This allocator's name, 12 more advisers, 7 more managers, 30 more commitments and 3 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 Missouri
Taft-Hartley plan, based in Kansas City, Missouri, reporting $7.5B in assets, for 81,909 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $7.5B
- Funded ratio
- 77.5%
- Fund commitments
- 11
- Managers
- 2
Nothing material in the last 90 days. Last change: 31 Dec 2024, Changed investment consultant to Cedarhurst Associates LLC.
Capital path
who backs this record, through what, into what; each name opens its own path- Separate Account J3 commitments
- Privest Account3 commitments
- Prisa3 commitments
- Prudential Insurance Company of Ame6 commitments
- Ullico Investment Advisors, Inc.3 commitments
- Lazard Asset Management LLC3 commitments
Size, funding, policy and commitments, with their basesTaft-Hartley planShowHide
- Interest-bearing cash 5.1%
- Non-interest-bearing cash 0.8%
- Corporate debt instruments (preferred) 1.0%
- U.S. Government securities 3.0%
- Other investments 3.7%
- Other loans 0.2%
- Partnership/joint venture interests 20.8%
- 103-12 investment entities 5.8%
- Common/collective trusts 43.2%
- Pooled separate accounts 7.7%
- Registered investment companies 1.3%
- Common stock 2.8%
- Real estate (other than employer real property) 3.2%
- Cedarhurst Associates LLC General consultantthrough Dec 31, 2023 Form 5500
- Lori Jasperson General consultantthrough Dec 31, 2023 Form 5500
- J.P. Morgan Investment Management Discretionary trusteeInvestment adviser (plan)through Dec 31, 2023 Form 5500
+12 more consultants and advisers advise this allocator
Every name, record and relationship behind this count, with the source on each.
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- Prudential Insurance Company of Ame6 rows, latest Dec 31, 2024
- Ullico Investment Advisors, Inc.3 rows, latest Dec 31, 2024
- Lazard Asset Management LLC3 rows, latest Dec 31, 2024
+7 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
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- Kayne Anderson Rudnick Investmentplan years 2022
- Lazard Asset Management LLCplan years
- Entrust Global Partners LLCplan years 2022
+17 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
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- Dec 31, 2024Consultant changedinferencewith Cedarhurst Associates LLCaskebsa.dol.gov
- Dec 31, 2024Consultant changedinferencewith Lori Jaspersonaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferencewith Aberdeen Asset Managementaskebsa.dol.gov
- Jan 1, 2024Funded status changeddown 2 pointsaskebsa.dol.gov
- Dec 31, 2023Consultant changedinferencewith Lori Jaspersonaskebsa.dol.gov
+3 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 Dec 31, 2024 | Separate Account Jseparate account | Ullico Investment Advisors, Inc. | Pooled vehicles | $42.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Privest Accountseparate account | Prudential Insurance Company of Ame | Pooled vehicles | $370M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Prisaseparate account | Prudential Insurance Company of Ame | Pooled vehicles | $162M held | Disclosed holding | askebsa.dol.gov |
+30 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 Dec 31, 2024 | 81,909 | Not disclosed | Not disclosed | n/a | $7.5B | $1.6B | Not disclosed | $241M |
| 2023 to Dec 31, 2023 | 83,190 | Not disclosed | Not disclosed | n/a | $7.8B | $1.9B | Not disclosed | $275M |
| 2022 to Dec 31, 2022 | 84,209 | Not disclosed | Not disclosed | n/a | $7.5B | $1.1B | Not disclosed | $262M |
- Wilson-Mcshane Corporation codes 14 50 $5.3M PY2024
- Prudential Insurance Co codes 28 51 99 $3.4M PY2024
- H.I.G Capital, LLC codes 28 51 $3.3M PY2024
+190 more service providers
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Provenance
This record sits on 40 traced paths of capital across the graphs.
DFX traced 40 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
- Funded status changed2024-01-01source
- Consultant changed2023-12-31source
- Manager relationship started2023-12-31source
+5 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
+39 connections on the graph
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