This allocator's name, 1 more adviser and 5 more dated events

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Taft-Hartley plan in Hawaii

Taft-Hartley plan· Honolulu, Hawaii

Taft-Hartley plan, based in Honolulu, Hawaii, reporting $316M in assets, for 1,134 participants.

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

Assets
$316M
Funded ratio
128.4%
Fund commitments
1
Managers
4
Open searchesPlans backing its top managerSimilar plans, same strategy
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Commitments (1)Allocation policyManagers
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, Manager relationship ended.

Capital path

who backs this record, through what, into what; each name opens its own path
Taft-Hartley plan in Hawaii
Funds committed to
Managers
Size, funding, policy and commitments, with their basesTaft-Hartley planShow
Taft-Hartley plan
Assets
$316M
Total assets, Jan 31, 2025 reported
Funded
128.4%
Feb 1, 2024
Private markets target
no policy read
policy Jan 31, 2025
Commitments
1
4 managers on Schedule C
Plan sponsor: this allocator
Allocation policy
Form 5500, as of Jan 31, 2025
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 2.4%
  • Non-interest-bearing cash 0.6%
  • Corporate debt instruments (other) 10.5%
  • U.S. Government securities 12.5%
  • Other investments 0.1%
  • Partnership/joint venture interests 4.7%
  • Common/collective trusts 1.8%
  • Registered investment companies 14.6%
  • Common stock 47.8%
  • Preferred stock 4.5%
Consultants and advisers
4 firms

+1 more consultant or adviser advise this allocator

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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
From Schedule C (investment management, code 28)

+15 more Schedule C managers

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What changed
10 events
  • Dec 31, 2024Manager relationship endedinference
    with Loomis Saylesaskebsa.dol.gov
  • Dec 31, 2024Manager relationship started
    with F/m Investments LLCaskebsa.dol.gov
  • Dec 31, 2024Manager relationship endedinference
    with GW Capitalaskebsa.dol.gov
  • Dec 31, 2024Manager relationship endedinference
    with Ziegler Capital Management, LLCaskebsa.dol.gov
  • Feb 1, 2024Funded status changed
    3 pointsaskebsa.dol.gov

+5 more dated events

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Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
1 row, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Jan 31, 2025Boston Partners Global Equity Fundcollective trustBoston Partners Global Equity FundPublic equity$5.6M heldDisclosed holdingaskebsa.dol.gov
Size and funding
30 readings
Total assets
$316M Jan 31, 2025 reported Form 5500
$289M (2024-01) · $280M (2023-01)
Plan assets
$288M Feb 1, 2024 reported Form 5500
$277M (2023-02) · $304M (2022-02)
Net assets
$315M Jan 31, 2025 reported Form 5500
$288M (2024-01) · $278M (2023-01)
Funded ratio
128.4% Feb 1, 2024 reported Form 5500
125.8% (2023-02) · 124.6% (2022-02)
Participants
1,134 Feb 1, 2024 reported Form 5500
1,260 (2023-02) · 1,043 (2022-02)
Contributions
$3.1M Jan 31, 2025 reported Form 5500
$3.0M (2024-01) · $2.8M (2023-01)
Benefits paid
$16.0M Jan 31, 2025 reported Form 5500
$15.7M (2024-01) · $15.5M (2023-01)
Net investment income
$27.2M Jan 31, 2025 reported Form 5500
$10.2M (2024-01) · -$26.6M (2023-01)
Investment management fees
$1.1M Jan 31, 2025 reported Form 5500
$957,471 (2024-01) · $1.2M (2023-01)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Jan 31, 20251,134Not disclosedNot disclosedn/a$316M$14.8MNot disclosedNot disclosed
2023 to Jan 31, 20241,260Not disclosedNot disclosedn/a$289M$15.8MNot disclosedNot disclosed
2022 to Jan 31, 20231,043Not disclosedNot disclosedn/a$280M$20.3MNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)

+62 more service providers

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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 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.

Record history

10 dated events on the change ledger, latest first
  • Funded status changed
    2024-02-01source
  • Manager relationship started
    2023-12-31source
  • Manager relationship started
    2023-12-31source

+7 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

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+23 connections on the graph

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