This allocator's name and 1 more adviser
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 Wisconsin
Taft-Hartley plan, based in Milwaukee, Wisconsin, reporting $39.9M in assets, for 261 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $39.9M
- Funded ratio
- 89.7%
- Fund commitments
- 1
Nothing material in the last 90 days. Last change: 31 Dec 2024, Changed investment consultant to Mariner (andco).
Capital path
who backs this record, through what, into what; each name opens its own path- Afl-Cio Building Investment Trust3 commitments
- Great Gray Trust Company3 commitments
Size, funding, policy and commitments, with their basesTaft-Hartley planShowHide
- Interest-bearing cash 2.0%
- Non-interest-bearing cash 0.0%
- Common/collective trusts 6.7%
- Registered investment companies 90.5%
- Mariner Wealth Advisors Pension consultantthrough Jul 31, 2025 Form 5500
- Mariner (andco) Pension consultantthrough Jul 31, 2023 Form 5500
- LEE Jost & Associates General consultantthrough Jul 31, 2023 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.
- Great Gray Trust Company3 rows, latest Jul 31, 2025
- Dec 31, 2024Consultant changedinferencewith Mariner (andco)askebsa.dol.gov
- Dec 31, 2024Consultant changedinferencewith Mariner Wealth Advisorsaskebsa.dol.gov
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Jul 31, 2025 | Afl-Cio Building Investment Trustcollective trust | Great Gray Trust Company | Pooled vehicles | $2.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Jul 31, 2024 | Afl-Cio Building Investment Trustcollective trust | Great Gray Trust Company | Pooled vehicles | $2.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Jul 31, 2023 | Afl-Cio Building Investment Trustcollective trust | Great Gray Trust Company | Pooled vehicles | $2.8M held | Disclosed holding | askebsa.dol.gov |
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Jul 31, 2025 | 261 | Not disclosed | Not disclosed | n/a | $39.9M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Jul 31, 2024 | 254 | Not disclosed | Not disclosed | n/a | $37.1M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Jul 31, 2023 | 253 | Not disclosed | Not disclosed | n/a | $33.8M | Not disclosed | Not disclosed | Not disclosed |
- United Actuarial Services, Inc. codes 11 50 $42,750 PY2024
- Mariner Wealth Advisors, LLC codes 17 50 $24,000 PY2024
- BPA of Wi a Benesys Company codes 14 50 $21,315 PY2024
+24 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
Not yet on record: managers.
This record sits on 2 traced paths of capital across the graphs.
DFX traced 2 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
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
+5 connections on the graph
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.