This allocator's name

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Taft-Hartley plan in Ohio

Taft-Hartley plan· Broadview Heights, Ohio

Taft-Hartley plan, based in Broadview Heights, Ohio, reporting $461M in assets, for 17,716 participants.

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

Assets
$461M
Funded ratio
78.6%
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 2024, Manager relationship ended.

Size, funding, policy and commitments, with their basesTaft-Hartley planShow
Taft-Hartley plan
Assets
$461M
Total assets, Sep 30, 2025 reported
Funded
78.6%
Oct 1, 2024
Private markets target
no policy read
policy Sep 30, 2025
Commitments
0
none on the tape
Allocation policy
Form 5500, as of Sep 30, 2025
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 2.3%
  • Corporate debt instruments (other) 14.9%
  • U.S. Government securities 8.5%
  • Registered investment companies 16.6%
  • Common stock 57.2%
Consultants and advisers
2 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 manager on Schedule C
From Schedule C (investment management, code 28)
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
30 readings
Total assets
$461M Sep 30, 2025 reported Form 5500
$444M (2024-09) · $375M (2023-09)
Plan assets
$444M Oct 1, 2024 reported Form 5500
$375M (2023-10) · $347M (2022-10)
Net assets
$460M Sep 30, 2025 reported Form 5500
$443M (2024-09) · $374M (2023-09)
Funded ratio
78.6% Oct 1, 2024 reported Form 5500
74.7% (2023-10) · 74.5% (2022-10)
Participants
17,716 Oct 1, 2024 reported Form 5500
17,768 (2023-10) · 17,568 (2022-10)
Contributions
$22.4M Sep 30, 2025 reported Form 5500
$22.3M (2024-09) · $21.4M (2023-09)
Benefits paid
$40.8M Sep 30, 2025 reported Form 5500
$39.9M (2024-09) · $39.2M (2023-09)
Net investment income
$16.9M Sep 30, 2025 reported Form 5500
$69.1M (2024-09) · $21.4M (2023-09)
Investment management fees
$1.5M Sep 30, 2025 reported Form 5500
$1.6M (2024-09) · $1.5M (2023-09)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Sep 30, 202517,716Not disclosedNot disclosedn/a$461MNot disclosedNot disclosedNot disclosed
2023 to Sep 30, 202417,768Not disclosedNot disclosedn/a$444MNot disclosedNot disclosedNot disclosed
2022 to Sep 30, 202317,568Not disclosedNot disclosedn/a$375MNot disclosedNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • Merrill Lynch codes $1.5M PY2024
  • Ufcw Pension Admin Fund codes $477,313 PY2024
  • The Segal Company codes $127,051 PY2024

+24 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 15, 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: fund commitments, managers.

Record history

4 dated events on the change ledger, latest first
  • Funded status changed
    2024-10-01source
  • Manager relationship ended
    2024-12-31source
  • Total assets changed
    2024-10-01source

+1 more change 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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+4 connections on the graph

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