This allocator's name 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 Ohio
Taft-Hartley plan, based in Maumee, Ohio, reporting $62.7M in assets, for 526 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $62.7M
- Funded ratio
- 114.9%
- Fund commitments
- 3
Nothing material in the last 90 days. No dated change on record yet.
Capital path
who backs this record, through what, into what; each name opens its own path- Separate Account 1743 commitments
- Longview Broad Market 3000 Index Fu3 commitments
- Multi-Employer Property Trust3 commitments
- Aetna Life Insurance Company3 commitments
- Amalgamated Bank3 commitments
- NEW Tower Trust Company3 commitments
Size, funding, policy and commitments, with their basesTaft-Hartley planShowHide
- Interest-bearing cash 0.2%
- Insurance company general account 1.7%
- Partnership/joint venture interests 7.3%
- Common/collective trusts 50.3%
- Pooled separate accounts 1.1%
- Registered investment companies 38.5%
- Segal Marco Advisors Investment adviser (plan)through Jun 30, 2023 Form 5500
- Milliman, Inc. Actuarythrough Jun 30, 2023 Form 5500
- Amalgamated Bank of New York Custodianthrough Jun 30, 2023 Form 5500
- Aetna Life Insurance Company3 rows, latest Jun 30, 2025
- Amalgamated Bank3 rows, latest Jun 30, 2025
- NEW Tower Trust Company3 rows, latest Jun 30, 2025
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Jun 30, 2025 | Separate Account 174separate account | Aetna Life Insurance Company | Pooled vehicles | $665,020 held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2025 | Longview Broad Market 3000 Index Fucollective trust | Amalgamated Bank | Pooled vehicles | $27.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2025 | Multi-Employer Property Trustcollective trust | NEW Tower Trust Company | Real estate | $3.9M 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 Jun 30, 2025 | 526 | Not disclosed | Not disclosed | n/a | $62.7M | $4.6M | Not disclosed | Not disclosed |
| 2023 to Jun 30, 2024 | 526 | Not disclosed | Not disclosed | n/a | $57.1M | $4.5M | Not disclosed | Not disclosed |
| 2022 to Jun 30, 2023 | 524 | Not disclosed | Not disclosed | n/a | $52.4M | $3.1M | Not disclosed | Not disclosed |
- this allocator codes 13 $72,263 PY2024
- Milliman Inc. codes 11 $36,413 PY2024
- Segal Marco Advisors codes 27 $35,000 PY2024
+27 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 3 traced paths of capital across the graphs.
DFX traced 3 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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›Connections
every published relationship on the graph
+4 connections on the graph
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.