This allocator's name

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Taft-Hartley plan in Utah

Taft-Hartley plan· Murray, Utah

Taft-Hartley plan, based in Murray, Utah, reporting $9.4M in assets, for 498 participants.

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

Assets
$9.4M
Funded ratio
89.1%
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: 1 Feb 2023, Funded status changed.

Size, funding, policy and commitments, with their basesTaft-Hartley planShow
Taft-Hartley plan
Assets
$9.4M
Total assets, Jan 31, 2025 reported
Funded
89.1%
Feb 1, 2024
Private markets target
no policy read
policy Jan 31, 2025
Commitments
0
none on the tape
Allocation policy
Form 5500, as of Jan 31, 2025
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 0.8%
  • Non-interest-bearing cash 6.9%
  • Registered investment companies 88.3%
Consultants and advisers
2 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
No manager relationship is on the tape for this allocator.
What changed
2 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
$9.4M Jan 31, 2025 reported Form 5500
$9.0M (2024-01) · $8.8M (2023-01)
Plan assets
$8.6M Feb 1, 2024 reported Form 5500
$8.4M (2023-02) · $9.8M (2022-02)
Net assets
$9.3M Jan 31, 2025 reported Form 5500
$8.9M (2024-01) · $8.8M (2023-01)
Funded ratio
89.1% Feb 1, 2024 reported Form 5500
89.7% (2023-02) · 91.7% (2022-02)
Participants
498 Feb 1, 2024 reported Form 5500
488 (2023-02) · 494 (2022-02)
Contributions
$298,792 Jan 31, 2025 reported Form 5500
$276,550 (2024-01) · $678,950 (2023-01)
Benefits paid
$754,821 Jan 31, 2025 reported Form 5500
$492,469 (2024-01) · $737,567 (2023-01)
Net investment income
$392,880 Jan 31, 2025 reported Form 5500
$140,384 (2024-01) · -$1.0M (2023-01)
Investment management fees
$30,748 Jan 31, 2025 reported Form 5500
$29,247 (2024-01) · $28,985 (2023-01)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Jan 31, 2025498Not disclosedNot disclosedn/a$9.4MNot disclosedNot disclosedNot disclosed
2023 to Jan 31, 2024488Not disclosedNot disclosedn/a$9.0MNot disclosedNot disclosedNot disclosed
2022 to Jan 31, 2023494Not disclosedNot disclosedn/a$8.8MNot disclosedNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)

+15 more service providers

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

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.

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

2 dated events on the change ledger, latest first
  • Funded status changed
    2023-02-01source
  • Total assets changed
    2023-02-01source

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

+3 connections on the graph

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