This allocator's name, 1 more adviser, 4 more managers, 16 more commitments and 4 more dated events
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 Washington
Taft-Hartley plan, based in Tukwila, Washington, reporting $1.3B in assets, for 10,311 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $1.3B
- Funded ratio
- 127.7%
- Fund commitments
- 7
- Managers
- 1
Nothing material in the last 90 days. Last change: 31 Dec 2024, Holding ended.
Capital path
who backs this record, through what, into what; each name opens its own path- Washington Capital Joint Master Tru3 commitments
- Multi-Employer Property Trust3 commitments
- Jpmcb Strategic Property Fund3 commitments
- Washington Capital Management, Inc.3 commitments
- NEW Tower Trust Company3 commitments
- J.P. Morgan Chase3 commitments
Size, funding, policy and commitments, with their basesTaft-Hartley planShowHide
- Interest-bearing cash 0.8%
- Corporate debt instruments (other) 13.4%
- Corporate debt instruments (preferred) 13.2%
- U.S. Government securities 5.1%
- Partnership/joint venture interests 8.0%
- 103-12 investment entities 14.4%
- Common/collective trusts 11.9%
- Pooled separate accounts 4.3%
- Registered investment companies 20.5%
- Common stock 7.2%
- Preferred stock 0.0%
- J.P. Morgan Investment Management Investment adviser (plan)through Dec 31, 2022 Form 5500
- Verus Advisory, Inc. Investment adviser (plan)through Dec 31, 2022 Form 5500
- Milliman, Inc. Actuarythrough Dec 31, 2022 Form 5500
+1 more consultant or adviser advise this allocator
Every name, record and relationship behind this count, with the source on each.
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- Washington Capital Management, Inc.3 rows, latest Dec 31, 2024
- NEW Tower Trust Company3 rows, latest Dec 31, 2024
- J.P. Morgan Chase3 rows, latest Dec 31, 2024
+4 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
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- Invesco Trust Companyplan years 2022
- PNC Capital Advisorsplan years 2023
- Quest Investment Management, LLCplan years 2022
+5 more Schedule C managers
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- Dec 31, 2024Holding endedinference
- Dec 31, 2024Holding endedinference
- Dec 31, 2024Manager relationship endedinferencewith Metlife Investment Managementaskebsa.dol.gov
- Jan 1, 2024Funded status changed3 pointsaskebsa.dol.gov
- Jan 1, 2024Assets changed$113Maskebsa.dol.gov
+4 more dated events
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 | Washington Capital Joint Master Tru103 12 ie | Washington Capital Management, Inc. | Pooled vehicles | $181M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Multi-Employer Property Trustcollective trust | NEW Tower Trust Company | Real estate | $26.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Jpmcb Strategic Property Fundcollective trust | J.P. Morgan Chase | Real estate | $25.6M held | Disclosed holding | askebsa.dol.gov |
+16 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 | 10,311 | Not disclosed | Not disclosed | n/a | $1.3B | $101M | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 10,084 | Not disclosed | Not disclosed | n/a | $1.2B | $87.5M | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 9,895 | Not disclosed | Not disclosed | n/a | $1.1B | $83.3M | Not disclosed | Not disclosed |
- Washington Capital Management, Inc codes 28 51 $1.1M PY2024
- Zenith American Solutions, Inc codes 13 15 49 50 $832,271 PY2024
- Loomis Sayles codes 28 51 68 $764,973 PY2024
+80 more service providers
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Provenance
This record sits on 10 traced paths of capital across the graphs.
DFX traced 10 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
- Holding in a pooled vehicle ended2024-12-31source
- Holding in a pooled vehicle ended2024-12-31source
- Funded status changed2023-01-01source
+6 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
+14 connections on the graph
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