This allocator's name and 1 more adviser

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Taft-Hartley plan in Connecticut

Taft-Hartley plan· Wallingford, Connecticut

Taft-Hartley plan, based in Wallingford, Connecticut, reporting $46.2M in assets, for 359 participants.

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

Assets
$46.2M
Funded ratio
2.9%
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: 1 Jan 2024, Total assets changed.

Size, funding, policy and commitments, with their basesTaft-Hartley planShow
Taft-Hartley plan
Assets
$46.2M
Total assets, Dec 31, 2024 reported
Funded
2.9%
Jan 1, 2024
Private markets target
no policy read
policy Dec 31, 2024
Commitments
0
none on the tape
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Non-interest-bearing cash 4.2%
  • Corporate debt instruments (other) 37.6%
  • Corporate debt instruments (preferred) 14.0%
  • U.S. Government securities 8.2%
  • Registered investment companies 34.6%
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
1 manager on Schedule C
From Schedule C (investment management, code 28)
What changed
3 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
28 readings
Total assets
$46.2M Dec 31, 2024 reported Form 5500
$45.9M (2023-12) · $45.7M (2022-12)
Plan assets
$830,154 Jan 1, 2024 reported Form 5500
$420,077 (2023-01)
Net assets
$46.0M Dec 31, 2024 reported Form 5500
$45.8M (2023-12) · $45.2M (2022-12)
Funded ratio
2.9% Jan 1, 2024 reported Form 5500
1.5% (2023-01)
Participants
359 Jan 1, 2024 reported Form 5500
341 (2023-01) · 363 (2022-01)
Contributions
$67,087 Dec 31, 2024 reported Form 5500
$324,799 (2023-12) · $299,095 (2022-12)
Benefits paid
$2.2M Dec 31, 2024 reported Form 5500
$2.2M (2023-12) · $3.0M (2022-12)
Net investment income
$262,522 Dec 31, 2024 reported Form 5500
$563,905 (2023-12) · $45.3M (2022-12)
Investment management fees
$89,971 Dec 31, 2024 reported Form 5500
$79,315 (2023-12) · $1,630 (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 2024359Not disclosedNot disclosedn/a$46.2MNot disclosedNot disclosedNot disclosed
2023 to Dec 31, 2023341Not disclosedNot disclosedn/a$45.9MNot disclosedNot disclosedNot disclosed
2022 to Dec 31, 2022363Not disclosedNot disclosedn/a$45.7MNot disclosedNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • Zenith American Solutions codes 14 50 $54,225 PY2024
  • Morgan Stanley Smith Barney LLC codes 27 50 $45,592 PY2024
  • Schultheis & Panettieri, LLP codes 10 50 $45,000 PY2024

+17 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

3 dated events on the change ledger, latest first
  • Consultant changed
    2023-12-31source
  • Manager relationship started
    2023-12-31source
  • Total assets changed
    2024-01-01source

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

+6 connections on the graph

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