DFX Intelligence

This allocator's name and 4 more dated events

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Taft-Hartley plan in Ohio

Taft-Hartley plan· Northwood, Ohio

Taft-Hartley plan, based in Northwood, Ohio, reporting $301M in assets, for 2,091 participants.

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

As of 2025-12-31 · the latest dated event for this allocator; each figure carries its own filing or report date

Assets: $301M
Funded ratio: 88.5%

Open searches Allocation policy Consultants

As of 2025-12-31 · 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 2025, Total assets changed.

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

Taft-Hartley plan

Assets

$301M

Total assets, Dec 31, 2025 reported

Funded

88.5%

Jan 1, 2025

Private markets target

no policy read

policy Dec 31, 2025

Commitments

none on the tape

Allocation policy

Form 5500, as of Dec 31, 2025

Actual allocation lines without a target (as filed)

Interest-bearing cash 2.4%
Non-interest-bearing cash 0.6%
Other investments 52.4%
Registered investment companies 43.5%

Consultants and advisers

3 firms

Marquette Associates Inc. Pension consultantthrough Dec 31, 2025 Form 5500
Cuni, Rust & Strenk Actuarythrough Dec 31, 2025 Form 5500
Comerica Bank Custodianthrough Dec 31, 2025 Form 5500

People

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

Manager roster

1 manager on Schedule C

From Schedule C (investment management, code 28)

Income Research & Mgmt. Inc.plan years 2023

What changed

9 events

Dec 31, 2025Assets changed
$41.2Maskebsa.dol.gov
Jan 1, 2025Funded status changed
2 pointsaskebsa.dol.gov
Jan 1, 2025Assets changed
$30.8Maskebsa.dol.gov
Dec 31, 2024Manager relationship endedinference
with Income Research & Mgmt. Inc.askebsa.dol.gov
Dec 31, 2024Assets changed
$30.8Maskebsa.dol.gov

+4 more dated events

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

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

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

40 readings

Total assets

$301M Dec 31, 2025 reported Form 5500

$260M (2024-12) · $229M (2023-12) · $206M (2022-12)

Plan assets

$260M Jan 1, 2025 reported Form 5500

$229M (2024-01) · $206M (2023-01) · $232M (2022-01)

Net assets

$301M Dec 31, 2025 reported Form 5500

$260M (2024-12) · $229M (2023-12) · $206M (2022-12)

Funded ratio

88.5% Jan 1, 2025 reported Form 5500

86.2% (2024-01) · 85.0% (2023-01) · 85.5% (2022-01)

Participants

2,091 Jan 1, 2025 reported Form 5500

2,019 (2024-01) · 1,971 (2023-01) · 1,743 (2022-01)

Contributions

$21.3M Dec 31, 2025 reported Form 5500

$20.0M (2024-12) · $17.4M (2023-12) · $16.0M (2022-12)

Benefits paid

$16.7M Dec 31, 2025 reported Form 5500

$15.8M (2024-12) · $15.1M (2023-12) · $14.3M (2022-12)

Net investment income

$41.2M Dec 31, 2025 reported Form 5500

$30.8M (2024-12) · $23.2M (2023-12) · -$26.2M (2022-12)

Investment management fees

$65,000 Dec 31, 2025 reported Form 5500

$60,417 (2024-12) · $60,000 (2023-12) · $92,148 (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	2,091	Not disclosed	Not disclosed	n/a	$301M	Not disclosed	Not disclosed	Not disclosed
2024 to Dec 31, 2024	2,019	Not disclosed	Not disclosed	n/a	$260M	Not disclosed	Not disclosed	Not disclosed
2023 to Dec 31, 2023	1,971	Not disclosed	Not disclosed	n/a	$229M	Not disclosed	Not disclosed	Not disclosed
2022 to Dec 31, 2022	1,743	Not disclosed	Not disclosed	n/a	$206M	Not disclosed	Not disclosed	Not disclosed

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

Novara Law Group, PLLC codes 29 $117,294 PY2025
Comerica codes 19 72 $100,505 PY2025
Cuni, Rust, and Strenk codes 11 50 $72,325 PY2025

+34 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.

Not yet on record: fund commitments, managers.

Record history

9 dated events on the change ledger, latest first

Funded status changed
2025-01-01source
Total assets changed
2025-01-01source
Total assets changed
2025-12-31source

+6 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

+5 connections on the graph

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