This allocator's name

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Taft-Hartley plan in New Jersey

Taft-Hartley plan· MT. Laurel, New Jersey

Taft-Hartley plan, based in MT. Laurel, New Jersey, for 497 participants.

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

Funded ratio
93.1%
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 2023, Total assets changed.

Size, funding, policy and commitments, with their basesTaft-Hartley planShow
Taft-Hartley plan
Assets
not established
Total assets, Dec 31, 2023 reported
Funded
93.1%
Jan 1, 2023
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 1.9%
  • Non-interest-bearing cash 0.8%
  • Corporate debt instruments (other) 2.7%
  • Corporate debt instruments (preferred) 0.5%
  • U.S. Government securities 13.1%
  • Partnership/joint venture interests 0.5%
  • Registered investment companies 33.0%
  • Common stock 46.9%
Consultants and advisers
3 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
No manager relationship is on the tape for this allocator.
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
19 readings
Total assets
$0 Dec 31, 2023 reported Form 5500
$29.4M (2022-12)
Plan assets
$29.4M Jan 1, 2023 reported Form 5500
$35.9M (2022-01)
Net assets
$0 Dec 31, 2023 reported Form 5500
$29.4M (2022-12)
Funded ratio
93.1% Jan 1, 2023 reported Form 5500
97.8% (2022-01)
Participants
497 Jan 1, 2023 reported Form 5500
441 (2022-01)
Contributions
$1.8M Dec 31, 2023 reported Form 5500
$1.8M (2022-12)
Benefits paid
$2.3M Dec 31, 2023 reported Form 5500
$2.2M (2022-12)
Net investment income
$3.3M Dec 31, 2023 reported Form 5500
-$6.5M (2022-12)
Investment management fees
$204,118 Dec 31, 2022 reported Form 5500
Form 5500 filings
2 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2023 to Dec 31, 2023497Not disclosedNot disclosedn/a$0$0Not disclosedNot disclosed
2022 to Dec 31, 2022441Not disclosedNot disclosedn/a$29.4M$153,849Not disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • Merrill Lynch codes 18 51 60 71 $187,966 PY2023
  • Frank M. Vaccaro & Associates, Inc. codes 13 50 $50,741 PY2023
  • Spivak Lipton LLP codes 29 50 $36,380 PY2023

+9 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 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: assets, fund commitments, managers.

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

every published relationship on the graph

+4 connections on the graph

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