Taft-Hartley plan in Tennessee
Taft-Hartley plan, based in Goodlettsville, Tennessee, for 8,187 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: Dec 31, 2024, Total assets changed.
This allocator's name, 4 more managers and 10 more commitments
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- Bnym-M Db Sl Lc Growth Sif2 commitments
- Hardman Johnston Global Advisors Ll2 commitments
- Prisa II Sa2 commitments
- BNY Mellon2 commitments
- Hardman Johnston Global Advisors2 commitments
- Prudential Insurance Company of Ame2 commitments
Relationship network
30 connected entities13 observed commitments12 repeat counterparties8 dated commitments shown here, 2022 to 2023
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 11.7%
- Partnership/joint venture interests 55.3%
- 103-12 investment entities 5.0%
- Common/collective trusts 13.9%
- Pooled separate accounts 3.4%
- Registered investment companies 2.5%
- Common stock 7.8%
Consultants and advisers
- Horizon Actuarial Servicesm, LLC Actuarythrough Dec 31, 2022 Form 5500
- Horizon Actuarial Services Actuarythrough Dec 31, 2022 Form 5500
People
Manager roster
- BNY Mellon2 rows, latest Dec 31, 2023
- Hardman Johnston Global Advisors2 rows, latest Dec 31, 2023
- Prudential Insurance Company of Ame2 rows, latest Dec 31, 2023
+4 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
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- Amalgamated Bankplan years
- Martingaleplan years
- Investment Performance Serviceplan years 2022
+1 more Schedule C manager
Every name, record and relationship behind this count, with the source on each.
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What changed
- Dec 31, 2024Assets changeddown $315Maskebsa.dol.gov
- Dec 31, 2023Holding endedinference
- Jan 1, 2023Assets changeddown $40.0Maskebsa.dol.gov
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2023 | Bnym-M Db Sl Lc Growth Sifcollective trust | BNY Mellon | Pooled vehicles | $31.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Hardman Johnston Global Advisors Ll103 12 ie | Hardman Johnston Global Advisors | Pooled vehicles | $15.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Prisa II Saseparate account | Prudential Insurance Company of Ame | Pooled vehicles | $4.9M held | Disclosed holding | askebsa.dol.gov |
+10 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 Dec 31, 2024 | 8,187 | Not disclosed | Not disclosed | n/a | $0 | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 8,292 | Not disclosed | Not disclosed | n/a | $315M | $174M | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 8,362 | Not disclosed | Not disclosed | n/a | $308M | $153M | Not disclosed | Not disclosed |
- Southern Benefit Administrator codes 13 50 $296,851 PY2024
- Investment Performance Service codes 28 51 $129,000 PY2024
- LAW Office of Alan Eichenbaum, P.A codes 20 50 $101,453 PY2024
+42 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Not yet on record: assets.
Record history
- Total assets changed2024-12-31source on record
- Holding in a pooled vehicle ended2023-12-31source on record
- Total assets changed2023-01-01source on record
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
+7 connections on the graph
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