This allocator's name, 4 more advisers, 3 more managers, 17 more commitments and 7 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.
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.
Taft-Hartley plan in Maryland
Taft-Hartley plan, based in Kensington, Maryland, reporting $6.6B in assets, for 100,402 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $6.6B
- Funded ratio
- 45.2%
- Fund commitments
- 8
- Managers
- 8
Nothing material in the last 90 days. Last change: 31 Dec 2024, Manager relationship started.
Capital path
who backs this record, through what, into what; each name opens its own path- Multi-Employer Property Trust3 commitments
- Afl-Cio Building Investment Trust3 commitments
- Longview Midcap 400 Index Fund3 commitments
- Amalgamated Bank of New York9 commitments
- NEW Tower Trust Company3 commitments
- Great Gray Trust Company3 commitments
Size, funding, policy and commitments, with their basesTaft-Hartley planShowHide
- Interest-bearing cash 1.4%
- Non-interest-bearing cash 0.8%
- Corporate debt instruments (other) 63.8%
- U.S. Government securities 7.1%
- Other investments 7.1%
- Common/collective trusts 7.8%
- Registered investment companies 1.9%
- Common stock 3.1%
- Real estate (other than employer real property) 1.0%
- Segal Marco Advisors General consultantthrough Dec 31, 2022 Form 5500
- Blackrock Institutional Trust Co,na Trusteethrough Dec 31, 2022 Form 5500
- Bank of New York Mellon Custodianthrough Dec 31, 2022 Form 5500
+4 more consultants and advisers 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.
- Amalgamated Bank of New York9 rows, latest Dec 31, 2024
- NEW Tower Trust Company3 rows, latest Dec 31, 2024
- Great Gray Trust Company3 rows, latest Dec 31, 2024
+3 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.
- Amalgamated Bank of New Yorkplan years
- Blackrock Institutional Trust Company, N.A.plan years
- Blackrock Insti. Trust Company, N.Aplan years
+21 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.
- Dec 31, 2024Manager relationship startedwith Loomis Saylesaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferencewith Lazard Asset Management LLCaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedwith Nisa Investment Advisors, LLCaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferencewith Blackrock Institutional Trust Co,naaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedwith Income Research & Mgmt. Inc.askebsa.dol.gov
+7 more dated events
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Multi-Employer Property Trustcollective trust | NEW Tower Trust Company | Real estate | $90.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Afl-Cio Building Investment Trustcollective trust | Great Gray Trust Company | Pooled vehicles | $126M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Longview Midcap 400 Index Fundcollective trust | Amalgamated Bank of New York | Pooled vehicles | $71.7M held | Disclosed holding | askebsa.dol.gov |
+17 more commitments
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 |
|---|---|---|---|---|---|---|---|---|
| 2024 to Dec 31, 2024 | 100,402 | Not disclosed | Not disclosed | n/a | $6.6B | Not disclosed | Not disclosed | $67.7M |
| 2023 to Dec 31, 2023 | 102,032 | Not disclosed | Not disclosed | n/a | $3.4B | Not disclosed | Not disclosed | $80.4M |
| 2022 to Dec 31, 2022 | 103,056 | Not disclosed | Not disclosed | n/a | $3.7B | Not disclosed | Not disclosed | $102M |
- Salaries - Management codes 30 50 $2.4M PY2024
- Salaries - Pension codes 30 50 $1.6M PY2024
- Loomis Sayles & Company codes 28 51 $1.1M PY2024
+154 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
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.
Includes 3 days of DFX Intelligence. Then $299/month unless canceled.
Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.
Checking your plan…
Record history
- Holding in a pooled vehicle ended2023-12-31source
- Holding in a pooled vehicle ended2023-12-31source
- Funded status changed2023-01-01source
+9 more changes on this record's ledger
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.
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
+32 connections on the graph
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.