This allocator's name, 3 more commitments and 1 more dated event

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Taft-Hartley plan in Alabama

Taft-Hartley plan· Mobile, Alabama

Taft-Hartley plan, based in Mobile, Alabama, reporting $81.0M in assets, for 975 participants.

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

Assets
$81.0M
Funded ratio
142.5%
Fund commitments
2
Managers
3
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Commitments (2)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: 30 Nov 2025, Total assets changed.

Capital path

who backs this record, through what, into what; each name opens its own path
Taft-Hartley plan in Alabama
Funds committed to
Managers
Size, funding, policy and commitments, with their basesTaft-Hartley planShow
Taft-Hartley plan
Assets
$81.0M
Total assets, Nov 30, 2025 reported
Funded
142.5%
Dec 1, 2024
Private markets target
no policy read
policy Nov 30, 2025
Commitments
2
3 managers on Schedule C
Plan sponsor: this allocator
Allocation policy
Form 5500, as of Nov 30, 2025
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 4.7%
  • Corporate debt instruments (other) 1.8%
  • U.S. Government securities 11.4%
  • Partnership/joint venture interests 14.4%
  • Common/collective trusts 18.0%
  • Registered investment companies 13.0%
  • Common stock 35.6%
Consultants and advisers
2 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
2 managers on the commitment tape
From the plan’s own commitment disclosures
From Schedule C (investment management, code 28)

+3 more Schedule C managers

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

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What changed
6 events

+1 more dated event

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Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
6 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Nov 30, 2025Ibew-Neca Equity Index Fundcollective trustChevy Chase Trust CompanyPublic equity$11.6M heldDisclosed holdingaskebsa.dol.gov
as of Nov 30, 2025Longview Midcap 400 Index Fundcollective trustAmalgamated Bank of New YorkPooled vehicles$3.0M heldDisclosed holdingaskebsa.dol.gov
as of Nov 30, 2024Ibew-Neca Equity Index Fundcollective trustChevy Chase Trust CompanyPublic equity$10.1M heldDisclosed holdingaskebsa.dol.gov

+3 more commitments

Every fund and manager this allocator committed to, with the amount, date and source on each.

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Size and funding
30 readings
Total assets
$81.0M Nov 30, 2025 reported Form 5500
$72.8M (2024-11) · $59.7M (2023-11)
Plan assets
$62.0M Dec 1, 2024 reported Form 5500
$51.5M (2023-12) · $48.1M (2022-12)
Net assets
$81.0M Nov 30, 2025 reported Form 5500
$72.8M (2024-11) · $59.7M (2023-11)
Funded ratio
142.5% Dec 1, 2024 reported Form 5500
121.7% (2023-12) · 118.1% (2022-12)
Participants
975 Dec 1, 2024 reported Form 5500
976 (2023-12) · 953 (2022-12)
Contributions
$4.2M Nov 30, 2025 reported Form 5500
$3.6M (2024-11) · $3.5M (2023-11)
Benefits paid
$3.2M Nov 30, 2025 reported Form 5500
$2.6M (2024-11) · $2.9M (2023-11)
Net investment income
$8.2M Nov 30, 2025 reported Form 5500
$13.1M (2024-11) · $4.0M (2023-11)
Investment management fees
$338,775 Nov 30, 2025 reported Form 5500
$331,594 (2024-11) · $237,065 (2023-11)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Nov 30, 2025975Not disclosedNot disclosedn/a$81.0M$11.7MNot disclosedNot disclosed
2023 to Nov 30, 2024976Not disclosedNot disclosedn/a$72.8M$11.6MNot disclosedNot disclosed
2022 to Nov 30, 2023953Not disclosedNot disclosedn/a$59.7M$11.8MNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)

+30 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.

Record history

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

+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

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+9 connections on the graph

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