DFX Intelligence

This allocator's name, 2 more advisers, 1 more manager and 25 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 Florida

Taft-Hartley plan· Pembroke Pines, Florida

Taft-Hartley plan, based in Pembroke Pines, Florida, reporting $78.4M in assets, for 1,427 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: $78.4M
Funded ratio: 103.3%
Fund commitments: 7
Managers: 5

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

Commitments (7)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, Manager relationship started.

Capital path

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

Taft-Hartley plan in Florida

Funds committed to

Rhumbline Russell 1000 Value Index4 commitments
Rhumbline S&p Index Pooled Trust4 commitments
Ibew-Neca Stable Value Trust4 commitments

All 7

Managers

Rhumbline Advisers16 commitments
Rhumbline Advisers Corp4 commitments
Invesco Trust Company4 commitments

All 4

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

Taft-Hartley plan

Assets

$78.4M

Total assets, Dec 31, 2025 reported

Funded

103.3%

Jan 1, 2025

Private markets target

no policy read

policy Dec 31, 2025

Commitments

5 managers on Schedule C

Allocation policy

Form 5500, as of Dec 31, 2025

Actual allocation lines without a target (as filed)

Interest-bearing cash 0.7%
Non-interest-bearing cash 1.6%
Corporate debt instruments (other) 23.3%
U.S. Government securities 22.6%
Partnership/joint venture interests 1.6%
103-12 investment entities 35.0%
Common/collective trusts 3.5%
Registered investment companies 10.8%

Consultants and advisers

5 firms

Capfinancial Partners, LLC Investment adviser (plan)through Dec 31, 2025 Form 5500
Profund Solutions LLC General consultantthrough Dec 31, 2025 Form 5500
Horizon Actuarial Services Actuarythrough Dec 31, 2025 Form 5500

+2 more consultants and advisers 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

4 managers on the commitment tape

From the plan’s own commitment disclosures

Rhumbline Advisers16 rows, latest Dec 31, 2025
Rhumbline Advisers Corp4 rows, latest Dec 31, 2025
Invesco Trust Company4 rows, latest Dec 31, 2025

+1 more manager 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)

Invesco Trust Companyplan years
Rhumbline Advisersplan years
Boyd Watterson Asset Managementplan years 2025

+3 more Schedule C managers

Every name, record and relationship behind this count, with the source on each.

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

What changed

3 events

Dec 31, 2024Manager relationship started
with Comerica Bankaskebsa.dol.gov
Dec 31, 2023Manager relationship endedinference
with Sawgrass Asset Management LLCaskebsa.dol.gov
Jan 1, 2023Assets changed
down $8.7Maskebsa.dol.gov

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

Commitments

28 rows, 0 dated closings

Date	Fund	Manager	Bucket	Amount	Status	Source
as of Dec 31, 2025	Rhumbline Russell 1000 Value Index103 12 ie	Rhumbline Advisers	Pooled vehicles	$5.4M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2025	Rhumbline S&p Index Pooled Trust103 12 ie	Rhumbline Advisers Corp	Pooled vehicles	$5.4M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2025	Ibew-Neca Stable Value Trustcollective trust	Invesco Trust Company	Pooled vehicles	$1.2M held	Disclosed holding	askebsa.dol.gov

+25 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

40 readings

Total assets

$78.4M Dec 31, 2025 reported Form 5500

$71.9M (2024-12) · $67.5M (2023-12) · $63.4M (2022-12)

Plan assets

$71.8M Jan 1, 2025 reported Form 5500

$67.4M (2024-01) · $63.3M (2023-01) · $72.1M (2022-01)

Net assets

$78.3M Dec 31, 2025 reported Form 5500

$71.8M (2024-12) · $67.4M (2023-12) · $63.3M (2022-12)

Funded ratio

103.3% Jan 1, 2025 reported Form 5500

104.3% (2024-01) · 104.0% (2023-01) · 104.7% (2022-01)

Participants

1,427 Jan 1, 2025 reported Form 5500

1,408 (2024-01) · 1,382 (2023-01) · 1,366 (2022-01)

Contributions

$2.9M Dec 31, 2025 reported Form 5500

$2.3M (2024-12) · $1.7M (2023-12) · $1.7M (2022-12)

Benefits paid

$3.4M Dec 31, 2025 reported Form 5500

$3.1M (2024-12) · $3.0M (2023-12) · $2.9M (2022-12)

Net investment income

$6.6M Dec 31, 2025 reported Form 5500

$4.4M (2024-12) · $4.1M (2023-12) · -$8.7M (2022-12)

Investment management fees

$260,098 Dec 31, 2025 reported Form 5500

$247,354 (2024-12) · $223,613 (2023-12) · $219,451 (2022-12)

Form 5500 filings

4 plan years

Plan year	Participants	Assets (SB market)	Funding target	FTAP	Total assets (H)	Partnerships / JV	Master trust	Real estate
2025 to Dec 31, 2025	1,427	Not disclosed	Not disclosed	n/a	$78.4M	$1.3M	Not disclosed	Not disclosed
2024 to Dec 31, 2024	1,408	Not disclosed	Not disclosed	n/a	$71.9M	$1.3M	Not disclosed	Not disclosed
2023 to Dec 31, 2023	1,382	Not disclosed	Not disclosed	n/a	$67.5M	$1.4M	Not disclosed	Not disclosed
2022 to Dec 31, 2022	1,366	Not disclosed	Not disclosed	n/a	$63.4M	$1.8M	Not disclosed	Not disclosed

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

Captrust codes 27 $142,135 PY2025
National Employee Benefits Admin codes 13 36 $129,583 PY2025
Sugarman & Susskind codes 29 $93,325 PY2025

+80 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 9 traced paths of capital across the graphs.

Consultant to allocator to managerAllocator commitments to a manager

DFX traced 9 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

3 dated events on the change ledger, latest first

Manager relationship ended
2023-12-31source
Manager relationship started
2024-12-31source
Total assets changed
2023-01-01source

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

+13 connections on the graph

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