This allocator's name

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Taft-Hartley plan in Pennsylvania

Taft-Hartley plan· Philadelphia, Pennsylvania

Taft-Hartley plan, based in Philadelphia, Pennsylvania, reporting $423,463 in assets, for 1,253 participants.

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

Assets
$423,463
Open searchesAllocation policy
As of · the latest dated event for this allocator; each figure carries its own filing or report date

Nothing material in the last 90 days. No dated change on record yet.

Size, funding, policy and commitments, with their basesTaft-Hartley planShow
Taft-Hartley plan
Assets
$423,463
Total assets, Dec 31, 2025 reported
Funded
not on record
not filed
Private markets target
no policy read
policy Dec 31, 2025
Commitments
0
none on the tape
Allocation policy
Form 5500, as of Dec 31, 2025
Actual allocation lines without a target (as filed)
  • Non-interest-bearing cash 98.9%
Consultants and advisers
1 firm
  • Cbiz Ris Actuarythrough Dec 31, 2025 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
No manager relationship is on the tape for this allocator.
What changed
No dated events yet.
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
25 readings
Total assets
$423,463 Dec 31, 2025 reported Form 5500
$428,645 (2024-12) · $469,143 (2023-12) · $456,823 (2022-12)
Net assets
$389,842 Dec 31, 2025 reported Form 5500
$396,304 (2024-12) · $428,854 (2023-12) · $302,380 (2022-12)
Participants
1,253 Jan 1, 2025 reported Form 5500
1,315 (2024-01) · 1,325 (2023-01) · 1,413 (2022-01)
Contributions
$1.5M Dec 31, 2025 reported Form 5500
$1.5M (2024-12) · $1.7M (2023-12) · $1.7M (2022-12)
Benefits paid
$1.3M Dec 31, 2025 reported Form 5500
$1.3M (2024-12) · $1.4M (2023-12) · $1.4M (2022-12)
Net investment income
-$6,462 Dec 31, 2025 reported Form 5500
-$32,550 (2024-12) · $126,474 (2023-12) · -$154,197 (2022-12)
Investment management fees
$0 Dec 31, 2022 reported Form 5500
Form 5500 filings
4 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2025 to Dec 31, 20251,253Not disclosedNot disclosedn/a$423,463Not disclosedNot disclosedNot disclosed
2024 to Dec 31, 20241,315Not disclosedNot disclosedn/a$428,645Not disclosedNot disclosedNot disclosed
2023 to Dec 31, 20231,325Not disclosedNot disclosedn/a$469,143Not disclosedNot disclosedNot disclosed
2022 to Dec 31, 20221,413Not disclosedNot disclosedn/a$456,823Not disclosedNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • Cbiz Retirement Plan Services codes 11 13 50 $125,874 PY2025
  • Novak Francella LLC codes 10 50 $30,162 PY2025
  • Larry Magarik codes 20 50 $23,760 PY2025

+14 more service providers

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

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.

Provenance
Identifiers: none on file
Cross-graph: no entry on another DFX graph
First observed Sep 15, 2026, last observed Sep 29, 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: funded ratio, fund commitments, managers.

›Connections

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+2 connections on the graph

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.

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