This allocator's name

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Taft-Hartley plan in New Jersey

Taft-Hartley plan· Wayne, New Jersey

Taft-Hartley plan, based in Wayne, New Jersey, reporting $10.3M in assets, for 106 participants.

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

Assets
$10.3M
Funded ratio
152.5%
Open searchesAllocation policy
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 Aug 2025, Total assets changed.

Size, funding, policy and commitments, with their basesTaft-Hartley planShow
Taft-Hartley plan
Assets
$10.3M
Total assets, Aug 31, 2025 reported
Funded
152.5%
Sep 1, 2024
Private markets target
no policy read
policy Aug 31, 2025
Commitments
0
none on the tape
Allocation policy
Form 5500, as of Aug 31, 2025
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 3.9%
  • Non-interest-bearing cash 2.3%
  • Registered investment companies 93.3%
Consultants and advisers
2 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 manager on Schedule C
From Schedule C (investment management, code 28)
What changed
5 events
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
30 readings
Total assets
$10.3M Aug 31, 2025 reported Form 5500
$11.6M (2024-08) · $10.2M (2023-08)
Plan assets
$11.6M Sep 1, 2024 reported Form 5500
$10.2M (2023-09) · $9.8M (2022-09)
Net assets
$10.3M Aug 31, 2025 reported Form 5500
$11.6M (2024-08) · $10.2M (2023-08)
Funded ratio
152.5% Sep 1, 2024 reported Form 5500
148.3% (2023-09) · 147.3% (2022-09)
Participants
106 Sep 1, 2024 reported Form 5500
107 (2023-09) · 107 (2022-09)
Contributions
$256,417 Aug 31, 2025 reported Form 5500
$256,587 (2024-08) · $258,627 (2023-08)
Benefits paid
$1.5M Aug 31, 2025 reported Form 5500
$248,057 (2024-08) · $231,141 (2023-08)
Net investment income
-$1.3M Aug 31, 2025 reported Form 5500
$1.4M (2024-08) · $388,282 (2023-08)
Investment management fees
$35,000 Aug 31, 2025 reported Form 5500
$34,999 (2024-08) · $41,651 (2023-08)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Aug 31, 2025106Not disclosedNot disclosedn/a$10.3MNot disclosedNot disclosedNot disclosed
2023 to Aug 31, 2024107Not disclosedNot disclosedn/a$11.6MNot disclosedNot disclosedNot disclosed
2022 to Aug 31, 2023107Not disclosedNot disclosedn/a$10.2MNot disclosedNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • Milliman Inc codes 11 28 50 $124,309 PY2024
  • Pellettieri, Rabstein & Altman codes 29 50 $18,438 PY2024
  • Mspc Certified Public Accountants codes 10 50 $7,750 PY2024

+14 more service providers

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

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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, managers.

Record history

5 dated events on the change ledger, latest first
  • Funded status changed
    2024-09-01source
  • Manager relationship ended
    2023-12-31source
  • Total assets changed
    2024-09-01source

+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

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+4 connections on the graph

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