This allocator's name and 2 more dated events

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Taft-Hartley plan in New Jersey

Taft-Hartley plan· Hopatcong, New Jersey

Taft-Hartley plan, based in Hopatcong, New Jersey, reporting $180M in assets, for 1,493 participants.

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

Assets
$180M
Funded ratio
128.4%
Managers
2
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 ended.

Size, funding, policy and commitments, with their basesTaft-Hartley planShow
Taft-Hartley plan
Assets
$180M
Total assets, Dec 31, 2024 reported
Funded
128.4%
Jan 1, 2024
Private markets target
no policy read
policy Dec 31, 2024
Commitments
0
2 managers on Schedule C
Plan sponsor: this allocator
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 1.1%
  • Corporate debt instruments (other) 15.0%
  • U.S. Government securities 22.8%
  • Registered investment companies 54.3%
  • Common stock 6.4%
Consultants and advisers
3 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
7 managers on Schedule C
From Schedule C (investment management, code 28)

+4 more Schedule C managers

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

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What changed
7 events
  • Dec 31, 2024Manager relationship endedinference
    with Ryan Labs Asset Managementaskebsa.dol.gov
  • Dec 31, 2024Manager relationship started
    with SLC Managementaskebsa.dol.gov
  • Dec 31, 2024Manager relationship endedinference
    with Boyd Watterson Asset Managementaskebsa.dol.gov
  • Jan 1, 2024Funded status changed
    4 pointsaskebsa.dol.gov
  • Dec 31, 2023Manager relationship started
    with Seix Investment Advisorsaskebsa.dol.gov

+2 more dated events

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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
$180M Dec 31, 2024 reported Form 5500
$172M (2023-12) · $162M (2022-12)
Plan assets
$172M Jan 1, 2024 reported Form 5500
$162M (2023-01) · $191M (2022-01)
Net assets
$180M Dec 31, 2024 reported Form 5500
$172M (2023-12) · $162M (2022-12)
Funded ratio
128.4% Jan 1, 2024 reported Form 5500
124.1% (2023-01) · 150.2% (2022-01)
Participants
1,493 Jan 1, 2024 reported Form 5500
1,507 (2023-01) · 1,526 (2022-01)
Contributions
$2.3M Dec 31, 2024 reported Form 5500
$1.5M (2023-12) · $872,525 (2022-12)
Benefits paid
$8.2M Dec 31, 2024 reported Form 5500
$8.0M (2023-12) · $8.0M (2022-12)
Net investment income
$8.1M Dec 31, 2024 reported Form 5500
$9.4M (2023-12) · -$28.7M (2022-12)
Investment management fees
$391,545 Dec 31, 2024 reported Form 5500
$382,607 (2023-12) · $404,872 (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 20241,493Not disclosedNot disclosedn/a$180MNot disclosedNot disclosedNot disclosed
2023 to Dec 31, 20231,507Not disclosedNot disclosedn/a$172MNot disclosedNot disclosedNot disclosed
2022 to Dec 31, 20221,526Not disclosedNot disclosedn/a$162MNot disclosedNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)

+32 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

7 dated events on the change ledger, latest first
  • Funded status changed
    2023-01-01source
  • Funded status changed
    2024-01-01source
  • Manager relationship started
    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

+11 connections on the graph

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