DFX Intelligence

This allocator's name, 3 more managers and 13 more commitments

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 Maryland

Taft-Hartley plan· Laurel, Maryland

Taft-Hartley plan, based in Laurel, Maryland, reporting $36.8M in assets, for 793 participants.

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

As of 2024-12-31 · the latest dated event for this allocator; each figure carries its own filing or report date

Assets: $36.8M
Funded ratio: 105.1%
Fund commitments: 6
Managers: 1

Open searches Plans backing its top manager Similar plans, same strategy

Commitments (6)Allocation policy Managers

As of 2024-12-31 · 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, Holding started.

Capital path

who backs this record, through what, into what; each name opens its own path

Taft-Hartley plan in Maryland

Funds committed to

Separate Account J3 commitments
Hardman Johnston Int'l Equity Group3 commitments
Multi-Employer Property Trust3 commitments

All 6

Managers

Ullico Investment Advisors, Inc.3 commitments
Hardman Johnston3 commitments
NEW Tower Trust Company3 commitments

All 6

Size, funding, policy and commitments, with their basesTaft-Hartley planShow

Taft-Hartley plan

Assets

$36.8M

Total assets, Dec 31, 2024 reported

Funded

105.1%

Jan 1, 2024

Private markets target

no policy read

policy Dec 31, 2024

Commitments

1 manager on Schedule C

Allocation policy

Form 5500, as of Dec 31, 2024

Actual allocation lines without a target (as filed)

Interest-bearing cash 7.6%
Non-interest-bearing cash 1.9%
Corporate debt instruments (other) 2.6%
U.S. Government securities 3.4%
Other investments 10.6%
Partnership/joint venture interests 27.1%
Common/collective trusts 30.8%
Pooled separate accounts 2.9%
Registered investment companies 0.5%
Common stock 11.7%

Consultants and advisers

3 firms

Segal Marco Consulting Investment adviser (plan)through Dec 31, 2022 Form 5500
US Bank Custodianthrough Dec 31, 2022 Form 5500
Segal Actuarythrough Dec 31, 2022 Form 5500

People

No investment staff or executives have been read for this allocator yet.

Manager roster

6 managers on the commitment tape

From the plan’s own commitment disclosures

Ullico Investment Advisors, Inc.3 rows, latest Dec 31, 2024
Hardman Johnston3 rows, latest Dec 31, 2024
NEW Tower Trust Company3 rows, latest Dec 31, 2024

+3 more managers 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)

Hardman Johnstonplan years
Chartwell Investment Partnersplan years 2023
Newtower Trust Companyplan years 2022

+6 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

Dec 31, 2024Holding started
with State Street Global Advisors Trust$2.8Maskebsa.dol.gov
Jan 1, 2024Funded status changed
2 pointsaskebsa.dol.gov
Dec 31, 2023Manager relationship started
with Chartwell Investment Partnersaskebsa.dol.gov

Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.

Commitments

16 rows, 0 dated closings

Date	Fund	Manager	Bucket	Amount	Status	Source
as of Dec 31, 2024	Separate Account Jseparate account	Ullico Investment Advisors, Inc.	Pooled vehicles	$1.1M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Hardman Johnston Int'l Equity Groupcollective trust	Hardman Johnston	Public equity	$3.2M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Multi-Employer Property Trustcollective trust	NEW Tower Trust Company	Real estate	$2.2M held	Disclosed holding	askebsa.dol.gov

+13 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

$36.8M Dec 31, 2024 reported Form 5500

$34.8M (2023-12) · $32.5M (2022-12)

Plan assets

$34.6M Jan 1, 2024 reported Form 5500

$32.4M (2023-01) · $35.6M (2022-01)

Net assets

$36.7M Dec 31, 2024 reported Form 5500

$34.6M (2023-12) · $32.4M (2022-12)

Funded ratio

105.1% Jan 1, 2024 reported Form 5500

102.8% (2023-01) · 101.1% (2022-01)

Participants

793 Jan 1, 2024 reported Form 5500

830 (2023-01) · 1,007 (2022-01)

Contributions

$1.6M Dec 31, 2024 reported Form 5500

$1.7M (2023-12) · $1.9M (2022-12)

Benefits paid

$1.9M Dec 31, 2024 reported Form 5500

$1.6M (2023-12) · $1.5M (2022-12)

Net investment income

$2.1M Dec 31, 2024 reported Form 5500

$2.2M (2023-12) · -$3.2M (2022-12)

Investment management fees

$192,606 Dec 31, 2024 reported Form 5500

$177,475 (2023-12) · $192,598 (2022-12)

Form 5500 filings

3 plan years

Plan year	Participants	Assets (SB market)	Funding target	FTAP	Total assets (H)	Partnerships / JV	Master trust	Real estate
2024 to Dec 31, 2024	793	Not disclosed	Not disclosed	n/a	$36.8M	$10.0M	Not disclosed	Not disclosed
2023 to Dec 31, 2023	830	Not disclosed	Not disclosed	n/a	$34.8M	$9.5M	Not disclosed	Not disclosed
2022 to Dec 31, 2022	1,007	Not disclosed	Not disclosed	n/a	$32.5M	$8.7M	Not disclosed	Not disclosed

Service providers and investment entities as filed (Schedule C and D, latest year first)

Beacon Administrators & Consultants codes 13 50 $148,124 PY2024
The Segal Company codes 11 50 $66,734 PY2024
Hardman Johnson Global Advisors LLC codes 28 51 $43,755 PY2024

+56 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 5 traced paths of capital across the graphs.

Consultant to allocator to manager

DFX traced 5 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

Holding in a pooled vehicle started
2024-12-31source
Funded status changed
2024-01-01source
Manager relationship started
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

+13 connections on the graph

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