This allocator's name and 1 more adviser

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Taft-Hartley plan in California

Taft-Hartley plan· LOS Angeles, California

Taft-Hartley plan, based in LOS Angeles, California, reporting $878,028 in assets, for 1,763 participants.

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

Assets
$878,028
Funded ratio
100.0%
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 Dec 2023, Total assets changed.

Size, funding, policy and commitments, with their basesTaft-Hartley planShow
Taft-Hartley plan
Assets
$878,028
Total assets, Dec 31, 2024 reported
Funded
100.0%
Jan 1, 2024
Private markets target
no policy read
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: this allocator
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Non-interest-bearing cash 100.0%
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
1 event
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
27 readings
Total assets
$878,028 Dec 31, 2024 reported Form 5500
$929,246 (2023-12) · $1.1M (2022-12)
Plan assets
$1 Jan 1, 2024 reported Form 5500
$1 (2023-01) · $1 (2022-01)
Net assets
-$75.7M Dec 31, 2024 reported Form 5500
-$72.7M (2023-12) · -$69.5M (2022-12)
Funded ratio
100.0% Jan 1, 2024 reported Form 5500
100.0% (2023-01) · 100.0% (2022-01)
Participants
1,763 Jan 1, 2024 reported Form 5500
1,763 (2023-01) · 1,844 (2022-01)
Contributions
$0 Dec 31, 2024 reported Form 5500
$0 (2023-12) · $0 (2022-12)
Benefits paid
$2.7M Dec 31, 2024 reported Form 5500
$2.9M (2023-12) · $3.1M (2022-12)
Net investment income
-$3.0M Dec 31, 2024 reported Form 5500
-$3.2M (2023-12) · -$3.4M (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 20241,763Not disclosedNot disclosedn/a$878,028Not disclosedNot disclosedNot disclosed
2023 to Dec 31, 20231,763Not disclosedNot disclosedn/a$929,246Not disclosedNot disclosedNot disclosed
2022 to Dec 31, 20221,844Not disclosedNot disclosedn/a$1.1MNot disclosedNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • Benefit Plans, Inc. codes 13 $243,520 PY2024
  • Kkaj codes 10 $9,345 PY2024
  • Rael & Laetson codes 11 $2,000 PY2024

+15 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

1 dated event on the change ledger, latest first
  • Total assets changed
    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

+5 connections on the graph

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