This allocator's name, 2 more managers, 8 more commitments and 8 more dated events
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Taft-Hartley plan in Massachusetts
Taft-Hartley plan, based in Dorchester, Massachusetts, reporting $165M in assets, for 2,210 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $165M
- Funded ratio
- 117.6%
- Fund commitments
- 5
- Managers
- 1
Nothing material in the last 90 days. Last change: 31 Dec 2024, Manager relationship ended.
Capital path
who backs this record, through what, into what; each name opens its own path- ASB Allegiance Real Estate Fund3 commitments
- Multi-Employer Property Trust3 commitments
- Afl-Cio Sl Mid Cap Stock Index Fund2 commitments
- Chevy Chase Trust3 commitments
- NEW Tower Trust Company3 commitments
- BNY Mellon2 commitments
Size, funding, policy and commitments, with their basesTaft-Hartley planShowHide
- Interest-bearing cash 0.5%
- Other investments 1.4%
- Partnership/joint venture interests 13.7%
- Common/collective trusts 74.0%
- Registered investment companies 9.5%
- Segal Marco Advisors General consultantthrough Dec 31, 2022 Form 5500
- Buck Global, LLC Actuarythrough Dec 31, 2022 Form 5500
- Buck Consultants Actuarythrough Dec 31, 2022 Form 5500
- Chevy Chase Trust3 rows, latest Dec 31, 2024
- NEW Tower Trust Company3 rows, latest Dec 31, 2024
- BNY Mellon2 rows, latest Dec 31, 2024
+2 more managers received commitments
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- Comericaplan years 2024
- this allocatorplan years 2023
- BNY Mellonplan years 2023
+11 more Schedule C managers
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- Dec 31, 2024Manager relationship endedinferencewith Blackstoneaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferencewith Eaton Vanceaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedwith Comericaaskebsa.dol.gov
- Dec 31, 2024Assets changed$21.7Maskebsa.dol.gov
- Jan 1, 2024Funded status changed7 pointsaskebsa.dol.gov
+8 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 | ASB Allegiance Real Estate Fundcollective trust | Chevy Chase Trust | Real estate | $4.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Multi-Employer Property Trustcollective trust | NEW Tower Trust Company | Real estate | $4.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Afl-Cio Sl Mid Cap Stock Index Fundcollective trust | BNY Mellon | Public equity | $64.0M held | Disclosed holding | askebsa.dol.gov |
+8 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 | 2,210 | Not disclosed | Not disclosed | n/a | $165M | $22.6M | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 2,135 | Not disclosed | Not disclosed | n/a | $144M | $20.7M | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 1,994 | Not disclosed | Not disclosed | n/a | $121M | $17.5M | Not disclosed | Not disclosed |
- SMW Insurance Fund codes 14 50 $173,780 PY2024
- Buck Consultants codes 11 50 $126,041 PY2024
- Segal Marco Advisors codes 16 50 $95,000 PY2024
+69 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 ended2023-12-31source
- Holding in a pooled vehicle started2023-12-31source
- Holding in a pooled vehicle started2023-12-31source
+10 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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