrill Lynch codes $1.5M PY2024
  • Ufcw Pension Admin Fund codes $477,313 PY2024
  • The Segal Company codes $127,051 PY2024

+24 more service providers

Every name, record and relationship behind this count, with the source on each.

Provenance

Identifiers: none on file
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.

Not yet on record: fund commitments, managers.

Record history

4 dated events on the change ledger, latest event first
  • Manager relationship ended
    2024-12-31source on record
  • Funded status changed
    2024-10-01source on record
  • Total assets changed
    2024-10-01source on record

+1 more change on this record's ledger

The ledger records every merge, rename and reclassification this record went through and the dated filings observed on it, so the identity on this page can be traced to the records it was built from. The ledger's own sentences name other records, so they show with the names.

›Connections

every published relationship on the graph

+4 connections on the graph