DFX Intelligence

This allocator's name and 1 more dated event

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Taft-Hartley plan in New Jersey

Taft-Hartley plan· Mount Laural, New Jersey

Taft-Hartley plan, based in Mount Laural, New Jersey, reporting $13.3M in assets, for 394 participants.

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

As of 2025-12-31 · the latest dated event for this allocator; each figure carries its own filing or report date

Assets: $13.3M
Funded ratio: 42.6%

Open searches Allocation policy Consultants

As of 2025-12-31 · 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 2025, Changed investment consultant to Stacey Braun Associates, Inc.

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

Taft-Hartley plan

Assets

$13.3M

Total assets, Dec 31, 2025 reported

Funded

42.6%

Jan 1, 2025

Private markets target

no policy read

policy Dec 31, 2025

Commitments

none on the tape

Allocation policy

Form 5500, as of Dec 31, 2025

Actual allocation lines without a target (as filed)

Interest-bearing cash 6.3%
Non-interest-bearing cash 12.9%
U.S. Government securities 41.2%
Registered investment companies 38.3%

Consultants and advisers

3 firms

Stacey Braun Associates, Inc. Investment adviser (plan)through Dec 31, 2025 Form 5500
Morgan Stanley Smith Barney Investment adviser (plan)through Dec 31, 2022 Form 5500
Bpas Actuarial and Pension Services Actuarythrough Dec 31, 2025 Form 5500

People

No investment staff or executives have been read for this allocator yet.

Manager roster

No manager relationship is on the tape for this allocator.

What changed

6 events

Dec 31, 2025Consultant changedinference
with Stacey Braun Associates, Inc.askebsa.dol.gov
Dec 31, 2025Assets changed
$9.0Maskebsa.dol.gov
Jan 1, 2024Funded status changed
3 pointsaskebsa.dol.gov
Dec 31, 2023Consultant changedinference
with Morgan Stanley Smith Barneyaskebsa.dol.gov
Jan 1, 2023Funded status changed
down 12 pointsaskebsa.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

40 readings

Total assets

$13.3M Dec 31, 2025 reported Form 5500

$4.3M (2024-12) · $4.5M (2023-12) · $4.3M (2022-12)

Plan assets

$4.3M Jan 1, 2025 reported Form 5500

$4.5M (2024-01) · $4.3M (2023-01) · $5.6M (2022-01)

Net assets

$13.1M Dec 31, 2025 reported Form 5500

$4.3M (2024-12) · $4.5M (2023-12) · $4.3M (2022-12)

Funded ratio

42.6% Jan 1, 2025 reported Form 5500

43.4% (2024-01) · 40.5% (2023-01) · 52.1% (2022-01)

Participants

394 Jan 1, 2025 reported Form 5500

404 (2024-01) · 410 (2023-01) · 416 (2022-01)

Contributions

$9.3M Dec 31, 2025 reported Form 5500

$66,804 (2024-12) · $93,296 (2023-12) · $105,896 (2022-12)

Benefits paid

$678,748 Dec 31, 2025 reported Form 5500

$674,039 (2024-12) · $623,677 (2023-12) · $600,810 (2022-12)

Net investment income

$8.9M Dec 31, 2025 reported Form 5500

-$221,925 (2024-12) · $208,561 (2023-12) · -$1.3M (2022-12)

Investment management fees

$7,959 Dec 31, 2025 reported Form 5500

$8,619 (2024-12) · $4,078 (2023-12) · $9,400 (2022-12)

Form 5500 filings

4 plan years

Plan year	Participants	Assets (SB market)	Funding target	FTAP	Total assets (H)	Partnerships / JV	Master trust	Real estate
2025 to Dec 31, 2025	394	Not disclosed	Not disclosed	n/a	$13.3M	Not disclosed	Not disclosed	Not disclosed
2024 to Dec 31, 2024	404	Not disclosed	Not disclosed	n/a	$4.3M	Not disclosed	Not disclosed	Not disclosed
2023 to Dec 31, 2023	410	Not disclosed	Not disclosed	n/a	$4.5M	Not disclosed	Not disclosed	Not disclosed
2022 to Dec 31, 2022	416	Not disclosed	Not disclosed	n/a	$4.3M	Not disclosed	Not disclosed	Not disclosed

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

Bpas Actuarial & Pension Services codes 11 50 $79,864 PY2025
Larry Magarik, Esq codes 20 50 $37,890 PY2025
Beacon Administrators & Consultants codes 13 50 $32,395 PY2025

+27 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 29, 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

6 dated events on the change ledger, latest first

Funded status changed
2023-01-01source
Funded status changed
2024-01-01source
Consultant changed
2025-12-31source

+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

+4 connections on the graph

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