This allocator's name, 2 more advisers, 4 more managers, 18 more commitments and 6 more dated events
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Taft-Hartley plan in Connecticut
Taft-Hartley plan, based in Farmington, Connecticut, reporting $470M in assets, for 12,807 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $470M
- Funded ratio
- 114.0%
- Fund commitments
- 7
- Managers
- 3
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- Prisa3 commitments
- Multi-Employer Property Trust3 commitments
- Nhit Global Fixed Income Fund3 commitments
- Prudential Insurance Company of Ame3 commitments
- NEW Tower Trust Company3 commitments
- Loomis Sayles3 commitments
Size, funding, policy and commitments, with their basesTaft-Hartley planShowHide
- Interest-bearing cash 0.1%
- Non-interest-bearing cash 0.4%
- Corporate debt instruments (other) 3.0%
- U.S. Government securities 4.3%
- Other investments 6.3%
- Partnership/joint venture interests 36.8%
- Common/collective trusts 31.0%
- Pooled separate accounts 2.1%
- Common stock 13.4%
- Real estate (other than employer real property) 2.3%
- Segal Marco Advisors Investment adviser (plan)Pension consultantthrough Dec 31, 2024 Form 5500
- Bank of America Trusteethrough Dec 31, 2023 Form 5500
- The Segal Co. (eastern States) Inc. Actuarythrough Dec 31, 2022 Form 5500
+2 more consultants and advisers advise this allocator
Every name, record and relationship behind this count, with the source on each.
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- Prudential Insurance Company of Ame3 rows, latest Dec 31, 2024
- NEW Tower Trust Company3 rows, latest Dec 31, 2024
- Loomis Sayles3 rows, latest Dec 31, 2024
+4 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
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- Siguler Guff Advisorsplan years 2024
- Merganser Capital Managementplan years 2024
- Constitution Capital Partners, LLCplan years 2024
+16 more Schedule C managers
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- Dec 31, 2024Manager relationship startedwith Siguler Guff Advisorsaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedwith Constitution Capital Partners, LLCaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferencewith Intech Investment Managementaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferencewith Employee 3askebsa.dol.gov
- Dec 31, 2024Manager relationship startedwith Merganser Capital Managementaskebsa.dol.gov
+6 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 | Prisaseparate account | Prudential Insurance Company of Ame | Pooled vehicles | $10.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Multi-Employer Property Trustcollective trust | NEW Tower Trust Company | Real estate | $15.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Nhit Global Fixed Income Fundcollective trust | Loomis Sayles | Fixed income | $19.6M held | Disclosed holding | askebsa.dol.gov |
+18 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 | 12,807 | Not disclosed | Not disclosed | n/a | $470M | $173M | Not disclosed | $10.6M |
| 2023 to Dec 31, 2023 | 12,623 | Not disclosed | Not disclosed | n/a | $450M | $170M | Not disclosed | $11.2M |
| 2022 to Dec 31, 2022 | 12,627 | Not disclosed | Not disclosed | n/a | $420M | $153M | Not disclosed | $13.3M |
- Segal Company codes 11 17 50 $302,009 PY2024
- Panagora Asset Management codes 28 51 68 $246,175 PY2024
- Sterling Organization LLC codes 28 51 $186,238 PY2024
+112 more service providers
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Provenance
This record sits on 5 traced paths of capital across the graphs.
DFX traced 5 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
- Funded status changed2024-01-01source
- Manager relationship ended2023-12-31source
- Manager relationship started2023-12-31source
+8 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
+26 connections on the graph
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