This allocator's name and 1 more dated event

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Taft-Hartley plan in Maryland

Taft-Hartley plan· Silver Spring, Maryland

Taft-Hartley plan, based in Silver Spring, Maryland, reporting $126M in assets, for 971 participants.

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

Assets
$126M
Funded ratio
127.7%
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 The Segal Co. (eastern States) Inc.

Size, funding, policy and commitments, with their basesTaft-Hartley planShow
Taft-Hartley plan
Assets
$126M
Total assets, Dec 31, 2024 reported
Funded
127.7%
Sep 1, 2024
Private markets target
no policy read
policy Dec 31, 2024
Commitments
0
none on the tape
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 0.1%
  • Non-interest-bearing cash 0.5%
  • Registered investment companies 98.8%
  • Real estate (other than employer real property) 0.2%
Consultants and advisers
3 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
6 events

+1 more dated event

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

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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
$126M Dec 31, 2024 reported Form 5500
$112M (2023-12) · $97.2M (2022-12)
Plan assets
$112M Sep 1, 2024 reported Form 5500
$96.9M (2023-01) · $122M (2022-01)
Net assets
$126M Dec 31, 2024 reported Form 5500
$112M (2023-12) · $96.9M (2022-12)
Funded ratio
127.7% Sep 1, 2024 reported Form 5500
144.3% (2023-01) · 145.4% (2022-01)
Participants
971 Jan 1, 2024 reported Form 5500
636 (2023-01) · 630 (2022-01)
Contributions
$3.1M Dec 31, 2024 reported Form 5500
$2.4M (2023-12) · $2.1M (2022-12)
Benefits paid
$4.4M Dec 31, 2024 reported Form 5500
$4.4M (2023-12) · $4.7M (2022-12)
Net investment income
$14.1M Dec 31, 2024 reported Form 5500
$15.1M (2023-12) · -$25.3M (2022-12)
Investment management fees
$38,271 Dec 31, 2024 reported Form 5500
$32,304 (2023-12) · $39,477 (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 2024971Not disclosedNot disclosedn/a$126MNot disclosedNot disclosed$281,800
2023 to Dec 31, 2023636Not disclosedNot disclosedn/a$112MNot disclosedNot disclosed$273,267
2022 to Dec 31, 2022630Not disclosedNot disclosedn/a$97.2MNot disclosedNot disclosed$264,733
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • Bolton Partners, Inc codes 11 50 $43,238 PY2024
  • O'Donoghue and O'Dononghue codes 29 50 $42,697 PY2024
  • Benefits Administration Corp. codes 12 50 $39,564 PY2024

+20 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

6 dated events on the change ledger, latest first
  • Funded status changed
    2024-09-01source
  • Consultant changed
    2024-12-31source
  • Total assets changed
    2023-01-01source

+3 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

+5 connections on the graph

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