This allocator's name and 6 more advisers

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Taft-Hartley plan in Tennessee

Taft-Hartley plan· Goodletsville, Tennessee

Taft-Hartley plan, based in Goodletsville, Tennessee, for 4,369 participants.

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

Funded ratio
98.9%
Open searchesAllocation policy
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 2023, Manager relationship ended.

Size, funding, policy and commitments, with their basesTaft-Hartley planShow
Taft-Hartley plan
Assets
not established
Total assets, Dec 31, 2023 reported
Funded
98.9%
Jul 1, 2023
Private markets target
no policy read
policy Jun 30, 2023
Commitments
0
none on the tape
Allocation policy
Form 5500, as of Jun 30, 2023
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 1.7%
  • Non-interest-bearing cash 0.2%
  • Corporate debt instruments (other) 11.9%
  • U.S. Government securities 19.8%
  • Other investments 1.1%
  • Partnership/joint venture interests 8.0%
  • Common stock 56.6%
Consultants and advisers
9 firms

+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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People
No investment staff or executives have been read for this allocator yet.
Manager roster
3 managers on Schedule C
From Schedule C (investment management, code 28)
What changed
2 events
  • Dec 31, 2023Manager relationship endedinference
    with Blackstone Infrastrcuture Partnersaskebsa.dol.gov
  • Dec 31, 2023Assets changed
    down $202Maskebsa.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
20 readings
Total assets
$0 Dec 31, 2023 reported Form 5500
$202M (2023-06)
Plan assets
$202M Jul 1, 2023 reported Form 5500
$198M (2022-07)
Net assets
$0 Dec 31, 2023 reported Form 5500
$202M (2023-06)
Funded ratio
98.9% Jul 1, 2023 reported Form 5500
99.0% (2022-07)
Participants
4,369 Jul 1, 2023 reported Form 5500
4,180 (2022-07)
Contributions
$1.7M Dec 31, 2023 reported Form 5500
$3.6M (2023-06)
Benefits paid
$7.4M Dec 31, 2023 reported Form 5500
$14.7M (2023-06)
Net investment income
$8.1M Dec 31, 2023 reported Form 5500
$3.3M (2023-06)
Investment management fees
$595,906 Dec 31, 2023 reported Form 5500
$1.0M (2023-06)
Form 5500 filings
2 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2023 to Dec 31, 20234,369Not disclosedNot disclosedn/a$0$0Not disclosedNot disclosed
2022 to Jun 30, 20234,180Not disclosedNot disclosedn/a$202M$16.2MNot disclosedNot disclosed
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: assets, fund commitments, managers.

Record history

2 dated events on the change ledger, latest first
  • Manager relationship ended
    2023-12-31source
  • Total assets changed
    2023-12-31source

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

+13 connections on the graph

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