This allocator's name and 1 more adviser

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Taft-Hartley plan in Connecticut

Taft-Hartley plan· Meriden, Connecticut

Taft-Hartley plan, based in Meriden, Connecticut, reporting $85.8M in assets, for 1,224 participants.

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

Assets
$85.8M
Funded ratio
98.0%
Open searchesAllocation policy
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 May 2025, Total assets changed.

Size, funding, policy and commitments, with their basesTaft-Hartley planShow
Taft-Hartley plan
Assets
$85.8M
Total assets, May 31, 2025 reported
Funded
98.0%
Jun 1, 2023
Private markets target
no policy read
policy May 31, 2025
Commitments
0
none on the tape
Allocation policy
Form 5500, as of May 31, 2025
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 11.1%
  • Registered investment companies 88.9%
Consultants and advisers
4 firms

+1 more consultant or adviser 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
5 events
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
29 readings
Total assets
$85.8M May 31, 2025 reported Form 5500
$77.8M (2024-05) · $66.5M (2023-05)
Plan assets
$77.8M Jun 1, 2024 reported Form 5500
$66.5M (2023-06) · $64.4M (2022-06)
Net assets
$85.8M May 31, 2025 reported Form 5500
$77.8M (2024-05) · $66.5M (2023-05)
Funded ratio
98.0% Jun 1, 2023 reported Form 5500
97.0% (2022-06)
Participants
1,224 Jun 1, 2024 reported Form 5500
1,191 (2023-06) · 1,132 (2022-06)
Contributions
$6.4M May 31, 2025 reported Form 5500
$6.5M (2024-05) · $6.3M (2023-05)
Benefits paid
$4.6M May 31, 2025 reported Form 5500
$4.4M (2024-05) · $4.6M (2023-05)
Net investment income
$8.0M May 31, 2025 reported Form 5500
$11.3M (2024-05) · $2.1M (2023-05)
Investment management fees
$258,611 May 31, 2025 reported Form 5500
$223,945 (2024-05) · $57,081 (2023-05)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to May 31, 20251,224Not disclosedNot disclosedn/a$85.8MNot disclosedNot disclosedNot disclosed
2023 to May 31, 20241,191Not disclosedNot disclosedn/a$77.8MNot disclosedNot disclosedNot disclosed
2022 to May 31, 20231,132Not disclosedNot disclosedn/a$66.5MNot disclosedNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • Morgan Stanley codes 20 $223,609 PY2024
  • Solxsys Administrative Solutions codes 12 $62,770 PY2024
  • Reid and Riege PC codes 22 $57,025 PY2024

+22 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
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

5 dated events on the change ledger, latest first
  • Consultant changed
    2023-12-31source
  • Consultant changed
    2023-12-31source
  • Total assets changed
    2024-06-01source

+2 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

+5 connections on the graph

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