This allocator's name

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Taft-Hartley plan in Hawaii

Taft-Hartley plan· Honolulu, Hawaii

Taft-Hartley plan, based in Honolulu, Hawaii, reporting $284M in assets, for 2,724 participants.

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

Assets
$284M
Funded ratio
103.8%
Fund commitments
1
Managers
1
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Commitments (1)Allocation policyManagers
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.

Capital path

who backs this record, through what, into what; each name opens its own path
Taft-Hartley plan in Hawaii
Funds committed to
Managers
Size, funding, policy and commitments, with their basesTaft-Hartley planShow
Taft-Hartley plan
Assets
$284M
Total assets, Feb 28, 2025 reported
Funded
103.8%
Mar 1, 2024
Private markets target
no policy read
policy Feb 28, 2025
Commitments
1
1 manager on Schedule C
Allocation policy
Form 5500, as of Feb 28, 2025
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 4.2%
  • Non-interest-bearing cash 0.0%
  • Corporate debt instruments (other) 7.6%
  • U.S. Government securities 6.7%
  • Other investments 0.7%
  • Partnership/joint venture interests 5.6%
  • 103-12 investment entities 1.3%
  • Registered investment companies 12.8%
  • Common stock 60.0%
  • Preferred stock 0.5%
Consultants and advisers
3 firms
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
From Schedule C (investment management, code 28)

+9 more Schedule C managers

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What changed
4 events
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
2 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Feb 28, 2025Washington Capital Joint Master Tru103 12 ieWashington Capital Management, Inc.Pooled vehicles$3.8M heldDisclosed holdingaskebsa.dol.gov
as of Feb 29, 2024Washington Capital Joint Master Tru103 12 ieWashington Capital Management, Inc.Pooled vehicles$3.6M heldDisclosed holdingaskebsa.dol.gov
Size and funding
20 readings
Total assets
$284M Feb 28, 2025 reported Form 5500
$259M (2024-02)
Plan assets
$258M Mar 1, 2024 reported Form 5500
$218M (2023-03)
Net assets
$284M Feb 28, 2025 reported Form 5500
$258M (2024-02)
Funded ratio
103.8% Mar 1, 2024 reported Form 5500
99.5% (2023-03)
Participants
2,724 Mar 1, 2024 reported Form 5500
2,761 (2023-03)
Contributions
$9.2M Feb 28, 2025 reported Form 5500
$8.9M (2024-02)
Benefits paid
$15.0M Feb 28, 2025 reported Form 5500
$14.8M (2024-02)
Net investment income
$25.9M Feb 28, 2025 reported Form 5500
$40.5M (2024-02)
Investment management fees
$1.3M Feb 28, 2025 reported Form 5500
$2.0M (2024-02)
Form 5500 filings
2 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Feb 28, 20252,724Not disclosedNot disclosedn/a$284M$16.0MNot disclosedNot disclosed
2023 to Feb 29, 20242,761Not disclosedNot disclosedn/a$259M$15.2MNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)

+36 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.
Capital chain

This record sits on 1 traced path of capital across the graphs.

Consultant to allocator to manager

DFX traced 1 path of capital through this record

Every record on each path, what it committed or lent, and as of when.

Includes 3 days of DFX Intelligence. Then $299/month unless canceled.

Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.

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Record history

4 dated events on the change ledger, latest first
  • Funded status changed
    2024-03-01source
  • Manager relationship ended
    2024-12-31source
  • Manager relationship started
    2024-12-31source

+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

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+16 connections on the graph

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