This allocator's name, 2 more managers, 9 more commitments and 1 more dated event
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Taft-Hartley plan in Ohio
Taft-Hartley plan, based in Maumee, Ohio, reporting $51.9M in assets, for 485 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $51.9M
- Funded ratio
- 98.6%
- Fund commitments
- 5
- Managers
- 2
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- International Small Cap Fund3 commitments
- Lazard/wilmington International Equ3 commitments
- Prisa II Sa3 commitments
- Segal, Bryant & Hamill, LLC3 commitments
- Lazard Asset Management LLC3 commitments
- Prudential Insurance Company of Ame3 commitments
Size, funding, policy and commitments, with their basesTaft-Hartley planShowHide
- Interest-bearing cash 2.3%
- Non-interest-bearing cash 0.1%
- Corporate debt instruments (other) 16.8%
- U.S. Government securities 2.3%
- Other investments 0.3%
- Partnership/joint venture interests 29.1%
- Common/collective trusts 27.7%
- Pooled separate accounts 6.9%
- Registered investment companies 13.6%
- Investment Performance Services Investment adviser (plan)through Apr 30, 2023 Form 5500
- United Actuarial Services, Inc. Actuarythrough Apr 30, 2023 Form 5500
- Clark, Schaefer, Hackett & Co. Custodianthrough Apr 30, 2023 Form 5500
- Segal, Bryant & Hamill, LLC3 rows, latest Apr 30, 2025
- Lazard Asset Management LLC3 rows, latest Apr 30, 2025
- Prudential Insurance Company of Ame3 rows, latest Apr 30, 2025
+2 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
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- Segal, Bryant & Hamill, LLCplan years 2023
- Lazard Asset Management LLCplan years
- Segall Bryant & Hamill LLCplan years 2024
+4 more Schedule C managers
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- Dec 31, 2024Manager relationship endedinferencewith Segall Bryant & Hamill LLCaskebsa.dol.gov
- May 1, 2024Funded status changed3 pointsaskebsa.dol.gov
- Apr 30, 2024Holding endedinference
- Apr 30, 2024Holding started
- Dec 31, 2023Manager relationship startedwith Segall Bryant & Hamill LLCaskebsa.dol.gov
+1 more dated event
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| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Apr 30, 2025 | International Small Cap Fundcollective trust | Segal, Bryant & Hamill, LLC | Public equity | $3.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Apr 30, 2025 | Lazard/wilmington International Equcollective trust | Lazard Asset Management LLC | Pooled vehicles | $4.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Apr 30, 2025 | Prisa II Saseparate account | Prudential Insurance Company of Ame | Pooled vehicles | $3.6M held | Disclosed holding | askebsa.dol.gov |
+9 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 Apr 30, 2025 | 485 | Not disclosed | Not disclosed | n/a | $51.9M | $15.1M | Not disclosed | Not disclosed |
| 2023 to Apr 30, 2024 | 487 | Not disclosed | Not disclosed | n/a | $50.0M | $15.4M | Not disclosed | Not disclosed |
| 2022 to Apr 30, 2023 | 489 | Not disclosed | Not disclosed | n/a | $47.2M | $11.4M | Not disclosed | Not disclosed |
- Noa codes 10 13 $80,737 PY2024
- Investment Performance Services codes 27 $52,584 PY2024
- Chartwell Investment Partners codes 28 $45,803 PY2024
+43 more service providers
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Provenance
This record sits on 5 traced paths of capital across the graphs.
DFX traced 5 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
- Holding in a pooled vehicle ended2024-04-30source
- Holding in a pooled vehicle started2024-04-30source
- Funded status changed2024-05-01source
+3 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
+12 connections on the graph
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