This allocator's name, 3 more advisers, 6 more commitments and 2 more dated events
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Taft-Hartley plan in Alabama
Taft-Hartley plan, based in Mobile, Alabama, reporting $71.7M in assets, for 1,013 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $71.7M
- Funded ratio
- 92.3%
- Fund commitments
- 3
- Managers
- 5
Nothing material in the last 90 days. Last change: 31 Aug 2025, Total assets changed.
Capital path
who backs this record, through what, into what; each name opens its own path- Multi-Employer Property Trust3 commitments
- Longview Midcap 400 Index Fund3 commitments
- this allocator3 commitments
- NEW Tower Trust Company3 commitments
- Amalgamated Bank of New York3 commitments
- Invesco Trust Company3 commitments
Size, funding, policy and commitments, with their basesTaft-Hartley planShowHide
- Interest-bearing cash 3.8%
- Corporate debt instruments (other) 2.2%
- U.S. Government securities 8.2%
- Other investments 0.0%
- Partnership/joint venture interests 10.4%
- Common/collective trusts 17.8%
- Registered investment companies 9.7%
- Common stock 46.7%
- Newtower Trust Company Investment adviser (plan)through Aug 31, 2024 Form 5500
- Ullico Investment Advisors Investment adviser (plan)through Aug 31, 2024 Form 5500
- Reynolds Consulting Services, LLC Investment adviser (plan)through Aug 31, 2023 Form 5500
+3 more consultants and advisers advise this allocator
Every name, record and relationship behind this count, with the source on each.
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- NEW Tower Trust Company3 rows, latest Aug 31, 2025
- Amalgamated Bank of New York3 rows, latest Aug 31, 2025
- Invesco Trust Company3 rows, latest Aug 31, 2025
- Invesco Trust Companyplan years
- Newtower Trust Companyplan years 2025
- Boyd Watterson Asset Managementplan years 2025
+2 more Schedule C managers
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- Aug 31, 2025Assets changed$7.6Maskebsa.dol.gov
- Dec 31, 2024Manager relationship startedwith Boyd Watterson Asset Managementaskebsa.dol.gov
- Sep 1, 2024Funded status changed3 pointsaskebsa.dol.gov
- Sep 1, 2024Assets changed$6.2Maskebsa.dol.gov
- Aug 31, 2024Assets changed$6.5Maskebsa.dol.gov
+2 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 Aug 31, 2025 | Multi-Employer Property Trustcollective trust | NEW Tower Trust Company | Real estate | $4.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Aug 31, 2025 | Longview Midcap 400 Index Fundcollective trust | Amalgamated Bank of New York | Pooled vehicles | $4.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Aug 31, 2025 | this allocatorcollective trust | Invesco Trust Company | Pooled vehicles | $3.7M held | Disclosed holding | askebsa.dol.gov |
+6 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 Aug 31, 2025 | 1,013 | Not disclosed | Not disclosed | n/a | $71.7M | $7.5M | Not disclosed | Not disclosed |
| 2023 to Aug 31, 2024 | 1,002 | Not disclosed | Not disclosed | n/a | $64.1M | $7.5M | Not disclosed | Not disclosed |
| 2022 to Aug 31, 2023 | 961 | Not disclosed | Not disclosed | n/a | $57.6M | $8.3M | Not disclosed | Not disclosed |
- Highland Capital Management LLC codes 28 $154,413 PY2024
- Gulf States Consultants & Administr codes 13 15 $79,000 PY2024
- Reynolds Consulting codes 27 $43,542 PY2024
+33 more service providers
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Provenance
This record sits on 9 traced paths of capital across the graphs.
DFX traced 9 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
- Funded status changed2024-09-01source
- Consultant changed2023-12-31source
- Consultant changed2023-12-31source
+4 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
+12 connections on the graph
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