This allocator's name and 2 more advisers

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Taft-Hartley plan in New Jersey

Taft-Hartley plan· Iselin, New Jersey

Taft-Hartley plan, based in Iselin, New Jersey, reporting $50.4M in assets, for 2,038 participants.

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

Assets
$50.4M
Funded ratio
36.2%
Fund commitments
1
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Commitments (1)Allocation policyConsultants
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, Changed investment consultant to The Segal Co. (eastern States) Inc.

Capital path

who backs this record, through what, into what; each name opens its own path
Taft-Hartley plan in New Jersey
Funds committed to
Managers
Size, funding, policy and commitments, with their basesTaft-Hartley planShow
Taft-Hartley plan
Assets
$50.4M
Total assets, Sep 30, 2025 reported
Funded
36.2%
Oct 1, 2024
Private markets target
no policy read
policy Sep 30, 2025
Commitments
1
none on the tape
Allocation policy
Form 5500, as of Sep 30, 2025
Actual allocation lines without a target (as filed)
  • Non-interest-bearing cash 0.9%
  • Corporate debt instruments (other) 5.6%
  • Corporate debt instruments (preferred) 6.5%
  • U.S. Government securities 11.7%
  • Common/collective trusts 1.3%
  • Registered investment companies 47.1%
  • Common stock 23.5%
Consultants and advisers
5 firms

+2 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
1 manager on the commitment tape
From the plan’s own commitment disclosures
From Schedule C (investment management, code 28)
What changed
3 events
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
3 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Sep 30, 2025EB Temporary Investmentcollective trustBNY MellonPooled vehicles$648,142 heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2024EB Temporary Investmentcollective trustBNY MellonPooled vehicles$3.5M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2023EB Temporary Investmentcollective trustBNY MellonPooled vehicles$2.0M heldDisclosed holdingaskebsa.dol.gov
Size and funding
30 readings
Total assets
$50.4M Sep 30, 2025 reported Form 5500
$55.3M (2024-09) · $55.1M (2023-09)
Plan assets
$52.0M Oct 1, 2024 reported Form 5500
$50.9M (2023-10) · $54.9M (2022-10)
Net assets
$48.2M Sep 30, 2025 reported Form 5500
$53.1M (2024-09) · $52.1M (2023-09)
Funded ratio
36.2% Oct 1, 2024 reported Form 5500
39.7% (2023-10) · 43.6% (2022-10)
Participants
2,038 Oct 1, 2024 reported Form 5500
2,147 (2023-10) · 2,213 (2022-10)
Contributions
$629,447 Sep 30, 2025 reported Form 5500
$372,621 (2024-09) · $384,426 (2023-09)
Benefits paid
$9.4M Sep 30, 2025 reported Form 5500
$9.6M (2024-09) · $9.5M (2023-09)
Net investment income
-$4.9M Sep 30, 2025 reported Form 5500
$971,778 (2024-09) · -$4.3M (2023-09)
Investment management fees
$196,979 Sep 30, 2025 reported Form 5500
$162,272 (2024-09) · $201,762 (2023-09)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Sep 30, 20252,038Not disclosedNot disclosedn/a$50.4MNot disclosedNot disclosedNot disclosed
2023 to Sep 30, 20242,147Not disclosedNot disclosedn/a$55.3MNot disclosedNot disclosedNot disclosed
2022 to Sep 30, 20232,213Not disclosedNot disclosedn/a$55.1MNot disclosedNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)

+35 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 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 1 traced path of capital across the graphs.

Consultant to allocator to manager

DFX traced 1 path 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

3 dated events on the change ledger, latest first
  • Funded status changed
    2023-10-01source
  • Funded status changed
    2024-10-01source
  • Consultant changed
    2024-12-31source

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

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+8 connections on the graph

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