This allocator's name and 2 more advisers

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Taft-Hartley plan in Ohio

Taft-Hartley plan· Canfield, Ohio

Taft-Hartley plan, based in Canfield, Ohio, reporting $46.1M in assets, for 349 participants.

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

Assets
$46.1M
Funded ratio
96.7%
Open searchesAllocation policyConsultants
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 Dec 2024, Changed investment consultant to Mariner Wealth Advisors.

Size, funding, policy and commitments, with their basesTaft-Hartley planShow
Taft-Hartley plan
Assets
$46.1M
Total assets, Apr 30, 2025 reported
Funded
96.7%
May 1, 2024
Private markets target
no policy read
policy Apr 30, 2025
Commitments
0
none on the tape
Allocation policy
Form 5500, as of Apr 30, 2025
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 2.6%
  • Non-interest-bearing cash 1.4%
  • Registered investment companies 85.9%
  • Real estate (other than employer real property) 9.6%
Consultants and advisers
5 firms

+2 more consultants and advisers advise this allocator

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

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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
2 events
  • Dec 31, 2024Consultant changedinference
    with Mariner Wealth Advisorsaskebsa.dol.gov
  • Dec 31, 2024Consultant changedinference
    with Mariner (andco)askebsa.dol.gov
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
$46.1M Apr 30, 2025 reported Form 5500
$44.4M (2024-04) · $42.0M (2023-04)
Plan assets
$44.3M May 1, 2024 reported Form 5500
$41.9M (2023-05) · $43.2M (2022-05)
Net assets
$46.1M Apr 30, 2025 reported Form 5500
$44.3M (2024-04) · $41.9M (2023-04)
Funded ratio
96.7% May 1, 2024 reported Form 5500
96.9% (2023-05) · 96.1% (2022-05)
Participants
349 May 1, 2024 reported Form 5500
363 (2023-05) · 364 (2022-05)
Contributions
$959,174 Apr 30, 2025 reported Form 5500
$863,177 (2024-04) · $998,564 (2023-04)
Benefits paid
$2.8M Apr 30, 2025 reported Form 5500
$2.7M (2024-04) · $2.6M (2023-04)
Net investment income
$1.7M Apr 30, 2025 reported Form 5500
$2.4M (2024-04) · -$1.3M (2023-04)
Investment management fees
$145,858 Apr 30, 2025 reported Form 5500
$148,477 (2024-04) · $143,568 (2023-04)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Apr 30, 2025349Not disclosedNot disclosedn/a$46.1MNot disclosedNot disclosed$4.4M
2023 to Apr 30, 2024363Not disclosedNot disclosedn/a$44.4MNot disclosedNot disclosed$4.5M
2022 to Apr 30, 2023364Not disclosedNot disclosedn/a$42.0MNot disclosedNot disclosed$5.3M
Service providers and investment entities as filed (Schedule C and D, latest year first)

+27 more service providers

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

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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

2 dated events on the change ledger, latest first
  • Consultant changed
    2024-12-31source
  • Consultant changed
    2024-12-31source

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

+6 connections on the graph

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