DFX Intelligence

This allocator's name, 10 more advisers, 1 more manager, 9 more commitments and 2 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 Tennessee

Taft-Hartley plan· Goodlettsville, Tennessee

Taft-Hartley plan, based in Goodlettsville, Tennessee, reporting $26.2M in assets, for 325 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: $26.2M
Funded ratio: 127.9%
Fund commitments: 4

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

Commitments (4)Allocation policy

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 Tennessee

Funds committed to

William Blair International Leaders3 commitments
Afl-Cio Building Investment Trust3 commitments
Multi-Employer Property Trust3 commitments

All 4

Managers

William Blair Investment Management3 commitments
Great Gray Trust Company3 commitments
NEW Tower Trust Company3 commitments

All 4

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

Taft-Hartley plan

Assets

$26.2M

Total assets, Dec 31, 2024 reported

Funded

127.9%

Jan 1, 2024

Private markets target

no policy read

policy Dec 31, 2024

Commitments

none on the tape

Allocation policy

Form 5500, as of Dec 31, 2024

Actual allocation lines without a target (as filed)

Interest-bearing cash 0.5%
Non-interest-bearing cash 0.5%
Other investments 6.2%
Partnership/joint venture interests 27.3%
Common/collective trusts 47.7%
Registered investment companies 17.3%

Consultants and advisers

13 firms

Investment Performance Services Investment adviser (plan)through Dec 31, 2022 Form 5500
Southern Benefit Administrators General consultantthrough Dec 31, 2022 Form 5500
Great Gray Trust Company Custodianthrough Dec 31, 2023 Form 5500

+10 more consultants and advisers advise this allocator

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

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

People

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

Manager roster

4 managers on the commitment tape

From the plan’s own commitment disclosures

William Blair Investment Management3 rows, latest Dec 31, 2024
Great Gray Trust Company3 rows, latest Dec 31, 2024
NEW Tower Trust Company3 rows, latest Dec 31, 2024

+1 more manager received commitments

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

7 events

Dec 31, 2024Manager relationship started
with Chevy Chase Trustaskebsa.dol.gov
Jan 1, 2024Funded status changed
down 10 pointsaskebsa.dol.gov
Jan 1, 2024Assets changed
$2.2Maskebsa.dol.gov
Dec 31, 2023Manager relationship endedinference
with Chevy Chase Trustaskebsa.dol.gov
Dec 31, 2023Manager relationship started
with Great Gray Trust Companyaskebsa.dol.gov

+2 more dated events

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

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

Commitments

12 rows, 0 dated closings

Date	Fund	Manager	Bucket	Amount	Status	Source
as of Dec 31, 2024	William Blair International Leaderscollective trust	William Blair Investment Management	Pooled vehicles	$2.3M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Afl-Cio Building Investment Trustcollective trust	Great Gray Trust Company	Pooled vehicles	$748,841 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Multi-Employer Property Trustcollective trust	NEW Tower Trust Company	Real estate	$1.1M held	Disclosed holding	askebsa.dol.gov

+9 more commitments

Every fund and manager this allocator committed to, with the amount, date and source on each.

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

Size and funding

30 readings

Total assets

$26.2M Dec 31, 2024 reported Form 5500

$24.2M (2023-12) · $22.0M (2022-12)

Plan assets

$24.2M Jan 1, 2024 reported Form 5500

$22.0M (2023-01) · $23.4M (2022-01)

Net assets

$26.2M Dec 31, 2024 reported Form 5500

$24.2M (2023-12) · $22.0M (2022-12)

Funded ratio

127.9% Jan 1, 2024 reported Form 5500

138.0% (2023-01) · 124.9% (2022-01)

Participants

325 Jan 1, 2024 reported Form 5500

387 (2023-01) · 388 (2022-01)

Contributions

$1.1M Dec 31, 2024 reported Form 5500

$1.7M (2023-12) · $2.6M (2022-12)

Benefits paid

$1.6M Dec 31, 2024 reported Form 5500

$1.5M (2023-12) · $1.4M (2022-12)

Net investment income

$2.0M Dec 31, 2024 reported Form 5500

$2.2M (2023-12) · -$1.4M (2022-12)

Investment management fees

$37,536 Dec 31, 2024 reported Form 5500

$32,762 (2023-12) · $31,107 (2022-12)

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 Dec 31, 2024	325	Not disclosed	Not disclosed	n/a	$26.2M	$7.2M	Not disclosed	Not disclosed
2023 to Dec 31, 2023	387	Not disclosed	Not disclosed	n/a	$24.2M	$6.5M	Not disclosed	Not disclosed
2022 to Dec 31, 2022	388	Not disclosed	Not disclosed	n/a	$22.0M	$4.7M	Not disclosed	Not disclosed

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

Southern Benefit Administrators codes 14 16 $58,204 PY2024
Investment Performance Services LLC codes 27 $20,000 PY2024
Daniels Irwin & Aylor codes 10 $19,300 PY2024

+51 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: managers.

Capital chain

This record sits on 8 traced paths of capital across the graphs.

Consultant to allocator to manager

DFX traced 8 paths of capital through this record

Every record on each path, what it committed or lent, and as of when.

Includes 3 days of DFX Intelligence. Then $299/month unless canceled.

Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.

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Record history

7 dated events on the change ledger, latest first

Funded status changed
2023-01-01source
Funded status changed
2024-01-01source
Manager relationship ended
2023-12-31source

+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

every published relationship on the graph

+14 connections on the graph

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