This allocator's name

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Taft-Hartley plan in Nebraska

Taft-Hartley plan· Omaha, Nebraska

Taft-Hartley plan, based in Omaha, Nebraska, reporting $19.1M in assets, for 341 participants.

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

Assets
$19.1M
Funded ratio
115.7%
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: 1 Sep 2024, Funded status changed.

Size, funding, policy and commitments, with their basesTaft-Hartley planShow
Taft-Hartley plan
Assets
$19.1M
Total assets, Aug 31, 2025 reported
Funded
115.7%
Sep 1, 2024
Private markets target
no policy read
policy Aug 31, 2025
Commitments
0
none on the tape
Allocation policy
Form 5500, as of Aug 31, 2025
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 0.6%
  • Other investments 0.1%
  • Registered investment companies 69.3%
  • Common stock 29.7%
Consultants and advisers
2 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 manager on Schedule C
From Schedule C (investment management, code 28)
What changed
2 events
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
$19.1M Aug 31, 2025 reported Form 5500
$18.1M (2024-08) · $16.6M (2023-08)
Plan assets
$18.1M Sep 1, 2024 reported Form 5500
$16.6M (2023-09) · $16.3M (2022-09)
Net assets
$19.0M Aug 31, 2025 reported Form 5500
$18.1M (2024-08) · $16.6M (2023-08)
Funded ratio
115.7% Sep 1, 2024 reported Form 5500
111.5% (2023-09) · 114.3% (2022-09)
Participants
341 Sep 1, 2024 reported Form 5500
329 (2023-09) · 343 (2022-09)
Contributions
$157,325 Aug 31, 2025 reported Form 5500
$139,877 (2024-08) · $152,579 (2023-08)
Benefits paid
$1.1M Aug 31, 2025 reported Form 5500
$1.1M (2024-08) · $965,200 (2023-08)
Net investment income
$950,681 Aug 31, 2025 reported Form 5500
$1.5M (2024-08) · $353,350 (2023-08)
Investment management fees
$112,477 Aug 31, 2025 reported Form 5500
$106,680 (2024-08) · $98,357 (2023-08)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Aug 31, 2025341Not disclosedNot disclosedn/a$19.1MNot disclosedNot disclosedNot disclosed
2023 to Aug 31, 2024329Not disclosedNot disclosedn/a$18.1MNot disclosedNot disclosedNot disclosed
2022 to Aug 31, 2023343Not disclosedNot disclosedn/a$16.6MNot disclosedNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)

+19 more service providers

Every name, record and relationship behind this count, with the source on each.

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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

2 dated events on the change ledger, latest first
  • Funded status changed
    2023-09-01source
  • Funded status changed
    2024-09-01source

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

+4 connections on the graph

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