This allocator's name, 3 more advisers, 1 more manager, 4 more commitments and 13 more dated events
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Taft-Hartley plan in New Hampshire
Taft-Hartley plan, based in Concord, New Hampshire, reporting $70.0M in assets, for 633 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $70.0M
- Funded ratio
- 108.7%
- Fund commitments
- 4
- Managers
- 5
Nothing material in the last 90 days. Last change: 31 May 2025, Holding started.
Capital path
who backs this record, through what, into what; each name opens its own path- Ibew-Neca Equity Index Fund3 commitments
- Martin Currie Em Mkts Cit2 commitments
- Brandywine Global Investment Manage1 commitment
- Chevy Chase Trust Company3 commitments
- Martin Currie2 commitments
- Brandywine Global Investment Mgmt.1 commitment
Size, funding, policy and commitments, with their basesTaft-Hartley planShowHide
- Interest-bearing cash 1.5%
- Non-interest-bearing cash 0.7%
- Other investments 4.6%
- Partnership/joint venture interests 21.3%
- Common/collective trusts 37.6%
- Registered investment companies 33.3%
- Pension Fund Evaluations Investment adviser (plan)through May 31, 2023 Form 5500
- Segal Marco Advisors Investment adviser (plan)through May 31, 2023 Form 5500
- Keystone 74 Benefits and Admin Actuarythrough May 31, 2025 Form 5500
+3 more consultants and advisers advise this allocator
Every name, record and relationship behind this count, with the source on each.
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- Chevy Chase Trust Company3 rows, latest May 31, 2025
- Martin Currie2 rows, latest May 31, 2025
- Brandywine Global Investment Mgmt.1 row, latest May 31, 2025
+1 more manager received commitments
Every name, record and relationship behind this count, with the source on each.
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- Chevy Chaseplan years
- Martin Currieplan years
- Brandywine Globalplan years 2024
+9 more Schedule C managers
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- May 31, 2025Holding started
- May 31, 2025Holding endedinference
- Dec 31, 2024Manager relationship startedwith The Dsf Groupaskebsa.dol.gov
- Jun 1, 2024Funded status changed3 pointsaskebsa.dol.gov
- Jun 1, 2024Assets changed$8.0Maskebsa.dol.gov
+13 more dated events
Every name, record and relationship behind this count, with the source on each.
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| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of May 31, 2025 | Martin Currie Em Mkts Citcollective trust | Martin Currie | Pooled vehicles | $4.9M held | Disclosed holding | askebsa.dol.gov | |
| as of May 31, 2025 | Ibew-Neca Equity Index Fundcollective trust | Chevy Chase Trust Company | Public equity | $17.6M held | Disclosed holding | askebsa.dol.gov | |
| as of May 31, 2025 | Brandywine Global Investment Managecollective trust | Brandywine Global Investment Mgmt. | Pooled vehicles | $3.8M held | Disclosed holding | askebsa.dol.gov |
+4 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 May 31, 2025 | 633 | Not disclosed | Not disclosed | n/a | $70.0M | $14.9M | Not disclosed | Not disclosed |
| 2023 to May 31, 2024 | 622 | Not disclosed | Not disclosed | n/a | $65.7M | $12.7M | Not disclosed | Not disclosed |
| 2022 to May 31, 2023 | 621 | Not disclosed | Not disclosed | n/a | $57.8M | $5.9M | Not disclosed | Not disclosed |
- James Lukeman codes 30 $125,566 PY2024
- IFM Investors Advisor LLC codes 28 51 $61,039 PY2024
- Intercontinental Real Estate Invest codes 28 51 $45,142 PY2024
+41 more service providers
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Provenance
This record sits on 8 traced paths of capital across the graphs.
DFX traced 8 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
- Holding in a pooled vehicle started2025-05-31source
- Holding in a pooled vehicle started2024-05-31source
- Holding in a pooled vehicle started2024-05-31source
+15 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
+20 connections on the graph
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