This allocator's name, 1 more adviser, 6 more commitments and 8 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 Florida
Taft-Hartley plan, based in Pembroke Pines, Florida, reporting $124M in assets, for 1,460 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $124M
- Funded ratio
- 161.3%
- Fund commitments
- 4
- Managers
- 1
Nothing material in the last 90 days. Last change: 31 Aug 2025, Total assets changed.
Capital path
who backs this record, through what, into what; each name opens its own path- Northern Trust Russell 100 Growth I3 commitments
- Longview Intl Value Equity3 commitments
- Multi-Employer Property Trust2 commitments
- Northern Trust Investments, Incorporated3 commitments
- NEW Tower Trust Company3 commitments
- Amalgamated Bank of New York3 commitments
Size, funding, policy and commitments, with their basesTaft-Hartley planShowHide
- Interest-bearing cash 3.2%
- Non-interest-bearing cash 1.3%
- Corporate debt instruments (other) 14.2%
- U.S. Government securities 15.9%
- Other investments 0.1%
- Partnership/joint venture interests 13.3%
- Common/collective trusts 50.8%
- Wedge Capital Investment adviser (plan)through Aug 31, 2025 Form 5500
- Investment Performance Services General consultantthrough Aug 31, 2025 Form 5500
- Atlanta Capital Management Co., LLC Investment adviser (plan)through Aug 31, 2025 Form 5500
+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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- Northern Trust Investments, Incorporated3 rows, latest Aug 31, 2025
- NEW Tower Trust Company3 rows, latest Aug 31, 2025
- Amalgamated Bank of New York3 rows, latest Aug 31, 2025
- Northern Trust Investments, Incorporatedplan years
- Newtower Trust Companyplan years 2024
- US Reifplan years 2023
+5 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
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- Aug 31, 2025Assets changed$14.0Maskebsa.dol.gov
- Dec 31, 2024Manager relationship startedwith Atlanta Capital Management Co., LLCaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferencewith Newtower Trust Companyaskebsa.dol.gov
- Dec 31, 2024Consultant changedinferencewith Investment Performance Servicesaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedwith Wedge Capitalaskebsa.dol.gov
+8 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 Aug 31, 2025 | Northern Trust Russell 100 Growth Icollective trust | Northern Trust Investments, Incorporated | Pooled vehicles | $44.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Aug 31, 2025 | Multi-Employer Property Trustcollective trust | NEW Tower Trust Company | Real estate | $7.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Aug 31, 2025 | Longview Intl Value Equitycollective trust | Amalgamated Bank of New York | Public equity | $11.1M held | Disclosed holding | askebsa.dol.gov |
+6 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 Aug 31, 2025 | 1,460 | Not disclosed | Not disclosed | n/a | $124M | $16.4M | Not disclosed | Not disclosed |
| 2023 to Aug 31, 2024 | 1,451 | Not disclosed | Not disclosed | n/a | $110M | $15.6M | Not disclosed | Not disclosed |
| 2022 to Aug 31, 2023 | 1,428 | Not disclosed | Not disclosed | n/a | $96.7M | $7.4M | Not disclosed | Not disclosed |
- National Employee Benefit Admin codes 13 50 $173,561 PY2024
- Atlanta Capital Management Co. codes 27 28 50 $92,510 PY2024
- Horizon Actuarial Services, LLC codes 11 50 $63,791 PY2024
+34 more service providers
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Provenance
This record sits on 4 traced paths of capital across the graphs.
DFX traced 4 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 started2024-08-31source
- Holding in a pooled vehicle ended2024-08-31source
- Funded status changed2023-09-01source
+12 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
+13 connections on the graph
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