This allocator's name, 1 more adviser and 1 more commitment
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 Indiana
Taft-Hartley plan, based in Indianapolis, Indiana, reporting $99.0M in assets, for 2,247 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $99.0M
- Funded ratio
- 86.6%
- Fund commitments
- 2
Nothing material in the last 90 days. Last change: 30 Nov 2024, Total assets changed.
Capital path
who backs this record, through what, into what; each name opens its own path- American Core Realty Fund2 commitments
- ASB Allegiance Real Estate Fund2 commitments
- American Core2 commitments
- ABS Allegiance Real Estate2 commitments
Size, funding, policy and commitments, with their basesTaft-Hartley planShowHide
- Interest-bearing cash 0.6%
- Non-interest-bearing cash 0.8%
- U.S. Government securities 3.0%
- Common/collective trusts 6.0%
- Registered investment companies 85.1%
- Common stock 3.7%
- Mariner (andco) General consultantthrough Nov 30, 2023 Form 5500
- Osborne Carriero & Associates Actuarythrough Nov 30, 2024 Form 5500
- Nyhart Actuarythrough Nov 30, 2023 Form 5500
+1 more consultant or adviser 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.
- American Core2 rows, latest Nov 30, 2024
- ABS Allegiance Real Estate2 rows, latest Nov 30, 2024
- Nov 30, 2024Assets changed$15.1Maskebsa.dol.gov
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Nov 30, 2024 | American Core Realty Fundcollective trust | American Core | Real estate | $3.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Nov 30, 2024 | ASB Allegiance Real Estate Fundcollective trust | ABS Allegiance Real Estate | Real estate | $2.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Nov 30, 2023 | American Core Realty Fundcollective trust | American Core | Real estate | $3.8M held | Disclosed holding | askebsa.dol.gov |
+1 more commitment
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 |
|---|---|---|---|---|---|---|---|---|
| 2023 to Nov 30, 2024 | 2,247 | Not disclosed | Not disclosed | n/a | $99.0M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Nov 30, 2023 | 2,239 | Not disclosed | Not disclosed | n/a | $83.9M | Not disclosed | Not disclosed | Not disclosed |
- Healthscope Benefits codes 13 50 $93,827 PY2023
- Mariner Institutional, LLC codes 16 70 $48,000 PY2023
- Osborn, Carriero & Associates codes 11 50 $21,000 PY2023
+16 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
Not yet on record: managers.
Record history
- Total assets changed2024-11-30source
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
+5 connections on the graph
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.