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

I••••••••• L•••• 3• P•••••• P•••

Taft-Hartley planPittsburgh, PA
Assets
$12.5M
Total assets, Dec 31, 2024 reported
Funded
72.9%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
1 managers on Schedule C
Plan sponsor: I••••••••• L•••• 3• P•••••• P•••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 1.7%
  • Non-interest-bearing cash 0.9%
  • Registered investment companies 96.5%
Consultants and advisers
2 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
2 managers on Schedule C
From Schedule C (investment management, code 28)
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
$12.5M Dec 31, 2024 reported Form 5500
$11.6M (2023-12) · $9.9M (2022-12)
Plan assets
$11.6M Jan 1, 2024 reported Form 5500
$9.9M (2023-01) · $11.1M (2022-01)
Net assets
$12.5M Dec 31, 2024 reported Form 5500
$11.6M (2023-12) · $9.9M (2022-12)
Funded ratio
72.9% Jan 1, 2024 reported Form 5500
72.0% (2023-01) · 70.0% (2022-01)
Participants
179 Jan 1, 2024 reported Form 5500
185 (2023-01) · 151 (2022-01)
Contributions
$845,374 Dec 31, 2024 reported Form 5500
$1.3M (2023-12) · $1.3M (2022-12)
Benefits paid
$711,115 Dec 31, 2024 reported Form 5500
$701,415 (2023-12) · $575,281 (2022-12)
Net investment income
$855,332 Dec 31, 2024 reported Form 5500
$1.7M (2023-12) · $-1.2M (2022-12)
Investment management fees
$46,750 Dec 31, 2024 reported Form 5500
$45,446 (2023-12) · $45,826 (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 2024179n/an/an/a$12.5Mn/an/an/a
2023 to Dec 31, 2023185n/an/an/a$11.6Mn/an/an/a
2022 to Dec 31, 2022151n/an/an/a$9.9Mn/an/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
5 events
  • Dec 31, 2024Manager relationship started
    C••••• Partners appears on I••••••••• L•••• 3• P•••••• P•••'s Schedule C as investment manager (plan year 2024 vs 2023)
    with C••••• P••••••• L••askebsa.dol.gov
  • Jan 1, 2024Assets changed
    I••••••••• L•••• 3• P•••••• P••• plan assets $10M -> $12M (+17.6%, 2023-01-01 to 2024-01-01)
    askebsa.dol.gov
  • Dec 31, 2023Assets changed
    I••••••••• L•••• 3• P•••••• P••• total assets $10M -> $12M (+17.6%, 2022-12-31 to 2023-12-31)
    askebsa.dol.gov
  • Jan 1, 2023Funded status changed
    I••••••••• L•••• 3• P•••••• P••• funded ratio 70.0% -> 72.0% (2022-01-01 to 2023-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Assets changed
    I••••••••• L•••• 3• P•••••• P••• plan assets $11M -> $10M (-10.8%, 2022-01-01 to 2023-01-01)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 256073053-001
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.