DFX Intelligence

This allocator's name, 3 more advisers and 3 more dated events

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Taft-Hartley plan in District of Columbia

Taft-Hartley plan· Washington, District of Columbia

Taft-Hartley plan, based in Washington, District of Columbia, reporting $234M in assets, for 600 participants.

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

As of 2025-12-31 · the latest dated event for this allocator; each figure carries its own filing or report date

Assets: $234M
Funded ratio: 95.6%
Managers: 2

Open searches Allocation policy Consultants

Managers

As of 2025-12-31 · 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 2025, Total assets changed.

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

Taft-Hartley plan

Assets

$234M

Total assets, Dec 31, 2025 reported

Funded

95.6%

Jan 1, 2025

Private markets target

no policy read

policy Dec 31, 2025

Commitments

2 managers on Schedule C

Allocation policy

Form 5500, as of Dec 31, 2025

Actual allocation lines without a target (as filed)

Non-interest-bearing cash 0.5%
Master trust investment accounts 99.5%

Consultants and advisers

6 firms

Alan Biller and Associates Investment adviser (plan)through Dec 31, 2025 Form 5500
Investment Performance Services General consultantthrough Dec 31, 2025 Form 5500
Segal Marco Advisors Investment adviser (plan)through Dec 31, 2022 Form 5500

+3 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

2 managers on Schedule C

From Schedule C (investment management, code 28)

Union Labor Life Insurance Companyplan years 2025
Arrowstreet Capital, LPplan years 2025

What changed

8 events

Dec 31, 2025Assets changed
$22.0Maskebsa.dol.gov
Jan 1, 2025Funded status changed
2 pointsaskebsa.dol.gov
Jan 1, 2024Funded status changed
3 pointsaskebsa.dol.gov
Jan 1, 2024Assets changed
$18.7Maskebsa.dol.gov
Dec 31, 2023Manager relationship started
with Arrowstreet Capital, LPaskebsa.dol.gov

+3 more dated events

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

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

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

40 readings

Total assets

$234M Dec 31, 2025 reported Form 5500

$212M (2024-12) · $194M (2023-12) · $176M (2022-12)

Plan assets

$212M Jan 1, 2025 reported Form 5500

$194M (2024-01) · $176M (2023-01) · $194M (2022-01)

Net assets

$233M Dec 31, 2025 reported Form 5500

$212M (2024-12) · $194M (2023-12) · $176M (2022-12)

Funded ratio

95.6% Jan 1, 2025 reported Form 5500

93.4% (2024-01) · 90.9% (2023-01) · 88.0% (2022-01)

Participants

600 Jan 1, 2025 reported Form 5500

603 (2024-01) · 590 (2023-01) · 579 (2022-01)

Contributions

$10.0M Dec 31, 2025 reported Form 5500

$11.5M (2024-12) · $13.0M (2023-12) · $13.0M (2022-12)

Benefits paid

$14.9M Dec 31, 2025 reported Form 5500

$14.7M (2024-12) · $14.3M (2023-12) · $13.1M (2022-12)

Net investment income

$21.9M Dec 31, 2025 reported Form 5500

$17.3M (2024-12) · $18.7M (2023-12) · -$18.6M (2022-12)

Investment management fees

$355,043 Dec 31, 2025 reported Form 5500

$455,289 (2024-12) · $237,919 (2023-12) · $134,756 (2022-12)

Form 5500 filings

4 plan years

Plan year	Participants	Assets (SB market)	Funding target	FTAP	Total assets (H)	Partnerships / JV	Master trust	Real estate
2025 to Dec 31, 2025	600	Not disclosed	Not disclosed	n/a	$234M	Not disclosed	$233M	Not disclosed
2024 to Dec 31, 2024	603	Not disclosed	Not disclosed	n/a	$212M	Not disclosed	$210M	Not disclosed
2023 to Dec 31, 2023	590	Not disclosed	Not disclosed	n/a	$194M	Not disclosed	$193M	Not disclosed
2022 to Dec 31, 2022	579	Not disclosed	Not disclosed	n/a	$176M	Not disclosed	$174M	Not disclosed

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

this allocator codes 10 13 15 50 $374,903 PY2025
Arrowstreet Capital codes 28 51 $85,302 PY2025
Alan D. Biller & Associates, Inc. codes 27 50 $75,000 PY2025

+46 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: fund commitments.

Record history

8 dated events on the change ledger, latest first

Funded status changed
2023-01-01source
Funded status changed
2024-01-01source
Funded status changed
2025-01-01source

+5 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

+12 connections on the graph

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