This allocator's name

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Taft-Hartley plan in New Jersey

Taft-Hartley plan· Mount Laurel, New Jersey

Taft-Hartley plan, based in Mount Laurel, New Jersey, reporting $143,646 in assets, for 279 participants.

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

Assets
$143,646
Open searchesAllocation policy
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: 13 Jan 2025, Total assets changed.

Size, funding, policy and commitments, with their basesTaft-Hartley planShow
Taft-Hartley plan
Assets
$143,646
Total assets, Jan 13, 2025 reported
Funded
not on record
not filed
Private markets target
no policy read
policy Jan 13, 2025
Commitments
0
none on the tape
Allocation policy
Form 5500, as of Jan 13, 2025
Actual allocation lines without a target (as filed)
  • Non-interest-bearing cash 97.9%
Consultants and advisers
2 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
No manager relationship is on the tape for this allocator.
What changed
3 events
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
No fund commitments are on the tape for this allocator. The tape holds the plans that publish their own private-markets reports; a plan that publishes one and is not here is a gap we can close.
Size and funding
18 readings
Total assets
$143,646 Jan 13, 2025 reported Form 5500
$164,076 (2024-01) · $204,117 (2023-01)
Net assets
$105,785 Jan 13, 2025 reported Form 5500
$135,425 (2024-01) · $202,709 (2023-01)
Participants
279 Jan 14, 2024 reported Form 5500
278 (2023-01) · 286 (2022-01)
Contributions
$1.4M Jan 13, 2025 reported Form 5500
$1.2M (2024-01) · $1.3M (2023-01)
Benefits paid
$1.3M Jan 13, 2025 reported Form 5500
$1.2M (2024-01) · $1.2M (2023-01)
Net investment income
-$29,640 Jan 13, 2025 reported Form 5500
-$67,284 (2024-01) · $32,080 (2023-01)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Jan 13, 2025279Not disclosedNot disclosedn/a$143,646Not disclosedNot disclosedNot disclosed
2023 to Jan 13, 2024278Not disclosedNot disclosedn/a$164,076Not disclosedNot disclosedNot disclosed
2022 to Jan 13, 2023286Not disclosedNot disclosedn/a$204,117Not disclosedNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)

+11 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 15, 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.

Not yet on record: funded ratio, fund commitments, managers.

Record history

3 dated events on the change ledger, latest first
  • Consultant changed
    2023-12-31source
  • Total assets changed
    2024-01-13source
  • Total assets changed
    2025-01-13source

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

+4 connections on the graph

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