DFX Intelligence

This allocator's name, 1 more adviser, 2 more managers and 8 more commitments

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 New Jersey

Taft-Hartley plan· Iselin, New Jersey

Taft-Hartley plan, based in Iselin, New Jersey, reporting $38.7M in assets, for 1,583 participants.

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

As of 2024-12-31 · the latest dated event for this allocator; each figure carries its own filing or report date

Assets: $38.7M
Funded ratio: 119.3%
Fund commitments: 5
Managers: 2

Open searches Plans backing its top manager Similar plans, same strategy

Commitments (5)Allocation policy Consultants

As of 2024-12-31 · 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 Pension Benefit Information, LLC.

Capital path

who backs this record, through what, into what; each name opens its own path

Taft-Hartley plan in New Jersey

Funds committed to

Columbia Trust Focused Lg Cap Value3 commitments
Invesco Core Plus Fixed Income Trus3 commitments
Multi-Employer Property Trust3 commitments

All 5

Managers

All 5

Size, funding, policy and commitments, with their basesTaft-Hartley planShow

Taft-Hartley plan

Assets

$38.7M

Total assets, Dec 31, 2024 reported

Funded

119.3%

Jan 1, 2024

Private markets target

no policy read

policy Dec 31, 2024

Commitments

2 managers on Schedule C

Allocation policy

Form 5500, as of Dec 31, 2024

Actual allocation lines without a target (as filed)

Interest-bearing cash 0.2%
Non-interest-bearing cash 0.3%
Other investments 0.0%
Partnership/joint venture interests 0.0%
103-12 investment entities 2.6%
Common/collective trusts 48.6%
Registered investment companies 44.9%
Common stock 3.0%

Consultants and advisers

4 firms

Pension Benefit Information, LLC General consultantthrough Dec 31, 2024 Form 5500
Quan Vest Consultants Investment adviser (plan)through Dec 31, 2022 Form 5500
The Segal Co. (eastern States) Inc. Actuarythrough Dec 31, 2022 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.

People

No investment staff or executives have been read for this allocator yet.

Manager roster

5 managers on the commitment tape

From the plan’s own commitment disclosures

Ameriprise Trust Company3 rows, latest Dec 31, 2024
Invesco Trust Company3 rows, latest Dec 31, 2024
NEW Tower Trust Company3 rows, latest Dec 31, 2024

+2 more managers 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.

From Schedule C (investment management, code 28)

Ameriprise Trust Companyplan years
Invesco Trust Companyplan years

What changed

5 events

Dec 31, 2024Holding started
with Ullico Investment Advisors$1.0Maskebsa.dol.gov
Dec 31, 2024Consultant changedinference
with Pension Benefit Information, LLCaskebsa.dol.gov
Jan 1, 2024Funded status changed
down 2 pointsaskebsa.dol.gov
Dec 31, 2023Holding endedinference
with Prudential Insurance Company of Ame$7.6Maskebsa.dol.gov
Jan 1, 2023Assets changed
down $5.4Maskebsa.dol.gov

Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.

Commitments

11 rows, 0 dated closings

Date	Fund	Manager	Bucket	Amount	Status	Source
as of Dec 31, 2024	Columbia Trust Focused Lg Cap Valuecollective trust	Ameriprise Trust Company	Pooled vehicles	$4.6M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Invesco Core Plus Fixed Income Truscollective trust	Invesco Trust Company	Fixed income	$9.9M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Multi-Employer Property Trustcollective trust	NEW Tower Trust Company	Real estate	$4.3M held	Disclosed holding	askebsa.dol.gov

+8 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.

Size and funding

30 readings

Total assets

$38.7M Dec 31, 2024 reported Form 5500

$35.7M (2023-12) · $32.6M (2022-12)

Plan assets

$35.1M Jan 1, 2024 reported Form 5500

$32.6M (2023-01) · $38.0M (2022-01)

Net assets

$38.3M Dec 31, 2024 reported Form 5500

$35.1M (2023-12) · $32.6M (2022-12)

Funded ratio

119.3% Jan 1, 2024 reported Form 5500

121.5% (2023-01) · 120.2% (2022-01)

Participants

1,583 Jan 1, 2024 reported Form 5500

1,582 (2023-01) · 1,510 (2022-01)

Contributions

$735,027 Dec 31, 2024 reported Form 5500

$776,255 (2023-12) · $602,691 (2022-12)

Benefits paid

$1.3M Dec 31, 2024 reported Form 5500

$1.4M (2023-12) · $1.2M (2022-12)

Net investment income

$3.2M Dec 31, 2024 reported Form 5500

$2.5M (2023-12) · -$5.9M (2022-12)

Investment management fees

$29,456 Dec 31, 2024 reported Form 5500

$24,251 (2023-12) · $35,846 (2022-12)

Form 5500 filings

3 plan years

Plan year	Participants	Assets (SB market)	Funding target	FTAP	Total assets (H)	Partnerships / JV	Master trust	Real estate
2024 to Dec 31, 2024	1,583	Not disclosed	Not disclosed	n/a	$38.7M	$11,546	Not disclosed	Not disclosed
2023 to Dec 31, 2023	1,582	Not disclosed	Not disclosed	n/a	$35.7M	$13,274	Not disclosed	Not disclosed
2022 to Dec 31, 2022	1,510	Not disclosed	Not disclosed	n/a	$32.6M	Not disclosed	Not disclosed	Not disclosed

Service providers and investment entities as filed (Schedule C and D, latest year first)

The Segal Co (eastern States) Inc codes 11 17 50 $116,853 PY2024
Cohen, Weiss and Simon LLP codes 29 50 $51,392 PY2024
Schultheis & Panettieri LLP codes 10 50 $46,000 PY2024

+29 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 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.

Capital chain

This record sits on 10 traced paths of capital across the graphs.

Consultant to allocator to manager

DFX traced 10 paths of capital through this record

Every record on each path, what it committed or lent, and as of when.

Includes 3 days of DFX Intelligence. Then $299/month unless canceled.

Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.

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Record history

5 dated events on the change ledger, latest first

Holding in a pooled vehicle started
2024-12-31source
Holding in a pooled vehicle ended
2023-12-31source
Funded status changed
2024-01-01source

+2 more changes on this record's ledger

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

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

+7 connections on the graph

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