This allocator's name, 1 more adviser and 2 more dated events

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Taft-Hartley plan in Maryland

Taft-Hartley plan· Sparks, Maryland

Taft-Hartley plan, based in Sparks, Maryland, reporting $45.9M in assets, for 734 participants.

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

Assets
$45.9M
Funded ratio
10.3%
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: 28 Feb 2025, Total assets changed.

Size, funding, policy and commitments, with their basesTaft-Hartley planShow
Taft-Hartley plan
Assets
$45.9M
Total assets, Feb 28, 2025 reported
Funded
10.3%
Mar 1, 2024
Private markets target
no policy read
policy Feb 28, 2025
Commitments
0
none on the tape
Allocation policy
Form 5500, as of Feb 28, 2025
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 0.7%
  • Non-interest-bearing cash 2.1%
  • Corporate debt instruments (other) 76.5%
  • Registered investment companies 10.2%
Consultants and advisers
4 firms

+1 more consultant or adviser advise this allocator

Every name, record and relationship behind this count, with the source on each.

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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
7 events

+2 more dated events

Every name, record and relationship behind this count, with the source on each.

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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
30 readings
Total assets
$45.9M Feb 28, 2025 reported Form 5500
$8.7M (2024-02) · $11.2M (2023-02)
Plan assets
$3.8M Mar 1, 2024 reported Form 5500
$5.9M (2023-03) · $9.1M (2022-03)
Net assets
$45.9M Feb 28, 2025 reported Form 5500
$8.7M (2024-02) · $11.1M (2023-02)
Funded ratio
10.3% Mar 1, 2024 reported Form 5500
15.0% (2023-03) · 19.4% (2022-03)
Participants
734 Mar 1, 2024 reported Form 5500
750 (2023-03) · 787 (2022-03)
Contributions
$491,405 Feb 28, 2025 reported Form 5500
$544,528 (2024-02) · $5.3M (2023-02)
Benefits paid
$3.3M Feb 28, 2025 reported Form 5500
$3.2M (2024-02) · $3.2M (2023-02)
Net investment income
$37.2M Feb 28, 2025 reported Form 5500
-$2.4M (2024-02) · $1.1M (2023-02)
Investment management fees
$70,014 Feb 28, 2025 reported Form 5500
$72,963 (2024-02) · $54,700 (2023-02)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Feb 28, 2025734Not disclosedNot disclosedn/a$45.9MNot disclosedNot disclosedNot disclosed
2023 to Feb 29, 2024750Not disclosedNot disclosedn/a$8.7MNot disclosedNot disclosedNot disclosed
2022 to Feb 28, 2023787Not disclosedNot disclosedn/a$11.2MNot disclosedNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)

+23 more service providers

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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 23, 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: fund commitments, managers.

Record history

7 dated events on the change ledger, latest first
  • Funded status changed
    2023-03-01source
  • Funded status changed
    2024-03-01source
  • Consultant changed
    2023-12-31source

+4 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

+5 connections on the graph

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