This allocator's name and 3 more commitments

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Taft-Hartley plan in New Jersey

Taft-Hartley plan· Parsippany, New Jersey

Taft-Hartley plan, based in Parsippany, New Jersey, reporting $3.6M in assets, for 192 participants.

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

Assets
$3.6M
Funded ratio
83.4%
Fund commitments
2
Managers
2
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Commitments (2)Allocation policyManagers
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. No dated change on record yet.

Capital path

who backs this record, through what, into what; each name opens its own path
Taft-Hartley plan in New Jersey
Funds committed to
Managers
Size, funding, policy and commitments, with their basesTaft-Hartley planShow
Taft-Hartley plan
Assets
$3.6M
Total assets, Apr 30, 2025 reported
Funded
83.4%
May 1, 2024
Private markets target
no policy read
policy Apr 30, 2025
Commitments
2
2 managers on Schedule C
Plan sponsor: this allocator
Allocation policy
Form 5500, as of Apr 30, 2025
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 7.7%
  • Common/collective trusts 37.1%
  • Registered investment companies 55.2%
Consultants and advisers
2 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
2 managers on the commitment tape
From the plan’s own commitment disclosures
From Schedule C (investment management, code 28)
What changed
No dated events yet.
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
6 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Apr 30, 2025Ibew-Neca Equity Index Fundcollective trustChevy Chase Trust CompanyPublic equity$562,948 heldDisclosed holdingaskebsa.dol.gov
as of Apr 30, 2025NT Collective Russell 3000 Index Fdcollective trustNorthern Trust Investments, Inc.Pooled vehicles$757,598 heldDisclosed holdingaskebsa.dol.gov
as of Apr 30, 2024NT Collective Russell 3000 Index Fdcollective trustNorthern Trust Investments, Inc.Pooled vehicles$685,422 heldDisclosed holdingaskebsa.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.

Size and funding
23 readings
Total assets
$3.6M Apr 30, 2025 reported Form 5500
$3.6M (2024-04) · $3.7M (2023-04)
Plan assets
$4.0M May 1, 2024 reported Form 5500
$4.0M (2023-05)
Net assets
$3.5M Apr 30, 2025 reported Form 5500
$3.6M (2024-04) · $3.6M (2023-04)
Funded ratio
83.4% May 1, 2024 reported Form 5500
83.4% (2023-05)
Participants
192 May 1, 2024 reported Form 5500
205 (2023-05) · 223 (2022-05)
Benefits paid
$353,367 Apr 30, 2025 reported Form 5500
$339,835 (2024-04) · $336,755 (2023-04)
Net investment income
-$76,911 Apr 30, 2025 reported Form 5500
-$27,319 (2024-04) · -$367,756 (2023-04)
Investment management fees
$22,253 Apr 30, 2025 reported Form 5500
$19,202 (2023-04)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Apr 30, 2025192Not disclosedNot disclosedn/a$3.6MNot disclosedNot disclosedNot disclosed
2023 to Apr 30, 2024205Not disclosedNot disclosedn/a$3.6MNot disclosedNot disclosedNot disclosed
2022 to Apr 30, 2023223Not disclosedNot disclosedn/a$3.7MNot 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 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.

›Connections

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+5 connections on the graph

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