This allocator's name

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Taft-Hartley plan in California

Taft-Hartley plan· LOS Angeles, California

Taft-Hartley plan, based in LOS Angeles, California, reporting $372,455 in assets, for 461 participants.

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

Assets
$372,455
Funded ratio
100.0%
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: 31 Oct 2025, Total assets changed.

Size, funding, policy and commitments, with their basesTaft-Hartley planShow
Taft-Hartley plan
Assets
$372,455
Total assets, Oct 31, 2025 reported
Funded
100.0%
Nov 1, 2023
Private markets target
no policy read
policy Oct 31, 2025
Commitments
0
none on the tape
Plan sponsor: this allocator
Allocation policy
Form 5500, as of Oct 31, 2025
Actual allocation lines without a target (as filed)
  • Non-interest-bearing cash 100.0%
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
3 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
26 readings
Total assets
$372,455 Oct 31, 2025 reported Form 5500
$284,193 (2024-10) · $325,225 (2023-10)
Plan assets
$0 Nov 1, 2024 reported Form 5500
$1 (2023-11) · $1 (2022-11)
Net assets
$294,951 Oct 31, 2025 reported Form 5500
$206,754 (2024-10) · $278,254 (2023-10)
Funded ratio
100.0% Nov 1, 2023 reported Form 5500
100.0% (2022-11)
Participants
461 Nov 1, 2024 reported Form 5500
476 (2023-11) · 483 (2022-11)
Contributions
$0 Oct 31, 2025 reported Form 5500
$0 (2024-10) · $0 (2023-10)
Benefits paid
$474,032 Oct 31, 2025 reported Form 5500
$663,539 (2024-10) · $506,631 (2023-10)
Net investment income
$88,197 Oct 31, 2025 reported Form 5500
-$71,500 (2024-10) · $31,681 (2023-10)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Oct 31, 2025461Not disclosedNot disclosedn/a$372,455Not disclosedNot disclosedNot disclosed
2023 to Oct 31, 2024476Not disclosedNot disclosedn/a$284,193Not disclosedNot disclosedNot disclosed
2022 to Oct 31, 2023483Not disclosedNot disclosedn/a$325,225Not disclosedNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • Benefit Plans, Inc. codes 13 $91,180 PY2024
  • Kkaj codes 10 $9,850 PY2024
  • Slevin & Hart codes 29 $4,144 PY2024

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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

3 dated events on the change ledger, latest first
  • Total assets changed
    2024-11-01source
  • Total assets changed
    2024-10-31source
  • Total assets changed
    2025-10-31source

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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