This allocator's name, 1 more adviser and 6 more commitments

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Taft-Hartley plan in Maryland

Taft-Hartley plan· Oxon Hill, Maryland

Taft-Hartley plan, based in Oxon Hill, Maryland, reporting $575M in assets, for 10,173 participants.

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

Assets
$575M
Funded ratio
95.3%
Fund commitments
3
Managers
2
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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 2024, Manager relationship started.

Capital path

who backs this record, through what, into what; each name opens its own path
Taft-Hartley plan in Maryland
Funds committed to
Managers
Size, funding, policy and commitments, with their basesTaft-Hartley planShow
Taft-Hartley plan
Assets
$575M
Total assets, Dec 31, 2024 reported
Funded
95.3%
Jan 1, 2024
Private markets target
no policy read
policy Dec 31, 2024
Commitments
3
2 managers on Schedule C
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 1.9%
  • Non-interest-bearing cash 1.4%
  • Corporate debt instruments (other) 7.2%
  • U.S. Government securities 3.6%
  • Partnership/joint venture interests 45.6%
  • Common/collective trusts 5.9%
  • Pooled separate accounts 1.1%
  • Common stock 32.4%
Consultants and advisers
4 firms

+1 more consultant or adviser advise this allocator

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

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People
No investment staff or executives have been read for this allocator yet.
Manager roster
3 managers on the commitment tape
From the plan’s own commitment disclosures
From Schedule C (investment management, code 28)

+8 more Schedule C managers

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

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What changed
3 events
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
9 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024Separate Account Jseparate accountUllico Investment Advisors, Inc.Pooled vehicles$6.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Multi-Employer Property Trustcollective trustNEW Tower Trust CompanyReal estate$21.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024ASB Allegiance Real Estate Fundcollective trustABS Allegiance Real EstateReal estate$12.8M heldDisclosed holdingaskebsa.dol.gov

+6 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
30 readings
Total assets
$575M Dec 31, 2024 reported Form 5500
$557M (2023-12) · $554M (2022-12)
Plan assets
$556M Jan 1, 2024 reported Form 5500
$552M (2023-01) · $603M (2022-01)
Net assets
$572M Dec 31, 2024 reported Form 5500
$556M (2023-12) · $552M (2022-12)
Funded ratio
95.3% Jan 1, 2024 reported Form 5500
92.4% (2023-01) · 90.3% (2022-01)
Participants
10,173 Jan 1, 2024 reported Form 5500
10,173 (2023-01) · 9,957 (2022-01)
Contributions
$27.5M Dec 31, 2024 reported Form 5500
$23.5M (2023-12) · $29.1M (2022-12)
Benefits paid
$46.8M Dec 31, 2024 reported Form 5500
$45.4M (2023-12) · $47.0M (2022-12)
Net investment income
$15.8M Dec 31, 2024 reported Form 5500
$3.9M (2023-12) · -$50.5M (2022-12)
Investment management fees
$3.0M Dec 31, 2024 reported Form 5500
$1.6M (2023-12) · $1.7M (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 202410,173Not disclosedNot disclosedn/a$575M$262MNot disclosedNot disclosed
2023 to Dec 31, 202310,173Not disclosedNot disclosedn/a$557M$274MNot disclosedNot disclosed
2022 to Dec 31, 20229,957Not disclosedNot disclosedn/a$554M$289MNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)

+63 more service providers

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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 3 traced paths of capital across the graphs.

Consultant to allocator to manager

DFX traced 3 paths of capital through this record

Every record on each path, what it committed or lent, and as of when.

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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
  • Funded status changed
    2024-01-01source
  • Manager relationship started
    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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+16 connections on the graph

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