This allocator's name and 2 more advisers

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Taft-Hartley plan in Washington

Taft-Hartley plan· Spokane, Washington

Taft-Hartley plan, based in Spokane, Washington, reporting $138M in assets, for 3,729 participants.

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

Assets
$138M
Funded ratio
93.2%
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: 31 Dec 2024, Manager relationship ended.

Size, funding, policy and commitments, with their basesTaft-Hartley planShow
Taft-Hartley plan
Assets
$138M
Total assets, Mar 31, 2025 reported
Funded
93.2%
Apr 1, 2024
Private markets target
no policy read
policy Mar 31, 2025
Commitments
0
none on the tape
Allocation policy
Form 5500, as of Mar 31, 2025
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 0.9%
  • Non-interest-bearing cash 0.9%
  • Corporate debt instruments (other) 20.1%
  • U.S. Government securities 23.5%
  • Registered investment companies 35.5%
  • Common stock 18.4%
Consultants and advisers
5 firms

+2 more consultants and advisers 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
3 managers on Schedule C
From Schedule C (investment management, code 28)
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
30 readings
Total assets
$138M Mar 31, 2025 reported Form 5500
$136M (2024-03) · $126M (2023-03)
Plan assets
$135M Apr 1, 2024 reported Form 5500
$125M (2023-04) · $141M (2022-04)
Net assets
$138M Mar 31, 2025 reported Form 5500
$135M (2024-03) · $125M (2023-03)
Funded ratio
93.2% Apr 1, 2024 reported Form 5500
93.5% (2023-04) · 94.0% (2022-04)
Participants
3,729 Apr 1, 2024 reported Form 5500
3,768 (2023-04) · 3,922 (2022-04)
Contributions
$4.7M Mar 31, 2025 reported Form 5500
$4.8M (2024-03) · $4.0M (2023-03)
Benefits paid
$11.5M Mar 31, 2025 reported Form 5500
$11.5M (2024-03) · $11.3M (2023-03)
Net investment income
$2.1M Mar 31, 2025 reported Form 5500
$10.0M (2024-03) · -$15.5M (2023-03)
Investment management fees
$450,705 Mar 31, 2025 reported Form 5500
$470,650 (2024-03) · $492,849 (2023-03)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Mar 31, 20253,729Not disclosedNot disclosedn/a$138MNot disclosedNot disclosedNot disclosed
2023 to Mar 31, 20243,768Not disclosedNot disclosedn/a$136MNot disclosedNot disclosedNot disclosed
2022 to Mar 31, 20233,922Not disclosedNot disclosedn/a$126MNot disclosedNot disclosed$571,764
Service providers and investment entities as filed (Schedule C and D, latest year first)

+33 more service providers

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

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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 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: fund commitments, managers.

Record history

2 dated events on the change ledger, latest first
  • Manager relationship ended
    2024-12-31source
  • Total assets changed
    2023-04-01source

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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