This allocator's name, 1 more manager and 9 more commitments

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Taft-Hartley plan in Maryland

Taft-Hartley plan· Cumberland, Maryland

Taft-Hartley plan, based in Cumberland, Maryland, reporting $64.3M in assets, for 529 participants.

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

Assets
$64.3M
Funded ratio
97.9%
Fund commitments
4
Managers
1
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Commitments (4)Allocation policyManagers
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: 1 May 2024, Funded status changed.

Capital path

who backs this record, through what, into what; each name opens its own path
Taft-Hartley plan in Maryland
Funds committed to
All 4
Managers
All 4
Size, funding, policy and commitments, with their basesTaft-Hartley planShow
Taft-Hartley plan
Assets
$64.3M
Total assets, Apr 30, 2025 reported
Funded
97.9%
May 1, 2024
Private markets target
no policy read
policy Apr 30, 2025
Commitments
4
1 manager on Schedule C
Allocation policy
Form 5500, as of Apr 30, 2025
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 2.4%
  • Non-interest-bearing cash 0.6%
  • Corporate debt instruments (other) 5.0%
  • U.S. Government securities 14.5%
  • Other investments 6.6%
  • Common/collective trusts 38.1%
  • Registered investment companies 15.1%
  • Common stock 16.9%
Consultants and advisers
2 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
4 managers on the commitment tape
From the plan’s own commitment disclosures

+1 more manager received commitments

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

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.

From Schedule C (investment management, code 28)

+4 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.

What changed
3 events
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
12 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Apr 30, 2025ALL. Bern. Sustainable US Thematiccollective trustAlliance Bernstein, L.P.Pooled vehicles$6.5M heldDisclosed holdingaskebsa.dol.gov
as of Apr 30, 2025ASB Allegiance Real Estate Fundcollective trustABS Allegiance Real EstateReal estate$1.7M heldDisclosed holdingaskebsa.dol.gov
as of Apr 30, 2025Multi-Employer Property Trustcollective trustNEW Tower Trust CompanyReal estate$2.6M heldDisclosed holdingaskebsa.dol.gov

+9 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.

Size and funding
30 readings
Total assets
$64.3M Apr 30, 2025 reported Form 5500
$59.3M (2024-04) · $54.3M (2023-04)
Plan assets
$59.1M May 1, 2024 reported Form 5500
$54.0M (2023-05) · $53.6M (2022-05)
Net assets
$64.0M Apr 30, 2025 reported Form 5500
$59.1M (2024-04) · $54.0M (2023-04)
Funded ratio
97.9% May 1, 2024 reported Form 5500
94.6% (2023-05) · 87.5% (2022-05)
Participants
529 May 1, 2024 reported Form 5500
524 (2023-05) · 531 (2022-05)
Contributions
$3.6M Apr 30, 2025 reported Form 5500
$3.0M (2024-04) · $3.1M (2023-04)
Benefits paid
$3.1M Apr 30, 2025 reported Form 5500
$3.3M (2024-04) · $4.1M (2023-04)
Net investment income
$4.9M Apr 30, 2025 reported Form 5500
$5.1M (2024-04) · $406,005 (2023-04)
Investment management fees
$309,282 Apr 30, 2025 reported Form 5500
$243,302 (2024-04) · $275,111 (2023-04)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Apr 30, 2025529Not disclosedNot disclosedn/a$64.3MNot disclosedNot disclosedNot disclosed
2023 to Apr 30, 2024524Not disclosedNot disclosedn/a$59.3MNot disclosedNot disclosedNot disclosed
2022 to Apr 30, 2023531Not disclosedNot disclosedn/a$54.3MNot disclosedNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)

+43 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 29, 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.
Capital chain

This record sits on 4 traced paths of capital across the graphs.

Consultant to allocator to manager

DFX traced 4 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.

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Record history

3 dated events on the change ledger, latest first
  • Funded status changed
    2023-05-01source
  • Funded status changed
    2024-05-01source
  • Manager relationship ended
    2023-12-31source

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

+11 connections on the graph

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