This allocator's name, 7 more advisers, 1 more manager, 25 more commitments and 8 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 Virginia
Taft-Hartley plan, based in Falls Church, Virginia, reporting $8.9B in assets, for 148,965 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $8.9B
- Funded ratio
- 85.6%
- Fund commitments
- 10
- Managers
- 4
Nothing material in the last 90 days. Last change: 31 Dec 2024, Changed investment consultant to Life Status 360 LLC.
Capital path
who backs this record, through what, into what; each name opens its own path- Bnym Mellon Db Sl Emerging Markets3 commitments
- Legal & General Collective Trust Ms3 commitments
- Multi-Employer Property Trust3 commitments
- Legal and General12 commitments
- BNY Mellon9 commitments
- NEW Tower Trust Company3 commitments
Size, funding, policy and commitments, with their basesTaft-Hartley planShowHide
- Interest-bearing cash 6.3%
- Non-interest-bearing cash 1.0%
- Corporate debt instruments (other) 8.5%
- U.S. Government securities 10.3%
- Insurance company general account 2.8%
- Other investments 7.2%
- Partnership/joint venture interests 10.4%
- Common/collective trusts 34.8%
- Registered investment companies 2.8%
- Common stock 14.9%
- Life Status 360 LLC Pension consultantthrough Dec 31, 2024 Form 5500
- Arete Advisors LLC General consultantthrough Dec 31, 2024 Form 5500
- Abel Noser Investment adviser (plan)Pension consultantthrough Dec 31, 2023 Form 5500
+7 more consultants and advisers advise this allocator
Every name, record and relationship behind this count, with the source on each.
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- Legal and General12 rows, latest Dec 31, 2024
- BNY Mellon9 rows, latest Dec 31, 2024
- NEW Tower Trust Company3 rows, latest Dec 31, 2024
+1 more manager received commitments
Every name, record and relationship behind this count, with the source on each.
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- Martin Currieplan years
- Earnest Partnersplan years 2024
- Segall Bryant & Hamill LLCplan years 2024
+17 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
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- Dec 31, 2024Holding started
- Dec 31, 2024Manager relationship startedwith Segall Bryant & Hamill LLCaskebsa.dol.gov
- Dec 31, 2024Consultant changedinferencewith Life Status 360 LLCaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedwith Nisaskebsa.dol.gov
- Dec 31, 2024Consultant changedinferencewith Arete Advisors LLCaskebsa.dol.gov
+8 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.
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Bnym Mellon Db Sl Emerging Marketscollective trust | BNY Mellon | Public equity | $161M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Legal & General Collective Trust Mscollective trust | Legal and General | Pooled vehicles | $244M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Multi-Employer Property Trustcollective trust | NEW Tower Trust Company | Real estate | $65.0M held | Disclosed holding | askebsa.dol.gov |
+25 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 | 148,965 | Not disclosed | Not disclosed | n/a | $8.9B | $928M | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 146,453 | Not disclosed | Not disclosed | n/a | $8.3B | $1.5B | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 144,963 | Not disclosed | Not disclosed | n/a | $7.2B | $1.5B | Not disclosed | Not disclosed |
- Graystone Consulting codes 27 31 33 50 70 $3.1M PY2024
- Union Labor Life Insurance Company codes 28 51 $1.4M PY2024
- Calibre CPA Group PLLC codes 10 $1.2M PY2024
+297 more service providers
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Provenance
This record sits on 28 traced paths of capital across the graphs.
DFX traced 28 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 started2024-12-31source
- Funded status changed2024-01-01source
- Consultant changed2023-12-31source
+10 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
+33 connections on the graph
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