This allocator's name, 1 more adviser and 12 more commitments
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Taft-Hartley plan in Connecticut
Taft-Hartley plan, based in Wethersfield, Connecticut, reporting $304M in assets, for 3,063 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $304M
- Funded ratio
- 102.2%
- Fund commitments
- 6
- Managers
- 1
Nothing material in the last 90 days. Last change: 31 Dec 2024, Changed investment consultant to Bridgeway Benefit Technologies.
Capital path
who backs this record, through what, into what; each name opens its own path- SEI Gpa IV Cit Private Equity Fund3 commitments
- SEI Global Private Assets III Colle3 commitments
- SEI Core Property Collective Inv Tr3 commitments
- SEI Investments Management Corp13 commitments
Size, funding, policy and commitments, with their basesTaft-Hartley planShowHide
- Interest-bearing cash 0.2%
- Other investments 0.0%
- Common/collective trusts 14.2%
- Registered investment companies 85.0%
- Bridgeway Benefit Technologies General consultantthrough Mar 31, 2024 Form 5500
- SEI Investment Company Trusteethrough Mar 31, 2023 Form 5500
- The Segal Co. (eastern States) Inc. Actuarythrough Mar 31, 2023 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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- SEI Investments Management Corp13 rows, latest Mar 31, 2025
- SEI Investments Management Corpplan years
- Dec 31, 2024Consultant changedinferencewith Bridgeway Benefit Technologiesaskebsa.dol.gov
- Apr 1, 2024Funded status changeddown 5 pointsaskebsa.dol.gov
- Dec 31, 2023Consultant changedinferencewith Bridgeway Benefit Technologiesaskebsa.dol.gov
- Apr 1, 2023Funded status changed3 pointsaskebsa.dol.gov
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Mar 31, 2025 | SEI Gpa IV Cit Private Equity Fundcollective trust | SEI Investments Management Corp | Private equity | $6.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Mar 31, 2025 | SEI Global Private Assets III Collecollective trust | SEI Investments Management Corp | Pooled vehicles | $4.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Mar 31, 2025 | SEI Global Private Assets V Citcollective trust | SEI Investments Management Corp | Pooled vehicles | $7.5M held | Disclosed holding | askebsa.dol.gov |
+12 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.
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Mar 31, 2025 | 3,063 | Not disclosed | Not disclosed | n/a | $304M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Mar 31, 2024 | 3,042 | Not disclosed | Not disclosed | n/a | $292M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Mar 31, 2023 | 3,055 | Not disclosed | Not disclosed | n/a | $269M | Not disclosed | Not disclosed | Not disclosed |
- Sei codes 21 $1.0M PY2024
- CT Pipe Trades Benefit Funds Admin codes 14 $264,105 PY2024
- The Segal Company (eastern States) codes 11 22 53 $155,022 PY2024
+37 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
This record sits on 3 traced paths of capital across the graphs.
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
- Holding in a pooled vehicle started2025-03-31source
- Holding in a pooled vehicle ended2025-03-31source
- Funded status changed2023-04-01source
+3 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
+6 connections on the graph
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