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Taft-Hartley plan in Ohio

Taft-Hartley plan· Holland, Ohio

Taft-Hartley plan, based in Holland, Ohio, reporting $34.8M in assets, for 1,330 participants.

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

Assets
$34.8M
Open searchesAllocation policy
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. No dated change on record yet.

Size, funding, policy and commitments, with their basesTaft-Hartley planShow
Taft-Hartley plan
Assets
$34.8M
Total assets, Dec 31, 2022 reported
Funded
not on record
not filed
Private markets target
no policy read
policy Dec 31, 2022
Commitments
0
none on the tape
Allocation policy
Form 5500, as of Dec 31, 2022
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 1.8%
  • Non-interest-bearing cash 0.2%
  • Corporate debt instruments (other) 3.4%
  • U.S. Government securities 5.0%
  • Other investments 0.9%
  • Registered investment companies 79.7%
  • Common stock 8.9%
Consultants and advisers
2 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
3 managers on Schedule C
From Schedule C (investment management, code 28)
What changed
No dated events yet.
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
7 readings
Total assets
$34.8M Dec 31, 2022 reported Form 5500
Net assets
$34.7M Dec 31, 2022 reported Form 5500
Participants
1,330 Jan 1, 2022 reported Form 5500
Contributions
$132,094 Dec 31, 2022 reported Form 5500
Benefits paid
$3.1M Dec 31, 2022 reported Form 5500
Net investment income
-$11.2M Dec 31, 2022 reported Form 5500
Investment management fees
$96,500 Dec 31, 2022 reported Form 5500
Form 5500 filings
1 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2025 to Dec 31, 20221,330Not disclosedNot disclosedn/a$34.8MNot disclosedNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)

+5 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.

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

›Connections

every published relationship on the graph

+7 connections on the graph

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