This allocator's name, 1 more adviser, 8 more managers, 30 more commitments and 4 more dated events
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Taft-Hartley plan in Arizona
Taft-Hartley plan, based in Phoenix, Arizona, reporting $124M in assets, for 1,495 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $124M
- Funded ratio
- 102.7%
- Fund commitments
- 13
- Managers
- 1
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- WTC - Cif International Contrarian3 commitments
- Prudential Core Plus Bond Fund3 commitments
- William Blair Emerging Markets Lead3 commitments
- William Blair Investment Management6 commitments
- Wellington Trust Company, Na3 commitments
- Prudential Trust Co.3 commitments
Size, funding, policy and commitments, with their basesTaft-Hartley planShowHide
- Interest-bearing cash 0.4%
- Non-interest-bearing cash 1.0%
- Partnership/joint venture interests 16.6%
- 103-12 investment entities 25.3%
- Common/collective trusts 55.5%
- Alan Biller and Associates Investment adviser (plan)through Jun 30, 2023 Form 5500
- Segal Actuarythrough Jun 30, 2023 Form 5500
- US Bank Custodianthrough 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.
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- William Blair Investment Management6 rows, latest Jun 30, 2025
- Wellington Trust Company, Na3 rows, latest Jun 30, 2025
- Prudential Trust Co.3 rows, latest Jun 30, 2025
+8 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
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- Invesco Trust Companyplan years
- Wellington Trust Companyplan years 2024
- Prudential Trust Co.plan years 2024
+6 more Schedule C managers
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- Jun 30, 2025Assets changed$14.9Maskebsa.dol.gov
- Jul 1, 2024Funded status changed4 pointsaskebsa.dol.gov
- Jul 1, 2024Assets changed$12.8Maskebsa.dol.gov
- Jun 30, 2024Holding endedinference
- Jun 30, 2024Holding endedinference
+4 more dated events
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| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Jun 30, 2025 | WTC - Cif International Contrariancollective trust | Wellington Trust Company, Na | Pooled vehicles | $4.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2025 | Prudential Core Plus Bond Fundcollective trust | Prudential Trust Co. | Fixed income | $6.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2025 | William Blair Emerging Markets Leadcollective trust | William Blair Investment Management | Public equity | $3.9M held | Disclosed holding | askebsa.dol.gov |
+30 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
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| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Jun 30, 2025 | 1,495 | Not disclosed | Not disclosed | n/a | $124M | $20.6M | Not disclosed | Not disclosed |
| 2023 to Jun 30, 2024 | 1,489 | Not disclosed | Not disclosed | n/a | $109M | $17.0M | Not disclosed | Not disclosed |
| 2022 to Jun 30, 2023 | 1,366 | Not disclosed | Not disclosed | n/a | $96.1M | $11.4M | Not disclosed | Not disclosed |
- Alan Biller & Associates codes 27 $225,532 PY2024
- The Segal Company codes 11 $103,869 PY2024
- Southwest Service Administrators codes 13 $94,974 PY2024
+79 more service providers
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Provenance
This record sits on 5 traced paths of capital across the graphs.
DFX traced 5 paths 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
- Holding in a pooled vehicle ended2024-06-30source
- Holding in a pooled vehicle ended2024-06-30source
- Holding in a pooled vehicle ended2024-06-30source
+6 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
+14 connections on the graph
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