DFX Intelligence

This allocator's name, 2 more advisers, 11 more commitments and 7 more dated events

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 Indiana

Taft-Hartley plan· Merrillville, Indiana

Taft-Hartley plan, based in Merrillville, Indiana, reporting $246M in assets, for 1,755 participants.

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

As of 2024-12-31 · the latest dated event for this allocator; each figure carries its own filing or report date

Assets: $246M
Funded ratio: 94.6%
Fund commitments: 7

Open searches Plans backing its top manager Similar plans, same strategy

Commitments (7)Allocation policy

As of 2024-12-31 · 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: 31 Dec 2024, Holding started.

Capital path

who backs this record, through what, into what; each name opens its own path

Taft-Hartley plan in Indiana

Funds committed to

Multi-Employer Property Trust3 commitments
Bnym-M Db Sl Aggregate Bif3 commitments
Bnym Mellon Afl-Cio Sl Broad Market3 commitments

All 7

Managers

BNY Mellon9 commitments
NEW Tower Trust Company3 commitments
Loomis Sayles1 commitment

Size, funding, policy and commitments, with their basesTaft-Hartley planShow

Taft-Hartley plan

Assets

$246M

Total assets, Dec 31, 2024 reported

Funded

94.6%

Jan 1, 2024

Private markets target

no policy read

policy Dec 31, 2024

Commitments

none on the tape

Allocation policy

Form 5500, as of Dec 31, 2024

Actual allocation lines without a target (as filed)

Interest-bearing cash 2.5%
Non-interest-bearing cash 0.4%
Partnership/joint venture interests 20.2%
Common/collective trusts 76.1%

Consultants and advisers

5 firms

Marquette Associates Inc. Investment adviser (plan)through Dec 31, 2022 Form 5500
PNC Bank Custodianthrough Dec 31, 2024 Form 5500
O'Sullivan & Associates 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.

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.

People

No investment staff or executives have been read for this allocator yet.

Manager roster

3 managers on the commitment tape

From the plan’s own commitment disclosures

BNY Mellon9 rows, latest Dec 31, 2024
NEW Tower Trust Company3 rows, latest Dec 31, 2024
Loomis Sayles1 row, latest Dec 31, 2024

From Schedule C (investment management, code 28)

Sierra Investment Partners Inc.plan years 2022
Aristotleplan years 2022
Macquarie (delaware)plan years 2022

+4 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.

What changed

12 events

Dec 31, 2024Holding started
with Loomis Sayles$32.0Maskebsa.dol.gov
Dec 31, 2024Holding started
with Ir+m Collective Investment$32.5Maskebsa.dol.gov
Dec 31, 2023Holding endedinference
with BNY Mellon$20.9Maskebsa.dol.gov
Dec 31, 2023Holding started
with BNY Mellon$23.3Maskebsa.dol.gov
Dec 31, 2023Manager relationship endedinference
with Macquarie (delaware)askebsa.dol.gov

+7 more dated events

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

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Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.

Commitments

14 rows, 0 dated closings

Date	Fund	Manager	Bucket	Amount	Status	Source
as of Dec 31, 2024	Multi-Employer Property Trustcollective trust	NEW Tower Trust Company	Real estate	$10.0M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Bnym Mellon Db Sl Acwi Ex-Us Fundcollective trust	BNY Mellon	Pooled vehicles	$23.2M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Bnym-M Db Sl Aggregate Bifcollective trust	BNY Mellon	Pooled vehicles	$3.6M held	Disclosed holding	askebsa.dol.gov

+11 more commitments

Every fund and manager this allocator committed to, with the amount, date and source on each.

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Size and funding

30 readings

Total assets

$246M Dec 31, 2024 reported Form 5500

$228M (2023-12) · $209M (2022-12)

Plan assets

$228M Jan 1, 2024 reported Form 5500

$209M (2023-01) · $247M (2022-01)

Net assets

$245M Dec 31, 2024 reported Form 5500

$228M (2023-12) · $209M (2022-12)

Funded ratio

94.6% Jan 1, 2024 reported Form 5500

93.0% (2023-01) · 92.1% (2022-01)

Participants

1,755 Jan 1, 2024 reported Form 5500

1,728 (2023-01) · 1,613 (2022-01)

Contributions

$13.4M Dec 31, 2024 reported Form 5500

$13.2M (2023-12) · $12.3M (2022-12)

Benefits paid

$18.0M Dec 31, 2024 reported Form 5500

$17.4M (2023-12) · $16.5M (2022-12)

Net investment income

$17.1M Dec 31, 2024 reported Form 5500

$18.9M (2023-12) · -$37.7M (2022-12)

Investment management fees

$532,177 Dec 31, 2024 reported Form 5500

$618,149 (2023-12) · $771,813 (2022-12)

Form 5500 filings

3 plan years

Plan year	Participants	Assets (SB market)	Funding target	FTAP	Total assets (H)	Partnerships / JV	Master trust	Real estate
2024 to Dec 31, 2024	1,755	Not disclosed	Not disclosed	n/a	$246M	$49.7M	Not disclosed	Not disclosed
2023 to Dec 31, 2023	1,728	Not disclosed	Not disclosed	n/a	$228M	$38.8M	Not disclosed	Not disclosed
2022 to Dec 31, 2022	1,613	Not disclosed	Not disclosed	n/a	$209M	$30.1M	Not disclosed	Not disclosed

Service providers and investment entities as filed (Schedule C and D, latest year first)

Marquette Associates codes 27 50 $104,000 PY2024
MK Cole codes 30 50 $96,482 PY2024
P Keenan codes 14 50 $69,429 PY2024

+46 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 29, 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: managers.

Capital chain

This record sits on 3 traced paths of capital across the graphs.

Consultant to allocator to manager

DFX traced 3 paths of capital through this record

Every record on each path, what it committed or lent, and as of when.

Includes 3 days of DFX Intelligence. Then $299/month unless canceled.

Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.

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Record history

12 dated events on the change ledger, latest first

Holding in a pooled vehicle started
2024-12-31source
Holding in a pooled vehicle started
2024-12-31source
Holding in a pooled vehicle ended
2023-12-31source

+9 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

+13 connections on the graph

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