This allocator's name, 1 more adviser, 3 more commitments and 1 more dated event
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.
Taft-Hartley plan in Missouri
Taft-Hartley plan, based in Bridgeton, Missouri, reporting $163M in assets, for 1,306 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $163M
- Funded ratio
- 89.6%
- Fund commitments
- 3
- Managers
- 2
Nothing material in the last 90 days. Last change: 31 Dec 2024, Changed investment consultant to National Coordinating Committee.
Capital path
who backs this record, through what, into what; each name opens its own path- SEI Energy Debt Collective Investme3 commitments
- Bnym Mellon Afl-Cio Sl Stock Index2 commitments
- Bnym Mellon Afl-Cio Sl Broad Market1 commitment
- SEI Investments Management Corp3 commitments
- BNY Mellon3 commitments
Size, funding, policy and commitments, with their basesTaft-Hartley planShowHide
- Interest-bearing cash 2.2%
- Non-interest-bearing cash 0.9%
- Corporate debt instruments (other) 3.7%
- U.S. Government securities 3.3%
- Other investments 7.8%
- Partnership/joint venture interests 30.0%
- Common/collective trusts 27.7%
- Registered investment companies 12.6%
- Common stock 11.0%
- National Coordinating Committee General consultantthrough Jul 31, 2025 Form 5500
- Marquette Associates Inc. Investment adviser (plan)through Jul 31, 2023 Form 5500
- Milliman, Inc. Actuarythrough Jul 31, 2023 Form 5500
+1 more consultant or adviser advise this allocator
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.
- SEI Investments Management Corp3 rows, latest Jul 31, 2025
- BNY Mellon3 rows, latest Jul 31, 2025
- SEI Investments Management Corpplan years
- Parametric Portfolio Associates, Llplan years 2025
- Elmtreeplan years 2024
+2 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.
- Dec 31, 2024Manager relationship startedwith Parametric Portfolio Associates, Llaskebsa.dol.gov
- Dec 31, 2024Consultant changedinferencewith National Coordinating Committeeaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferencewith Elmtreeaskebsa.dol.gov
- Jul 31, 2024Holding endedinference
- Jul 31, 2024Holding started
+1 more dated event
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 Jul 31, 2025 | SEI Energy Debt Collective Investmecollective trust | SEI Investments Management Corp | Private credit | $461,135 held | Disclosed holding | askebsa.dol.gov | |
| as of Jul 31, 2025 | Bnym Mellon Afl-Cio Sl Stock Indexcollective trust | BNY Mellon | Public equity | $44.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Jul 31, 2024 | SEI Energy Debt Collective Investmecollective trust | SEI Investments Management Corp | Private credit | $627,851 held | Disclosed holding | askebsa.dol.gov |
+3 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Jul 31, 2025 | 1,306 | Not disclosed | Not disclosed | n/a | $163M | $48.9M | Not disclosed | Not disclosed |
| 2023 to Jul 31, 2024 | 1,277 | Not disclosed | Not disclosed | n/a | $154M | $43.4M | Not disclosed | Not disclosed |
| 2022 to Jul 31, 2023 | 1,266 | Not disclosed | Not disclosed | n/a | $141M | $40.5M | Not disclosed | Not disclosed |
- this allocator codes 14 $135,322 PY2024
- Anders Minkler Huber Helm LLP codes 10 $121,277 PY2024
- Marquette Associates codes 27 $111,240 PY2024
+45 more service providers
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.
Provenance
This record sits on 6 traced paths of capital across the graphs.
DFX traced 6 paths of capital through this record
Every record on each path, what it committed or lent, and as of when.
Includes 3 days of DFX Intelligence. Then $299/month unless canceled.
Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.
Checking your plan…
Record history
- Holding in a pooled vehicle ended2024-07-31source
- Holding in a pooled vehicle started2024-07-31source
- Manager relationship started2023-12-31source
+3 more changes on this record's ledger
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.
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
+10 connections on the graph
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.