This allocator's name and 3 more commitments

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Taft-Hartley plan in Ohio

Taft-Hartley plan· Valley View, Ohio

Taft-Hartley plan, based in Valley View, Ohio, reporting $107M in assets, for 740 participants.

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

Assets
$107M
Funded ratio
5.9%
Fund commitments
3
Managers
1
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Commitments (3)Allocation policyManagers
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 2023, Total assets changed.

Capital path

who backs this record, through what, into what; each name opens its own path
Taft-Hartley plan in Ohio
Funds committed to
Managers
Size, funding, policy and commitments, with their basesTaft-Hartley planShow
Taft-Hartley plan
Assets
$107M
Total assets, Dec 31, 2023 reported
Funded
5.9%
Jan 1, 2023
Private markets target
no policy read
policy Dec 31, 2023
Commitments
3
1 manager on Schedule C
Allocation policy
Form 5500, as of Dec 31, 2023
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 0.7%
  • Non-interest-bearing cash 0.2%
  • 103-12 investment entities 1.8%
  • Common/collective trusts 26.0%
  • Registered investment companies 71.1%
Consultants and advisers
3 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
2 managers on the commitment tape
From the plan’s own commitment disclosures
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
6 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2023Ir+m Intermediate Collective Fundcollective trustGlobal Trust CompanyPooled vehicles$26.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Wamco103 12 ieWestern Asset Mgmt Company, LLCPooled vehicles$2.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Fiam Intermediate Duration Comm Plcollective trustFidelity Institutional Asset MgmtPooled vehicles$994,576 heldDisclosed holdingaskebsa.dol.gov

+3 more commitments

Every fund and manager this allocator committed to, with the amount, date and source on each.

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Size and funding
20 readings
Total assets
$107M Dec 31, 2023 reported Form 5500
$90.8M (2022-12)
Plan assets
$5.9M Jan 1, 2023 reported Form 5500
$13.3M (2022-01)
Net assets
$107M Dec 31, 2023 reported Form 5500
$90.7M (2022-12)
Funded ratio
5.9% Jan 1, 2023 reported Form 5500
8.6% (2022-01)
Participants
740 Jan 1, 2023 reported Form 5500
758 (2022-01)
Contributions
$1.8M Dec 31, 2023 reported Form 5500
$2.0M (2022-12)
Benefits paid
$7.6M Dec 31, 2023 reported Form 5500
$7.5M (2022-12)
Net investment income
$16.7M Dec 31, 2023 reported Form 5500
$77.4M (2022-12)
Investment management fees
$96,244 Dec 31, 2023 reported Form 5500
$68,700 (2022-12)
Form 5500 filings
2 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2023 to Dec 31, 2023740Not disclosedNot disclosedn/a$107MNot disclosedNot disclosedNot disclosed
2022 to Dec 31, 2022758Not disclosedNot disclosedn/a$90.8MNot disclosedNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)

+20 more service providers

Every name, record and relationship behind this count, with the source on each.

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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 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.
Capital chain

This record sits on 2 traced paths of capital across the graphs.

Consultant to allocator to manager

DFX traced 2 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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Record history

3 dated events on the change ledger, latest first
  • Funded status changed
    2023-01-01source
  • Total assets changed
    2023-01-01source
  • Total assets changed
    2023-12-31source

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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+7 connections on the graph

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