This allocator's name and 2 more advisers
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Taft-Hartley plan in Tennessee
Taft-Hartley plan, based in Goodlettsville, Tennessee, reporting $34.3M in assets, for 758 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $34.3M
- Funded ratio
- 91.4%
- Fund commitments
- 1
Nothing material in the last 90 days. Last change: 30 Jun 2025, Total assets changed.
Capital path
who backs this record, through what, into what; each name opens its own path- BGO Diversified U.S. Pref Fund3 commitments
- Newtower Trust Company3 commitments
Size, funding, policy and commitments, with their basesTaft-Hartley planShowHide
- Interest-bearing cash 4.3%
- Non-interest-bearing cash 2.8%
- Corporate debt instruments (other) 2.1%
- U.S. Government securities 5.8%
- Other investments 13.1%
- Partnership/joint venture interests 4.2%
- Common/collective trusts 4.7%
- Registered investment companies 18.1%
- Common stock 44.0%
- Boyd Watterson Asset Management Custodianthrough Jun 30, 2023 Form 5500
- Horizon Actuarial Services Actuarythrough Jun 30, 2023 Form 5500
- Morgan Stanley Smith Barney Custodianthrough Jun 30, 2023 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.
- Newtower Trust Company3 rows, latest Jun 30, 2025
- Jun 30, 2025Assets changed$3.9Maskebsa.dol.gov
- Jul 1, 2024Funded status changed3 pointsaskebsa.dol.gov
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Jun 30, 2025 | BGO Diversified U.S. Pref Fundcollective trust | Newtower Trust Company | Hedge / diversifiers | $1.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2024 | BGO Diversified U.S. Pref Fundcollective trust | Newtower Trust Company | Hedge / diversifiers | $1.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2023 | BGO Diversified U.S. Pref Fundcollective trust | Newtower Trust Company | Hedge / diversifiers | $1.9M held | Disclosed holding | askebsa.dol.gov |
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Jun 30, 2025 | 758 | Not disclosed | Not disclosed | n/a | $34.3M | $1.4M | Not disclosed | Not disclosed |
| 2023 to Jun 30, 2024 | 646 | Not disclosed | Not disclosed | n/a | $30.4M | $1.1M | Not disclosed | Not disclosed |
| 2022 to Jun 30, 2023 | 680 | Not disclosed | Not disclosed | n/a | $27.9M | $1.6M | Not disclosed | Not disclosed |
- Morgan Stanley Smith Barney LLC codes 19 28 $127,346 PY2024
- Southern Benefit Administrators codes 14 $69,359 PY2024
- Horizon Actuarial Services codes 11 $60,764 PY2024
+28 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
Not yet on record: managers.
Record history
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
+6 connections on the graph
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