DFX Intelligence

This allocator's name, 4 more advisers and 3 more commitments

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Taft-Hartley plan in Connecticut

Taft-Hartley plan· Meriden, Connecticut

Taft-Hartley plan, based in Meriden, Connecticut, reporting $84.8M in assets, for 927 participants.

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

As of 2025-04-30 · the latest dated event for this allocator; each figure carries its own filing or report date

Assets: $84.8M
Funded ratio: 84.6%
Fund commitments: 3
Managers: 3

Open searches Plans backing its top manager Similar plans, same strategy

Commitments (3)Allocation policy Managers

As of 2025-04-30 · 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: 30 Apr 2025, Holding started.

Capital path

who backs this record, through what, into what; each name opens its own path

Taft-Hartley plan in Connecticut

Funds committed to

GQG Partners Global Equity Fund Cit3 commitments
Seperate Account J2 commitments
Separate Account J1 commitment

Managers

Ullico Investment Advisors, Inc.3 commitments
GQG Partners LLC3 commitments

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

Taft-Hartley plan

Assets

$84.8M

Total assets, Apr 30, 2025 reported

Funded

84.6%

May 1, 2024

Private markets target

no policy read

policy Apr 30, 2025

Commitments

3 managers on Schedule C

Allocation policy

Form 5500, as of Apr 30, 2025

Actual allocation lines without a target (as filed)

Interest-bearing cash 3.1%
Non-interest-bearing cash 1.0%
Other investments 1.2%
Partnership/joint venture interests 29.9%
Common/collective trusts 9.8%
Pooled separate accounts 1.4%
Registered investment companies 52.7%

Consultants and advisers

7 firms

Cbiz Ris Pension consultantthrough Apr 30, 2023 Form 5500
Meketa Investment Group Inc. Pension consultantthrough Apr 30, 2023 Form 5500
Bpas Actuarial and Pension Services Actuarythrough Apr 30, 2025 Form 5500

+4 more consultants and advisers advise this allocator

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

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

People

No investment staff or executives have been read for this allocator yet.

Manager roster

2 managers on the commitment tape

From the plan’s own commitment disclosures

Ullico Investment Advisors, Inc.3 rows, latest Apr 30, 2025
GQG Partners LLC3 rows, latest Apr 30, 2025

From Schedule C (investment management, code 28)

GQG Partners LLCplan years
MCG Altscape Master Fund, L.P.plan years 2025
Harborvest Partners, LLCplan years 2025

+7 more Schedule C managers

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

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

What changed

5 events

Apr 30, 2025Holding started
with Ullico Investment Advisors, Inc.$1.2Maskebsa.dol.gov
Apr 30, 2025Holding endedinference
with Ullico Investment Advisors, Inc.$1.1Maskebsa.dol.gov
Dec 31, 2024Manager relationship started
with MCG Altscape Master Fund, L.P.askebsa.dol.gov
May 1, 2024Funded status changed
2 pointsaskebsa.dol.gov
Dec 31, 2023Consultant changedinference
with Cbiz Risaskebsa.dol.gov

Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.

Commitments

6 rows, 0 dated closings

Date	Fund	Manager	Bucket	Amount	Status	Source
as of Apr 30, 2025	Separate Account Jseparate account	Ullico Investment Advisors, Inc.	Pooled vehicles	$1.2M held	Disclosed holding	askebsa.dol.gov
as of Apr 30, 2025	GQG Partners Global Equity Fund Citcollective trust	GQG Partners LLC	Public equity	$8.3M held	Disclosed holding	askebsa.dol.gov
as of Apr 30, 2024	GQG Partners Global Equity Fund Citcollective trust	GQG Partners LLC	Public equity	$9.3M held	Disclosed holding	askebsa.dol.gov

+3 more commitments

Every fund and manager this allocator committed to, with the amount, date and source on each.

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

Size and funding

30 readings

Total assets

$84.8M Apr 30, 2025 reported Form 5500

$80.5M (2024-04) · $76.9M (2023-04)

Plan assets

$80.4M May 1, 2024 reported Form 5500

$76.8M (2023-05) · $78.2M (2022-05)

Net assets

$84.7M Apr 30, 2025 reported Form 5500

$80.4M (2024-04) · $76.8M (2023-04)

Funded ratio

84.6% May 1, 2024 reported Form 5500

82.5% (2023-05) · 82.0% (2022-05)

Participants

927 May 1, 2024 reported Form 5500

921 (2023-05) · 908 (2022-05)

Contributions

$5.8M Apr 30, 2025 reported Form 5500

$5.0M (2024-04) · $5.5M (2023-04)

Benefits paid

$6.8M Apr 30, 2025 reported Form 5500

$7.6M (2024-04) · $6.4M (2023-04)

Net investment income

$4.4M Apr 30, 2025 reported Form 5500

$3.6M (2024-04) · -$1.4M (2023-04)

Investment management fees

$360,494 Apr 30, 2025 reported Form 5500

$335,661 (2024-04) · $364,697 (2023-04)

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 Apr 30, 2025	927	Not disclosed	Not disclosed	n/a	$84.8M	$25.4M	Not disclosed	Not disclosed
2023 to Apr 30, 2024	921	Not disclosed	Not disclosed	n/a	$80.5M	$27.1M	Not disclosed	Not disclosed
2022 to Apr 30, 2023	908	Not disclosed	Not disclosed	n/a	$76.9M	$27.1M	Not disclosed	Not disclosed

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

Meketa Investment Group LLP codes 17 51 $68,125 PY2024
Cbiz Inc codes 11 50 $61,968 PY2024
Solxsys Admin Solutions, LLC codes 13 50 $54,700 PY2024

+47 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 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 4 traced paths of capital across the graphs.

Consultant to allocator to manager

DFX traced 4 paths of capital through this record

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

Includes 3 days of DFX Intelligence. Then $299/month unless canceled.

Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.

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Record history

5 dated events on the change ledger, latest first

Holding in a pooled vehicle started
2025-04-30source
Holding in a pooled vehicle ended
2025-04-30source
Funded status changed
2024-05-01source

+2 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

+18 connections on the graph

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