DFX Intelligence

This allocator's name, 1 more adviser, 6 more commitments and 1 more dated event

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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Taft-Hartley plan in Connecticut

Taft-Hartley plan· Cromwell, Connecticut

Taft-Hartley plan, based in Cromwell, Connecticut, reporting $88.2M in assets, for 1,444 participants.

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

As of 2024-12-31 · the latest dated event for this allocator; each figure carries its own filing or report date

Assets: $88.2M
Funded ratio: 65.3%
Fund commitments: 3
Managers: 2

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Commitments (3)Allocation policy Managers

As of 2024-12-31 · 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, Manager relationship started.

Capital path

who backs this record, through what, into what; each name opens its own path

Taft-Hartley plan in Connecticut

Funds committed to

Ullico Infrastructure Tax Exempt Fu3 commitments
Fixed Income Group Trust3 commitments
Bnym Mellon Afl-Cio Sl Stock Index3 commitments

Managers

Ullico Investment Advisors3 commitments
Segal Advisors, Inc.3 commitments
BNY Mellon3 commitments

Size, funding, policy and commitments, with their basesTaft-Hartley planShow

Taft-Hartley plan

Assets

$88.2M

Total assets, Jun 30, 2025 reported

Funded

65.3%

Jul 1, 2024

Private markets target

no policy read

policy Jun 30, 2025

Commitments

2 managers on Schedule C

Allocation policy

Form 5500, as of Jun 30, 2025

Actual allocation lines without a target (as filed)

Interest-bearing cash 0.8%
Non-interest-bearing cash 1.1%
Other investments 9.6%
Partnership/joint venture interests 2.1%
103-12 investment entities 30.6%
Common/collective trusts 29.4%
Registered investment companies 24.0%

Consultants and advisers

4 firms

Segal Marco Advisors Investment adviser (plan)through Jun 30, 2023 Form 5500
Principal Global Investors LLC Custodianthrough Jun 30, 2024 Form 5500
Segal Actuarythrough Jun 30, 2023 Form 5500

+1 more consultant or adviser 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.

People

No investment staff or executives have been read for this allocator yet.

Manager roster

3 managers on the commitment tape

From the plan’s own commitment disclosures

Ullico Investment Advisors3 rows, latest Jun 30, 2025
Segal Advisors, Inc.3 rows, latest Jun 30, 2025
BNY Mellon3 rows, latest Jun 30, 2025

From Schedule C (investment management, code 28)

Segal Advisors, Inc.plan years
International Real Estate Corporatiplan years 2025
Kayne Anderson Capital Advisors, LPplan years 2024

+1 more Schedule C manager

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

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

What changed

6 events

Dec 31, 2024Manager relationship started
with International Real Estate Corporatiaskebsa.dol.gov
Dec 31, 2024Manager relationship endedinference
with Kayne Anderson Capital Advisors, LPaskebsa.dol.gov
Dec 31, 2024Manager relationship endedinference
with Entrust Global Partners Offshore LPaskebsa.dol.gov
Jul 1, 2024Funded status changed
3 pointsaskebsa.dol.gov
Dec 31, 2023Manager relationship started
with Kayne Anderson Capital Advisors, LPaskebsa.dol.gov

+1 more dated event

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

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Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.

Commitments

9 rows, 0 dated closings

Date	Fund	Manager	Bucket	Amount	Status	Source
as of Jun 30, 2025	Ullico Infrastructure Tax Exempt Fu103 12 ie	Ullico Investment Advisors	Infrastructure	$2.1M held	Disclosed holding	askebsa.dol.gov
as of Jun 30, 2025	Fixed Income Group Trust103 12 ie	Segal Advisors, Inc.	Fixed income	$24.9M held	Disclosed holding	askebsa.dol.gov
as of Jun 30, 2025	Bnym Mellon Afl-Cio Sl Stock Indexcollective trust	BNY Mellon	Public equity	$26.0M 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.

Size and funding

30 readings

Total assets

$88.2M Jun 30, 2025 reported Form 5500

$81.5M (2024-06) · $74.6M (2023-06)

Plan assets

$81.3M Jul 1, 2024 reported Form 5500

$74.3M (2023-07) · $71.1M (2022-07)

Net assets

$87.9M Jun 30, 2025 reported Form 5500

$81.2M (2024-06) · $74.2M (2023-06)

Funded ratio

65.3% Jul 1, 2024 reported Form 5500

62.7% (2023-07) · 61.7% (2022-07)

Participants

1,444 Jul 1, 2024 reported Form 5500

1,466 (2023-07) · 1,485 (2022-07)

Contributions

$10.0M Jun 30, 2025 reported Form 5500

$10.8M (2024-06) · $10.7M (2023-06)

Benefits paid

$11.7M Jun 30, 2025 reported Form 5500

$11.8M (2024-06) · $11.7M (2023-06)

Net investment income

$6.7M Jun 30, 2025 reported Form 5500

$7.0M (2024-06) · $3.1M (2023-06)

Investment management fees

$242,820 Jun 30, 2025 reported Form 5500

$192,496 (2024-06) · $200,912 (2023-06)

Form 5500 filings

3 plan years

Plan year	Participants	Assets (SB market)	Funding target	FTAP	Total assets (H)	Partnerships / JV	Master trust	Real estate
2024 to Jun 30, 2025	1,444	Not disclosed	Not disclosed	n/a	$88.2M	$1.9M	Not disclosed	Not disclosed
2023 to Jun 30, 2024	1,466	Not disclosed	Not disclosed	n/a	$81.5M	$2.9M	Not disclosed	Not disclosed
2022 to Jun 30, 2023	1,485	Not disclosed	Not disclosed	n/a	$74.6M	$2.2M	Not disclosed	Not disclosed

Service providers and investment entities as filed (Schedule C and D, latest year first)

Segal Advisors, Inc. codes 27 50 $106,050 PY2024
The Segal Company codes 11 49 50 $91,514 PY2024
Reid & Riege P.C. codes 29 50 $64,844 PY2024

+45 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.

Capital chain

This record sits on 3 traced paths of capital across the graphs.

Consultant to allocator to manager

DFX traced 3 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.

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Record history

6 dated events on the change ledger, latest first

Funded status changed
2024-07-01source
Manager relationship started
2023-12-31source
Manager relationship started
2023-12-31source

+3 more changes on this record's ledger

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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

+9 connections on the graph

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