This allocator's name, 3 more advisers and 3 more commitments
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Taft-Hartley plan in Washington
Taft-Hartley plan, based in Bothell, Washington, reporting $223M in assets, for 12,168 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $223M
- Funded ratio
- 91.3%
- Fund commitments
- 2
- Managers
- 1
Nothing material in the last 90 days. Last change: 1 Sep 2024, Funded status changed.
Capital path
who backs this record, through what, into what; each name opens its own path- Artisan Multiple Investment Trust3 commitments
- State Street Real Asset Non-Lending3 commitments
- Artisan Partners3 commitments
- State Street Global Advisors Trust3 commitments
Size, funding, policy and commitments, with their basesTaft-Hartley planShowHide
- Interest-bearing cash 1.4%
- Partnership/joint venture interests 19.7%
- Common/collective trusts 10.9%
- Registered investment companies 66.5%
- Frsecure General consultantthrough Aug 31, 2023 Form 5500
- RVK, Inc. Investment adviser (plan)through Aug 31, 2023 Form 5500
- Wells Fargo Custodianthrough Aug 31, 2024 Form 5500
+3 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.
- Artisan Partners3 rows, latest Aug 31, 2025
- State Street Global Advisors Trust3 rows, latest Aug 31, 2025
- Artisan Partnersplan years
- State Street Global Advisorsplan years 2024
- Pgim Real Estate - Prisa II LPplan years 2023
- Sep 1, 2024Funded status changed2 pointsaskebsa.dol.gov
- Sep 1, 2024Assets changed$19.2Maskebsa.dol.gov
- Aug 31, 2024Assets changed$19.1Maskebsa.dol.gov
- Dec 31, 2023Manager relationship startedwith State Street Global Advisorsaskebsa.dol.gov
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Aug 31, 2025 | Artisan Multiple Investment Trustcollective trust | Artisan Partners | Pooled vehicles | $13.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Aug 31, 2025 | State Street Real Asset Non-Lendingcollective trust | State Street Global Advisors Trust | Real assets | $10.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Aug 31, 2024 | State Street Real Asset Non-Lendingcollective trust | State Street Global Advisors Trust | Real assets | $9.3M held | Disclosed holding | askebsa.dol.gov |
+3 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Aug 31, 2025 | 12,168 | Not disclosed | Not disclosed | n/a | $223M | $43.9M | Not disclosed | Not disclosed |
| 2023 to Aug 31, 2024 | 12,191 | Not disclosed | Not disclosed | n/a | $207M | $40.1M | Not disclosed | Not disclosed |
| 2022 to Aug 31, 2023 | 12,218 | Not disclosed | Not disclosed | n/a | $187M | $40.0M | Not disclosed | Not disclosed |
- Zenith American Solutions codes 13 36 $370,496 PY2024
- Horizon Actuarial Services LLC codes 11 $204,074 PY2024
- Reinhart Boerner van Deuren Sc codes 29 $102,511 PY2024
+39 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
This record sits on 4 traced paths of capital across the graphs.
DFX traced 4 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 changed2024-09-01source
- Manager relationship started2023-12-31source
- Total assets changed2024-09-01source
+1 more change 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
+10 connections on the graph
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