This allocator's name, 7 more advisers, 5 more commitments and 6 more dated events
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 Ohio
Taft-Hartley plan, based in Columbus, Ohio, reporting $202M in assets, for 1,978 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $202M
- Funded ratio
- 108.9%
- Fund commitments
- 3
- Managers
- 1
Nothing material in the last 90 days. Last change: 31 Mar 2025, Holding ended.
Capital path
who backs this record, through what, into what; each name opens its own path- SEI Energy Debt Collective Investme3 commitments
- SEI Core Property Collective Inv Tr3 commitments
- SEI Structured Credit Collective Fd2 commitments
- SEI Investments Management Corp8 commitments
Size, funding, policy and commitments, with their basesTaft-Hartley planShowHide
- Non-interest-bearing cash 1.0%
- Common/collective trusts 4.1%
- Registered investment companies 93.8%
- Western Asset Management Investment adviser (plan)through Mar 31, 2025 Form 5500
- Western Asset Mgmt Company, LLC Investment adviser (plan)through Mar 31, 2024 Form 5500
- Bridgeway Benefit Technologies Investment adviser (plan)General consultantthrough Mar 31, 2024 Form 5500
+7 more consultants and advisers advise this allocator
Every name, record and relationship behind this count, with the source on each.
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- SEI Investments Management Corp8 rows, latest Mar 31, 2025
- SEI Investments Management Corpplan years
- Mar 31, 2025Holding endedinference
- Dec 31, 2024Consultant changedinferencewith Segalaskebsa.dol.gov
- Dec 31, 2024Consultant changedinferencewith Western Asset Managementaskebsa.dol.gov
- Dec 31, 2024Consultant changedinferencewith Milliman, Inc.askebsa.dol.gov
- Apr 1, 2024Funded status changed5 pointsaskebsa.dol.gov
+6 more dated events
Every name, record and relationship behind this count, with the source on each.
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| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Mar 31, 2025 | SEI Energy Debt Collective Investmecollective trust | SEI Investments Management Corp | Private credit | $636,298 held | Disclosed holding | askebsa.dol.gov | |
| as of Mar 31, 2025 | SEI Core Property Collective Inv Trcollective trust | SEI Investments Management Corp | Real estate | $7.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Mar 31, 2024 | SEI Energy Debt Collective Investmecollective trust | SEI Investments Management Corp | Private credit | $937,235 held | Disclosed holding | askebsa.dol.gov |
+5 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
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| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Mar 31, 2025 | 1,978 | Not disclosed | Not disclosed | n/a | $202M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Mar 31, 2024 | 1,820 | Not disclosed | Not disclosed | n/a | $192M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Mar 31, 2023 | 1,718 | Not disclosed | Not disclosed | n/a | $173M | Not disclosed | Not disclosed | Not disclosed |
- Segal Marco codes 18 50 $243,764 PY2024
- P&p No. 189 H&w Fund Administrators codes 13 50 $163,552 PY2024
- Milliman, Inc. codes 11 16 50 $117,315 PY2024
+39 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
This record sits on 5 traced paths of capital across the graphs.
DFX traced 5 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
- Holding in a pooled vehicle ended2025-03-31source
- Funded status changed2023-04-01source
- Funded status changed2024-04-01source
+8 more changes 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
+13 connections on the graph
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