This allocator's name and 1 more adviser

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Taft-Hartley plan in Maryland

Taft-Hartley plan· Baltimore, Maryland

Taft-Hartley plan, based in Baltimore, Maryland, reporting $127M in assets, for 1,731 participants.

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

Assets
$127M
Funded ratio
167.4%
Open searchesAllocation policyConsultants
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.

Size, funding, policy and commitments, with their basesTaft-Hartley planShow
Taft-Hartley plan
Assets
$127M
Total assets, Dec 31, 2024 reported
Funded
167.4%
Jan 1, 2024
Private markets target
no policy read
policy Dec 31, 2024
Commitments
0
none on the tape
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Corporate debt instruments (other) 15.0%
  • Corporate debt instruments (preferred) 31.6%
  • U.S. Government securities 51.0%
  • Registered investment companies 1.7%
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
No manager relationship is on the tape for this allocator.
What changed
1 event
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
18 readings
Total assets
$127M Dec 31, 2024 reported Form 5500
$122M (2023-12)
Plan assets
$122M Jan 1, 2024 reported Form 5500
$0 (2023-01)
Net assets
$126M Dec 31, 2024 reported Form 5500
$122M (2023-12)
Funded ratio
167.4% Jan 1, 2024 reported Form 5500
Participants
1,731 Jan 1, 2024 reported Form 5500
1,731 (2023-01)
Contributions
$0 Dec 31, 2024 reported Form 5500
$122M (2023-12)
Benefits paid
$0 Dec 31, 2024 reported Form 5500
$0 (2023-12)
Net investment income
$4.7M Dec 31, 2024 reported Form 5500
$122M (2023-12)
Investment management fees
$52,355 Dec 31, 2024 reported Form 5500
Form 5500 filings
2 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 20241,731Not disclosedNot disclosedn/a$127MNot disclosedNot disclosedNot disclosed
2023 to Dec 31, 20231,731Not disclosedNot disclosedn/a$122MNot disclosedNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • Groom Law Group, Chartered codes 29 50 $459,922 PY2024
  • AON Consulting, Inc. codes 11 16 50 $339,873 PY2024
  • codes 13 50 $199,562 PY2024

+12 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: fund commitments, managers.

Record history

1 dated event on the change ledger, latest first
  • 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

every published relationship on the graph

+5 connections on the graph

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