This allocator's name

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Taft-Hartley plan in South Dakota

Taft-Hartley plan· North Sioux City, South Dakota

Taft-Hartley plan, based in North Sioux City, South Dakota, reporting $4.9M in assets, for 793 participants.

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

Assets
$4.9M
Open searchesAllocation policy
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, Manager relationship ended.

Size, funding, policy and commitments, with their basesTaft-Hartley planShow
Taft-Hartley plan
Assets
$4.9M
Total assets, Dec 31, 2024 reported
Funded
not on record
not filed
Private markets target
no policy read
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: this allocator
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 12.2%
  • Corporate debt instruments (other) 65.1%
  • U.S. Government securities 17.9%
Consultants and advisers
1 firm
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 manager on Schedule C
From Schedule C (investment management, code 28)
What changed
2 events
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
No fund commitments are on the tape for this allocator. The tape holds the plans that publish their own private-markets reports; a plan that publishes one and is not here is a gap we can close.
Size and funding
18 readings
Total assets
$4.9M Dec 31, 2024 reported Form 5500
$146M (2023-12) · $140M (2022-12)
Net assets
$4.3M Dec 31, 2024 reported Form 5500
$146M (2023-12) · $140M (2022-12)
Participants
793 Jan 1, 2024 reported Form 5500
824 (2023-01) · 851 (2022-01)
Benefits paid
$148M Dec 31, 2024 reported Form 5500
$7.6M (2023-12) · $7.8M (2022-12)
Net investment income
-$142M Dec 31, 2024 reported Form 5500
$6.0M (2023-12) · -$20.4M (2022-12)
Investment management fees
$359,446 Dec 31, 2024 reported Form 5500
$420,751 (2023-12) · $461,942 (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 2024793Not disclosedNot disclosedn/a$4.9MNot disclosedNot disclosedNot disclosed
2023 to Dec 31, 2023824Not disclosedNot disclosedn/a$146M$8.4MNot disclosedNot disclosed
2022 to Dec 31, 2022851Not disclosedNot disclosedn/a$140M$7.2MNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • RBC Capital Markets, LLC codes $359,446 PY2024
  • Gregory Barnes codes $137,249 PY2024
  • R Scott Gregory codes $60,916 PY2024

+20 more service providers

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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 15, 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: funded ratio, fund commitments, managers.

Record history

2 dated events on the change ledger, latest first
  • Manager relationship ended
    2024-12-31source
  • Total assets changed
    2024-12-31source

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

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+3 connections on the graph

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