This allocator's name, 1 more adviser, 6 more managers, 27 more commitments and 6 more dated events
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Taft-Hartley plan in New Jersey
Taft-Hartley plan, based in West Trenton, New Jersey, reporting $410M in assets, for 3,334 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $410M
- Funded ratio
- 101.8%
- Fund commitments
- 12
- Managers
- 5
Nothing material in the last 90 days. Last change: 28 Feb 2025, Total assets changed.
Capital path
who backs this record, through what, into what; each name opens its own path- Crescent Capital Trust II3 commitments
- Blackrock Russell 1000 Growth Index3 commitments
- Blackrock Russell 1000 Value Index3 commitments
- Blackrock12 commitments
- Crescent Capital3 commitments
- Prudential Insurance Company of Ame3 commitments
Size, funding, policy and commitments, with their basesTaft-Hartley planShowHide
- Interest-bearing cash 1.4%
- Corporate debt instruments (other) 1.2%
- U.S. Government securities 3.0%
- Insurance company general account 18.0%
- Partnership/joint venture interests 1.5%
- Common/collective trusts 68.9%
- Pooled separate accounts 1.7%
- Common stock 4.0%
- Reynolds Consulting Services, LLC Investment adviser (plan)through Feb 28, 2023 Form 5500
- J.P. Morgan Investment Management Investment adviser (plan)through Feb 28, 2023 Form 5500
- PNC Bank Custodianthrough Feb 28, 2023 Form 5500
+1 more consultant or adviser advise this allocator
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- Blackrock12 rows, latest Feb 28, 2025
- Crescent Capital3 rows, latest Feb 28, 2025
- Prudential Insurance Company of Ame3 rows, latest Feb 28, 2025
+6 more managers received commitments
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- Crescent Capitalplan years
- Clearbridgeplan years
- Blackrockplan years
+13 more Schedule C managers
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- Feb 28, 2025Assets changed$40.3Maskebsa.dol.gov
- Mar 1, 2024Funded status changed7 pointsaskebsa.dol.gov
- Mar 1, 2024Assets changed$45.6Maskebsa.dol.gov
- Feb 28, 2024Holding started
- Feb 28, 2024Holding endedinference
+6 more dated events
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| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Feb 28, 2025 | Crescent Capital Trust IIcollective trust | Crescent Capital | Pooled vehicles | $5.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Feb 28, 2025 | Blackrock Russell 1000 Growth Indexcollective trust | Blackrock | Pooled vehicles | $67.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Feb 28, 2025 | Blackrock Russell 1000 Value Indexcollective trust | Blackrock | Pooled vehicles | $51.7M held | Disclosed holding | askebsa.dol.gov |
+27 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 Feb 28, 2025 | 3,334 | Not disclosed | Not disclosed | n/a | $410M | $6.2M | Not disclosed | Not disclosed |
| 2023 to Feb 28, 2024 | 3,163 | Not disclosed | Not disclosed | n/a | $370M | $12.6M | Not disclosed | Not disclosed |
| 2022 to Feb 28, 2023 | 3,036 | Not disclosed | Not disclosed | n/a | $324M | $32.6M | Not disclosed | Not disclosed |
- Crescent Capital Group LP codes 28 $753,850 PY2024
- I.E. Shaffer & Co. codes 13 $472,969 PY2024
- Boyd Watterson Asset Management codes 28 $212,873 PY2024
+86 more service providers
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Provenance
This record sits on 17 traced paths of capital across the graphs.
DFX traced 17 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 started2024-02-28source
- Holding in a pooled vehicle ended2024-02-28source
- Holding in a pooled vehicle ended2024-02-28source
+8 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
+21 connections on the graph
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