This allocator's name, 2 more advisers, 15 more commitments and 1 more dated event
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 Maryland
Taft-Hartley plan, based in Linthicum Heights, Maryland, reporting $103M in assets, for 1,416 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $103M
- Funded ratio
- 122.1%
- Fund commitments
- 6
- Managers
- 1
Nothing material in the last 90 days. Last change: 31 Dec 2024, Changed investment consultant to Investment Performance Services.
Capital path
who backs this record, through what, into what; each name opens its own path- NT Collective Short Term Investment3 commitments
- Earnest Partners International Fund3 commitments
- Loomis Sayles World Bond Trust3 commitments
- Northern Trust Investments, Inc.12 commitments
- Earnest Partners3 commitments
- Loomis Sayles Trust Company3 commitments
Size, funding, policy and commitments, with their basesTaft-Hartley planShowHide
- Non-interest-bearing cash 0.0%
- Partnership/joint venture interests 11.6%
- Common/collective trusts 44.2%
- Registered investment companies 43.3%
- Investment Performance Services Investment adviser (plan)through Dec 31, 2024 Form 5500
- Mariner (andco) Investment adviser (plan)through Dec 31, 2022 Form 5500
- Northern Trust Co. Custodianthrough Dec 31, 2022 Form 5500
+2 more consultants and advisers advise this allocator
Every name, record and relationship behind this count, with the source on each.
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- Northern Trust Investments, Inc.12 rows, latest Dec 31, 2024
- Earnest Partners3 rows, latest Dec 31, 2024
- Loomis Sayles Trust Company3 rows, latest Dec 31, 2024
- Earnest Partnersplan years
- Loomis Sayles Trust Companyplan years 2022
- IFM Investors Pty Ltdplan years 2022
+2 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
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- Dec 31, 2024Consultant changedinferencewith Investment Performance Servicesaskebsa.dol.gov
- Dec 31, 2024Assets changed$13.3Maskebsa.dol.gov
- Jan 1, 2024Funded status changed2 pointsaskebsa.dol.gov
- Jan 1, 2024Assets changed$14.6Maskebsa.dol.gov
- Dec 31, 2023Assets changed$14.6Maskebsa.dol.gov
+1 more dated event
Every name, record and relationship behind this count, with the source on each.
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| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | NT Collective Short Term Investmentcollective trust | Northern Trust Investments, Inc. | Cash | $365,740 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Earnest Partners International Fundcollective trust | Earnest Partners | Pooled vehicles | $5.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Loomis Sayles World Bond Trustcollective trust | Loomis Sayles Trust Company | Fixed income | $12.9M held | Disclosed holding | askebsa.dol.gov |
+15 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 | 1,416 | Not disclosed | Not disclosed | n/a | $103M | $12.0M | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 1,358 | Not disclosed | Not disclosed | n/a | $89.6M | $11.7M | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 1,287 | Not disclosed | Not disclosed | n/a | $75.0M | $12.2M | Not disclosed | Not disclosed |
- The Segal Company codes 11 16 50 $85,040 PY2024
- Slevin & Hart P.C. codes 29 50 56 $66,999 PY2024
- American Realty Advisors codes 28 51 $59,760 PY2024
+87 more service providers
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Provenance
This record sits on 3 traced paths of capital across the graphs.
DFX traced 3 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
- Funded status changed2023-01-01source
- Funded status changed2024-01-01source
- Consultant changed2024-12-31source
+3 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
+11 connections on the graph
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