This allocator's name and 1 more dated event

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Taft-Hartley plan in Indiana

Taft-Hartley plan· Indianapolis, Indiana

Taft-Hartley plan, based in Indianapolis, Indiana, reporting $103M in assets, for 859 participants.

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

Assets
$103M
Funded ratio
132.4%
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 Dec 2024, Changed investment consultant to United Actuarial Services, Inc.

Size, funding, policy and commitments, with their basesTaft-Hartley planShow
Taft-Hartley plan
Assets
$103M
Total assets, Jul 31, 2025 reported
Funded
132.4%
Aug 1, 2024
Private markets target
no policy read
policy Jul 31, 2025
Commitments
0
none on the tape
Allocation policy
Form 5500, as of Jul 31, 2025
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 0.1%
  • Non-interest-bearing cash 0.5%
  • Registered investment companies 99.0%
Consultants and advisers
3 firms
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
6 events

+1 more dated event

Every name, record and relationship behind this count, with the source on each.

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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
30 readings
Total assets
$103M Jul 31, 2025 reported Form 5500
$96.1M (2024-07) · $85.7M (2023-07)
Plan assets
$96.1M Aug 1, 2024 reported Form 5500
$85.7M (2023-08) · $79.7M (2022-08)
Net assets
$103M Jul 31, 2025 reported Form 5500
$96.1M (2024-07) · $85.7M (2023-07)
Funded ratio
132.4% Aug 1, 2024 reported Form 5500
130.3% (2023-08) · 127.2% (2022-08)
Participants
859 Aug 1, 2024 reported Form 5500
883 (2023-08) · 861 (2022-08)
Contributions
$3.9M Jul 31, 2025 reported Form 5500
$3.7M (2024-07) · $3.7M (2023-07)
Benefits paid
$4.2M Jul 31, 2025 reported Form 5500
$4.2M (2024-07) · $4.1M (2023-07)
Net investment income
$7.3M Jul 31, 2025 reported Form 5500
$10.5M (2024-07) · $6.0M (2023-07)
Investment management fees
$24,500 Jul 31, 2025 reported Form 5500
$24,667 (2024-07) · $23,500 (2023-07)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Jul 31, 2025859Not disclosedNot disclosedn/a$103MNot disclosedNot disclosedNot disclosed
2023 to Jul 31, 2024883Not disclosedNot disclosedn/a$96.1MNot disclosedNot disclosedNot disclosed
2022 to Jul 31, 2023861Not disclosedNot disclosedn/a$85.7MNot disclosedNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • The Segal Company codes 11 17 $86,750 PY2024
  • Umr codes 14 $37,170 PY2024
  • Johnson & Krol, LLC codes 29 $25,610 PY2024

+21 more service providers

Every name, record and relationship behind this count, with the source on each.

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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 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

6 dated events on the change ledger, latest first
  • Funded status changed
    2023-08-01source
  • Funded status changed
    2024-08-01source
  • Consultant changed
    2024-12-31source

+3 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

+4 connections on the graph

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