This allocator's name, 1 more adviser, 4 more commitments and 2 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 Maryland
Taft-Hartley plan, based in Sparks, Maryland, reporting $68.8M in assets, for 814 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $68.8M
- Funded ratio
- 82.0%
- Fund commitments
- 3
- Managers
- 3
Nothing material in the last 90 days. Last change: 30 Jun 2025, Holding started.
Capital path
who backs this record, through what, into what; each name opens its own path- Ibew-Neca Equity Index Fund3 commitments
- Multi-Employer Property Trust3 commitments
- Ullico Infrastructure Tax Exempt Fu1 commitment
- Chevy Chase Trust Company3 commitments
- NEW Tower Trust Company3 commitments
- Ullico Investment Advisors1 commitment
Size, funding, policy and commitments, with their basesTaft-Hartley planShowHide
- Interest-bearing cash 0.7%
- Non-interest-bearing cash 2.5%
- Insurance company general account 0.9%
- Other investments 20.1%
- Partnership/joint venture interests 5.8%
- 103-12 investment entities 3.9%
- Common/collective trusts 17.1%
- Registered investment companies 40.2%
- Common stock 7.4%
- Segal Marco Advisors Investment adviser (plan)through Jun 30, 2023 Form 5500
- The Angell Pension Group, Inc. Actuarythrough Jun 30, 2023 Form 5500
- Comerica Bank Custodianthrough Jun 30, 2023 Form 5500
+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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- Chevy Chase Trust Company3 rows, latest Jun 30, 2025
- NEW Tower Trust Company3 rows, latest Jun 30, 2025
- Ullico Investment Advisors1 row, latest Jun 30, 2025
- Chevy Chaseplan years
- Chevy Chase Trust Companyplan years
- Ullico Investment Advisors, Inc.plan years 2025
+5 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
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- Jun 30, 2025Holding started
- Jun 30, 2025Assets changed$6.6Maskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferencewith Massachusetts Mutual Life Insurance Companyaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferencewith Smith Graham & Coaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedwith Ullico Investment Advisors, Inc.askebsa.dol.gov
+2 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.
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Jun 30, 2025 | Ibew-Neca Equity Index Fundcollective trust | Chevy Chase Trust Company | Public equity | $8.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2025 | Multi-Employer Property Trustcollective trust | NEW Tower Trust Company | Real estate | $3.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2025 | Ullico Infrastructure Tax Exempt Fu103 12 ie | Ullico Investment Advisors | Infrastructure | $2.7M held | Disclosed holding | askebsa.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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| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Jun 30, 2025 | 814 | Not disclosed | Not disclosed | n/a | $68.8M | $4.0M | Not disclosed | Not disclosed |
| 2023 to Jun 30, 2024 | 790 | Not disclosed | Not disclosed | n/a | $62.2M | $4.1M | Not disclosed | Not disclosed |
| 2022 to Jun 30, 2023 | 784 | Not disclosed | Not disclosed | n/a | $58.9M | $3.9M | Not disclosed | Not disclosed |
- Zenith American Solutions, Inc. codes 13 15 50 $61,026 PY2024
- Segal Roitman codes 29 50 $43,879 PY2024
- Dana Investment Advisors, Inc. codes 28 51 68 $41,124 PY2024
+44 more service providers
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Provenance
This record sits on 3 traced paths of capital across the graphs.
DFX traced 3 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 started2025-06-30source
- Funded status changed2023-07-01source
- Manager relationship started2023-12-31source
+4 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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