This allocator's name, 3 more advisers, 3 more commitments and 9 more dated events
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Taft-Hartley plan in Kentucky
Taft-Hartley plan, based in Lexington, Kentucky, reporting $98.0M in assets, for 1,129 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $98.0M
- Funded ratio
- 116.1%
- Fund commitments
- 3
- Managers
- 2
Nothing material in the last 90 days. Last change: 31 Dec 2024, Changed investment consultant to Consulting & Risk Management Inc.
Capital path
who backs this record, through what, into what; each name opens its own path- NIS High Yield Qp Fund, LLC2 commitments
- NIS Total Absolute Return Qp Fund2 commitments
- NIS Intermediate Fixed Income Qp2 commitments
- National Investment Svcs of Amer6 commitments
Size, funding, policy and commitments, with their basesTaft-Hartley planShowHide
- Interest-bearing cash 0.9%
- Non-interest-bearing cash 0.0%
- Insurance company general account 65.4%
- Common/collective trusts 33.5%
- Strategic Capital Partners LLC Investment adviser (plan)through Aug 31, 2024 Form 5500
- Consulting & Risk Management Inc. Pension consultantthrough Aug 31, 2023 Form 5500
- Morgan Stanley Smith Barney, LLC Investment adviser (plan)through Aug 31, 2023 Form 5500
+3 more consultants and advisers advise this allocator
Every name, record and relationship behind this count, with the source on each.
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- National Investment Svcs of Amer6 rows, latest Aug 31, 2025
- National Investment Svcs of Amerplan years
- NIS Investment Managementplan years 2025
- Columbia Investment Managementplan years 2023
+6 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 endedinferencewith Jennison Associatesaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferencewith Aristotle Capital Management, LLCaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferencewith Columbia Investment Managementaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedwith NIS Investment Managementaskebsa.dol.gov
- Dec 31, 2024Consultant changedinferencewith Consulting & Risk Management Inc.askebsa.dol.gov
+9 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 Aug 31, 2025 | NIS High Yield Qp Fund, LLCcollective trust | National Investment Svcs of Amer | Fixed income | $1.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Aug 31, 2025 | NIS Total Absolute Return Qp Fundcollective trust | National Investment Svcs of Amer | Hedge / diversifiers | $2.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Aug 31, 2025 | NIS Intermediate Fixed Income Qpcollective trust | National Investment Svcs of Amer | Fixed income | $28.1M 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.
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| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Aug 31, 2025 | 1,129 | Not disclosed | Not disclosed | n/a | $98.0M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Aug 31, 2024 | 1,176 | Not disclosed | Not disclosed | n/a | $94.6M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Aug 31, 2023 | 1,160 | Not disclosed | Not disclosed | n/a | $88.8M | Not disclosed | Not disclosed | Not disclosed |
- Strategic Capital Partners LLC codes 27 $136,285 PY2024
- NIS Investment Management codes 28 $102,952 PY2024
- Umr codes 13 $69,875 PY2024
+42 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
- Funded status changed2023-09-01source
- Funded status changed2024-09-01source
- Consultant changed2023-12-31source
+11 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
+16 connections on the graph
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