This allocator's name

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Taft-Hartley plan in Ohio

Taft-Hartley plan· Independence, Ohio

Taft-Hartley plan, based in Independence, Ohio, reporting $2.6M in assets, for 238 participants.

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

Assets
$2.6M
Open searchesAllocation policyConsultants
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 Mariner (andco).

Size, funding, policy and commitments, with their basesTaft-Hartley planShow
Taft-Hartley plan
Assets
$2.6M
Total assets, Dec 31, 2024 reported
Funded
not on record
not filed
Private markets target
no policy read
policy Dec 31, 2024
Commitments
0
none on the tape
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 16.6%
  • Corporate debt instruments (other) 14.0%
  • U.S. Government securities 18.6%
  • Registered investment companies 50.2%
Consultants and advisers
3 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 manager on Schedule C
From Schedule C (investment management, code 28)
What changed
4 events
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
No fund commitments are on the tape for this allocator. The tape holds the plans that publish their own private-markets reports; a plan that publishes one and is not here is a gap we can close.
Size and funding
21 readings
Total assets
$2.6M Dec 31, 2024 reported Form 5500
$3.5M (2023-12) · $4.2M (2022-12)
Net assets
$2.6M Dec 31, 2024 reported Form 5500
$3.5M (2023-12) · $4.2M (2022-12)
Participants
238 Jan 1, 2024 reported Form 5500
246 (2023-01) · 246 (2022-01)
Contributions
$254,496 Dec 31, 2024 reported Form 5500
$254,496 (2023-12) · $254,184 (2022-12)
Benefits paid
$1.2M Dec 31, 2024 reported Form 5500
$1.2M (2023-12) · $1.2M (2022-12)
Net investment income
-$914,654 Dec 31, 2024 reported Form 5500
-$674,432 (2023-12) · -$2.0M (2022-12)
Investment management fees
$21,366 Dec 31, 2024 reported Form 5500
$16,902 (2023-12) · $22,662 (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 2024238Not disclosedNot disclosedn/a$2.6MNot disclosedNot disclosedNot disclosed
2023 to Dec 31, 2023246Not disclosedNot disclosedn/a$3.5MNot disclosedNot disclosedNot disclosed
2022 to Dec 31, 2022246Not disclosedNot disclosedn/a$4.2MNot disclosedNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)

+11 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 15, 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.

Not yet on record: funded ratio, fund commitments, managers.

Record history

4 dated events on the change ledger, latest first
  • Consultant changed
    2024-12-31source
  • Consultant changed
    2024-12-31source
  • Total assets changed
    2023-12-31source

+1 more change 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

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+5 connections on the graph

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