This allocator's name, 1 more adviser, 4 more managers, 19 more commitments and 22 more dated events
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
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Taft-Hartley plan in Washington
Taft-Hartley plan, based in Seattle, Washington, reporting $180M in assets, for 4,449 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $180M
- Funded ratio
- 120.0%
- Fund commitments
- 8
- Managers
- 14
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- ALL Weather Portfolio Limited3 commitments
- Artisan Multiple Investment Trust3 commitments
- BNY Mellon/walter Scott Glb Eq3 commitments
Size, funding, policy and commitments, with their basesTaft-Hartley planShowHide
- Non-interest-bearing cash 0.4%
- Other investments 28.7%
- Partnership/joint venture interests 21.0%
- 103-12 investment entities 18.6%
- Common/collective trusts 17.6%
- Registered investment companies 12.1%
- Common stock 1.0%
- Nepc, LLC Investment adviser (plan)through Dec 31, 2023 Form 5500
- The Mckeogh Company Actuarythrough Dec 31, 2022 Form 5500
- Cheiron Actuarythrough Dec 31, 2022 Form 5500
+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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- BNY Mellon6 rows, latest Dec 31, 2024
- Bridgewater3 rows, latest Dec 31, 2024
- Artisan Partners3 rows, latest Dec 31, 2024
+4 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
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- Boston Trust Walden Companyplan years
- Artisan Partnersplan years
- Kennedy Lewis Management LPplan years 2024
+24 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
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- Dec 31, 2024Manager relationship startedwith Callodine Credit Managementaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferencewith Calodine Credit Managementaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedwith Brookfield Asset Management Privateaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedwith King Street Capital Management, L.Paskebsa.dol.gov
- Dec 31, 2024Manager relationship startedwith Fortress Investment Group LLCaskebsa.dol.gov
+22 more dated events
Every name, record and relationship behind this count, with the source on each.
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| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | ALL Weather Portfolio Limited103 12 ie | Bridgewater | Pooled vehicles | $11.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Boston Trust Walden Small Cap Citcollective trust | Boston Trust Walden Company | Public equity | $1.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Artisan Multiple Investment Trustcollective trust | Artisan Partners | Pooled vehicles | $12.1M held | Disclosed holding | askebsa.dol.gov |
+19 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
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| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Dec 31, 2024 | 4,449 | Not disclosed | Not disclosed | n/a | $180M | $37.8M | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 4,274 | Not disclosed | Not disclosed | n/a | $171M | $34.5M | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 4,516 | Not disclosed | Not disclosed | n/a | $152M | $34.6M | Not disclosed | Not disclosed |
- Northwest Administrators, Inc. codes 13 $583,975 PY2024
- The Mckeogh Company codes 11 17 $170,105 PY2024
- EQT Fund Management codes 28 $154,585 PY2024
+92 more service providers
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Provenance
This record sits on 5 traced paths of capital across the graphs.
DFX traced 5 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
- Holding in a pooled vehicle started2023-12-31source
- Holding in a pooled vehicle started2023-12-31source
- Funded status changed2024-01-01source
+24 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
+32 connections on the graph
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