This allocator's name and 1 more dated event

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Taft-Hartley plan in Hawaii

Taft-Hartley plan· Honolulu, Hawaii

Taft-Hartley plan, based in Honolulu, Hawaii, reporting $426M in assets, for 5,830 participants.

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

Assets
$426M
Funded ratio
91.5%
Fund commitments
1
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Commitments (1)Allocation 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.

Capital path

who backs this record, through what, into what; each name opens its own path
Taft-Hartley plan in Hawaii
Funds committed to
Managers
Size, funding, policy and commitments, with their basesTaft-Hartley planShow
Taft-Hartley plan
Assets
$426M
Total assets, Feb 28, 2025 reported
Funded
91.5%
Mar 1, 2024
Private markets target
no policy read
policy Feb 28, 2025
Commitments
1
none on the tape
Plan sponsor: this allocator
Allocation policy
Form 5500, as of Feb 28, 2025
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 2.8%
  • Non-interest-bearing cash 0.1%
  • Corporate debt instruments (other) 21.5%
  • Partnership/joint venture interests 3.1%
  • 103-12 investment entities 3.2%
  • Registered investment companies 62.0%
  • Common stock 6.9%
Consultants and advisers
2 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 manager on the commitment tape
From the plan’s own commitment disclosures
From Schedule C (investment management, code 28)

+5 more Schedule C managers

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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
3 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Feb 28, 2025Washington Capital Joint Master Tru103 12 ieWashington Capital Management, Inc.Pooled vehicles$13.6M heldDisclosed holdingaskebsa.dol.gov
as of Feb 28, 2024Washington Capital Joint Master Tru103 12 ieWashington Capital Management, Inc.Pooled vehicles$13.1M heldDisclosed holdingaskebsa.dol.gov
as of Feb 28, 2023Washington Capital Joint Master Tru103 12 ieWashington Capital Management, Inc.Pooled vehicles$12.5M heldDisclosed holdingaskebsa.dol.gov
Size and funding
30 readings
Total assets
$426M Feb 28, 2025 reported Form 5500
$392M (2024-02) · $346M (2023-02)
Plan assets
$390M Mar 1, 2024 reported Form 5500
$346M (2023-03) · $366M (2022-03)
Net assets
$426M Feb 28, 2025 reported Form 5500
$390M (2024-02) · $346M (2023-02)
Funded ratio
91.5% Mar 1, 2024 reported Form 5500
87.9% (2023-03) · 88.5% (2022-03)
Participants
5,830 Mar 1, 2024 reported Form 5500
5,699 (2023-03) · 6,063 (2022-03)
Contributions
$19.3M Feb 28, 2025 reported Form 5500
$17.2M (2024-02) · $16.3M (2023-02)
Benefits paid
$24.4M Feb 28, 2025 reported Form 5500
$24.5M (2024-02) · $24.2M (2023-02)
Net investment income
$35.9M Feb 28, 2025 reported Form 5500
$43.9M (2024-02) · -$19.6M (2023-02)
Investment management fees
$629,956 Feb 28, 2025 reported Form 5500
$761,676 (2024-02) · $991,816 (2023-02)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Feb 28, 20255,830Not disclosedNot disclosedn/a$426M$13.3MNot disclosedNot disclosed
2023 to Feb 28, 20245,699Not disclosedNot disclosedn/a$392M$12.6MNot disclosedNot disclosed
2022 to Feb 28, 20236,063Not disclosedNot disclosedn/a$346M$19.3MNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)

+42 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.

Not yet on record: managers.

Record history

6 dated events on the change ledger, latest first
  • Funded status changed
    2024-03-01source
  • Manager relationship ended
    2023-12-31source
  • Manager relationship ended
    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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+11 connections on the graph

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