This allocator's name

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Taft-Hartley plan in Oregon

Taft-Hartley plan· Portland, Oregon

Taft-Hartley plan, based in Portland, Oregon, reporting $42.9M in assets, for 768 participants.

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

Assets
$42.9M
Funded ratio
107.8%
Open searchesAllocation policy
As of · 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: 1 Apr 2023, Funded status changed.

Size, funding, policy and commitments, with their basesTaft-Hartley planShow
Taft-Hartley plan
Assets
$42.9M
Total assets, Mar 31, 2025 reported
Funded
107.8%
Apr 1, 2023
Private markets target
no policy read
policy Mar 31, 2025
Commitments
0
none on the tape
Allocation policy
Form 5500, as of Mar 31, 2025
Actual allocation lines without a target (as filed)
  • Non-interest-bearing cash 0.2%
  • Corporate debt instruments (other) 12.0%
  • Corporate debt instruments (preferred) 3.5%
  • U.S. Government securities 18.9%
  • Registered investment companies 43.1%
  • Common stock 19.5%
Consultants and advisers
2 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 manager on Schedule C
From Schedule C (investment management, code 28)
What changed
2 events
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
No fund commitments are on the tape for this allocator. The tape holds the plans that publish their own private-markets reports; a plan that publishes one and is not here is a gap we can close.
Size and funding
27 readings
Total assets
$42.9M Mar 31, 2025 reported Form 5500
$44.2M (2024-03) · $41.2M (2023-03)
Plan assets
$41.1M Apr 1, 2023 reported Form 5500
$47.1M (2022-04)
Net assets
$42.8M Mar 31, 2025 reported Form 5500
$44.1M (2024-03) · $41.1M (2023-03)
Funded ratio
107.8% Apr 1, 2023 reported Form 5500
105.5% (2022-04)
Participants
768 Apr 1, 2024 reported Form 5500
739 (2023-04) · 780 (2022-04)
Contributions
$970 Mar 31, 2025 reported Form 5500
$6,803 (2024-03) · $178,680 (2023-03)
Benefits paid
$3.1M Mar 31, 2025 reported Form 5500
$3.1M (2024-03) · $3.0M (2023-03)
Net investment income
-$1.3M Mar 31, 2025 reported Form 5500
$3.0M (2024-03) · -$6.1M (2023-03)
Investment management fees
$150,357 Mar 31, 2025 reported Form 5500
$144,450 (2024-03) · $172,710 (2023-03)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Mar 31, 2025768Not disclosedNot disclosedn/a$42.9MNot disclosedNot disclosedNot disclosed
2023 to Mar 31, 2024739Not disclosedNot disclosedn/a$44.2MNot disclosedNot disclosedNot disclosed
2022 to Mar 31, 2023780Not disclosedNot disclosedn/a$41.2MNot disclosedNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)

+18 more service providers

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

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Provenance
Identifiers: none on file
Cross-graph: no entry on another DFX graph
First observed Sep 15, 2026, last observed Sep 15, 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.

Not yet on record: fund commitments, managers.

Record history

2 dated events on the change ledger, latest first
  • Funded status changed
    2023-04-01source
  • Total assets changed
    2023-04-01source

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

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+4 connections on the graph

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