This allocator's name

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Taft-Hartley plan in Pennsylvania

Taft-Hartley plan· Philadelphia, Pennsylvania

Taft-Hartley plan, based in Philadelphia, Pennsylvania, reporting $1.2M in assets, for 2,624 participants.

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

Assets
$1.2M
Open searchesAllocation policy
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 Dec 2025, Changed investment consultant to Cbiz Ris.

Size, funding, policy and commitments, with their basesTaft-Hartley planShow
Taft-Hartley plan
Assets
$1.2M
Total assets, Dec 31, 2025 reported
Funded
not on record
not filed
Private markets target
no policy read
policy Dec 31, 2025
Commitments
0
none on the tape
Allocation policy
Form 5500, as of Dec 31, 2025
Actual allocation lines without a target (as filed)
  • Non-interest-bearing cash 97.5%
  • Other investments 1.9%
Consultants and advisers
3 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
No manager relationship is on the tape for this allocator.
What changed
4 events
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
No fund commitments are on the tape for this allocator. The tape holds the plans that publish their own private-markets reports; a plan that publishes one and is not here is a gap we can close.
Size and funding
25 readings
Total assets
$1.2M Dec 31, 2025 reported Form 5500
$1.1M (2024-12) · $1.3M (2023-12) · $1.6M (2022-12)
Net assets
$1.1M Dec 31, 2025 reported Form 5500
$1.1M (2024-12) · $1.2M (2023-12) · $1.4M (2022-12)
Participants
2,624 Jan 1, 2025 reported Form 5500
2,821 (2024-01) · 2,913 (2023-01) · 3,055 (2022-01)
Contributions
$2.4M Dec 31, 2025 reported Form 5500
$1.7M (2024-12) · $2.4M (2023-12) · $1.6M (2022-12)
Benefits paid
$9.0M Dec 31, 2025 reported Form 5500
$9.3M (2024-12) · $9.7M (2023-12) · $11.5M (2022-12)
Net investment income
$30,056 Dec 31, 2025 reported Form 5500
-$147,407 (2024-12) · -$183,988 (2023-12) · -$8.8M (2022-12)
Investment management fees
$31,022 Dec 31, 2022 reported Form 5500
Form 5500 filings
4 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2025 to Dec 31, 20252,624Not disclosedNot disclosedn/a$1.2MNot disclosedNot disclosedNot disclosed
2024 to Dec 31, 20242,821Not disclosedNot disclosedn/a$1.1MNot disclosedNot disclosedNot disclosed
2023 to Dec 31, 20232,913Not disclosedNot disclosedn/a$1.3MNot disclosedNot disclosedNot disclosed
2022 to Dec 31, 20223,055Not disclosedNot disclosedn/a$1.6MNot disclosedNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • Cbiz Retirement Plan Services codes $252,628 PY2025
  • Novak Francella LLC codes $24,162 PY2025
  • Larry Magarik codes 20 50 $22,095 PY2025

+22 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.

Not yet on record: funded ratio, fund commitments, managers.

Record history

4 dated events on the change ledger, latest first
  • Consultant changed
    2025-12-31source
  • Consultant changed
    2023-12-31source
  • Total assets changed
    2023-12-31source

+1 more change 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

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+4 connections on the graph

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