This allocator's name, 2 more advisers, 3 more managers, 9 more commitments and 3 more dated events
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Taft-Hartley plan in Massachusetts
Taft-Hartley plan, based in Boston, Massachusetts, reporting $169M in assets, for 6,063 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $169M
- Funded ratio
- 98.0%
- Fund commitments
- 12
- Managers
- 6
Nothing material in the last 90 days. Last change: 31 Dec 2024, Changed investment consultant to Mekata Investment Group.
Capital path
who backs this record, through what, into what; each name opens its own path- Russell 3000 (r) Indx Nl Ctf Fd1 commitment
- US Tips1 commitment
- Russell 1000 Value1 commitment
- State Street Global Advisors Trust Company6 commitments
- Nisa2 commitments
- Artisan Partners1 commitment
Size, funding, policy and commitments, with their basesTaft-Hartley planShowHide
- Interest-bearing cash 5.1%
- Partnership/joint venture interests 20.3%
- Common/collective trusts 57.9%
- Registered investment companies 15.5%
- Mekata Investment Group Investment adviser (plan)through Dec 31, 2024 Form 5500
- US Bank Custodianthrough Dec 31, 2024 Form 5500
- Cheiron Actuarythrough Dec 31, 2022 Form 5500
+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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- State Street Global Advisors Trust Company6 rows, latest Dec 31, 2024
- Nisa2 rows, latest Dec 31, 2024
- Artisan Partners1 row, latest Dec 31, 2024
+3 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
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- Brevan Howard US Investment Management LPplan years
- Artisan Partnersplan years
- State Street Global Advisors Trustplan years
+3 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
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- Dec 31, 2024Manager relationship endedinferencewith Peoples United Bankaskebsa.dol.gov
- Dec 31, 2024Consultant changedinferencewith Mekata Investment Groupaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedwith US Bankaskebsa.dol.gov
- Dec 31, 2024Assets changed$32.5Maskebsa.dol.gov
- Jan 1, 2024Funded status changed6 pointsaskebsa.dol.gov
+3 more dated events
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 | Russell 3000 (r) Indx Nl Ctf Fdcollective trust | State Street Global Advisors Trust Company | Pooled vehicles | $14.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | US Tipscollective trust | State Street Global Advisors Trust Company | Fixed income | $19.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Russell 1000 Valuecollective trust | State Street Global Advisors Trust Company | Pooled vehicles | $3.0M held | Disclosed holding | askebsa.dol.gov |
+9 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
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| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Dec 31, 2024 | 6,063 | Not disclosed | Not disclosed | n/a | $169M | $34.2M | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 5,313 | Not disclosed | Not disclosed | n/a | $137M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 4,793 | Not disclosed | Not disclosed | n/a | $110M | Not disclosed | Not disclosed | Not disclosed |
- Mekata Investment Group codes 27 50 $176,147 PY2024
- Employee a codes 30 50 $139,945 PY2024
- Wilmington Trust codes 19 28 51 99 $138,334 PY2024
+50 more service providers
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Provenance
This record sits on 6 traced paths of capital across the graphs.
DFX traced 6 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 changed2023-01-01source
- Funded status changed2024-01-01source
- Manager relationship ended2024-12-31source
+5 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
+12 connections on the graph
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