This allocator's name

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Taft-Hartley plan in Washington

Taft-Hartley plan· Mercer Island, Washington

Taft-Hartley plan, based in Mercer Island, Washington, reporting $87.6M in assets, for 2,194 participants.

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

Assets
$87.6M
Funded ratio
99.7%
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. Last change: 31 Dec 2024, Changed investment consultant to Bank of America.

Size, funding, policy and commitments, with their basesTaft-Hartley planShow
Taft-Hartley plan
Assets
$87.6M
Total assets, Mar 31, 2025 reported
Funded
99.7%
Apr 1, 2024
Private markets target
no policy read
policy Mar 31, 2025
Commitments
0
none on the tape
Allocation policy
Form 5500, as of Mar 31, 2025
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 7.1%
  • Non-interest-bearing cash 0.5%
  • Registered investment companies 92.3%
Consultants and advisers
3 firms
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
1 event
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
$87.6M Mar 31, 2025 reported Form 5500
$86.9M (2024-03) · $81.7M (2023-03)
Plan assets
$86.9M Apr 1, 2024 reported Form 5500
$81.6M (2023-04) · $90.2M (2022-04)
Net assets
$87.6M Mar 31, 2025 reported Form 5500
$86.9M (2024-03) · $81.6M (2023-03)
Funded ratio
99.7% Apr 1, 2024 reported Form 5500
99.8% (2023-04) · 100.9% (2022-04)
Participants
2,194 Apr 1, 2024 reported Form 5500
2,167 (2023-04) · 2,084 (2022-04)
Contributions
$1.0M Mar 31, 2025 reported Form 5500
$626,134 (2024-03) · $707,495 (2023-03)
Benefits paid
$5.2M Mar 31, 2025 reported Form 5500
$5.1M (2024-03) · $4.9M (2023-03)
Net investment income
$728,140 Mar 31, 2025 reported Form 5500
$5.2M (2024-03) · -$8.6M (2023-03)
Investment management fees
$82,464 Mar 31, 2025 reported Form 5500
$79,280 (2024-03) · $83,259 (2023-03)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Mar 31, 20252,194Not disclosedNot disclosedn/a$87.6MNot disclosedNot disclosedNot disclosed
2023 to Mar 31, 20242,167Not disclosedNot disclosedn/a$86.9MNot disclosedNot disclosedNot disclosed
2022 to Mar 31, 20232,084Not disclosedNot disclosedn/a$81.7MNot disclosedNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • Welfare & Pension Admin Svc, Inc codes 10 12 13 14 15 50 $193,722 PY2024
  • Milliman codes 11 17 34 50 $134,868 PY2024
  • RV Kuhns & Associates codes 27 50 $58,262 PY2024

+23 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 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

1 dated event on the change ledger, latest first
  • Consultant changed
    2024-12-31source

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

+5 connections on the graph

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