This allocator's name and 1 more dated event

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Taft-Hartley plan in Pennsylvania

Taft-Hartley plan· Harrisburg, Pennsylvania

Taft-Hartley plan, based in Harrisburg, Pennsylvania, reporting $119M in assets, for 925 participants.

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

Assets
$119M
Funded ratio
110.8%
Fund commitments
2
Managers
1
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Commitments (2)Allocation policyManagers
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 May 2025, Holding ended.

Capital path

who backs this record, through what, into what; each name opens its own path
Taft-Hartley plan in Pennsylvania
Funds committed to
Managers
Size, funding, policy and commitments, with their basesTaft-Hartley planShow
Taft-Hartley plan
Assets
$119M
Total assets, May 31, 2025 reported
Funded
110.8%
Jun 1, 2024
Private markets target
no policy read
policy May 31, 2025
Commitments
2
1 manager on Schedule C
Allocation policy
Form 5500, as of May 31, 2025
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 0.9%
  • Non-interest-bearing cash 0.9%
  • Partnership/joint venture interests 4.3%
  • Pooled separate accounts 2.9%
  • Registered investment companies 89.9%
Consultants and advisers
3 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 manager on the commitment tape
From the plan’s own commitment disclosures
From Schedule C (investment management, code 28)
What changed
6 events
  • May 31, 2025Holding endedinference
    with Prisa Account$3.4Maskebsa.dol.gov
  • May 31, 2025Holding started
    with Prisa Account$3.5Maskebsa.dol.gov
  • Dec 31, 2024Manager relationship endedinference
    with Prudential Insurance Company of Ameaskebsa.dol.gov
  • Jun 1, 2024Funded status changed
    9 pointsaskebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinference
    with PFM Asset Management LLCaskebsa.dol.gov

+1 more dated event

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Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
3 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of May 31, 2025Prisa Accountseparate accountPrudential Insurance Company of AmericaPooled vehicles$3.5M heldDisclosed holdingaskebsa.dol.gov
as of May 31, 2024Prisa Saseparate accountPrudential Insurance Company of AmericaPooled vehicles$3.4M heldDisclosed holdingaskebsa.dol.gov
as of May 31, 2023Prisa Saseparate accountPrudential Insurance CompanyPooled vehicles$3.9M heldDisclosed holdingaskebsa.dol.gov
Size and funding
30 readings
Total assets
$119M May 31, 2025 reported Form 5500
$113M (2024-05) · $104M (2023-05)
Plan assets
$113M Jun 1, 2024 reported Form 5500
$104M (2023-06) · $107M (2022-06)
Net assets
$119M May 31, 2025 reported Form 5500
$113M (2024-05) · $104M (2023-05)
Funded ratio
110.8% Jun 1, 2024 reported Form 5500
102.3% (2023-06) · 108.0% (2022-06)
Participants
925 Jun 1, 2024 reported Form 5500
997 (2023-06) · 898 (2022-06)
Contributions
$3.2M May 31, 2025 reported Form 5500
$3.3M (2024-05) · $4.0M (2023-05)
Benefits paid
$7.3M May 31, 2025 reported Form 5500
$6.8M (2024-05) · $6.6M (2023-05)
Net investment income
$5.9M May 31, 2025 reported Form 5500
$9.5M (2024-05) · -$3.6M (2023-05)
Investment management fees
$47,218 May 31, 2025 reported Form 5500
$39,991 (2024-05) · $84,494 (2023-05)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to May 31, 2025925Not disclosedNot disclosedn/a$119M$5.2MNot disclosedNot disclosed
2023 to May 31, 2024997Not disclosedNot disclosedn/a$113M$5.2MNot disclosedNot disclosed
2022 to May 31, 2023898Not disclosedNot disclosedn/a$104M$4.9MNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • Benefits Planners & Associates codes 13 15 50 $69,833 PY2024
  • Principal Custody Solutions codes 19 27 51 $41,253 PY2024
  • Odonoghue & Odonoghue codes 29 50 $33,763 PY2024

+21 more service providers

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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 29, 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.

Record history

6 dated events on the change ledger, latest first
  • Holding in a pooled vehicle ended
    2025-05-31source
  • Holding in a pooled vehicle started
    2025-05-31source
  • Funded status changed
    2023-06-01source

+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

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+7 connections on the graph

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