This allocator's name and 1 more adviser

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Taft-Hartley plan in Oregon

Taft-Hartley plan· Portland, Oregon

Taft-Hartley plan, based in Portland, Oregon, for 791 participants.

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

Funded ratio
2.2%
Fund commitments
1
Managers
1
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Commitments (1)Allocation policyManagers
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 Dec 2023, Changed investment consultant to Propel Insurance.

Capital path

who backs this record, through what, into what; each name opens its own path
Taft-Hartley plan in Oregon
Funds committed to
Managers
Size, funding, policy and commitments, with their basesTaft-Hartley planShow
Taft-Hartley plan
Assets
not established
Total assets, Dec 31, 2023 reported
Funded
2.2%
Jan 1, 2023
Private markets target
no policy read
policy Dec 31, 2022
Commitments
1
1 manager on Schedule C
Allocation policy
Form 5500, as of Dec 31, 2022
Actual allocation lines without a target (as filed)
  • Non-interest-bearing cash 1.1%
  • Common/collective trusts 84.5%
  • Registered investment companies 5.9%
Consultants and advisers
4 firms

+1 more consultant or adviser advise this allocator

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

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People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 manager on the commitment tape
From the plan’s own commitment disclosures
From Schedule C (investment management, code 28)
What changed
4 events
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
1 row, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2022Ullico Sfa Fixed Income Cifcollective trustUllico Investment Advisors, Inc.Fixed income$12.4M heldDisclosed holdingaskebsa.dol.gov
Size and funding
19 readings
Total assets
$0 Dec 31, 2023 reported Form 5500
$14.7M (2022-12)
Plan assets
$446,652 Jan 1, 2023 reported Form 5500
$660,718 (2022-01)
Net assets
$0 Dec 31, 2023 reported Form 5500
$14.6M (2022-12)
Funded ratio
2.2% Jan 1, 2023 reported Form 5500
3.1% (2022-01)
Participants
791 Jan 1, 2023 reported Form 5500
781 (2022-01)
Contributions
$1.2M Dec 31, 2023 reported Form 5500
$986,773 (2022-12)
Benefits paid
$1.8M Dec 31, 2023 reported Form 5500
$1.8M (2022-12)
Net investment income
-$458,147 Dec 31, 2023 reported Form 5500
$101,944 (2022-12)
Investment management fees
$16,923 Dec 31, 2022 reported Form 5500
Form 5500 filings
2 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2023 to Dec 31, 2023791Not disclosedNot disclosedn/a$0Not disclosedNot disclosedNot disclosed
2022 to Dec 31, 2022781Not disclosedNot disclosedn/a$14.7MNot disclosedNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • The William C. Earhart Co., Inc. codes 13 50 $109,758 PY2023
  • Milliman, Inc. codes 11 17 50 $90,157 PY2023
  • Withumsmith+brown, PC codes 10 50 $32,616 PY2023

+15 more service providers

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

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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 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: assets.

Capital chain

This record sits on 2 traced paths of capital across the graphs.

Consultant to allocator to manager

DFX traced 2 paths of capital through this record

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

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

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Record history

4 dated events on the change ledger, latest first
  • Consultant changed
    2023-12-31source
  • Consultant changed
    2023-12-31source
  • Total assets changed
    2023-01-01source

+1 more change on this record's ledger

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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

+6 connections on the graph

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