This allocator's name, 5 more advisers, 19 more managers, 60 more commitments and 37 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 Maryland
Taft-Hartley plan, based in Hanover, Maryland, reporting $4.5B in assets, for 95,637 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $4.5B
- Funded ratio
- 68.7%
- Fund commitments
- 32
- Managers
- 17
Nothing material in the last 90 days. Last change: 31 Dec 2024, Holding started.
Capital path
who backs this record, through what, into what; each name opens its own path- Adams Street Pshp Fd 2009 Non US de3 commitments
- Longview Ultra Construction Loan in3 commitments
- Washington Capital Joint Master Tru3 commitments
- Adams Street Partners, LLC9 commitments
- Alcentra Ltd6 commitments
- State Street Global Advisors Trust Company5 commitments
Size, funding, policy and commitments, with their basesTaft-Hartley planShowHide
- Non-interest-bearing cash 0.0%
- Corporate debt instruments (other) 2.3%
- U.S. Government securities 2.9%
- Insurance company general account 0.4%
- Other investments 21.5%
- Partnership/joint venture interests 26.5%
- 103-12 investment entities 4.7%
- Common/collective trusts 30.8%
- Pooled separate accounts 1.4%
- Registered investment companies 1.1%
- Real estate (other than employer real property) 3.5%
- Verus Advisory, Inc. Investment adviser (plan)through Dec 31, 2024 Form 5500
- Capfinancial Partners, LLC Pension consultantGeneral consultantthrough Dec 31, 2023 Form 5500
- Portfolio Evaluations, Inc. Investment adviser (plan)through Dec 31, 2022 Form 5500
+5 more consultants and advisers advise this allocator
Every name, record and relationship behind this count, with the source on each.
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- Adams Street Partners, LLC9 rows, latest Dec 31, 2024
- Alcentra Ltd6 rows, latest Dec 31, 2024
- State Street Global Advisors Trust Company5 rows, latest Dec 31, 2023
+19 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
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- Arrowstreetplan years
- Amalgamated Bankplan years
- Adams Street Partners, LLCplan years
+40 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
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- Dec 31, 2024Holding started
- Dec 31, 2024Holding endedinference
- Dec 31, 2024Holding endedinference
- Dec 31, 2024Holding started
- Dec 31, 2024Holding endedinference
+37 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 | Arrowstreet Global Equity Acwi Citcollective trust | Arrowstreet | Public equity | $221M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Adams Street Pshp Fd 2009 Non US de103 12 ie | Adams Street Partners, LLC | Pooled vehicles | $3.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Longview Ultra Construction Loan incollective trust | Amalgamated Bank | Private credit | $159,534 held | Disclosed holding | askebsa.dol.gov |
+60 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 | 95,637 | Not disclosed | Not disclosed | n/a | $4.5B | $1.2B | Not disclosed | $161M |
| 2023 to Dec 31, 2023 | 94,638 | Not disclosed | Not disclosed | n/a | $4.2B | $1.0B | Not disclosed | $194M |
| 2022 to Dec 31, 2022 | 102,956 | Not disclosed | Not disclosed | n/a | $3.9B | $1.0B | Not disclosed | $188M |
- Tucker Arensberg PC codes 29 50 $2.4M PY2024
- codes 49 50 $1.3M PY2024
- Vitech Systems Group Inc codes 49 50 $1.2M PY2024
+297 more service providers
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Provenance
This record sits on 29 traced paths of capital across the graphs.
DFX traced 29 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 ended2023-12-31source
- Holding in a pooled vehicle ended2023-12-31source
- Holding in a pooled vehicle ended2023-12-31source
+41 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
+53 connections on the graph
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