This allocator's name, 1 more adviser, 9 more commitments and 3 more dated events
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 Kansas
Taft-Hartley plan, based in Topeka, Kansas, reporting $203M in assets, for 8,550 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $203M
- Funded ratio
- 64.7%
- Fund commitments
- 4
- Managers
- 4
Nothing material in the last 90 days. Last change: 31 Dec 2024, Manager relationship ended.
Capital path
who backs this record, through what, into what; each name opens its own path- Afl-Cio Building Investment Trust3 commitments
- Bnym-M Db Sl Aggregate Bif3 commitments
- Bnym Mellon Db Sl Acwi Ex-Us Fund3 commitments
- BNY Mellon9 commitments
- Great Gray Trust Company3 commitments
Size, funding, policy and commitments, with their basesTaft-Hartley planShowHide
- Interest-bearing cash 3.0%
- Non-interest-bearing cash 1.1%
- Other investments 32.6%
- Common/collective trusts 50.0%
- Registered investment companies 12.8%
- H.I.G Whitehorse Principal Lending Investment adviser (plan)through Dec 31, 2023 Form 5500
- Marquette Associates Inc. Investment adviser (plan)through Dec 31, 2022 Form 5500
- BMO Harris Bank, N.A. Custodianthrough Dec 31, 2022 Form 5500
+1 more consultant or adviser advise this allocator
Every name, record and relationship behind this count, with the source on each.
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- BNY Mellon9 rows, latest Dec 31, 2024
- Great Gray Trust Company3 rows, latest Dec 31, 2024
- Siguler Guff Advisorsplan years 2024
- American Realty Advisorsplan years 2024
- Midwest Trust Companyplan years 2024
+5 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
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- Dec 31, 2024Manager relationship endedinferencewith Lazard Asset Management LLCaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedwith Midwest Trust Companyaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedwith Pgim Capital Partners VI, L.P.askebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferencewith Prudential Capital Partners V LPaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedwith Siguler Guff Advisorsaskebsa.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 Building Investment Trustcollective trust | Great Gray Trust Company | Pooled vehicles | $2.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Bnym-M Db Sl Aggregate Bifcollective trust | BNY Mellon | Pooled vehicles | $7.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Bnym Mellon Db Sl Acwi Ex-Us Fundcollective trust | BNY Mellon | Pooled vehicles | $13.9M held | Disclosed holding | askebsa.dol.gov |
+9 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 | 8,550 | Not disclosed | Not disclosed | n/a | $203M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 7,515 | Not disclosed | Not disclosed | n/a | $155M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 8,145 | Not disclosed | Not disclosed | n/a | $148M | Not disclosed | Not disclosed | Not disclosed |
- Marquette Associates codes 27 51 $195,000 PY2024
- KBT Health & Welfare codes 15 50 $182,651 PY2024
- Federal Insurance Company codes 22 $81,613 PY2024
+57 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
This record sits on 4 traced paths of capital across the graphs.
DFX traced 4 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
- Consultant changed2023-12-31source
- Manager relationship started2024-12-31source
- Manager relationship started2024-12-31source
+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
+13 connections on the graph
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