This allocator's name, 8 more advisers and 6 more commitments
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 Tennessee
Taft-Hartley plan, based in Goodlettsville, Tennessee, reporting $45.0M in assets, for 601 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $45.0M
- Funded ratio
- 98.1%
- Fund commitments
- 3
- Managers
- 1
Nothing material in the last 90 days. Last change: 1 Apr 2024, Funded status changed.
Capital path
who backs this record, through what, into what; each name opens its own path- Longview Largecap 1000 Growth Index3 commitments
- Multi-Employer Property Trust3 commitments
- Longview Midcap 400 Index Fund3 commitments
- Amalgamated Bank3 commitments
- NEW Tower Trust Company3 commitments
- Amalgamated Bank of New York3 commitments
Size, funding, policy and commitments, with their basesTaft-Hartley planShowHide
- Interest-bearing cash 1.5%
- Non-interest-bearing cash 0.1%
- Corporate debt instruments (preferred) 9.1%
- U.S. Government securities 10.9%
- Insurance company general account 1.4%
- Other investments 0.4%
- Partnership/joint venture interests 16.6%
- Common/collective trusts 37.9%
- Registered investment companies 2.1%
- Common stock 19.6%
- Southern Benefit Administrators General consultantthrough Mar 31, 2023 Form 5500
- Reynolds Consulting Services, LLC Investment adviser (plan)through Mar 31, 2023 Form 5500
- Empower Custodianthrough Mar 31, 2024 Form 5500
+8 more consultants and advisers advise this allocator
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.
- Amalgamated Bank3 rows, latest Mar 31, 2025
- NEW Tower Trust Company3 rows, latest Mar 31, 2025
- Amalgamated Bank of New York3 rows, latest Mar 31, 2025
- Amalgamated Bankplan years
- Highland Capital Managementplan years 2023
- Apr 1, 2024Funded status changed4 pointsaskebsa.dol.gov
- Apr 1, 2024Assets changed$4.9Maskebsa.dol.gov
- Mar 31, 2024Assets changed$4.9Maskebsa.dol.gov
- Apr 1, 2023Funded status changed3 pointsaskebsa.dol.gov
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Mar 31, 2025 | Longview Largecap 1000 Growth Indexcollective trust | Amalgamated Bank | Pooled vehicles | $11.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Mar 31, 2025 | Multi-Employer Property Trustcollective trust | NEW Tower Trust Company | Real estate | $2.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Mar 31, 2025 | Longview Midcap 400 Index Fundcollective trust | Amalgamated Bank of New York | Pooled vehicles | $2.6M held | Disclosed holding | askebsa.dol.gov |
+6 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Mar 31, 2025 | 601 | Not disclosed | Not disclosed | n/a | $45.0M | $7.5M | Not disclosed | Not disclosed |
| 2023 to Mar 31, 2024 | 538 | Not disclosed | Not disclosed | n/a | $44.2M | $7.6M | Not disclosed | Not disclosed |
| 2022 to Mar 31, 2023 | 501 | Not disclosed | Not disclosed | n/a | $39.3M | $7.7M | Not disclosed | Not disclosed |
- Highland Capital Management codes 28 $87,107 PY2024
- Southern Benefit Administrators codes 14 16 $54,153 PY2024
- Reynolds Investment Consulting codes 27 $49,575 PY2024
+48 more service providers
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.
Provenance
This record sits on 6 traced paths of capital across the graphs.
DFX traced 6 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
- Funded status changed2023-04-01source
- Funded status changed2024-04-01source
- Total assets changed2024-04-01source
+1 more change 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
+14 connections on the graph
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