This allocator's name, 3 more advisers and 1 more dated event

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Taft-Hartley plan in Washington

Taft-Hartley plan· Seattle, Washington

Taft-Hartley plan, based in Seattle, Washington, reporting $42.4M in assets, for 865 participants.

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

Assets
$42.4M
Funded ratio
98.6%
Fund commitments
1
Managers
1
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Commitments (1)Allocation policyManagers
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 Washington Capital Management, Inc.

Capital path

who backs this record, through what, into what; each name opens its own path
Taft-Hartley plan in Washington
Funds committed to
Managers
Size, funding, policy and commitments, with their basesTaft-Hartley planShow
Taft-Hartley plan
Assets
$42.4M
Total assets, May 31, 2025 reported
Funded
98.6%
Jun 1, 2024
Private markets target
no policy read
policy May 31, 2025
Commitments
1
1 manager on Schedule C
Allocation policy
Form 5500, as of May 31, 2025
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 0.6%
  • Non-interest-bearing cash 1.1%
  • 103-12 investment entities 22.4%
  • Registered investment companies 75.0%
Consultants and advisers
6 firms

+3 more consultants and advisers advise this allocator

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

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People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 manager on the commitment tape
From the plan’s own commitment disclosures
From Schedule C (investment management, code 28)
What changed
6 events

+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
3 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of May 31, 2025Washington Capital Joint Master Tru103 12 ieWashington Capital Management, Inc.Pooled vehicles$9.5M heldDisclosed holdingaskebsa.dol.gov
as of May 31, 2024Washington Capital Joint Master Tru103 12 ieWashington Capital Management, Inc.Pooled vehicles$9.2M heldDisclosed holdingaskebsa.dol.gov
as of May 31, 2023Washington Capital Joint Master Tru103 12 ieWashington Capital Management, Inc.Pooled vehicles$9.7M heldDisclosed holdingaskebsa.dol.gov
Size and funding
30 readings
Total assets
$42.4M May 31, 2025 reported Form 5500
$39.4M (2024-05) · $35.0M (2023-05)
Plan assets
$39.3M Jun 1, 2024 reported Form 5500
$35.0M (2023-06) · $35.0M (2022-06)
Net assets
$42.3M May 31, 2025 reported Form 5500
$39.3M (2024-05) · $35.0M (2023-05)
Funded ratio
98.6% Jun 1, 2024 reported Form 5500
95.3% (2023-06) · 91.9% (2022-06)
Participants
865 Jun 1, 2024 reported Form 5500
806 (2023-06) · 788 (2022-06)
Contributions
$3.0M May 31, 2025 reported Form 5500
$3.1M (2024-05) · $2.6M (2023-05)
Benefits paid
$2.8M May 31, 2025 reported Form 5500
$2.8M (2024-05) · $2.6M (2023-05)
Net investment income
$3.0M May 31, 2025 reported Form 5500
$4.3M (2024-05) · $30,891 (2023-05)
Investment management fees
$122,935 May 31, 2025 reported Form 5500
$108,277 (2024-05) · $125,465 (2023-05)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to May 31, 2025865Not disclosedNot disclosedn/a$42.4MNot disclosedNot disclosedNot disclosed
2023 to May 31, 2024806Not disclosedNot disclosedn/a$39.4MNot disclosedNot disclosedNot disclosed
2022 to May 31, 2023788Not disclosedNot disclosedn/a$35.0MNot disclosedNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)

+29 more service providers

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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 1 traced path of capital across the graphs.

Consultant to allocator to manager

DFX traced 1 path of capital through this record

Every record on each path, what it committed or lent, and as of when.

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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
    2023-06-01source
  • Funded status changed
    2024-06-01source
  • Consultant changed
    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

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+8 connections on the graph

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