This allocator's name, 1 more adviser and 1 more dated event

Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.

Taft-Hartley plan in Missouri

Taft-Hartley plan· Kansas City, Missouri

Taft-Hartley plan, based in Kansas City, Missouri, reporting $266M in assets, for 2,048 participants.

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

Assets
$266M
Funded ratio
91.6%
Managers
1
Open searchesAllocation policyManagers
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: 31 Jan 2025, Total assets changed.

Size, funding, policy and commitments, with their basesTaft-Hartley planShow
Taft-Hartley plan
Assets
$266M
Total assets, Jan 31, 2025 reported
Funded
91.6%
Feb 1, 2024
Private markets target
no policy read
policy Jan 31, 2025
Commitments
0
1 manager on Schedule C
Allocation policy
Form 5500, as of Jan 31, 2025
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 1.6%
  • Non-interest-bearing cash 0.5%
  • Corporate debt instruments (other) 5.3%
  • U.S. Government securities 4.8%
  • Other investments 1.2%
  • Partnership/joint venture interests 6.1%
  • Registered investment companies 71.9%
  • Common stock 5.8%
  • Real estate (other than employer real property) 1.9%
Consultants and advisers
4 firms

+1 more consultant or adviser advise this allocator

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

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.

People
No investment staff or executives have been read for this allocator yet.
Manager roster
5 managers on Schedule C
From Schedule C (investment management, code 28)

+2 more Schedule C managers

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

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.

What changed
6 events
  • Jan 31, 2025Assets changed
    $24.4Maskebsa.dol.gov
  • Dec 31, 2024Manager relationship started
    with Midwest Institutional Trust Companyaskebsa.dol.gov
  • Dec 31, 2024Manager relationship endedinference
    with BMO Harris Bank, N.A.askebsa.dol.gov
  • Dec 31, 2024Manager relationship started
    with F/m Investments LLCaskebsa.dol.gov
  • Dec 31, 2024Manager relationship endedinference
    with Intercontinental Real Estate Corp.askebsa.dol.gov

+1 more dated event

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

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.

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
30 readings
Total assets
$266M Jan 31, 2025 reported Form 5500
$241M (2024-01) · $234M (2023-01)
Plan assets
$241M Feb 1, 2024 reported Form 5500
$234M (2023-02) · $261M (2022-02)
Net assets
$266M Jan 31, 2025 reported Form 5500
$241M (2024-01) · $234M (2023-01)
Funded ratio
91.6% Feb 1, 2024 reported Form 5500
89.7% (2023-02) · 90.2% (2022-02)
Participants
2,048 Feb 1, 2024 reported Form 5500
1,794 (2023-02) · 2,039 (2022-02)
Contributions
$18.6M Jan 31, 2025 reported Form 5500
$16.1M (2024-01) · $13.4M (2023-01)
Benefits paid
$20.4M Jan 31, 2025 reported Form 5500
$20.6M (2024-01) · $20.0M (2023-01)
Net investment income
$24.9M Jan 31, 2025 reported Form 5500
$7.3M (2024-01) · -$27.7M (2023-01)
Investment management fees
$288,731 Jan 31, 2025 reported Form 5500
$335,331 (2024-01) · $304,693 (2023-01)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Jan 31, 20252,048Not disclosedNot disclosedn/a$266M$16.3MNot disclosed$5.1M
2023 to Jan 31, 20241,794Not disclosedNot disclosedn/a$241M$16.3MNot disclosed$5.4M
2022 to Jan 31, 20232,039Not disclosedNot disclosedn/a$234M$17.8MNot disclosed$6.4M
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • Wilson Mcshane Corporation codes 13 $200,583 PY2024
  • The Segal Company codes 11 $101,408 PY2024
  • Arnold, Newbold, Sollars & Hollins codes 29 $72,560 PY2024

+36 more service providers

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

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.

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.

Record history

6 dated events on the change ledger, latest first
  • Manager relationship started
    2024-12-31source
  • Manager relationship started
    2024-12-31source
  • Manager relationship ended
    2024-12-31source

+3 more changes on this record's ledger

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.

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

+10 connections on the graph

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.

Ask DFX