This allocator's name

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Taft-Hartley plan in West Virginia

Taft-Hartley plan· Wheeling, West Virginia

Taft-Hartley plan, based in Wheeling, West Virginia, for 173 participants.

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

Funded ratio
76.6%
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: 29 Feb 2024, Total assets changed.

Size, funding, policy and commitments, with their basesTaft-Hartley planShow
Taft-Hartley plan
Assets
not established
Total assets, Feb 29, 2024 reported
Funded
76.6%
Mar 1, 2023
Private markets target
no policy read
policy Feb 28, 2023
Commitments
0
none on the tape
Plan sponsor: this allocator
Allocation policy
Form 5500, as of Feb 28, 2023
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 1.2%
  • Insurance company general account 89.8%
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
2 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
$0 Feb 29, 2024 reported Form 5500
$2.8M (2023-02)
Plan assets
$3.0M Mar 1, 2023 reported Form 5500
$3.0M (2022-03)
Net assets
$0 Feb 29, 2024 reported Form 5500
$2.8M (2023-02)
Funded ratio
76.6% Mar 1, 2023 reported Form 5500
74.1% (2022-03)
Participants
173 Mar 1, 2023 reported Form 5500
169 (2022-03)
Contributions
$3.0M Feb 29, 2024 reported Form 5500
$281,389 (2023-02)
Benefits paid
$6.0M Feb 29, 2024 reported Form 5500
$282,533 (2023-02)
Net investment income
-$2.8M Feb 29, 2024 reported Form 5500
-$288,140 (2023-02)
Form 5500 filings
2 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2023 to Feb 29, 2024173Not disclosedNot disclosedn/a$0Not disclosedNot disclosedNot disclosed
2022 to Feb 28, 2023169Not disclosedNot disclosedn/a$2.8MNot disclosedNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • Empower Annuity Insurance Company codes 64 $42,974 PY2023
  • Dykema Gossett PLLC codes 29 $35,344 PY2023
  • Goff Backa Alfera & Co LLC codes 50 $6,500 PY2023

+6 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
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: assets, fund commitments, managers.

Record history

2 dated events on the change ledger, latest first
  • Funded status changed
    2023-03-01source
  • Total assets changed
    2024-02-29source

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

+3 connections on the graph

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