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Taft-Hartley plan in New Jersey

Taft-Hartley plan· Clifton, New Jersey

Taft-Hartley plan, based in Clifton, New Jersey, reporting $33.8M in assets, for 1,120 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: $33.8M
Fund commitments: 1
Managers: 4

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

Commitments (1)Allocation policy Managers

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, Manager relationship started.

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

Ibew-Neca Equity Index Fund3 commitments

Managers

Chevy Chase Trust Company3 commitments

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

Taft-Hartley plan

Assets

$33.8M

Total assets, Oct 31, 2025 reported

Funded

not on record

not filed

Private markets target

no policy read

policy Oct 31, 2025

Commitments

4 managers on Schedule C

Allocation policy

Form 5500, as of Oct 31, 2025

Actual allocation lines without a target (as filed)

Interest-bearing cash 1.0%
Non-interest-bearing cash 4.6%
Corporate debt instruments (other) 11.4%
U.S. Government securities 16.9%
Common/collective trusts 15.2%
Registered investment companies 37.6%
Common stock 13.2%

Consultants and advisers

2 firms

Morgan Stanley Smith Barney Investment adviser (plan)through Oct 31, 2023 Form 5500
The Segal Co. (eastern States) Inc. Actuarythrough Oct 31, 2023 Form 5500

People

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

Manager roster

1 manager on the commitment tape

From the plan’s own commitment disclosures

Chevy Chase Trust Company3 rows, latest Oct 31, 2025

From Schedule C (investment management, code 28)

Chevy Chase Trust Companyplan years
Chevy Chaseplan years
Morgan Stanley Smith Barney, LLCplan years 2025

+2 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

2 events

Dec 31, 2024Manager relationship started
with Stacey Braun Associates, Inc.askebsa.dol.gov
Oct 31, 2024Assets changed
$3.7Maskebsa.dol.gov

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

Commitments

3 rows, 0 dated closings

Date	Fund	Manager	Bucket	Amount	Status	Source
as of Oct 31, 2025	Ibew-Neca Equity Index Fundcollective trust	Chevy Chase Trust Company	Public equity	$5.2M held	Disclosed holding	askebsa.dol.gov
as of Oct 31, 2024	Ibew-Neca Equity Index Fundcollective trust	Chevy Chase Trust Company	Public equity	$4.2M held	Disclosed holding	askebsa.dol.gov
as of Oct 31, 2023	Ibew-Neca Equity Index Fundcollective trust	Chevy Chase Trust Company	Public equity	$3.1M held	Disclosed holding	askebsa.dol.gov

Size and funding

18 readings

Total assets

$33.8M Oct 31, 2025 reported Form 5500

$32.3M (2024-10) · $28.7M (2023-10)

Net assets

$33.8M Oct 31, 2025 reported Form 5500

$32.3M (2024-10) · $28.7M (2023-10)

Participants

1,120 Nov 1, 2024 reported Form 5500

1,140 (2023-11) · 1,172 (2022-11)

Benefits paid

$2.1M Oct 31, 2025 reported Form 5500

$2.1M (2024-10) · $2.2M (2023-10)

Net investment income

$1.4M Oct 31, 2025 reported Form 5500

$3.7M (2024-10) · -$1.3M (2023-10)

Investment management fees

$60,198 Oct 31, 2025 reported Form 5500

$66,530 (2024-10) · $78,667 (2023-10)

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 Oct 31, 2025	1,120	Not disclosed	Not disclosed	n/a	$33.8M	Not disclosed	Not disclosed	Not disclosed
2023 to Oct 31, 2024	1,140	Not disclosed	Not disclosed	n/a	$32.3M	Not disclosed	Not disclosed	Not disclosed
2022 to Oct 31, 2023	1,172	Not disclosed	Not disclosed	n/a	$28.7M	Not disclosed	Not disclosed	Not disclosed

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

Zenith American Solutions Inc codes 13 50 $132,370 PY2024
Carella,byrne,cecchi,olstein,brody codes 29 50 $55,601 PY2024
The Segal Company codes 11 50 $55,263 PY2024

+24 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: funded ratio.

Record history

2 dated events on the change ledger, latest first

Manager relationship started
2024-12-31source
Total assets changed
2024-10-31source

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

+8 connections on the graph

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