This allocator's name, 1 more adviser, 1 more manager, 18 more commitments and 1 more dated event
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 Pennsylvania
Taft-Hartley plan, based in Harmony, Pennsylvania, reporting $479M in assets, for 3,209 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $479M
- Funded ratio
- 90.9%
- Fund commitments
- 7
- Managers
- 2
Nothing material in the last 90 days. Last change: 1 Jan 2024, Total assets changed.
Capital path
who backs this record, through what, into what; each name opens its own path- Employees R/e Construction Trust I3 commitments
- Employees R/e Construction Trust II3 commitments
- Loomis Sayles Multisector Full Disc3 commitments
- Loomis Sayles3 commitments
- Prudential Insurance Company of Ame3 commitments
- ASB Capital Management LLC3 commitments
Size, funding, policy and commitments, with their basesTaft-Hartley planShowHide
- Interest-bearing cash 3.5%
- Non-interest-bearing cash 0.0%
- Corporate debt instruments (other) 3.8%
- U.S. Government securities 2.2%
- Partnership/joint venture interests 8.0%
- Common/collective trusts 20.3%
- Pooled separate accounts 2.1%
- Registered investment companies 10.7%
- Common stock 48.3%
- Segal Marco Consulting Pension consultantthrough Dec 31, 2022 Form 5500
- Foster & Foster Actuarythrough Dec 31, 2022 Form 5500
- Foster & Foster Actuarythrough Dec 31, 2022 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.
- Loomis Sayles3 rows, latest Dec 31, 2024
- Prudential Insurance Company of Ame3 rows, latest Dec 31, 2024
- ASB Capital Management LLC3 rows, latest Dec 31, 2024
+1 more manager received commitments
Every name, record and relationship behind this count, with the source on each.
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- ASB Capital Management LLCplan years
- Foundry Partners LLCplan years 2024
- PNC Pca Sccplan years 2023
+13 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
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- Jan 1, 2024Assets changed$49.0Maskebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferencewith Asbaskebsa.dol.gov
- Dec 31, 2023Manager relationship startedwith PNC Pca Sccaskebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferencewith Invescoaskebsa.dol.gov
- Dec 31, 2023Assets changed$49.4Maskebsa.dol.gov
+1 more dated event
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Employees R/e Construction Trust Icollective trust | Ameriserv Trust & Financial Services | Pooled vehicles | $2.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Employees R/e Construction Trust IIcollective trust | Ameriserv Trust & Financial Services | Pooled vehicles | $9.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Loomis Sayles Multisector Full Disccollective trust | Loomis Sayles | Pooled vehicles | $47.9M held | Disclosed holding | askebsa.dol.gov |
+18 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 Dec 31, 2024 | 3,209 | Not disclosed | Not disclosed | n/a | $479M | $38.3M | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 3,222 | Not disclosed | Not disclosed | n/a | $436M | $37.1M | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 3,187 | Not disclosed | Not disclosed | n/a | $387M | $36.2M | Not disclosed | Not disclosed |
- Winslow Asset Management codes 28 $367,959 PY2024
- CDS Administrators codes 13 $308,528 PY2024
- Foundry Partners codes 28 $265,252 PY2024
+87 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 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
- Manager relationship ended2023-12-31source
- Manager relationship ended2023-12-31source
- Manager relationship started2023-12-31source
+3 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
+21 connections on the graph
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