This allocator's name and 3 more advisers

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Taft-Hartley plan in Ohio

Taft-Hartley plan· Canfield, Ohio

Taft-Hartley plan, based in Canfield, Ohio, reporting $22.5M in assets, for 217 participants.

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

Assets
$22.5M
Funded ratio
102.1%
Managers
1
Open searchesAllocation 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: 31 Dec 2024, Manager relationship started.

Size, funding, policy and commitments, with their basesTaft-Hartley planShow
Taft-Hartley plan
Assets
$22.5M
Total assets, Jun 30, 2025 reported
Funded
102.1%
Jul 1, 2024
Private markets target
no policy read
policy Jun 30, 2025
Commitments
0
1 manager on Schedule C
Allocation policy
Form 5500, as of Jun 30, 2025
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 2.1%
  • Non-interest-bearing cash 3.3%
  • Registered investment companies 83.5%
  • Real estate (other than employer real property) 10.4%
Consultants and advisers
6 firms

+3 more consultants and advisers advise this allocator

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

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People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 manager on Schedule C
From Schedule C (investment management, code 28)
What changed
4 events
  • Dec 31, 2024Manager relationship started
    with American Realty Advisorsaskebsa.dol.gov
  • Jul 1, 2024Funded status changed
    3 pointsaskebsa.dol.gov
  • Dec 31, 2023Consultant changedinference
    with Mariner Institutional LLCaskebsa.dol.gov
  • Dec 31, 2023Consultant changedinference
    with Mariner Institutional LLCaskebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
No fund commitments are on the tape for this allocator. The tape holds the plans that publish their own private-markets reports; a plan that publishes one and is not here is a gap we can close.
Size and funding
30 readings
Total assets
$22.5M Jun 30, 2025 reported Form 5500
$21.4M (2024-06) · $20.4M (2023-06)
Plan assets
$21.4M Jul 1, 2024 reported Form 5500
$20.4M (2023-07) · $19.7M (2022-07)
Net assets
$22.5M Jun 30, 2025 reported Form 5500
$21.4M (2024-06) · $20.4M (2023-06)
Funded ratio
102.1% Jul 1, 2024 reported Form 5500
98.8% (2023-07) · 97.2% (2022-07)
Participants
217 Jul 1, 2024 reported Form 5500
217 (2023-07) · 216 (2022-07)
Contributions
$618,325 Jun 30, 2025 reported Form 5500
$714,690 (2024-06) · $716,944 (2023-06)
Benefits paid
$1.6M Jun 30, 2025 reported Form 5500
$1.7M (2024-06) · $1.5M (2023-06)
Net investment income
$1.2M Jun 30, 2025 reported Form 5500
$933,694 (2024-06) · $755,599 (2023-06)
Investment management fees
$20,000 Jun 30, 2025 reported Form 5500
$20,000 (2024-06) · $59,692 (2023-06)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Jun 30, 2025217Not disclosedNot disclosedn/a$22.5MNot disclosedNot disclosed$2.3M
2023 to Jun 30, 2024217Not disclosedNot disclosedn/a$21.4MNot disclosedNot disclosed$2.4M
2022 to Jun 30, 2023216Not disclosedNot disclosedn/a$20.4MNot disclosedNot disclosed$2.7M
Service providers and investment entities as filed (Schedule C and D, latest year first)

+25 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 15, 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: fund commitments.

Record history

4 dated events on the change ledger, latest first
  • Funded status changed
    2024-07-01source
  • Consultant changed
    2023-12-31source
  • Consultant changed
    2023-12-31source

+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

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+9 connections on the graph

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