This allocator's name and 1 more adviser

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Taft-Hartley plan in Ohio

Taft-Hartley plan· Mentor, Ohio

Taft-Hartley plan, based in Mentor, Ohio, reporting $84.9M in assets, for 556 participants.

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

Assets
$84.9M
Funded ratio
81.4%
Fund commitments
1
Managers
1
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Commitments (1)Allocation policyManagers
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 2023, Changed investment consultant to Segal Marco Advisors.

Capital path

who backs this record, through what, into what; each name opens its own path
Taft-Hartley plan in Ohio
Funds committed to
Managers
Size, funding, policy and commitments, with their basesTaft-Hartley planShow
Taft-Hartley plan
Assets
$84.9M
Total assets, Dec 31, 2024 reported
Funded
81.4%
Jan 1, 2024
Private markets target
no policy read
policy Dec 31, 2024
Commitments
1
1 manager on Schedule C
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 3.1%
  • Non-interest-bearing cash 1.0%
  • Corporate debt instruments (other) 1.5%
  • Corporate debt instruments (preferred) 0.2%
  • U.S. Government securities 4.4%
  • Other investments 3.6%
  • Common/collective trusts 3.4%
  • Registered investment companies 39.5%
  • Common stock 42.4%
Consultants and advisers
4 firms

+1 more consultant or adviser advise this allocator

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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)

+2 more Schedule C managers

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

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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 Dec 31, 2024Ibew-Neca Stable Value Trustcollective trustInvesco Trust CompanyPooled vehicles$2.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Ibew-Neca Stable Value Trustcollective trustInvesco Trust CompanyPooled vehicles$2.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Ibew-Neca Stable Value Trustcollective trustInvesco Trust CompanyPooled vehicles$2.7M heldDisclosed holdingaskebsa.dol.gov
Size and funding
30 readings
Total assets
$84.9M Dec 31, 2024 reported Form 5500
$84.0M (2023-12) · $82.1M (2022-12)
Plan assets
$83.9M Jan 1, 2024 reported Form 5500
$82.0M (2023-01) · $94.4M (2022-01)
Net assets
$84.8M Dec 31, 2024 reported Form 5500
$83.9M (2023-12) · $82.0M (2022-12)
Funded ratio
81.4% Jan 1, 2024 reported Form 5500
80.2% (2023-01) · 80.1% (2022-01)
Participants
556 Jan 1, 2024 reported Form 5500
552 (2023-01) · 551 (2022-01)
Contributions
$2.8M Dec 31, 2024 reported Form 5500
$2.6M (2023-12) · $2.4M (2022-12)
Benefits paid
$8.2M Dec 31, 2024 reported Form 5500
$8.1M (2023-12) · $7.7M (2022-12)
Net investment income
$921,808 Dec 31, 2024 reported Form 5500
$1.9M (2023-12) · -$12.4M (2022-12)
Investment management fees
$407,462 Dec 31, 2024 reported Form 5500
$382,173 (2023-12) · $400,981 (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 2024556Not disclosedNot disclosedn/a$84.9MNot disclosedNot disclosedNot disclosed
2023 to Dec 31, 2023552Not disclosedNot disclosedn/a$84.0MNot disclosedNot disclosedNot disclosed
2022 to Dec 31, 2022551Not disclosedNot disclosedn/a$82.1MNot disclosedNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)

+48 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.
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.

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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
  • Consultant changed
    2023-12-31source
  • Manager relationship started
    2023-12-31source
  • Total assets changed
    2023-01-01source

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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+11 connections on the graph

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