DFX Intelligence

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.

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Taft-Hartley plan in Oregon

Taft-Hartley plan· Portland, Oregon

Taft-Hartley plan, based in Portland, Oregon, reporting $193M in assets, for 2,753 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: $193M
Funded ratio: 96.3%
Fund commitments: 1
Managers: 1

Open searches Plans backing its top manager Similar plans, same strategy

Commitments (1)Allocation policy Consultants

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, Manager relationship started.

Capital path

who backs this record, through what, into what; each name opens its own path

Taft-Hartley plan in Oregon

Funds committed to

Multi-Employer Property Trust3 commitments

Managers

NEW Tower Trust Company3 commitments

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

Taft-Hartley plan

Assets

$193M

Total assets, Dec 31, 2024 reported

Funded

96.3%

Jan 1, 2024

Private markets target

no policy read

policy Dec 31, 2024

Commitments

1 manager on Schedule C

Allocation policy

Form 5500, as of Dec 31, 2024

Actual allocation lines without a target (as filed)

Interest-bearing cash 0.4%
Non-interest-bearing cash 0.7%
Partnership/joint venture interests 12.7%
Common/collective trusts 2.7%
Registered investment companies 65.5%
Common stock 17.7%

Consultants and advisers

4 firms

Verus Advisory, Inc. Pension consultantInvestment adviser (plan)through Dec 31, 2024 Form 5500
Milliman, Inc. Actuarythrough Dec 31, 2022 Form 5500
Milliman USA Actuarythrough Dec 31, 2022 Form 5500

+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

1 manager on the commitment tape

From the plan’s own commitment disclosures

NEW Tower Trust Company3 rows, latest Dec 31, 2024

From Schedule C (investment management, code 28)

Newton Investment Management Northplan years 2024
The Boston Companyplan years 2022

What changed

6 events

Dec 31, 2024Manager relationship started
with Newton Investment Management Northaskebsa.dol.gov
Dec 31, 2024Manager relationship endedinference
with The Boston Companyaskebsa.dol.gov
Jan 1, 2024Assets changed
$18.5Maskebsa.dol.gov
Dec 31, 2023Assets changed
$18.6Maskebsa.dol.gov
Jan 1, 2023Funded status changed
3 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

3 rows, 0 dated closings

Date	Fund	Manager	Bucket	Amount	Status	Source
as of Dec 31, 2024	Multi-Employer Property Trustcollective trust	NEW Tower Trust Company	Real estate	$5.2M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Multi-Employer Property Trustcollective trust	NEW Tower Trust Company	Real estate	$5.4M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Multi-Employer Property Trustcollective trust	NEW Tower Trust Company	Real estate	$6.4M held	Disclosed holding	askebsa.dol.gov

Size and funding

30 readings

Total assets

$193M Dec 31, 2024 reported Form 5500

$178M (2023-12) · $159M (2022-12)

Plan assets

$178M Jan 1, 2024 reported Form 5500

$159M (2023-01) · $185M (2022-01)

Net assets

$193M Dec 31, 2024 reported Form 5500

$178M (2023-12) · $159M (2022-12)

Funded ratio

96.3% Jan 1, 2024 reported Form 5500

96.0% (2023-01) · 93.4% (2022-01)

Participants

2,753 Jan 1, 2024 reported Form 5500

2,654 (2023-01) · 2,606 (2022-01)

Contributions

$10.2M Dec 31, 2024 reported Form 5500

$10.6M (2023-12) · $9.6M (2022-12)

Benefits paid

$12.0M Dec 31, 2024 reported Form 5500

$11.2M (2023-12) · $10.9M (2022-12)

Net investment income

$15.6M Dec 31, 2024 reported Form 5500

$18.5M (2023-12) · -$26.4M (2022-12)

Investment management fees

$179,812 Dec 31, 2024 reported Form 5500

$148,030 (2023-12) · $128,398 (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	2,753	Not disclosed	Not disclosed	n/a	$193M	$24.5M	Not disclosed	Not disclosed
2023 to Dec 31, 2023	2,654	Not disclosed	Not disclosed	n/a	$178M	$25.0M	Not disclosed	Not disclosed
2022 to Dec 31, 2022	2,606	Not disclosed	Not disclosed	n/a	$159M	$25.4M	Not disclosed	Not disclosed

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

Newton Investment Management North codes 28 50 $179,812 PY2024
Milliman, Inc. codes 11 17 50 $120,169 PY2024
The Urban Law Firm codes 29 50 $116,274 PY2024

+29 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.

Capital chain

This record sits on 1 traced path of capital across the graphs.

Consultant to allocator to manager

DFX traced 1 path of capital through this record

Every record on each path, what it committed or lent, and as of when.

Includes 3 days of DFX Intelligence. Then $299/month unless canceled.

Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.

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Record history

6 dated events on the change ledger, latest first

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

+3 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

+8 connections on the graph

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