This allocator's name
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
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Taft-Hartley plan in Indiana
Taft-Hartley plan, based in Indianapolis, Indiana, reporting $14.7M in assets, for 271 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $14.7M
- Funded ratio
- 41.2%
- Fund commitments
- 1
Nothing material in the last 90 days. Last change: 31 May 2025, Total assets changed.
Capital path
who backs this record, through what, into what; each name opens its own path- Washington Capital Joint Master Tru3 commitments
- Washington Capital Management, Inc.3 commitments
Size, funding, policy and commitments, with their basesTaft-Hartley planShowHide
- Interest-bearing cash 0.7%
- Non-interest-bearing cash 1.7%
- 103-12 investment entities 5.1%
- Registered investment companies 92.0%
- Strategic Capital Inv Advisors Investment adviser (plan)through May 31, 2023 Form 5500
- Fifth Third Bank Custodianthrough May 31, 2025 Form 5500
- Cuni, Rust & Strenk Actuarythrough May 31, 2023 Form 5500
- Washington Capital Management, Inc.3 rows, latest May 31, 2025
- May 31, 2025Assets changed$6.7Maskebsa.dol.gov
- Dec 31, 2024Manager relationship startedwith Fifth Third Bankaskebsa.dol.gov
- Jun 1, 2024Funded status changeddown 2 pointsaskebsa.dol.gov
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of May 31, 2025 | Washington Capital Joint Master Tru103 12 ie | Washington Capital Management, Inc. | Pooled vehicles | $741,660 held | Disclosed holding | askebsa.dol.gov | |
| as of May 31, 2024 | Washington Capital Joint Master Tru103 12 ie | Washington Capital Management, Inc. | Pooled vehicles | $704,875 held | Disclosed holding | askebsa.dol.gov | |
| as of May 31, 2023 | Washington Capital Joint Master Tru103 12 ie | Washington Capital Management, Inc. | Pooled vehicles | $677,996 held | Disclosed holding | askebsa.dol.gov |
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to May 31, 2025 | 271 | Not disclosed | Not disclosed | n/a | $14.7M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to May 31, 2024 | 275 | Not disclosed | Not disclosed | n/a | $7.9M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to May 31, 2023 | 271 | Not disclosed | Not disclosed | n/a | $7.7M | Not disclosed | Not disclosed | Not disclosed |
- Strategic Capital Investment Adv codes 27 51 $37,688 PY2024
- Ledbetter Partners LLC codes 29 50 $33,804 PY2024
- Umr codes 14 50 $26,999 PY2024
+22 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Not yet on record: managers.
This record sits on 1 traced path of capital across the graphs.
DFX traced 1 path of capital through this record
Every record on each path, what it committed or lent, and as of when.
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Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.
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Record history
- Funded status changed2024-06-01source
- Manager relationship started2024-12-31source
- Total assets changed2025-05-31source
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
+4 connections on the graph
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.