Taft-Hartley plan in Hawaii
Taft-Hartley plan, based in Honolulu, Hawaii, reporting $391M in assets, for 3,217 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: Dec 31, 2024, Changed investment consultant to this allocator.
This allocator's name, 3 more advisers, 3 more commitments and 6 more dated events
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
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Capital path
who backs this record, through what, into what; each name opens its own path- Separate Account J3 commitments
- Sierra Franklin Eafe Plus Equity Tr2 commitments
- Blackrock Russell 1000 Index1 commitment
- Ullico Investment Advisors, Inc.3 commitments
- Sierra Investmetn Partners, Inc.2 commitments
- Northern Trust Co.1 commitment
Relationship network
53 connected entities6 observed commitments4 repeat counterpartiescommitments 2023 to 2025
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.
- Sponsor
- Fund or vehicle
- 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 planShowHide
Allocation policy
- Interest-bearing cash 4.1%
- Non-interest-bearing cash 0.1%
- Corporate debt instruments (other) 7.5%
- Corporate debt instruments (preferred) 0.7%
- U.S. Government securities 2.1%
- Other investments 17.1%
- Partnership/joint venture interests 4.9%
- Common/collective trusts 4.1%
- Registered investment companies 30.0%
- Common stock 12.7%
- Preferred stock 0.8%
- Real estate (other than employer real property) 0.1%
Consultants and advisers
- this allocator General consultantthrough Sep 30, 2025 Form 5500
- Whitestar Advisors, LLC General consultantthrough Sep 30, 2023 Form 5500
- Raymond James & Associates, Inc. Investment adviser (plan)through Sep 30, 2023 Form 5500
+3 more consultants and advisers advise this allocator
Every name, record and relationship behind this count, with the source on each.
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People
Manager roster
- Ullico Investment Advisors, Inc.3 rows, latest Sep 30, 2025
- Sierra Investmetn Partners, Inc.2 rows, latest Sep 30, 2025
- Northern Trust Co.1 row, latest Sep 30, 2023
- Oakhurst Capital Managementplan years 2025
- C.M. Bidwell & Associates, LLCplan years 2024
- SSI Investment Managementplan years 2024
+8 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
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What changed
- Dec 31, 2024Manager relationship endedinferencewith Brandes Investment Partners,l.p.askebsa.dol.gov
- Dec 31, 2024Consultant changedinferencewith this allocatoraskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferencewith C.M. Bidwell & Associates, LLCaskebsa.dol.gov
- Oct 1, 2024Funded status changed4 pointsaskebsa.dol.gov
- Oct 1, 2024Assets changed$47.5Maskebsa.dol.gov
+6 more dated events
Every name, record and relationship behind this count, with the source on each.
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Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Sep 30, 2025 | Sierra Franklin Eafe Plus Equity Trcollective trust | Sierra Investmetn Partners, Inc. | Public equity | $10.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Sep 30, 2025 | Separate Account Jseparate account | Ullico Investment Advisors, Inc. | Pooled vehicles | $6.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Sep 30, 2024 | Sierra Franklin Eafe Plus Equity Trcollective trust | Sierra Investmetn Partners, Inc. | Public equity | $9.6M held | Disclosed holding | askebsa.dol.gov |
+3 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
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Size and funding
Form 5500 filings
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Sep 30, 2025 | 3,217 | Not disclosed | Not disclosed | n/a | $391M | $19.2M | Not disclosed | $315,296 |
| 2023 to Sep 30, 2024 | 3,568 | Not disclosed | Not disclosed | n/a | $362M | $19.3M | Not disclosed | $446,282 |
| 2022 to Sep 30, 2023 | 3,318 | Not disclosed | Not disclosed | n/a | $315M | $17.8M | Not disclosed | $597,416 |
- this allocator codes 13 $619,202 PY2024
- Kobayashi Sugita & Goda LLP codes 29 $571,344 PY2024
- Exponent, Inc. codes 49 $450,893 PY2024
+94 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
This record sits on 9 traced paths of capital across the graphs.
DFX traced 9 paths of capital through this record
Every record on each path, what it committed or lent, and as of when.
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Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.
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Record history
- Consultant changed2024-12-31source on record
- Manager relationship ended2024-12-31source on record
- Manager relationship ended2024-12-31source on record
+8 more changes on this record's ledger
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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
+18 connections on the graph
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