This allocator's name and 1 more adviser

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Taft-Hartley plan in Virginia

Taft-Hartley plan· Salem, Virginia

Taft-Hartley plan, based in Salem, Virginia, reporting $15.5M in assets, for 308 participants.

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

Assets
$15.5M
Funded ratio
30.4%
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: 30 Apr 2025, Total assets changed.

Size, funding, policy and commitments, with their basesTaft-Hartley planShow
Taft-Hartley plan
Assets
$15.5M
Total assets, Apr 30, 2025 reported
Funded
30.4%
May 1, 2024
Private markets target
no policy read
policy Apr 30, 2025
Commitments
0
none on the tape
Allocation policy
Form 5500, as of Apr 30, 2025
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 0.4%
  • Non-interest-bearing cash 1.2%
  • Registered investment companies 27.5%
  • Common stock 11.8%
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
No manager relationship is on the tape for this allocator.
What changed
1 event
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
$15.5M Apr 30, 2025 reported Form 5500
$6.1M (2024-04) · $5.7M (2023-04)
Plan assets
$6.1M May 1, 2024 reported Form 5500
$5.6M (2023-05) · $5.6M (2022-05)
Net assets
$15.5M Apr 30, 2025 reported Form 5500
$6.1M (2024-04) · $5.6M (2023-04)
Funded ratio
30.4% May 1, 2024 reported Form 5500
30.0% (2023-05) · 28.8% (2022-05)
Participants
308 May 1, 2024 reported Form 5500
296 (2023-05) · 301 (2022-05)
Contributions
$1.2M Apr 30, 2025 reported Form 5500
$1.2M (2024-04) · $1.2M (2023-04)
Benefits paid
$1.2M Apr 30, 2025 reported Form 5500
$1.1M (2024-04) · $1.1M (2023-04)
Net investment income
$9.4M Apr 30, 2025 reported Form 5500
$464,381 (2024-04) · $72,325 (2023-04)
Investment management fees
$40,551 Apr 30, 2025 reported Form 5500
$43,263 (2024-04) · $43,542 (2023-04)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Apr 30, 2025308Not disclosedNot disclosedn/a$15.5MNot disclosedNot disclosedNot disclosed
2023 to Apr 30, 2024296Not disclosedNot disclosedn/a$6.1MNot disclosedNot disclosedNot disclosed
2022 to Apr 30, 2023301Not disclosedNot disclosedn/a$5.7MNot disclosedNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • Foster & Foster codes 11 17 $88,975 PY2024
  • Morgan Stanley codes 19 27 33 71 72 $40,551 PY2024
  • Lawrence C. Musgrove Associates Inc codes 13 $36,000 PY2024

+16 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: fund commitments, managers.

Record history

1 dated event on the change ledger, latest first
  • Total assets changed
    2025-04-30source

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

+5 connections on the graph

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