This allocator's name, 1 more manager and 7 more commitments

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Taft-Hartley plan in Missouri

Taft-Hartley plan· Kansas City, Missouri

Taft-Hartley plan, based in Kansas City, Missouri, reporting $47.1M in assets, for 726 participants.

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

Assets
$47.1M
Funded ratio
103.3%
Fund commitments
5
Managers
2
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Commitments (5)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, Total assets changed.

Capital path

who backs this record, through what, into what; each name opens its own path
Taft-Hartley plan in Missouri
Funds committed to
All 5
Managers
All 4
Size, funding, policy and commitments, with their basesTaft-Hartley planShow
Taft-Hartley plan
Assets
$47.1M
Total assets, Dec 31, 2024 reported
Funded
103.3%
Jan 1, 2024
Private markets target
no policy read
policy Dec 31, 2024
Commitments
5
2 managers on Schedule C
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Non-interest-bearing cash 1.3%
  • Partnership/joint venture interests 25.4%
  • Common/collective trusts 58.1%
  • Pooled separate accounts 5.8%
  • Registered investment companies 8.9%
Consultants and advisers
1 firm
People
No investment staff or executives have been read for this allocator yet.
Manager roster
4 managers on the commitment tape
From the plan’s own commitment disclosures

+1 more manager 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.

From Schedule C (investment management, code 28)

+4 more Schedule C managers

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

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.

What changed
3 events
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
10 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024Prudential Core Conserv Fundcollective trustPrudential Trust Co.Pooled vehicles$2.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Prudential High Yield Fundcollective trustPrudential Trust Co.Fixed income$2.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Prisaseparate accountPrudential Insurance Company of AmePooled vehicles$2.7M heldDisclosed holdingaskebsa.dol.gov

+7 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.

Size and funding
20 readings
Total assets
$47.1M Dec 31, 2024 reported Form 5500
$40.2M (2022-12)
Plan assets
$43.8M Jan 1, 2024 reported Form 5500
$49.9M (2022-01)
Net assets
$47.0M Dec 31, 2024 reported Form 5500
$40.1M (2022-12)
Funded ratio
103.3% Jan 1, 2024 reported Form 5500
101.3% (2022-01)
Participants
726 Jan 1, 2024 reported Form 5500
748 (2022-01)
Contributions
$1.9M Dec 31, 2024 reported Form 5500
$2.0M (2022-12)
Benefits paid
$3.1M Dec 31, 2024 reported Form 5500
$3.1M (2022-12)
Net investment income
$3.2M Dec 31, 2024 reported Form 5500
-$9.8M (2022-12)
Investment management fees
$255,683 Dec 31, 2024 reported Form 5500
$234,338 (2022-12)
Form 5500 filings
2 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 2024726Not disclosedNot disclosedn/a$47.1M$11.9MNot disclosedNot disclosed
2022 to Dec 31, 2022748Not disclosedNot disclosedn/a$40.2M$7.1MNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • Wilson Mcshane Corporation codes 13 50 $82,400 PY2024
  • Neuberger Berman codes 28 52 $61,421 PY2024
  • Ullico codes 28 52 $58,099 PY2024

+32 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
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.

Record history

3 dated events on the change ledger, latest first
  • Funded status changed
    2024-01-01source
  • Total assets changed
    2024-01-01source
  • Total assets changed
    2024-12-31source

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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+9 connections on the graph

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