This allocator's name, 4 more managers, 23 more commitments and 3 more dated events
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Taft-Hartley plan in Indiana
Taft-Hartley plan, based in Terre Haute, Indiana, reporting $1.8B in assets, for 28,651 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $1.8B
- Funded ratio
- 114.8%
- Fund commitments
- 9
- Managers
- 4
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- NIS Core Fixed Income Qp Fund, LLC3 commitments
- NIS High Yield Qp Fund, LLC3 commitments
- Rreef American Reit II3 commitments
- National Investment Svcs of Amer6 commitments
- Northern Trust Investments, Inc.6 commitments
- Rreef3 commitments
Size, funding, policy and commitments, with their basesTaft-Hartley planShowHide
- Interest-bearing cash 2.3%
- Corporate debt instruments (other) 1.7%
- U.S. Government securities 1.1%
- Other investments 2.1%
- Partnership/joint venture interests 25.0%
- 103-12 investment entities 2.0%
- Common/collective trusts 65.0%
- Marquette Associates Inc. Investment adviser (plan)through May 31, 2023 Form 5500
- United Actuarial Services, Inc. Actuarythrough May 31, 2023 Form 5500
- US Bank Custodianthrough May 31, 2023 Form 5500
- National Investment Svcs of Amer6 rows, latest May 31, 2025
- Northern Trust Investments, Inc.6 rows, latest May 31, 2025
- Rreef3 rows, latest May 31, 2025
+4 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
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- Parametric Portfolio Associatesplan years 2023
- National Investment Svcs of Amerplan years 2024
- Nuveen, LLCplan years
+19 more Schedule C managers
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- Dec 31, 2024Manager relationship startedwith Churchill Middle Market Senior Loanaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferencewith Partners Group Private Equityaskebsa.dol.gov
- Jun 1, 2024Funded status changed7 pointsaskebsa.dol.gov
- Jun 1, 2024Assets changed$166Maskebsa.dol.gov
- May 31, 2024Holding started
+3 more dated events
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| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of May 31, 2025 | NIS Core Fixed Income Qp Fund, LLCcollective trust | National Investment Svcs of Amer | Fixed income | $109M held | Disclosed holding | askebsa.dol.gov | |
| as of May 31, 2025 | NIS High Yield Qp Fund, LLCcollective trust | National Investment Svcs of Amer | Fixed income | $7.7M held | Disclosed holding | askebsa.dol.gov | |
| as of May 31, 2025 | Nuveen/sei Trust Company Investmentcollective trust | Nuveen, LLC | Pooled vehicles | $116M held | Disclosed holding | askebsa.dol.gov |
+23 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 May 31, 2025 | 28,651 | Not disclosed | Not disclosed | n/a | $1.8B | $454M | Not disclosed | Not disclosed |
| 2023 to May 31, 2024 | 28,353 | Not disclosed | Not disclosed | n/a | $1.7B | $399M | Not disclosed | Not disclosed |
| 2022 to May 31, 2023 | 27,377 | Not disclosed | Not disclosed | n/a | $1.5B | $409M | Not disclosed | Not disclosed |
- this allocator codes 13 $822,410 PY2024
- Ullico Investment Advisors, Inc. codes 28 $741,286 PY2024
- Siguler Guff Advisers, LLC codes 28 $593,828 PY2024
+108 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
- Holding in a pooled vehicle started2024-05-31source
- Funded status changed2023-06-01source
- Funded status changed2024-06-01source
+5 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
+28 connections on the graph
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