This allocator's name

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Taft-Hartley plan in Indiana

Taft-Hartley plan· Indianapolis, Indiana

Taft-Hartley plan, based in Indianapolis, Indiana, reporting $3.9M in assets, for 207 participants.

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

Assets
$3.9M
Funded ratio
40.4%
Open searchesAllocation policyConsultants
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, Changed investment consultant to Mariner Wealth Advisors.

Size, funding, policy and commitments, with their basesTaft-Hartley planShow
Taft-Hartley plan
Assets
$3.9M
Total assets, May 31, 2025 reported
Funded
40.4%
Jun 1, 2024
Private markets target
no policy read
policy May 31, 2025
Commitments
0
none on the tape
Allocation policy
Form 5500, as of May 31, 2025
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 0.8%
  • Non-interest-bearing cash 1.8%
  • Other investments 0.0%
  • Registered investment companies 93.5%
Consultants and advisers
3 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
2 managers on Schedule C
From Schedule C (investment management, code 28)
What changed
4 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
$3.9M May 31, 2025 reported Form 5500
$3.8M (2024-05) · $3.5M (2023-05)
Plan assets
$3.7M Jun 1, 2024 reported Form 5500
$3.5M (2023-06) · $3.9M (2022-06)
Net assets
$3.8M May 31, 2025 reported Form 5500
$3.7M (2024-05) · $3.5M (2023-05)
Funded ratio
40.4% Jun 1, 2024 reported Form 5500
39.9% (2023-06) · 41.6% (2022-06)
Participants
207 Jun 1, 2024 reported Form 5500
211 (2023-06) · 228 (2022-06)
Contributions
$502,902 May 31, 2025 reported Form 5500
$544,170 (2024-05) · $489,791 (2023-05)
Benefits paid
$693,731 May 31, 2025 reported Form 5500
$713,431 (2024-05) · $724,802 (2023-05)
Net investment income
$43,074 May 31, 2025 reported Form 5500
$235,249 (2024-05) · -$440,674 (2023-05)
Investment management fees
$30,000 May 31, 2025 reported Form 5500
$23,250 (2024-05) · $20,875 (2023-05)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to May 31, 2025207Not disclosedNot disclosedn/a$3.9MNot disclosedNot disclosedNot disclosed
2023 to May 31, 2024211Not disclosedNot disclosedn/a$3.8MNot disclosedNot disclosedNot disclosed
2022 to May 31, 2023228Not disclosedNot disclosedn/a$3.5MNot disclosedNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • Cuni Rust & Strenk codes 11 50 $45,988 PY2024
  • Ledbetter Partners codes 29 50 $31,556 PY2024
  • Umr codes 14 50 $26,223 PY2024

+21 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

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

+1 more change 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.

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+6 connections on the graph

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