This allocator's name, 1 more adviser, 1 more manager, 9 more commitments and 1 more dated event
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 Indiana
Taft-Hartley plan, based in Merrillville, Indiana, reporting $100.0M in assets, for 685 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $100.0M
- Funded ratio
- 100.3%
- Fund commitments
- 5
- Managers
- 1
Nothing material in the last 90 days. Last change: 1 Jul 2024, Funded status changed.
Capital path
who backs this record, through what, into what; each name opens its own path- Parametric Defensive Equity Fund3 commitments
- Multi-Employer Property Trust3 commitments
- Afl-Cio Building Investment Trust3 commitments
- Parametric Portfolio Associates3 commitments
- NEW Tower Trust Company3 commitments
- Great Gray Trust Company3 commitments
Size, funding, policy and commitments, with their basesTaft-Hartley planShowHide
- Interest-bearing cash 1.3%
- Non-interest-bearing cash 0.5%
- Corporate debt instruments (other) 11.7%
- Other investments 0.2%
- Partnership/joint venture interests 7.6%
- 103-12 investment entities 4.6%
- Common/collective trusts 47.0%
- Registered investment companies 25.6%
- Preferred stock 0.6%
- Bridgeway Benefit Technologies General consultantthrough Jun 30, 2023 Form 5500
- Marquette Associates Inc. Investment adviser (plan)through Jun 30, 2023 Form 5500
- United Actuarial Services, Inc. Actuarythrough Jun 30, 2023 Form 5500
+1 more consultant or adviser advise this allocator
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.
- Parametric Portfolio Associates3 rows, latest Jun 30, 2025
- NEW Tower Trust Company3 rows, latest Jun 30, 2025
- Great Gray Trust Company3 rows, latest Jun 30, 2025
+1 more manager received commitments
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.
- Parametric Portfolio Associatesplan years
- BNY Mellonplan years 2024
- Zazove Associates LLCplan years 2023
- Jul 1, 2024Funded status changed3 pointsaskebsa.dol.gov
- Jun 30, 2024Holding endedinference
- Jun 30, 2024Holding started
- Dec 31, 2023Consultant changedinferencewith United Actuarial Services, Inc.askebsa.dol.gov
- Dec 31, 2023Consultant changedinferencewith Bridgeway Benefit Technologiesaskebsa.dol.gov
+1 more dated event
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Jun 30, 2025 | Parametric Defensive Equity Fund103 12 ie | Parametric Portfolio Associates | Public equity | $4.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2025 | Multi-Employer Property Trustcollective trust | NEW Tower Trust Company | Real estate | $5.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2025 | Bnym Mellon Afl-Cio Sl Broad Marketcollective trust | BNY Mellon | Pooled vehicles | $37.4M held | Disclosed holding | askebsa.dol.gov |
+9 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Jun 30, 2025 | 685 | Not disclosed | Not disclosed | n/a | $100.0M | $7.6M | Not disclosed | Not disclosed |
| 2023 to Jun 30, 2024 | 686 | Not disclosed | Not disclosed | n/a | $91.5M | $5.5M | Not disclosed | Not disclosed |
| 2022 to Jun 30, 2023 | 709 | Not disclosed | Not disclosed | n/a | $85.9M | $4.9M | Not disclosed | Not disclosed |
- Zazove Associates LLC codes 28 51 68 $121,156 PY2024
- Robert Puza codes 14 30 50 $77,535 PY2024
- AMY Gorby codes 30 50 $62,516 PY2024
+48 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
This record sits on 8 traced paths of capital across the graphs.
DFX traced 8 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 ended2024-06-30source
- Holding in a pooled vehicle started2024-06-30source
- Funded status changed2024-07-01source
+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
+8 connections on the graph
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