This allocator's name and 4 more commitments

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Taft-Hartley plan in Oregon

Taft-Hartley plan· Portland, Oregon

Taft-Hartley plan, based in Portland, Oregon, reporting $132M in assets, for 2,309 participants.

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

Assets
$132M
Funded ratio
68.4%
Fund commitments
3
Managers
2
Open searchesPlans backing its top managerSimilar plans, same strategy
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Commitments (3)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 2024, Holding started.

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
$132M
Total assets, Dec 31, 2024 reported
Funded
68.4%
Jan 1, 2024
Private markets target
no policy read
policy Dec 31, 2024
Commitments
3
2 managers on Schedule C
Plan sponsor: this allocator
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 0.0%
  • Non-interest-bearing cash 0.9%
  • 103-12 investment entities 11.7%
  • Common/collective trusts 6.8%
  • Registered investment companies 80.0%
  • Common stock 0.0%
Consultants and advisers
3 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
3 managers on the commitment tape
From the plan’s own commitment disclosures
From Schedule C (investment management, code 28)

+8 more Schedule C managers

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

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What changed
4 events
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
7 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024Proloan Bond Fund LLC103 12 ieProloan Bond FundFixed income$5.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Washington Capital Joint Master Tru103 12 ieWashington Capital Management, Inc.Pooled vehicles$10.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Multi-Employer Property Trustcollective trustNEW Tower Trust CompanyReal estate$9.1M heldDisclosed holdingaskebsa.dol.gov

+4 more commitments

Every fund and manager this allocator committed to, with the amount, date and source on each.

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Size and funding
30 readings
Total assets
$132M Dec 31, 2024 reported Form 5500
$125M (2023-12) · $113M (2022-12)
Plan assets
$124M Jan 1, 2024 reported Form 5500
$113M (2023-01) · $136M (2022-01)
Net assets
$132M Dec 31, 2024 reported Form 5500
$124M (2023-12) · $113M (2022-12)
Funded ratio
68.4% Jan 1, 2024 reported Form 5500
69.9% (2023-01) · 70.8% (2022-01)
Participants
2,309 Jan 1, 2024 reported Form 5500
2,297 (2023-01) · 2,273 (2022-01)
Contributions
$9.0M Dec 31, 2024 reported Form 5500
$10.3M (2023-12) · $9.4M (2022-12)
Benefits paid
$12.7M Dec 31, 2024 reported Form 5500
$12.3M (2023-12) · $11.8M (2022-12)
Net investment income
$7.6M Dec 31, 2024 reported Form 5500
$11.6M (2023-12) · -$23.6M (2022-12)
Investment management fees
$140,052 Dec 31, 2024 reported Form 5500
$123,296 (2023-12) · $118,871 (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 20242,309Not disclosedNot disclosedn/a$132MNot disclosedNot disclosedNot disclosed
2023 to Dec 31, 20232,297Not disclosedNot disclosedn/a$125MNot disclosedNot disclosedNot disclosed
2022 to Dec 31, 20222,273Not disclosedNot disclosedn/a$113MNot disclosedNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • Masonry Industry Trust Admin. codes 14 15 50 64 $283,943 PY2024
  • Bradley L. Middleton, PC codes 29 50 $150,886 PY2024
  • Middleton & Company, CPA, PC codes 10 50 $90,000 PY2024

+59 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.
Capital chain

This record sits on 3 traced paths of capital across the graphs.

Consultant to allocator to manager

DFX traced 3 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

4 dated events on the change ledger, latest first
  • Holding in a pooled vehicle started
    2024-12-31source
  • Total assets changed
    2023-01-01source
  • Total assets changed
    2024-01-01source

+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

+15 connections on the graph

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