This allocator's name and 2 more advisers

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Taft-Hartley plan in New Jersey

Taft-Hartley plan· Union, New Jersey

Taft-Hartley plan, based in Union, New Jersey, reporting $562M in assets, for 3,095 participants.

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

Assets
$562M
Funded ratio
2.6%
Managers
1
Open searchesAllocation policyConsultants
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Managers
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, Manager relationship ended.

Size, funding, policy and commitments, with their basesTaft-Hartley planShow
Taft-Hartley plan
Assets
$562M
Total assets, Feb 28, 2025 reported
Funded
2.6%
Mar 1, 2024
Private markets target
no policy read
policy Feb 28, 2025
Commitments
0
1 manager on Schedule C
Allocation policy
Form 5500, as of Feb 28, 2025
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 6.3%
  • Corporate debt instruments (other) 67.3%
  • U.S. Government securities 21.3%
  • Registered investment companies 4.2%
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
5 managers on Schedule C
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
5 events
  • Dec 31, 2024Manager relationship endedinference
    with Morgan Stanley Smith Barneyaskebsa.dol.gov
  • Dec 31, 2024Manager relationship started
    with Jpmorgan Chase Bank, N.A.askebsa.dol.gov
  • Mar 1, 2024Assets changed
    $3.4Maskebsa.dol.gov
  • Dec 31, 2023Manager relationship started
    with Morgan Stanley Smith Barneyaskebsa.dol.gov
  • Dec 31, 2023Consultant changedinference
    with UBS Financial Services Inc.askebsa.dol.gov
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
28 readings
Total assets
$562M Feb 28, 2025 reported Form 5500
$569M (2024-02) · $568M (2023-02)
Plan assets
$11.0M Mar 1, 2024 reported Form 5500
$7.6M (2023-03)
Net assets
$556M Feb 28, 2025 reported Form 5500
$547M (2024-02) · $553M (2023-02)
Funded ratio
2.6% Mar 1, 2024 reported Form 5500
1.7% (2023-03)
Participants
3,095 Mar 1, 2024 reported Form 5500
3,245 (2023-03) · 3,325 (2022-03)
Contributions
$13.2M Feb 28, 2025 reported Form 5500
$2.8M (2024-02) · $3.5M (2023-02)
Benefits paid
$37.8M Feb 28, 2025 reported Form 5500
$37.4M (2024-02) · $68.6M (2023-02)
Net investment income
$9.0M Feb 28, 2025 reported Form 5500
-$5.3M (2024-02) · $561M (2023-02)
Investment management fees
$1.1M Feb 28, 2025 reported Form 5500
$925,079 (2024-02) · $224,845 (2023-02)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Feb 28, 20253,095Not disclosedNot disclosedn/a$562MNot disclosedNot disclosedNot disclosed
2023 to Feb 29, 20243,245Not disclosedNot disclosedn/a$569MNot disclosedNot disclosedNot disclosed
2022 to Feb 28, 20233,325Not disclosedNot disclosedn/a$568MNot disclosedNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)

+40 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 15, 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

5 dated events on the change ledger, latest first
  • Manager relationship started
    2023-12-31source
  • Consultant changed
    2023-12-31source
  • Manager relationship ended
    2024-12-31source

+2 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

+11 connections on the graph

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