This allocator's name

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Taft-Hartley plan in Pennsylvania

Taft-Hartley plan· Southeastern, Pennsylvania

Taft-Hartley plan, based in Southeastern, Pennsylvania, reporting $912,658 in assets, for 442 participants.

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

Assets
$912,658
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. Last change: 31 Dec 2024, Manager relationship ended.

Size, funding, policy and commitments, with their basesTaft-Hartley planShow
Taft-Hartley plan
Assets
$912,658
Total assets, Dec 31, 2025 reported
Funded
not on record
not filed
Private markets target
no policy read
policy Dec 31, 2025
Commitments
0
none on the tape
Allocation policy
Form 5500, as of Dec 31, 2025
Actual allocation lines without a target (as filed)
  • Non-interest-bearing cash 84.0%
Consultants and advisers
2 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
3 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
24 readings
Total assets
$912,658 Dec 31, 2025 reported Form 5500
$951,908 (2024-12) · $1.1M (2023-12) · $5.9M (2022-12)
Net assets
$257,558 Dec 31, 2025 reported Form 5500
$351,858 (2024-12) · $141,135 (2023-12) · $5.9M (2022-12)
Participants
442 Jan 1, 2025 reported Form 5500
456 (2024-01) · 489 (2023-01) · 505 (2022-01)
Benefits paid
$2.4M Dec 31, 2025 reported Form 5500
$2.6M (2024-12) · $5.6M (2023-12) · $7.3M (2022-12)
Net investment income
-$94,300 Dec 31, 2025 reported Form 5500
$210,723 (2024-12) · -$5.7M (2023-12) · -$8.8M (2022-12)
Investment management fees
$0 Dec 31, 2025 reported Form 5500
$717 (2024-12) · $40,033 (2023-12) · $37,478 (2022-12)
Form 5500 filings
4 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2025 to Dec 31, 2025442Not disclosedNot disclosedn/a$912,658Not disclosedNot disclosedNot disclosed
2024 to Dec 31, 2024456Not disclosedNot disclosedn/a$951,908Not disclosedNot disclosedNot disclosed
2023 to Dec 31, 2023489Not disclosedNot disclosedn/a$1.1MNot disclosedNot disclosedNot disclosed
2022 to Dec 31, 2022505Not disclosedNot disclosedn/a$5.9MNot disclosedNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • Phoenix Benefit Administrators LLC codes 13 15 50 $48,477 PY2025
  • The Mckeogh Company codes 11 50 $25,000 PY2025
  • Meranze, Katz & Gaudioso PC codes 29 50 $24,000 PY2025

+18 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.

Record history

3 dated events on the change ledger, latest first
  • Manager relationship ended
    2024-12-31source
  • Total assets changed
    2023-12-31source
  • Total assets changed
    2024-12-31source

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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+4 connections on the graph

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