This allocator's name, 8 more advisers, 1 more manager, 17 more commitments and 8 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 Tennessee
Taft-Hartley plan, based in Goodlettsville, Tennessee, reporting $73.5M in assets, for 878 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $73.5M
- Funded ratio
- 94.3%
- Fund commitments
- 8
- Managers
- 3
Nothing material in the last 90 days. Last change: 31 Dec 2024, Holding ended.
Capital path
who backs this record, through what, into what; each name opens its own path- Longview Largecap 1000 Value Index3 commitments
- Longview Largecap 1000 Growth Index3 commitments
- Longview Largecap 500 Index Fund3 commitments
- Amalgamated Bank6 commitments
- Invesco Trust Company6 commitments
- Amalgamated Bank of New York5 commitments
Size, funding, policy and commitments, with their basesTaft-Hartley planShowHide
- Interest-bearing cash 3.6%
- Non-interest-bearing cash 0.5%
- Insurance company general account 2.9%
- Other investments 0.0%
- Partnership/joint venture interests 10.4%
- Common/collective trusts 71.8%
- Registered investment companies 6.8%
- Common stock 3.1%
- Reynolds Consulting Services, LLC Investment adviser (plan)through Dec 31, 2022 Form 5500
- Southern Benefit Administrators General consultantthrough Dec 31, 2022 Form 5500
- Ullico Custodianthrough Dec 31, 2024 Form 5500
+8 more consultants and advisers advise this allocator
Every name, record and relationship behind this count, with the source on each.
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- Amalgamated Bank6 rows, latest Dec 31, 2024
- Invesco Trust Company6 rows, latest Dec 31, 2024
- Amalgamated Bank of New York5 rows, latest Dec 31, 2024
+1 more manager received commitments
Every name, record and relationship behind this count, with the source on each.
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- Amalgamated Bankplan years
- Invesco Trust Companyplan years
- Fenimore Asset Managementplan years 2024
- Dec 31, 2024Holding endedinference
- Dec 31, 2024Holding endedinference
- Dec 31, 2024Holding started
- Dec 31, 2024Manager relationship startedwith Fenimore Asset Managementaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedwith Ullicoaskebsa.dol.gov
+8 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 Dec 31, 2024 | Longview Largecap 1000 Value Indexcollective trust | Amalgamated Bank | Pooled vehicles | $6.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Longview Largecap 1000 Growth Indexcollective trust | Amalgamated Bank | Pooled vehicles | $11.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Invesco Core Plus Fixed Income Truscollective trust | Invesco Trust Company | Fixed income | $10.3M held | Disclosed holding | askebsa.dol.gov |
+17 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 | 878 | Not disclosed | Not disclosed | n/a | $73.5M | $7.6M | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 582 | Not disclosed | Not disclosed | n/a | $61.5M | $6.0M | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 557 | Not disclosed | Not disclosed | n/a | $54.4M | $6.3M | Not disclosed | Not disclosed |
- Southern Benefit Administrators codes 14 16 $68,656 PY2024
- Amalgamated Bank codes 19 28 $40,500 PY2024
- Reynolds Consulting Services, LLC codes 27 $30,495 PY2024
+58 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 8 traced paths of capital across the graphs.
DFX traced 8 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 ended2024-12-31source
- Holding in a pooled vehicle ended2024-12-31source
- Holding in a pooled vehicle started2024-12-31source
+10 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
+15 connections on the graph
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