This allocator's name, 5 more advisers, 9 more commitments and 2 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 Ohio
Taft-Hartley plan, based in Canfield, Ohio, reporting $61.2M in assets, for 487 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $61.2M
- Funded ratio
- 91.7%
- Fund commitments
- 4
- Managers
- 2
Nothing material in the last 90 days. Last change: 31 Dec 2024, Manager relationship started.
Capital path
who backs this record, through what, into what; each name opens its own path- Multi-Employer Property Trust3 commitments
- Equity Group Trust3 commitments
- Fixed Income Group Trust3 commitments
- Marco Consulting6 commitments
- NEW Tower Trust Company3 commitments
- Ullico Investment Advisors3 commitments
Size, funding, policy and commitments, with their basesTaft-Hartley planShowHide
- Interest-bearing cash 0.9%
- Non-interest-bearing cash 1.0%
- Partnership/joint venture interests 19.8%
- 103-12 investment entities 74.7%
- Common/collective trusts 2.8%
- Segal Marco Advisors General consultantthrough Dec 31, 2023 Form 5500
- Segal Marco Consulting General consultantthrough Dec 31, 2022 Form 5500
- Comerica Custodianthrough Dec 31, 2024 Form 5500
+5 more consultants and advisers advise this allocator
Every name, record and relationship behind this count, with the source on each.
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- Marco Consulting6 rows, latest Dec 31, 2024
- NEW Tower Trust Company3 rows, latest Dec 31, 2024
- Ullico Investment Advisors3 rows, latest Dec 31, 2024
- Marco Consultingplan years
- Ullico Investment Advisors, Inc.plan years 2024
- National Real Estate Advisorsplan years 2023
+1 more Schedule C manager
Every name, record and relationship behind this count, with the source on each.
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- Dec 31, 2024Manager relationship startedwith Comericaaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedwith Ullico Investment Advisors, Inc.askebsa.dol.gov
- Jan 1, 2024Assets changed$5.3Maskebsa.dol.gov
- Dec 31, 2023Consultant changedinferencewith Segal Marco Advisorsaskebsa.dol.gov
- Dec 31, 2023Consultant changedinferencewith Segal Marco Consultingaskebsa.dol.gov
+2 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 | Multi-Employer Property Trustcollective trust | NEW Tower Trust Company | Real estate | $1.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Equity Group Trust103 12 ie | Marco Consulting | Public equity | $30.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Fixed Income Group Trust103 12 ie | Marco Consulting | Fixed income | $13.1M held | Disclosed holding | askebsa.dol.gov |
+9 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 | 487 | Not disclosed | Not disclosed | n/a | $61.2M | $12.1M | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 524 | Not disclosed | Not disclosed | n/a | $55.9M | $9.2M | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 476 | Not disclosed | Not disclosed | n/a | $50.9M | $9.2M | Not disclosed | Not disclosed |
- Segal Marco Advisors codes 16 $114,765 PY2024
- Acrisure codes 11 $39,723 PY2024
- Ullico Investment Advisors, Inc. codes 28 51 $34,909 PY2024
+42 more service providers
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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.
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Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.
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Record history
- Manager relationship started2023-12-31source
- 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
+13 connections on the graph
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