This allocator's name, 5 more advisers, 1 more manager and 15 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 Washington
Taft-Hartley plan, based in Seattle, Washington, reporting $163M in assets, for 1,818 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $163M
- Funded ratio
- 101.4%
- Fund commitments
- 6
- Managers
- 2
Nothing material in the last 90 days. Last change: 31 Dec 2024, Manager relationship ended.
Capital path
who backs this record, through what, into what; each name opens its own path- Multi-Employer Property Trust3 commitments
- this allocator3 commitments
- International Equity Fund3 commitments
- this allocator6 commitments
- NEW Tower Trust Company3 commitments
- Loomis Sayles3 commitments
Size, funding, policy and commitments, with their basesTaft-Hartley planShowHide
- Interest-bearing cash 1.4%
- Corporate debt instruments (other) 9.2%
- U.S. Government securities 4.7%
- Other investments 5.1%
- Partnership/joint venture interests 32.7%
- 103-12 investment entities 21.5%
- Common/collective trusts 14.7%
- Common stock 9.6%
- Hamilton Lane General consultantthrough Dec 31, 2023 Form 5500
- Propel Insurance General consultantthrough Dec 31, 2023 Form 5500
- Newtower Trust Company General consultantthrough Dec 31, 2023 Form 5500
+5 more consultants and advisers 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.
- this allocator6 rows, latest Dec 31, 2024
- NEW Tower Trust Company3 rows, latest Dec 31, 2024
- Loomis Sayles3 rows, latest Dec 31, 2024
+1 more manager received commitments
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.
- this allocatorplan years 2022
- RBC Global Asset Management Inc.plan years 2022
- Chartwell Investment Partnersplan years 2022
+3 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.
- Dec 31, 2024Manager relationship endedinferencewith Fred Alger Management, Inc.askebsa.dol.gov
- Jan 1, 2024Funded status changed4 pointsaskebsa.dol.gov
- Dec 31, 2023Consultant changedinferencewith Propel Insuranceaskebsa.dol.gov
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Multi-Employer Property Trustcollective trust | NEW Tower Trust Company | Real estate | $5.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | this allocator103 12 ie | this allocator | Pooled vehicles | $16.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | International Equity Fund103 12 ie | RBC Global Asset Managemetn Inc | Public equity | $15.6M held | Disclosed holding | askebsa.dol.gov |
+15 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 | 1,818 | Not disclosed | Not disclosed | n/a | $163M | $53.3M | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 1,723 | Not disclosed | Not disclosed | n/a | $151M | $45.9M | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 1,703 | Not disclosed | Not disclosed | n/a | $139M | Not disclosed | Not disclosed | Not disclosed |
- this allocator codes 50 51 $198,642 PY2024
- RBC Global Asset Management US, Inc codes 28 50 51 $153,577 PY2024
- Hamilton Lane codes 16 27 50 52 $125,026 PY2024
+67 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 16 traced paths of capital across the graphs.
DFX traced 16 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
- Funded status changed2024-01-01source
- Consultant changed2023-12-31source
- Manager relationship ended2024-12-31source
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
+18 connections on the graph
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