This allocator's name, 1 more adviser, 4 more managers, 21 more commitments and 4 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 Pennsylvania
Taft-Hartley plan, based in Philadelphia, Pennsylvania, reporting $353M in assets, for 11,084 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $353M
- Funded ratio
- 57.9%
- Fund commitments
- 8
- Managers
- 4
Nothing material in the last 90 days. Last change: 31 Dec 2024, Changed investment consultant to Segal Marco Advisors.
Capital path
who backs this record, through what, into what; each name opens its own path- William Blair Global Leaders Collec3 commitments
- Loomis Sayles Small Midcap Trust3 commitments
- Segall Bryant & Hamill Intl Sm Cap3 commitments
- William Blair Investment Management3 commitments
- Loomis Sayles3 commitments
- Segall Bryant & Hamill LLC3 commitments
Size, funding, policy and commitments, with their basesTaft-Hartley planShowHide
- Interest-bearing cash 1.8%
- Non-interest-bearing cash 1.3%
- Other investments 0.1%
- Partnership/joint venture interests 37.2%
- 103-12 investment entities 4.7%
- Common/collective trusts 37.0%
- Registered investment companies 13.3%
- Common stock 4.0%
- Segal Marco Advisors Investment adviser (plan)through Dec 31, 2022 Form 5500
- Benefit3, Inc. General consultantthrough Dec 31, 2022 Form 5500
- Wells Fargo Custodianthrough 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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- William Blair Investment Management3 rows, latest Dec 31, 2024
- Loomis Sayles3 rows, latest Dec 31, 2024
- Segall Bryant & Hamill LLC3 rows, latest Dec 31, 2024
+4 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
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- Amalgamated Bankplan years
- Northern Trust Investments, Incorporatedplan years
- Segall Bryant & Hamill LLCplan years
+11 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
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- Dec 31, 2024Manager relationship startedwith Dana Investment Advisors, Inc.askebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferencewith Landmark Equity Advisors, LLCaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferencewith Smith Graham & Coaskebsa.dol.gov
- Dec 31, 2024Consultant changedinferencewith Segal Marco Advisorsaskebsa.dol.gov
- Dec 31, 2023Manager relationship startedwith Boyd Watterson Asset Managementaskebsa.dol.gov
+4 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 | William Blair Global Leaders Colleccollective trust | William Blair Investment Management | Pooled vehicles | $15.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Loomis Sayles Small Midcap Trustcollective trust | Loomis Sayles | Pooled vehicles | $13.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Segall Bryant & Hamill Intl Sm Capcollective trust | Segall Bryant & Hamill LLC | Pooled vehicles | $17.6M held | Disclosed holding | askebsa.dol.gov |
+21 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 | 11,084 | Not disclosed | Not disclosed | n/a | $353M | $131M | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 11,289 | Not disclosed | Not disclosed | n/a | $356M | $127M | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 10,947 | Not disclosed | Not disclosed | n/a | $357M | $144M | Not disclosed | Not disclosed |
- Boyd Watterson Asset Mgmt codes 28 51 $244,651 PY2024
- Cynthia Blassingame codes 30 50 $113,567 PY2024
- Intercontinental Re Group codes 28 51 $92,684 PY2024
+96 more service providers
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Provenance
This record sits on 11 traced paths of capital across the graphs.
DFX traced 11 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
- Manager relationship started2023-12-31source
- Manager relationship ended2023-12-31source
- Manager relationship started2023-12-31source
+6 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
+19 connections on the graph
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