This allocator's name, 1 more manager, 5 more commitments and 3 more dated events
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Taft-Hartley plan in Wisconsin
Taft-Hartley plan, based in Kenosha, Wisconsin, reporting $114M in assets, for 747 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $114M
- Funded ratio
- 99.0%
- Fund commitments
- 5
- Managers
- 2
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- this allocator3 commitments
- Afl-Cio Building Investment Trust2 commitments
- Afl-Cio Investment Trust1 commitment
- Wellington Trust Company3 commitments
- Great Gray Trust Company2 commitments
- Schroder1 commitment
Size, funding, policy and commitments, with their basesTaft-Hartley planShowHide
- Interest-bearing cash 7.8%
- Non-interest-bearing cash 0.8%
- Partnership/joint venture interests 3.9%
- Common/collective trusts 20.6%
- Registered investment companies 65.2%
- Segal ActuaryPension consultantthrough Dec 31, 2022 Form 5500
- Segal Marco Advisors Investment adviser (plan)through Dec 31, 2022 Form 5500
- US Bank Custodianthrough Dec 31, 2022 Form 5500
- Wellington Trust Company3 rows, latest Dec 31, 2024
- Great Gray Trust Company2 rows, latest Dec 31, 2023
- Schroder1 row, latest Dec 31, 2024
+1 more manager received commitments
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- Schroderplan years
- Invesco Trust Companyplan years
- Wellington Trust Companyplan years 2022
+1 more Schedule C manager
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- Dec 31, 2024Holding started
- Dec 31, 2024Holding endedinference
- Dec 31, 2024Holding started
- Dec 31, 2024Manager relationship endedinferencewith Boyd Watterson Asset Managementaskebsa.dol.gov
- Dec 31, 2024Assets changed$15.0Maskebsa.dol.gov
+3 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 | Afl-Cio Investment Trustcollective trust | Great Gray Trust Company, LLC | Pooled vehicles | $6.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | this allocatorcollective trust | Wellington Trust Company | Private credit | $8.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Schroder Collective Investment Truscollective trust | Schroder | Pooled vehicles | $9.2M held | Disclosed holding | askebsa.dol.gov |
+5 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 | 747 | Not disclosed | Not disclosed | n/a | $114M | $4.4M | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 739 | Not disclosed | Not disclosed | n/a | $99.3M | $4.7M | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 780 | Not disclosed | Not disclosed | n/a | $90.4M | $4.9M | Not disclosed | Not disclosed |
- Segal Consulting codes 17 50 $129,546 PY2024
- Benesys, Inc. codes 14 50 $52,050 PY2024
- US Bank codes 19 50 51 99 $43,455 PY2024
+31 more service providers
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Provenance
This record sits on 8 traced paths of capital across the graphs.
DFX traced 8 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 started2024-12-31source
- Holding in a pooled vehicle ended2024-12-31source
- Holding in a pooled vehicle ended2023-12-31source
+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
+9 connections on the graph
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