This allocator's name

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Taft-Hartley plan in Maryland

Taft-Hartley plan· Sparks, Maryland

Taft-Hartley plan, based in Sparks, Maryland, reporting $11.4M in assets, for 122 participants.

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

Assets
$11.4M
Funded ratio
111.7%
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 PKF O'Connor Davies Advisory.

Size, funding, policy and commitments, with their basesTaft-Hartley planShow
Taft-Hartley plan
Assets
$11.4M
Total assets, Dec 31, 2024 reported
Funded
111.7%
Jan 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 4.2%
  • Non-interest-bearing cash 0.6%
  • Other investments 6.6%
  • Registered investment companies 75.6%
  • Common stock 12.7%
Consultants and advisers
3 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
5 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
$11.4M Dec 31, 2024 reported Form 5500
$10.2M (2023-12) · $8.9M (2022-12)
Plan assets
$10.2M Jan 1, 2024 reported Form 5500
$8.9M (2023-01) · $10.3M (2022-01)
Net assets
$11.4M Dec 31, 2024 reported Form 5500
$10.2M (2023-12) · $8.9M (2022-12)
Funded ratio
111.7% Jan 1, 2024 reported Form 5500
110.4% (2023-01) · 109.1% (2022-01)
Participants
122 Jan 1, 2024 reported Form 5500
128 (2023-01) · 122 (2022-01)
Contributions
$417,949 Dec 31, 2024 reported Form 5500
$409,999 (2023-12) · $491,791 (2022-12)
Benefits paid
$397,081 Dec 31, 2024 reported Form 5500
$275,783 (2023-12) · $241,816 (2022-12)
Net investment income
$1.3M Dec 31, 2024 reported Form 5500
$1.3M (2023-12) · -$1.4M (2022-12)
Investment management fees
$30,020 Dec 31, 2024 reported Form 5500
$48,116 (2023-12) · $51,911 (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 2024122Not disclosedNot disclosedn/a$11.4MNot disclosedNot disclosedNot disclosed
2023 to Dec 31, 2023128Not disclosedNot disclosedn/a$10.2MNot disclosedNot disclosedNot disclosed
2022 to Dec 31, 2022122Not disclosedNot disclosedn/a$8.9MNot disclosedNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • Bolton Partners codes 11 50 $42,168 PY2024
  • Morgan Stanley codes 19 27 33 49 50 71 72 99 $30,020 PY2024
  • Associated Administrators, LLC codes 13 50 $23,635 PY2024

+16 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

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

+2 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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+4 connections on the graph

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