DFX Intelligence

This allocator's name, 4 more advisers and 5 more dated events

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Taft-Hartley plan in District of Columbia

Taft-Hartley plan· Washington, District of Columbia

Taft-Hartley plan, based in Washington, District of Columbia, reporting $1.6B in assets, for 17,199 participants.

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

As of 2024-12-31 · the latest dated event for this allocator; each figure carries its own filing or report date

Assets: $1.6B
Funded ratio: 103.9%
Managers: 1

Open searches Allocation policy Consultants

Managers

As of 2024-12-31 · 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, Changed investment consultant to Edelman Consulting LLC.

Size, funding, policy and commitments, with their basesTaft-Hartley planShow

Taft-Hartley plan

Assets

$1.6B

Total assets, Dec 31, 2024 reported

Funded

103.9%

Jan 1, 2024

Private markets target

no policy read

policy Dec 31, 2024

Commitments

1 manager on Schedule C

Allocation policy

Form 5500, as of Dec 31, 2024

Actual allocation lines without a target (as filed)

Non-interest-bearing cash 0.9%
Master trust investment accounts 98.7%

Consultants and advisers

7 firms

Edelman Consulting LLC General consultantthrough Dec 31, 2024 Form 5500
Segal Marco Advisors Investment adviser (plan)through Dec 31, 2022 Form 5500
Gallagher Fiduciary Advisors Investment adviser (plan)through Dec 31, 2022 Form 5500

+4 more consultants and advisers 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

12 managers on Schedule C

From Schedule C (investment management, code 28)

Loop Capital Markets LLCplan years 2024
National Investment Svcs of Amerplan years 2022
State Street Global Advisorsplan years 2022

+9 more Schedule C managers

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

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What changed

10 events

Dec 31, 2024Consultant changedinference
with Edelman Consulting LLCaskebsa.dol.gov
Dec 31, 2024Manager relationship endedinference
with Congress Asset Managementaskebsa.dol.gov
Dec 31, 2024Manager relationship started
with Loop Capital Markets LLCaskebsa.dol.gov
Dec 31, 2024Assets changed
$174Maskebsa.dol.gov
Jan 1, 2024Funded status changed
down 3 pointsaskebsa.dol.gov

+5 more dated events

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

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.

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

27 readings

Total assets

$1.6B Dec 31, 2024 reported Form 5500

$1.5B (2023-12) · $1.3B (2022-12)

Plan assets

$1.5B Jan 1, 2024 reported Form 5500

$1.3B (2023-01) · $1.5B (2022-01)

Net assets

$1.6B Dec 31, 2024 reported Form 5500

$1.5B (2023-12) · $1.3B (2022-12)

Funded ratio

103.9% Jan 1, 2024 reported Form 5500

106.4% (2023-01) · 109.9% (2022-01)

Participants

17,199 Jan 1, 2024 reported Form 5500

16,679 (2023-01) · 19,859 (2022-01)

Contributions

$84.0M Dec 31, 2024 reported Form 5500

$75.5M (2023-12) · $68.8M (2022-12)

Benefits paid

$79.5M Dec 31, 2024 reported Form 5500

$73.3M (2023-12) · $74.5M (2022-12)

Net investment income

$174M Dec 31, 2024 reported Form 5500

$160M (2023-12) · -$188M (2022-12)

Form 5500 filings

3 plan years

Plan year	Participants	Assets (SB market)	Funding target	FTAP	Total assets (H)	Partnerships / JV	Master trust	Real estate
2024 to Dec 31, 2024	17,199	Not disclosed	Not disclosed	n/a	$1.6B	Not disclosed	$1.6B	Not disclosed
2023 to Dec 31, 2023	16,679	Not disclosed	Not disclosed	n/a	$1.5B	Not disclosed	$1.4B	Not disclosed
2022 to Dec 31, 2022	19,859	Not disclosed	Not disclosed	n/a	$1.3B	Not disclosed	$1.3B	Not disclosed

Service providers and investment entities as filed (Schedule C and D, latest year first)

this allocator codes 13 50 $1.3M PY2024
Pgim Real Estate codes 28 51 $740,235 PY2024
State Street Global Advisors codes 28 51 $252,355 PY2024

+65 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 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.

Record history

10 dated events on the change ledger, latest first

Funded status changed
2023-01-01source
Funded status changed
2024-01-01source
Manager relationship ended
2023-12-31source

+7 more changes on this record's ledger

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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

+20 connections on the graph

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