This allocator's name, 14 more advisers, 2 more managers, 18 more commitments and 1 more dated event
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.
Taft-Hartley plan in Wisconsin
Taft-Hartley plan, based in Wauwatosa, Wisconsin, reporting $651M in assets, for 4,743 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $651M
- Funded ratio
- 113.6%
- Fund commitments
- 7
- Managers
- 3
Nothing material in the last 90 days. Last change: 31 Dec 2024, Changed investment consultant to Frsecure.
Capital path
who backs this record, through what, into what; each name opens its own path- Ibew-Neca Equity Index Fund3 commitments
- NIS Intermediate Fixed Income Fund3 commitments
- NIS High Yield Fund, LLC3 commitments
- National Investment Svcs of Amer6 commitments
- Chevy Chase Trust Company3 commitments
- Washington Capital Management, Inc.3 commitments
Size, funding, policy and commitments, with their basesTaft-Hartley planShowHide
- Interest-bearing cash 1.3%
- Non-interest-bearing cash 0.4%
- Partnership/joint venture interests 5.1%
- 103-12 investment entities 3.8%
- Common/collective trusts 61.2%
- Registered investment companies 24.4%
- Real estate (other than employer real property) 3.4%
- PCS International General consultantthrough May 31, 2024 Form 5500
- Ispros Inc General consultantthrough May 31, 2023 Form 5500
- Frsecure General consultantthrough May 31, 2023 Form 5500
+14 more consultants and advisers advise this allocator
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.
- National Investment Svcs of Amer6 rows, latest May 31, 2025
- Chevy Chase Trust Company3 rows, latest May 31, 2025
- Washington Capital Management, Inc.3 rows, latest May 31, 2025
+2 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.
- Chevy Chase Trust Companyplan years
- Chevy Chaseplan years
- National Investment Svcs of Amerplan years
- Dec 31, 2024Consultant changedinferencewith Frsecureaskebsa.dol.gov
- Dec 31, 2024Consultant changedinferencewith Ispros Incaskebsa.dol.gov
- Jun 1, 2024Assets changed$70.0Maskebsa.dol.gov
- May 31, 2024Assets changed$70.0Maskebsa.dol.gov
- Dec 31, 2023Consultant changedinferencewith PCS Internationalaskebsa.dol.gov
+1 more dated event
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 May 31, 2025 | Ibew-Neca Equity Index Fundcollective trust | Chevy Chase Trust Company | Public equity | $279M held | Disclosed holding | askebsa.dol.gov | |
| as of May 31, 2025 | NIS Intermediate Fixed Income Fundcollective trust | National Investment Svcs of Amer | Fixed income | $79.6M held | Disclosed holding | askebsa.dol.gov | |
| as of May 31, 2025 | NIS High Yield Fund, LLCcollective trust | National Investment Svcs of Amer | Fixed income | $5.1M held | Disclosed holding | askebsa.dol.gov |
+18 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.
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to May 31, 2025 | 4,743 | Not disclosed | Not disclosed | n/a | $651M | $33.3M | Not disclosed | $22.0M |
| 2023 to May 31, 2024 | 4,645 | Not disclosed | Not disclosed | n/a | $598M | $38.3M | Not disclosed | $26.1M |
| 2022 to May 31, 2023 | 4,733 | Not disclosed | Not disclosed | n/a | $528M | $26.4M | Not disclosed | $31.7M |
- Bridgeway Benefit Technologies LLC codes 15 $492,094 PY2024
- Neca Milw. Ch. codes 24 $296,657 PY2024
- National Investment Services codes 21 $280,866 PY2024
+86 more service providers
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.
Provenance
This record sits on 25 traced paths of capital across the graphs.
DFX traced 25 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.
Checking your plan…
Record history
- Funded status changed2023-06-01source
- Consultant changed2023-12-31source
- Consultant changed2024-12-31source
+3 more changes on this record's ledger
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.
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
+21 connections on the graph
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.