This allocator's name, 6 more advisers, 3 more commitments and 4 more dated events
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
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Taft-Hartley plan in Ohio
Taft-Hartley plan, based in Canfield, Ohio, reporting $160M in assets, for 1,408 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $160M
- Funded ratio
- 88.2%
- Fund commitments
- 2
- Managers
- 3
Nothing material in the last 90 days. Last change: 31 Dec 2024, Manager relationship ended.
Capital path
who backs this record, through what, into what; each name opens its own path- Separate Account J3 commitments
- Ullico Infrastructure Tax Exempt Fu3 commitments
- Ullico Investment Advisors, Inc.3 commitments
- Ullico Investment Advisors3 commitments
Size, funding, policy and commitments, with their basesTaft-Hartley planShowHide
- Interest-bearing cash 2.0%
- Non-interest-bearing cash 0.7%
- Partnership/joint venture interests 14.4%
- Common/collective trusts 65.6%
- Pooled separate accounts 2.2%
- Registered investment companies 12.0%
- Marquette Associates Inc. General consultantInvestment adviser (plan)through Jun 30, 2024 Form 5500
- And Co. Consulting LLC Investment adviser (plan)through Jun 30, 2023 Form 5500
- Autopistas Trusteethrough Jun 30, 2025 Form 5500
+6 more consultants and advisers advise this allocator
Every name, record and relationship behind this count, with the source on each.
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- Ullico Investment Advisors, Inc.3 rows, latest Jun 30, 2025
- Ullico Investment Advisors3 rows, latest Jun 30, 2025
- American Realty Advisorsplan years 2025
- IFM Globalplan years 2025
- UBS Trumbull Property Fundplan years 2025
+8 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.
- Dec 31, 2024Manager relationship endedinferencewith Union Labor Life Insurance Companyaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedwith IFM Globalaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferencewith American Reality Advisorsaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedwith American Realty Advisorsaskebsa.dol.gov
- Dec 31, 2023Manager relationship startedwith American Reality Advisorsaskebsa.dol.gov
+4 more dated events
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Jun 30, 2025 | Separate Account Jseparate account | Ullico Investment Advisors, Inc. | Pooled vehicles | $3.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2025 | Ullico Infrastructure Tax Exempt Fu103 12 ie | Ullico Investment Advisors | Infrastructure | $5.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2024 | Separate Account Jseparate account | Ullico Investment Advisors, Inc. | Pooled vehicles | $3.4M 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.
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| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Jun 30, 2025 | 1,408 | Not disclosed | Not disclosed | n/a | $160M | $22.9M | Not disclosed | Not disclosed |
| 2023 to Jun 30, 2024 | 1,405 | Not disclosed | Not disclosed | n/a | $146M | $12.5M | Not disclosed | Not disclosed |
| 2022 to Jun 30, 2023 | 1,377 | Not disclosed | Not disclosed | n/a | $134M | $13.5M | Not disclosed | Not disclosed |
- American Realty Advisors codes 28 51 $103,428 PY2024
- Benesys, Inc. codes 13 15 $103,292 PY2024
- Cuni, Rust & Strenk codes 11 50 $102,000 PY2024
+53 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
- Manager relationship started2023-12-31source
- Manager relationship started2023-12-31source
- Manager relationship started2023-12-31source
+6 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
every published relationship on the graph
+22 connections on the graph
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