DFX Intelligence

This allocator's name and 1 more adviser

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Taft-Hartley plan in Ohio

Taft-Hartley plan· Maumee, Ohio

Taft-Hartley plan, based in Maumee, Ohio, reporting $33.0M in assets, for 577 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: $33.0M
Funded ratio: 89.1%

Open searches Allocation policy Consultants

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, Changed investment consultant to Mariner (andco).

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

Taft-Hartley plan

Assets

$33.0M

Total assets, Apr 30, 2025 reported

Funded

89.1%

May 1, 2024

Private markets target

no policy read

policy Apr 30, 2025

Commitments

none on the tape

Allocation policy

Form 5500, as of Apr 30, 2025

Actual allocation lines without a target (as filed)

Interest-bearing cash 0.2%
Partnership/joint venture interests 14.4%
Registered investment companies 84.7%

Consultants and advisers

4 firms

Mariner Institutional Investment adviser (plan)through Apr 30, 2025 Form 5500
Mariner (andco) Investment adviser (plan)through Apr 30, 2023 Form 5500
Clark, Schaefer, Hackett & Co. Custodianthrough Apr 30, 2023 Form 5500

+1 more consultant or adviser 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

2 managers on Schedule C

From Schedule C (investment management, code 28)

Huntington Insuranceplan years 2023
this allocatorplan years 2023

What changed

4 events

Dec 31, 2024Consultant changedinference
with Mariner (andco)askebsa.dol.gov
Dec 31, 2024Consultant changedinference
with Mariner Institutionalaskebsa.dol.gov
May 1, 2024Funded status changed
2 pointsaskebsa.dol.gov
May 1, 2023Funded status changed
2 pointsaskebsa.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

$33.0M Apr 30, 2025 reported Form 5500

$31.3M (2024-04) · $29.3M (2023-04)

Plan assets

$31.3M May 1, 2024 reported Form 5500

$29.3M (2023-05) · $30.1M (2022-05)

Net assets

$33.0M Apr 30, 2025 reported Form 5500

$31.3M (2024-04) · $29.3M (2023-04)

Funded ratio

89.1% May 1, 2024 reported Form 5500

86.7% (2023-05) · 84.7% (2022-05)

Participants

577 May 1, 2024 reported Form 5500

563 (2023-05) · 531 (2022-05)

Contributions

$1.5M Apr 30, 2025 reported Form 5500

$1.7M (2024-04) · $1.7M (2023-04)

Benefits paid

$2.5M Apr 30, 2025 reported Form 5500

$2.4M (2024-04) · $2.4M (2023-04)

Net investment income

$1.7M Apr 30, 2025 reported Form 5500

$2.0M (2024-04) · -$840,914 (2023-04)

Investment management fees

$41,744 Apr 30, 2025 reported Form 5500

$45,185 (2024-04) · $47,256 (2023-04)

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 Apr 30, 2025	577	Not disclosed	Not disclosed	n/a	$33.0M	$4.8M	Not disclosed	Not disclosed
2023 to Apr 30, 2024	563	Not disclosed	Not disclosed	n/a	$31.3M	$4.7M	Not disclosed	Not disclosed
2022 to Apr 30, 2023	531	Not disclosed	Not disclosed	n/a	$29.3M	$5.2M	Not disclosed	Not disclosed

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

Noa codes 10 13 $79,270 PY2024
this allocator codes 28 $67,365 PY2024
United Actuarial Services codes 11 $32,500 PY2024

+21 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, managers.

Record history

4 dated events on the change ledger, latest first

Funded status changed
2023-05-01source
Funded status changed
2024-05-01source
Consultant changed
2024-12-31source

+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

every published relationship on the graph

+7 connections on the graph

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