This allocator's name, 1 more adviser, 6 more managers, 22 more commitments and 20 more dated events
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 Nevada
Taft-Hartley plan, based in LAS Vegas, Nevada, reporting $653M in assets, for 6,480 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $653M
- Funded ratio
- 75.4%
- Fund commitments
- 11
- Managers
- 8
Nothing material in the last 90 days. Last change: 31 Dec 2024, Holding ended.
Capital path
who backs this record, through what, into what; each name opens its own path- TCW Multiple Investment Trust3 commitments
- Mcmorgan Infrastructure Fund I, LP3 commitments
- Artisan Multiple Investment Trust3 commitments
Size, funding, policy and commitments, with their basesTaft-Hartley planShowHide
- Interest-bearing cash 5.9%
- Non-interest-bearing cash 0.7%
- Other investments 12.9%
- Partnership/joint venture interests 8.4%
- 103-12 investment entities 8.0%
- Common/collective trusts 27.1%
- Pooled separate accounts 1.7%
- Registered investment companies 30.6%
- Common stock 2.3%
- Segal Marco Advisors Pension consultantthrough Dec 31, 2022 Form 5500
- BNY Mellon Investment Adviser, Inc. Trusteethrough Dec 31, 2024 Form 5500
- Cheiron Actuarythrough Dec 31, 2022 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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- Loomis Sayles4 rows, latest Dec 31, 2024
- Tcw3 rows, latest Dec 31, 2024
- Mcmorgan & Company, LLC3 rows, latest Dec 31, 2024
+6 more managers received commitments
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- Mcmorgan & Company, LLCplan years 2023
- Wellington Trust Company, Naplan years
- Wellingtonplan years
+21 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
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- Dec 31, 2024Holding endedinference
- Dec 31, 2024Manager relationship endedinferencewith Littlejohnaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferencewith Vista Equity Partnersaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferencewith Sanderson Asset Mgmt, LLPaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferencewith Bernzott Capital Advisorsaskebsa.dol.gov
+20 more dated events
Every name, record and relationship behind this count, with the source on each.
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| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | TCW Multiple Investment Trustcollective trust | Tcw | Pooled vehicles | $60.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Wtc-Ctf Small Companiescollective trust | Wellington Trust Company, Na | Pooled vehicles | $20.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Mcmorgan Infrastructure Fund I, LP103 12 ie | Mcmorgan & Company, LLC | Infrastructure | $8.4M held | Disclosed holding | askebsa.dol.gov |
+22 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
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| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Dec 31, 2024 | 6,480 | Not disclosed | Not disclosed | n/a | $653M | $54.8M | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 6,218 | Not disclosed | Not disclosed | n/a | $582M | $56.7M | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 5,642 | Not disclosed | Not disclosed | n/a | $513M | $58.9M | Not disclosed | Not disclosed |
- Brownstein Hyatt Farber Schreck LLP codes 29 50 $624,653 PY2024
- Intercontinental Real Estate Corp codes 28 51 $366,000 PY2024
- Wilson Mcshane Corporation codes 10 13 38 50 $364,600 PY2024
+92 more service providers
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Provenance
This record sits on 6 traced paths of capital across the graphs.
DFX traced 6 paths 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
- Holding in a pooled vehicle ended2023-12-31source
- Holding in a pooled vehicle ended2023-12-31source
- Holding in a pooled vehicle ended2024-12-31source
+22 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
+31 connections on the graph
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