This allocator's name, 1 more adviser, 1 more manager and 8 more commitments
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 Massachusetts
Taft-Hartley plan, based in Boston, Massachusetts, reporting $55.3M in assets, for 536 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $55.3M
- Funded ratio
- 97.1%
- Fund commitments
- 4
- Managers
- 3
Nothing material in the last 90 days. Last change: 31 Mar 2025, Holding ended.
Capital path
who backs this record, through what, into what; each name opens its own path- Afl-Cio Building Investment Trust3 commitments
- this allocator3 commitments
- Artisan International Growth Trust3 commitments
- PNC Bank3 commitments
- this allocator3 commitments
- Artisan Multiple Investment Trust3 commitments
Size, funding, policy and commitments, with their basesTaft-Hartley planShowHide
- Interest-bearing cash 3.2%
- Corporate debt instruments (other) 5.0%
- Common/collective trusts 46.5%
- Registered investment companies 41.2%
- Real estate (other than employer real property) 2.9%
- NEW England Pension Consulants Investment adviser (plan)through Mar 31, 2023 Form 5500
- Jpmorgan Chase Bank, N.A. Discretionary trusteethrough Mar 31, 2023 Form 5500
- Cbiz Retirement Plan Advisory Services Actuarythrough Mar 31, 2023 Form 5500
+1 more consultant or adviser 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.
- PNC Bank3 rows, latest Mar 31, 2025
- this allocator3 rows, latest Mar 31, 2025
- Artisan Multiple Investment Trust3 rows, latest Mar 31, 2025
+1 more manager received commitments
Every name, record and relationship behind this count, with the source on each.
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- Artisan Multiple Investment Trustplan years
- Lazard Asset Management LLCplan years
- Jpmorgan Chase Bank, N.A.plan years 2025
+1 more Schedule C manager
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.
- Mar 31, 2025Holding endedinference
- Apr 1, 2024Funded status changed7 pointsaskebsa.dol.gov
- Apr 1, 2024Assets changed$7.1Maskebsa.dol.gov
- Mar 31, 2024Assets changed$7.1Maskebsa.dol.gov
- Apr 1, 2023Funded status changed7 pointsaskebsa.dol.gov
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Mar 31, 2025 | Afl-Cio Building Investment Trustcollective trust | PNC Bank | Pooled vehicles | $362,741 held | Disclosed holding | askebsa.dol.gov | |
| as of Mar 31, 2025 | this allocatorcollective trust | this allocator | Public equity | $4.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Mar 31, 2025 | Artisan International Growth Trustcollective trust | Artisan Multiple Investment Trust | Pooled vehicles | $5.2M held | Disclosed holding | askebsa.dol.gov |
+8 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 Mar 31, 2025 | 536 | Not disclosed | Not disclosed | n/a | $55.3M | Not disclosed | Not disclosed | $1.6M |
| 2023 to Mar 31, 2024 | 540 | Not disclosed | Not disclosed | n/a | $50.7M | Not disclosed | Not disclosed | $770,432 |
| 2022 to Mar 31, 2023 | 546 | Not disclosed | Not disclosed | n/a | $43.6M | Not disclosed | Not disclosed | $923,211 |
- Gail Mills codes 30 $41,031 PY2024
- Cbiz Savitz codes 11 $28,150 PY2024
- Campbell Devasto & Assoc LLP CPAS codes 10 $25,402 PY2024
+46 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
This record sits on 8 traced paths of capital across the graphs.
DFX traced 8 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 ended2025-03-31source
- Funded status changed2023-04-01source
- Funded status changed2024-04-01source
+2 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
+9 connections on the graph
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