This allocator's name, 2 more advisers, 4 more managers, 14 more commitments and 7 more dated events
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
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Taft-Hartley plan in Maryland
Taft-Hartley plan, based in Columbia, Maryland, reporting $382M in assets, for 3,152 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $382M
- Funded ratio
- 97.9%
- Fund commitments
- 7
- Managers
- 6
Nothing material in the last 90 days. Last change: 31 Dec 2024, Holding ended.
Capital path
who backs this record, through what, into what; each name opens its own path- Hardman Johnston Int'l Equity Group3 commitments
- Multi-Employer Property Trust3 commitments
- Wacap Sp Infrastructure Fund IV Fee3 commitments
- Hardman Johnston Global Advisors3 commitments
- NEW Tower Trust Company3 commitments
- Washington Capital Management, Inc.3 commitments
Size, funding, policy and commitments, with their basesTaft-Hartley planShowHide
- Interest-bearing cash 1.3%
- Non-interest-bearing cash 0.1%
- Corporate debt instruments (other) 9.0%
- U.S. Government securities 4.9%
- Other investments 2.0%
- Partnership/joint venture interests 33.9%
- 103-12 investment entities 6.8%
- Common/collective trusts 20.9%
- Common stock 19.9%
- The Segal Co. (eastern States) Inc. Pension consultantActuarythrough Dec 31, 2023 Form 5500
- Investment Performance Services General consultantthrough Dec 31, 2022 Form 5500
- Keystone 74 Benefits and Admin Actuarythrough Dec 31, 2023 Form 5500
+2 more consultants and advisers advise this allocator
Every name, record and relationship behind this count, with the source on each.
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- Hardman Johnston Global Advisors3 rows, latest Dec 31, 2024
- NEW Tower Trust Company3 rows, latest Dec 31, 2024
- Washington Capital Management, Inc.3 rows, latest Dec 31, 2024
+4 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
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- Mackay Shieldsplan years
- Washington Capital Management, Inc.plan years 2022
- Hardman Johnston Global Advisorsplan years 2022
+12 more Schedule C managers
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- Dec 31, 2024Holding endedinference
- Dec 31, 2024Holding started
- Dec 31, 2024Manager relationship startedwith Jpmorgan Chase Bank, N.A.askebsa.dol.gov
- Dec 31, 2024Manager relationship startedwith International Real Estate Corporatiaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedwith Newtower Trust Companyaskebsa.dol.gov
+7 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 | Hardman Johnston Int'l Equity Group103 12 ie | Hardman Johnston Global Advisors | Public equity | $17.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Multi-Employer Property Trustcollective trust | NEW Tower Trust Company | Real estate | $7.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | NT Collective Russell 1000 Growth Icollective trust | Northern Trust Investments, Inc. | Pooled vehicles | $53.7M held | Disclosed holding | askebsa.dol.gov |
+14 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 | 3,152 | Not disclosed | Not disclosed | n/a | $382M | $130M | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 3,069 | Not disclosed | Not disclosed | n/a | $350M | $113M | Not disclosed | $225,000 |
| 2022 to Dec 31, 2022 | 3,183 | Not disclosed | Not disclosed | n/a | $329M | $118M | Not disclosed | $305,074 |
- Intercontinental Real Estate Corpor codes 28 51 $289,220 PY2024
- Wedge Capital Management codes 51 68 $225,152 PY2024
- Investment Performance Services codes 16 27 51 $210,000 PY2024
+77 more service providers
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Provenance
This record sits on 10 traced paths of capital across the graphs.
DFX traced 10 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 ended2024-12-31source
- Holding in a pooled vehicle started2024-12-31source
- Holding in a pooled vehicle started2023-12-31source
+9 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
+24 connections on the graph
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