This allocator's name, 9 more advisers, 11 more managers, 53 more commitments and 23 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 Washington
Taft-Hartley plan, based in Seattle, Washington, reporting $56B in assets, for 634,861 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $56B
- Funded ratio
- 95.3%
- Fund commitments
- 26
- Managers
- 24
Nothing material in the last 90 days. Last change: 31 Dec 2024, Holding ended.
Capital path
who backs this record, through what, into what; each name opens its own path- Prisa3 commitments
- Bnym Mellon Db Sl Acwi Ex-Us Fund3 commitments
- EB Temporary Investment3 commitments
- Prudential Insurance Company of Ame17 commitments
- BNY Mellon12 commitments
- Ullico Investment Advisors3 commitments
Size, funding, policy and commitments, with their basesTaft-Hartley planShowHide
- Interest-bearing cash 1.6%
- Non-interest-bearing cash 0.0%
- Corporate debt instruments (other) 47.0%
- U.S. Government securities 9.6%
- Insurance company general account 0.1%
- Other loans 0.0%
- Partnership/joint venture interests 25.8%
- 103-12 investment entities 0.4%
- Common/collective trusts 4.0%
- Pooled separate accounts 4.6%
- Registered investment companies 2.5%
- Common stock 0.1%
- Real estate (other than employer real property) 3.2%
- North Pier Fiduciary Investment adviser (plan)through Dec 31, 2024 Form 5500
- Rick Porter Consulting Cochr of Exp Pension consultantGeneral consultantthrough Dec 31, 2023 Form 5500
- Chuck Mack & Assoc-Cochr Off Exp Pension consultantGeneral consultantthrough Dec 31, 2023 Form 5500
+9 more consultants and advisers advise this allocator
Every name, record and relationship behind this count, with the source on each.
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- Prudential Insurance Company of Ame17 rows, latest Dec 31, 2024
- BNY Mellon12 rows, latest Dec 31, 2024
- Ullico Investment Advisors3 rows, latest Dec 31, 2024
+11 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
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- Blackrock Institutional Trust Company, N.A.plan years
- Blackrock Insti. Trust Company, N.Aplan years
- Bridgewaterplan years
+160 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
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- Dec 31, 2024Holding endedinference
- Dec 31, 2024Holding endedinference
- Dec 31, 2024Holding started
- Dec 31, 2024Holding endedinference
- Dec 31, 2024Holding endedinference
+23 more dated events
Every name, record and relationship behind this count, with the source on each.
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| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Blackrock Msci Acwi Ex-Us Indexcollective trust | Blackrock Institutional Trust Company, N.A. | Pooled vehicles | $486M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Prisaseparate account | Prudential Insurance Company of Ame | Pooled vehicles | $958M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Bnym Mellon Db Sl Acwi Ex-Us Fundcollective trust | BNY Mellon | Pooled vehicles | $35.8M held | Disclosed holding | askebsa.dol.gov |
+53 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 | 634,861 | Not disclosed | Not disclosed | n/a | $56B | $15B | Not disclosed | $1.8B |
| 2023 to Dec 31, 2023 | 627,383 | Not disclosed | Not disclosed | n/a | $57B | $16B | Not disclosed | $1.8B |
| 2022 to Dec 31, 2022 | 619,203 | Not disclosed | Not disclosed | n/a | $54B | $14B | Not disclosed | $1.9B |
- Northwest Administrators Inc codes 12 13 15 50 $86.3M PY2024
- Prudential Insurance Co codes 13 28 50 51 $32.5M PY2024
- Pgim Inc codes 28 51 $13.3M PY2024
+297 more service providers
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Provenance
This record sits on 41 traced paths of capital across the graphs.
DFX traced 41 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 ended2024-12-31source
- Holding in a pooled vehicle ended2024-12-31source
- Holding in a pooled vehicle ended2024-12-31source
+25 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
+180 connections on the graph
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