This allocator's name, 2 more advisers, 6 more commitments and 2 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.
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.
Taft-Hartley plan in Washington
Taft-Hartley plan, based in Tukwila, Washington, reporting $414M in assets, for 1,610 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $414M
- Funded ratio
- 116.7%
- Fund commitments
- 3
Nothing material in the last 90 days. Last change: 30 Jun 2025, Total assets changed.
Capital path
who backs this record, through what, into what; each name opens its own path- Washington Capital Joint Master Tru3 commitments
- Multi-Employer Property Trust3 commitments
- Loomis Sayles Large Cap Growth Trus3 commitments
- Washington Capital Management, Inc.3 commitments
- NEW Tower Trust Company3 commitments
- Loomis Sayles3 commitments
Size, funding, policy and commitments, with their basesTaft-Hartley planShowHide
- Non-interest-bearing cash 0.2%
- Partnership/joint venture interests 9.5%
- 103-12 investment entities 20.5%
- Common/collective trusts 20.7%
- Registered investment companies 21.5%
- Common stock 26.7%
- Verus Advisory, Inc. Investment adviser (plan)through Jun 30, 2023 Form 5500
- Propel Insurance General consultantthrough Jun 30, 2023 Form 5500
- Wells Fargo Bank Custodianthrough Jun 30, 2025 Form 5500
+2 more consultants and advisers advise this allocator
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.
- Washington Capital Management, Inc.3 rows, latest Jun 30, 2025
- NEW Tower Trust Company3 rows, latest Jun 30, 2025
- Loomis Sayles3 rows, latest Jun 30, 2025
- Loomis Saylesplan years 2023
- Rothschild Asset Management Inc.plan years 2023
- Systematic Financial Managementplan years 2023
+2 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.
- Jun 30, 2025Assets changed$43.0Maskebsa.dol.gov
- Jul 1, 2024Funded status changed3 pointsaskebsa.dol.gov
- Jul 1, 2024Assets changed$35.4Maskebsa.dol.gov
- Jun 30, 2024Assets changed$35.3Maskebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferencewith Rothschild Asset Management Inc.askebsa.dol.gov
+2 more dated events
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Jun 30, 2025 | Washington Capital Joint Master Tru103 12 ie | Washington Capital Management, Inc. | Pooled vehicles | $84.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2025 | Multi-Employer Property Trustcollective trust | NEW Tower Trust Company | Real estate | $17.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2025 | Loomis Sayles Large Cap Growth Truscollective trust | Loomis Sayles | Public equity | $68.3M held | Disclosed holding | askebsa.dol.gov |
+6 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Jun 30, 2025 | 1,610 | Not disclosed | Not disclosed | n/a | $414M | $39.5M | Not disclosed | Not disclosed |
| 2023 to Jun 30, 2024 | 1,930 | Not disclosed | Not disclosed | n/a | $371M | $37.6M | Not disclosed | Not disclosed |
| 2022 to Jun 30, 2023 | 1,947 | Not disclosed | Not disclosed | n/a | $336M | $18.1M | Not disclosed | Not disclosed |
- Great Lakes Advisors, LLC codes 28 68 71 $463,748 PY2024
- Washington Capital Management, Inc. codes 28 51 $398,408 PY2024
- Loomis Sayles & Company, LP codes 28 51 $330,499 PY2024
+52 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
Not yet on record: managers.
This record sits on 6 traced paths of capital across the graphs.
DFX traced 6 paths of capital through this record
Every record on each path, what it committed or lent, and as of when.
Includes 3 days of DFX Intelligence. Then $299/month unless canceled.
Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.
Checking your plan…
Record history
- Funded status changed2024-07-01source
- Manager relationship ended2023-12-31source
- Consultant changed2023-12-31source
+4 more changes on this record's ledger
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.
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
+11 connections on the graph
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.