DFX Intelligence

This allocator's name, 2 more advisers and 2 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 Tennessee

Taft-Hartley plan· Goodlettsville, Tennessee

Taft-Hartley plan, based in Goodlettsville, Tennessee, reporting $13.7M in assets, for 431 participants.

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

As of 2024-12-31 · the latest dated event for this allocator; each figure carries its own filing or report date

Assets: $13.7M
Funded ratio: 86.3%

Open searches Allocation policy

As of 2024-12-31 · 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 Dec 2024, Total assets changed.

Size, funding, policy and commitments, with their basesTaft-Hartley planShow

Taft-Hartley plan

Assets

$13.7M

Total assets, Dec 31, 2024 reported

Funded

86.3%

Jan 1, 2024

Private markets target

no policy read

policy Dec 31, 2024

Commitments

none on the tape

Allocation policy

Form 5500, as of Dec 31, 2024

Actual allocation lines without a target (as filed)

Interest-bearing cash 2.3%
Non-interest-bearing cash 1.4%
Corporate debt instruments (preferred) 18.2%
U.S. Government securities 14.4%
Other investments 0.3%
Partnership/joint venture interests 7.5%
Common stock 55.4%

Consultants and advisers

5 firms

Money Market Fund Custodianthrough Dec 31, 2024 Form 5500
Money Market & Exchange Traded Fund Custodianthrough Dec 31, 2022 Form 5500
Boyd Watterson Asset Management Custodianthrough Dec 31, 2022 Form 5500

+2 more consultants and advisers 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

1 manager on Schedule C

From Schedule C (investment management, code 28)

Highland Capital Managementplan years 2022

What changed

7 events

Dec 31, 2024Assets changed
$1.9Maskebsa.dol.gov
Jan 1, 2024Funded status changed
3 pointsaskebsa.dol.gov
Jan 1, 2024Assets changed
$1.8Maskebsa.dol.gov
Dec 31, 2023Manager relationship started
with US Bankaskebsa.dol.gov
Dec 31, 2023Assets changed
$1.8Maskebsa.dol.gov

+2 more dated events

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

$13.7M Dec 31, 2024 reported Form 5500

$11.8M (2023-12) · $10.0M (2022-12)

Plan assets

$11.8M Jan 1, 2024 reported Form 5500

$10.0M (2023-01) · $11.4M (2022-01)

Net assets

$13.7M Dec 31, 2024 reported Form 5500

$11.8M (2023-12) · $10.0M (2022-12)

Funded ratio

86.3% Jan 1, 2024 reported Form 5500

83.7% (2023-01) · 86.1% (2022-01)

Participants

431 Jan 1, 2024 reported Form 5500

478 (2023-01) · 498 (2022-01)

Contributions

$706,287 Dec 31, 2024 reported Form 5500

$651,904 (2023-12) · $609,531 (2022-12)

Benefits paid

$403,504 Dec 31, 2024 reported Form 5500

$391,011 (2023-12) · $360,465 (2022-12)

Net investment income

$1.9M Dec 31, 2024 reported Form 5500

$1.8M (2023-12) · -$1.4M (2022-12)

Investment management fees

$79,674 Dec 31, 2024 reported Form 5500

$58,538 (2023-12) · $57,906 (2022-12)

Form 5500 filings

3 plan years

Plan year	Participants	Assets (SB market)	Funding target	FTAP	Total assets (H)	Partnerships / JV	Master trust	Real estate
2024 to Dec 31, 2024	431	Not disclosed	Not disclosed	n/a	$13.7M	$1.0M	Not disclosed	Not disclosed
2023 to Dec 31, 2023	478	Not disclosed	Not disclosed	n/a	$11.8M	$1.1M	Not disclosed	Not disclosed
2022 to Dec 31, 2022	498	Not disclosed	Not disclosed	n/a	$10.0M	$1.1M	Not disclosed	Not disclosed

Service providers and investment entities as filed (Schedule C and D, latest year first)

Highland Capital Management LLC codes 28 $56,251 PY2024
Southern Benefit Administrators codes 14 $50,783 PY2024
U.S. Bank codes 19 28 $23,422 PY2024

+24 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, managers.

Record history

7 dated events on the change ledger, latest first

Funded status changed
2023-01-01source
Funded status changed
2024-01-01source
Manager relationship started
2023-12-31source

+4 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

+7 connections on the graph

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