This allocator's name and 2 more dated events

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Taft-Hartley plan in Florida

Taft-Hartley plan· Pembroke Pines, Florida

Taft-Hartley plan, based in Pembroke Pines, Florida, reporting $70.8M in assets, for 869 participants.

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

Assets
$70.8M
Funded ratio
93.2%
Fund commitments
1
Managers
1
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Commitments (1)Allocation policyManagers
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 2024, Manager relationship ended.

Capital path

who backs this record, through what, into what; each name opens its own path
Taft-Hartley plan in Florida
Funds committed to
Managers
Size, funding, policy and commitments, with their basesTaft-Hartley planShow
Taft-Hartley plan
Assets
$70.8M
Total assets, Dec 31, 2024 reported
Funded
93.2%
Jan 1, 2024
Private markets target
no policy read
policy Dec 31, 2024
Commitments
1
1 manager on Schedule C
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 2.6%
  • Corporate debt instruments (other) 4.7%
  • U.S. Government securities 25.5%
  • Partnership/joint venture interests 5.5%
  • Common/collective trusts 9.7%
  • Registered investment companies 0.0%
  • Common stock 51.3%
Consultants and advisers
2 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 manager on the commitment tape
From the plan’s own commitment disclosures
From Schedule C (investment management, code 28)

+1 more Schedule C manager

Every name, record and relationship behind this count, with the source on each.

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What changed
7 events
  • Dec 31, 2024Manager relationship endedinference
    with Penn Square Real Estate Groupaskebsa.dol.gov
  • Jan 1, 2024Funded status changed
    down 3 pointsaskebsa.dol.gov
  • Dec 31, 2023Manager relationship started
    with Atalanta Sosnoffaskebsa.dol.gov
  • Dec 31, 2023Manager relationship started
    with Anchor Capitalaskebsa.dol.gov
  • Dec 31, 2023Manager relationship started
    with Penn Square Real Estate Groupaskebsa.dol.gov

+2 more dated events

Every name, record and relationship behind this count, with the source on each.

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Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
2 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024AB US Large Cap Growth Cit W-Picollective trustAlliancebernstein L.P.Public equity$6.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023AB US Large Cap Growth Cit W-Picollective trustAlliancebernstein L.P.Public equity$6.1M heldDisclosed holdingaskebsa.dol.gov
Size and funding
30 readings
Total assets
$70.8M Dec 31, 2024 reported Form 5500
$65.2M (2023-12) · $61.1M (2022-12)
Plan assets
$65.1M Jan 1, 2024 reported Form 5500
$60.9M (2023-01) · $74.4M (2022-01)
Net assets
$70.7M Dec 31, 2024 reported Form 5500
$65.1M (2023-12) · $60.9M (2022-12)
Funded ratio
93.2% Jan 1, 2024 reported Form 5500
96.5% (2023-01) · 100.1% (2022-01)
Participants
869 Jan 1, 2024 reported Form 5500
729 (2023-01) · 737 (2022-01)
Contributions
$2.1M Dec 31, 2024 reported Form 5500
$1.9M (2023-12) · $1.8M (2022-12)
Benefits paid
$5.4M Dec 31, 2024 reported Form 5500
$5.5M (2023-12) · $5.3M (2022-12)
Net investment income
$5.6M Dec 31, 2024 reported Form 5500
$4.2M (2023-12) · -$13.5M (2022-12)
Investment management fees
$277,710 Dec 31, 2024 reported Form 5500
$302,254 (2023-12) · $367,357 (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 2024869Not disclosedNot disclosedn/a$70.8M$3.9MNot disclosedNot disclosed
2023 to Dec 31, 2023729Not disclosedNot disclosedn/a$65.2MNot disclosedNot disclosed$1.5M
2022 to Dec 31, 2022737Not disclosedNot disclosedn/a$61.1MNot disclosedNot disclosed$1.8M
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • Neba codes 13 50 $121,075 PY2024
  • Atalanta Sosnoff codes 28 50 $97,937 PY2024
  • Columbia Management Investment codes 13 50 $90,208 PY2024

+37 more service providers

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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 6 traced paths of capital across the graphs.

Allocator commitments to a managerAllocator to credit manager to facility to borrower

DFX traced 6 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

7 dated events on the change ledger, latest first
  • Funded status changed
    2023-01-01source
  • Funded status changed
    2024-01-01source
  • Manager relationship started
    2023-12-31source

+4 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

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+7 connections on the graph

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