This allocator's name, 1 more adviser and 19 more commitments

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Taft-Hartley plan in Pennsylvania

Taft-Hartley plan· Pittsburgh, Pennsylvania

Taft-Hartley plan, based in Pittsburgh, Pennsylvania, reporting $49.5M in assets, for 413 participants.

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

Assets
$49.5M
Funded ratio
65.1%
Fund commitments
8
Managers
3
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Commitments (8)Allocation policyConsultants
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 May 2025, Holding started.

Capital path

who backs this record, through what, into what; each name opens its own path
Taft-Hartley plan in Pennsylvania
Funds committed to
All 8
Managers
Size, funding, policy and commitments, with their basesTaft-Hartley planShow
Taft-Hartley plan
Assets
$49.5M
Total assets, May 31, 2025 reported
Funded
65.1%
Jun 1, 2024
Private markets target
no policy read
policy May 31, 2025
Commitments
8
3 managers on Schedule C
Allocation policy
Form 5500, as of May 31, 2025
Actual allocation lines without a target (as filed)
  • Non-interest-bearing cash 1.0%
  • Common/collective trusts 43.8%
  • Registered investment companies 53.9%
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
2 managers on the commitment tape
From the plan’s own commitment disclosures
From Schedule C (investment management, code 28)
What changed
3 events
  • May 31, 2025Holding started
    with SEI Glbl Prvt Assets VII Col Inv Tr$190Kaskebsa.dol.gov
  • Dec 31, 2024Consultant changedinference
    with Horton Groupaskebsa.dol.gov
  • Dec 31, 2024Consultant changedinference
    with SEI Investments Companyaskebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
22 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of May 31, 2025this allocatorcollective trustChevy Chase Trust CompanyPublic equity$6.6M heldDisclosed holdingaskebsa.dol.gov
as of May 31, 2025SEI Special Situations Collectivecollective trustSEI Investments Management CorpPrivate credit$3.4M heldDisclosed holdingaskebsa.dol.gov
as of May 31, 2025SEI Structured Credit Collective Fdcollective trustSEI Investments Management CorpPrivate credit$5.3M heldDisclosed holdingaskebsa.dol.gov

+19 more commitments

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

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

Size and funding
30 readings
Total assets
$49.5M May 31, 2025 reported Form 5500
$48.2M (2024-05) · $44.3M (2023-05)
Plan assets
$48.0M Jun 1, 2024 reported Form 5500
$44.1M (2023-06) · $48.2M (2022-06)
Net assets
$49.3M May 31, 2025 reported Form 5500
$48.0M (2024-05) · $44.1M (2023-05)
Funded ratio
65.1% Jun 1, 2024 reported Form 5500
64.7% (2023-06) · 63.8% (2022-06)
Participants
413 Jun 1, 2024 reported Form 5500
399 (2023-06) · 416 (2022-06)
Contributions
$3.6M May 31, 2025 reported Form 5500
$3.8M (2024-05) · $3.0M (2023-05)
Benefits paid
$6.5M May 31, 2025 reported Form 5500
$6.5M (2024-05) · $6.3M (2023-05)
Net investment income
$1.4M May 31, 2025 reported Form 5500
$3.8M (2024-05) · -$4.0M (2023-05)
Investment management fees
$274,533 May 31, 2025 reported Form 5500
$243,695 (2024-05) · $136,247 (2023-05)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to May 31, 2025413Not disclosedNot disclosedn/a$49.5MNot disclosedNot disclosedNot disclosed
2023 to May 31, 2024399Not disclosedNot disclosedn/a$48.2MNot disclosedNot disclosedNot disclosed
2022 to May 31, 2023416Not disclosedNot disclosedn/a$44.3MNot disclosedNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • SEI Investments codes 19 27 51 $274,533 PY2024
  • Benesys codes 14 50 $70,973 PY2024
  • Acrisure codes 11 50 $29,909 PY2024

+42 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 4 traced paths of capital across the graphs.

Allocator commitments to a managerConsultant to allocator to manager

DFX traced 4 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

3 dated events on the change ledger, latest first
  • Holding in a pooled vehicle started
    2025-05-31source
  • Consultant changed
    2024-12-31source
  • Consultant changed
    2024-12-31source

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

+8 connections on the graph

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