This allocator's name and 2 more advisers

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Taft-Hartley plan in California

Taft-Hartley plan· LOS Angeles, California

Taft-Hartley plan, based in LOS Angeles, California, reporting $85.0M in assets, for 2,247 participants.

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

Assets
$85.0M
Funded ratio
116.0%
Fund commitments
1
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Commitments (1)Allocation policyConsultants
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 2024, Changed investment consultant to Nisa Investment Advisors, LLC.

Capital path

who backs this record, through what, into what; each name opens its own path
Taft-Hartley plan in California
Funds committed to
Managers
Size, funding, policy and commitments, with their basesTaft-Hartley planShow
Taft-Hartley plan
Assets
$85.0M
Total assets, Dec 31, 2024 reported
Funded
116.0%
Jan 1, 2024
Private markets target
no policy read
policy Dec 31, 2024
Commitments
1
none on the tape
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 1.1%
  • Corporate debt instruments (other) 56.2%
  • Corporate debt instruments (preferred) 0.7%
  • U.S. Government securities 0.9%
  • Other investments 1.0%
  • Registered investment companies 38.8%
Consultants and advisers
5 firms

+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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People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 manager on the commitment tape
From the plan’s own commitment disclosures
What changed
3 events
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
2 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2023ALL Weather Portfolio Limited103 12 ieBridgewaterPooled vehicles$9.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022ALL Weather Portfolio Limited103 12 ieBridgewaterPooled vehicles$8.8M heldDisclosed holdingaskebsa.dol.gov
Size and funding
30 readings
Total assets
$85.0M Dec 31, 2024 reported Form 5500
$88.9M (2023-12) · $88.5M (2022-12)
Plan assets
$88.6M Jan 1, 2024 reported Form 5500
$88.2M (2023-01) · $111M (2022-01)
Net assets
$84.9M Dec 31, 2024 reported Form 5500
$88.6M (2023-12) · $88.2M (2022-12)
Funded ratio
116.0% Jan 1, 2024 reported Form 5500
116.6% (2023-01) · 119.8% (2022-01)
Participants
2,247 Jan 1, 2024 reported Form 5500
2,283 (2023-01) · 2,328 (2022-01)
Contributions
$53,058 Dec 31, 2024 reported Form 5500
$5,464 (2023-12) · $4,496 (2022-12)
Benefits paid
$6.3M Dec 31, 2024 reported Form 5500
$6.7M (2023-12) · $6.8M (2022-12)
Net investment income
-$3.7M Dec 31, 2024 reported Form 5500
$383,438 (2023-12) · -$22.6M (2022-12)
Investment management fees
$131,491 Dec 31, 2024 reported Form 5500
$38,477 (2023-12) · $46,497 (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 20242,247Not disclosedNot disclosedn/a$85.0MNot disclosedNot disclosedNot disclosed
2023 to Dec 31, 20232,283Not disclosedNot disclosedn/a$88.9MNot disclosedNot disclosedNot disclosed
2022 to Dec 31, 20222,328Not disclosedNot disclosedn/a$88.5MNot disclosedNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • Nisa Investment Advisors, LLC codes 27 50 $82,033 PY2024
  • Miller Kaplan Arase LLP codes 10 50 $58,631 PY2024
  • Schwartz Steinsapir Dohrmann & Somm codes 29 50 $48,303 PY2024

+25 more service providers

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

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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.

Not yet on record: managers.

Capital chain

This record sits on 2 traced paths of capital across the graphs.

Consultant to allocator to manager

DFX traced 2 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

3 dated events on the change ledger, latest first
  • Funded status changed
    2023-01-01source
  • Consultant changed
    2024-12-31source
  • Total assets changed
    2023-01-01source

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

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+6 connections on the graph

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