This allocator's name, 5 more advisers, 4 more managers, 18 more commitments and 2 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 District of Columbia
Taft-Hartley plan, based in Washington, District of Columbia, reporting $1.2B in assets, for 6,713 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $1.2B
- Funded ratio
- 98.1%
- Fund commitments
- 7
- Managers
- 6
Nothing material in the last 90 days. Last change: 31 Dec 2024, Changed investment consultant to The Segal Co. (eastern States) Inc.
Capital path
who backs this record, through what, into what; each name opens its own path- Multi-Employer Property Trust3 commitments
- Prisa3 commitments
- Parametric Defensive Equity Fund3 commitments
- NEW Tower Trust Company3 commitments
- Prudential Insurance Company of Ame3 commitments
- Parametric Portfolio Associates3 commitments
Size, funding, policy and commitments, with their basesTaft-Hartley planShowHide
- Interest-bearing cash 2.0%
- Corporate debt instruments (other) 3.1%
- U.S. Government securities 4.0%
- Partnership/joint venture interests 11.2%
- 103-12 investment entities 6.1%
- Common/collective trusts 45.7%
- Pooled separate accounts 1.5%
- Registered investment companies 6.5%
- Common stock 19.1%
- Gallagher Fiduciary Advisors General consultantInvestment adviser (plan)through Dec 31, 2024 Form 5500
- Shipshape IT General consultantthrough Dec 31, 2023 Form 5500
- Meditology Services General consultantthrough Dec 31, 2023 Form 5500
+5 more consultants and advisers advise this allocator
Every name, record and relationship behind this count, with the source on each.
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- NEW Tower Trust Company3 rows, latest Dec 31, 2024
- Prudential Insurance Company of Ame3 rows, latest Dec 31, 2024
- Parametric Portfolio Associates3 rows, latest Dec 31, 2024
+4 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
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- State Street Global Advisors Trustplan years
- State Street Global Advisors Trust Companyplan years
- Blackrock Insti. Trust Company, N.Aplan years
+9 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 Loomis Sayles Trust Companyaskebsa.dol.gov
- Dec 31, 2024Consultant changedinferencewith The Segal Co. (eastern States) Inc.askebsa.dol.gov
- Jan 1, 2024Assets changed$108Maskebsa.dol.gov
- Dec 31, 2023Consultant changedinferencewith Shipshape ITaskebsa.dol.gov
- Dec 31, 2023Consultant changedinferencewith Meditology Servicesaskebsa.dol.gov
+2 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 | Multi-Employer Property Trustcollective trust | NEW Tower Trust Company | Real estate | $31.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Prisaseparate account | Prudential Insurance Company of Ame | Pooled vehicles | $18.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Parametric Defensive Equity Fund103 12 ie | Parametric Portfolio Associates | Public equity | $75.3M held | Disclosed holding | askebsa.dol.gov |
+18 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 | 6,713 | Not disclosed | Not disclosed | n/a | $1.2B | $137M | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 6,593 | Not disclosed | Not disclosed | n/a | $1.1B | $113M | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 6,480 | Not disclosed | Not disclosed | n/a | $1.0B | $91.1M | Not disclosed | Not disclosed |
- Fuller and Thaler codes 28 51 68 $722,402 PY2024
- T. Rowe Price Associates, Inc. codes 28 50 51 68 $483,884 PY2024
- Christopher Hanley codes 30 $342,840 PY2024
+102 more service providers
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Provenance
This record sits on 15 traced paths of capital across the graphs.
DFX traced 15 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
- Consultant changed2023-12-31source
- Manager relationship ended2024-12-31source
+4 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
+22 connections on the graph
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