This allocator's name, 2 more advisers, 5 more managers and 25 more commitments
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Taft-Hartley plan in New Jersey
Taft-Hartley plan, based in Warren, New Jersey, reporting $198M in assets, for 1,050 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $198M
- Funded ratio
- 98.4%
- Fund commitments
- 10
- Managers
- 4
Nothing material in the last 90 days. Last change: 1 Jan 2024, Funded status changed.
Capital path
who backs this record, through what, into what; each name opens its own path- LS Core Plus Full Discretion Trust3 commitments
- Crescent Capital Trust II3 commitments
- Longview Largecap 1000 Value Index3 commitments
Size, funding, policy and commitments, with their basesTaft-Hartley planShowHide
- Interest-bearing cash 4.8%
- Insurance company general account 1.3%
- Partnership/joint venture interests 24.0%
- 103-12 investment entities 1.5%
- Common/collective trusts 58.0%
- Pooled separate accounts 3.0%
- Common stock 5.9%
- Reynolds Consulting Services, LLC Investment adviser (plan)through Dec 31, 2024 Form 5500
- Reynolds Securities Ltd. Investment adviser (plan)through Dec 31, 2022 Form 5500
- Amalgamated Bank of New York Custodianthrough Dec 31, 2022 Form 5500
+2 more consultants and advisers advise this allocator
Every name, record and relationship behind this count, with the source on each.
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- Loomis Sayles6 rows, latest Dec 31, 2024
- Amalgamated Bank6 rows, latest Dec 31, 2024
- Crescent Capital3 rows, latest Dec 31, 2024
+5 more managers received commitments
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- Loomis Saylesplan years
- Lord Abbettplan years
- Crescent Capitalplan years
+11 more Schedule C managers
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- Jan 1, 2024Funded status changed4 pointsaskebsa.dol.gov
- Dec 31, 2023Holding endedinference
- Dec 31, 2023Manager relationship startedwith Constitution Capital Partners, LLCaskebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferencewith Prudential Retirement & Annuity Insaskebsa.dol.gov
- Jan 1, 2023Assets changeddown $30.8Maskebsa.dol.gov
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | LS Core Plus Full Discretion Trustcollective trust | Loomis Sayles | Fixed income | $11.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Crescent Capital Trust IIcollective trust | Crescent Capital | Pooled vehicles | $9.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Longview Largecap 1000 Value Indexcollective trust | Amalgamated Bank | Pooled vehicles | $13.5M held | Disclosed holding | askebsa.dol.gov |
+25 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 Dec 31, 2024 | 1,050 | Not disclosed | Not disclosed | n/a | $198M | $47.6M | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 1,040 | Not disclosed | Not disclosed | n/a | $182M | $47.2M | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 1,050 | Not disclosed | Not disclosed | n/a | $166M | $41.1M | Not disclosed | Not disclosed |
- Crescent Capital Group LP codes 28 51 $155,638 PY2024
- Ullico Investment Advisors Inc. codes 28 51 $123,022 PY2024
- Constitution Capital Partners codes 28 51 $105,481 PY2024
+75 more service providers
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Provenance
This record sits on 17 traced paths of capital across the graphs.
DFX traced 17 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 ended2023-12-31source
- Funded status changed2024-01-01source
- Manager relationship started2023-12-31source
+2 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
+20 connections on the graph
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