This allocator's name, 2 more advisers and 6 more commitments
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 New Jersey
Taft-Hartley plan, based in Mountainside, New Jersey, reporting $202M in assets, for 1,989 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $202M
- Funded ratio
- 78.5%
- Fund commitments
- 3
Nothing material in the last 90 days. Last change: 1 Sep 2024, Total assets changed.
Capital path
who backs this record, through what, into what; each name opens its own path- ASB Labor Equity Index Fund3 commitments
- Bnym-M Db Nsl Intl Sif3 commitments
- EB Dv Non-Sl Broad Market Stock Ind3 commitments
- BNY Mellon6 commitments
- Chevy Chase Trust Company3 commitments
Size, funding, policy and commitments, with their basesTaft-Hartley planShowHide
- Interest-bearing cash 3.4%
- Corporate debt instruments (other) 10.0%
- U.S. Government securities 16.1%
- Other investments 19.1%
- Common/collective trusts 23.6%
- Common stock 25.6%
- Real estate (other than employer real property) 2.4%
- Kenneth Nowak, Esq. General consultantthrough Aug 31, 2023 Form 5500
- Actuaries Unlimited, Inc. Actuarythrough Aug 31, 2025 Form 5500
- The Segal Group, Inc. Actuarythrough Aug 31, 2023 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.
- BNY Mellon6 rows, latest Aug 31, 2025
- Chevy Chase Trust Company3 rows, latest Aug 31, 2025
- Morgan Stanley Smith Barney, LLCplan years 2023
- UBS Realtyplan years 2023
- BNY Mellonplan years 2023
+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.
- Sep 1, 2024Assets changed$21.5Maskebsa.dol.gov
- Aug 31, 2024Assets changed$19.8Maskebsa.dol.gov
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Aug 31, 2025 | ASB Labor Equity Index Fundcollective trust | Chevy Chase Trust Company | Public equity | $13.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Aug 31, 2025 | Bnym-M Db Nsl Intl Sifcollective trust | BNY Mellon | Pooled vehicles | $17.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Aug 31, 2025 | EB Dv Non-Sl Broad Market Stock Indcollective trust | BNY Mellon | Public equity | $16.9M 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 Aug 31, 2025 | 1,989 | Not disclosed | Not disclosed | n/a | $202M | Not disclosed | Not disclosed | $4.8M |
| 2023 to Aug 31, 2024 | 1,938 | Not disclosed | Not disclosed | n/a | $190M | Not disclosed | Not disclosed | $5.2M |
| 2022 to Aug 31, 2023 | 1,934 | Not disclosed | Not disclosed | n/a | $170M | Not disclosed | Not disclosed | $6.0M |
- Morgan Stanley Smith Barney LLC codes 28 $196,597 PY2024
- The Segal Company codes 11 $121,221 PY2024
- Janney Montgomery Scott LLC codes 28 $117,116 PY2024
+37 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 2 traced paths of capital across the graphs.
DFX traced 2 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
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
+10 connections on the graph
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