This allocator's name, 6 more advisers, 7 more managers, 19 more commitments and 3 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 California
Taft-Hartley plan, based in LOS Angeles, California, for 37,259 participants.
Composed from this allocator's classification, location and filed figures.
- Funded ratio
- 95.8%
- Fund commitments
- 11
- Managers
- 4
Nothing material in the last 90 days. Last change: 31 Dec 2024, Changed investment consultant to Calibre CPA.
Capital path
who backs this record, through what, into what; each name opens its own path- Jpmcb Core Bond Fund2 commitments
- Quest Group Trust VI2 commitments
- Quest Group Trust III2 commitments
- Quest Investment Management, LLC4 commitments
- JP Morgan Chase2 commitments
- Guggenheim Partners Investment Mgmt2 commitments
Size, funding, policy and commitments, with their basesTaft-Hartley planShowHide
- Interest-bearing cash 0.4%
- Non-interest-bearing cash 0.0%
- Other investments 0.1%
- Partnership/joint venture interests 18.6%
- 103-12 investment entities 13.0%
- Common/collective trusts 63.8%
- Registered investment companies 2.8%
- Calibre CPA General consultantthrough Dec 31, 2023 Form 5500
- Adept Hrm Solutions General consultantthrough Dec 31, 2023 Form 5500
- Agility Recovery General consultantthrough Dec 31, 2022 Form 5500
+6 more consultants and advisers advise this allocator
Every name, record and relationship behind this count, with the source on each.
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- Quest Investment Management, LLC4 rows, latest Dec 31, 2023
- JP Morgan Chase2 rows, latest Dec 31, 2023
- Guggenheim Partners Investment Mgmt2 rows, latest Dec 31, 2023
+7 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
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- JP Morgan Chaseplan years
- Quest Investment Management, LLCplan years
- Guggenheim Funds Investment Advisors, LLCplan years
+1 more Schedule C manager
Every name, record and relationship behind this count, with the source on each.
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- Dec 31, 2024Consultant changedinferencewith Calibre CPAaskebsa.dol.gov
- Dec 31, 2024Assets changeddown $3.3Baskebsa.dol.gov
- Jan 1, 2024Assets changed$318Maskebsa.dol.gov
- Dec 31, 2023Consultant changedinferencewith Adept Hrm Solutionsaskebsa.dol.gov
- Dec 31, 2023Consultant changedinferencewith Linda Conleyaskebsa.dol.gov
+3 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, 2023 | Jpmcb Core Bond Fundcollective trust | JP Morgan Chase | Fixed income | $163M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Quest Group Trust VIcollective trust | Quest Investment Management, LLC | Pooled vehicles | $3.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Quest Group Trust IIIcollective trust | Quest Investment Management, LLC | Pooled vehicles | $4.5M held | Disclosed holding | askebsa.dol.gov |
+19 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 | 37,259 | Not disclosed | Not disclosed | n/a | $0 | $0 | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 37,583 | Not disclosed | Not disclosed | n/a | $3.3B | $613M | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 33,597 | Not disclosed | Not disclosed | n/a | $3.0B | $490M | Not disclosed | Not disclosed |
- this allocator codes 15 50 $1.6M PY2024
- Alan Biller & Associates codes 27 50 $850,000 PY2024
- Rael & Letson codes 11 17 50 $379,850 PY2024
+125 more service providers
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Provenance
Not yet on record: assets.
This record sits on 35 traced paths of capital across the graphs.
DFX traced 35 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.
Checking your plan…
Record history
- Funded status changed2023-01-01source
- Consultant changed2023-12-31source
- Consultant changed2023-12-31source
+5 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
+14 connections on the graph
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