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

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Taft-Hartley plan in Florida

Taft-Hartley plan· Hollywood, Florida

Taft-Hartley plan, based in Hollywood, Florida, reporting $456M in assets, for 3,446 participants.

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

Assets
$456M
Funded ratio
106.0%
Fund commitments
5
Managers
1
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Commitments (5)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. Last change: 1 Oct 2024, Total assets changed.

Capital path

who backs this record, through what, into what; each name opens its own path
Taft-Hartley plan in Florida
Funds committed to
All 5
Managers
All 5
Size, funding, policy and commitments, with their basesTaft-Hartley planShow
Taft-Hartley plan
Assets
$456M
Total assets, Sep 30, 2025 reported
Funded
106.0%
Oct 1, 2024
Private markets target
no policy read
policy Sep 30, 2025
Commitments
5
1 manager on Schedule C
Plan sponsor: this allocator
Allocation policy
Form 5500, as of Sep 30, 2025
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 2.1%
  • Non-interest-bearing cash 0.4%
  • Corporate debt instruments (other) 9.0%
  • U.S. Government securities 4.8%
  • Other investments 9.2%
  • Partnership/joint venture interests 10.0%
  • Common/collective trusts 29.9%
  • Pooled separate accounts 3.9%
  • Registered investment companies 5.3%
  • Common stock 24.7%
Consultants and advisers
3 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
5 managers on the commitment tape
From the plan’s own commitment disclosures

+2 more managers received commitments

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

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From Schedule C (investment management, code 28)
What changed
7 events

+2 more dated events

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Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
10 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Sep 30, 2025Prisaseparate accountPrudential Insurance Company of AmePooled vehicles$17.8M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2025this allocatorcollective trustGreat Gray Trust CompanyPooled vehicles$13.4M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2025this allocatorcollective trustBNY MellonPublic equity$123M heldDisclosed holdingaskebsa.dol.gov

+7 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
$456M Sep 30, 2025 reported Form 5500
$422M (2024-09) · $341M (2023-09)
Plan assets
$420M Oct 1, 2024 reported Form 5500
$362M (2023-10) · $313M (2022-10)
Net assets
$452M Sep 30, 2025 reported Form 5500
$420M (2024-09) · $336M (2023-09)
Funded ratio
106.0% Oct 1, 2024 reported Form 5500
106.6% (2023-10) · 112.2% (2022-10)
Participants
3,446 Oct 1, 2024 reported Form 5500
2,653 (2023-10) · 2,480 (2022-10)
Contributions
$19.3M Sep 30, 2025 reported Form 5500
$17.7M (2024-09) · $12.4M (2023-09)
Benefits paid
$30.4M Sep 30, 2025 reported Form 5500
$22.9M (2024-09) · $20.9M (2023-09)
Net investment income
$32.1M Sep 30, 2025 reported Form 5500
$57.6M (2024-09) · $23.3M (2023-09)
Investment management fees
$1.2M Sep 30, 2025 reported Form 5500
$1.3M (2024-09) · $959,904 (2023-09)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Sep 30, 20253,446Not disclosedNot disclosedn/a$456M$45.6MNot disclosedNot disclosed
2023 to Sep 30, 20242,653Not disclosedNot disclosedn/a$422M$40.1MNot disclosedNot disclosed
2022 to Sep 30, 20232,480Not disclosedNot disclosedn/a$341M$22.0MNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • Arty Cohn & Feuer Lc codes 10 $196,965 PY2024
  • Buck Global LLC codes 11 $145,585 PY2024
  • Sugarman Susskind Braswell & Herrer codes 29 $144,735 PY2024

+35 more service providers

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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.

Record history

7 dated events on the change ledger, latest first
  • Holding in a pooled vehicle started
    2024-09-30source
  • Holding in a pooled vehicle ended
    2024-09-30source
  • Holding in a pooled vehicle ended
    2024-09-30source

+4 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

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+7 connections on the graph

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