This allocator's name, 2 more advisers and 3 more commitments

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Taft-Hartley plan in Indiana

Taft-Hartley plan· Indianapolis, Indiana

Taft-Hartley plan, based in Indianapolis, Indiana, reporting $22.9M in assets, for 189 participants.

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

Assets
$22.9M
Funded ratio
104.6%
Fund commitments
4
Managers
3
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Commitments (4)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 2024, Holding started.

Capital path

who backs this record, through what, into what; each name opens its own path
Taft-Hartley plan in Indiana
Funds committed to
All 4
Managers
Size, funding, policy and commitments, with their basesTaft-Hartley planShow
Taft-Hartley plan
Assets
$22.9M
Total assets, Nov 30, 2024 reported
Funded
104.6%
Dec 1, 2023
Private markets target
no policy read
policy Nov 30, 2024
Commitments
4
3 managers on Schedule C
Plan sponsor: this allocator
Allocation policy
Form 5500, as of Nov 30, 2024
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 1.4%
  • Non-interest-bearing cash 1.3%
  • Corporate debt instruments (other) 9.4%
  • Common/collective trusts 19.1%
  • Pooled separate accounts 16.6%
  • Registered investment companies 10.6%
  • Common stock 40.9%
Consultants and advisers
5 firms

+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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People
No investment staff or executives have been read for this allocator yet.
Manager roster
3 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
4 events
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
6 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Nov 30, 2024Principal U.S. Property Sa-Zseparate accountPrincipalReal estate$3.8M heldDisclosed holdingaskebsa.dol.gov
as of Nov 30, 2024NIS Intermediate Fixed Income Fundcollective trustNational Investment Svcs of AmerFixed income$2.1M heldDisclosed holdingaskebsa.dol.gov
as of Nov 30, 2024Lazard/wilmington International Equcollective trustLazard Asset Management LLCPooled vehicles$2.3M 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
20 readings
Total assets
$22.9M Nov 30, 2024 reported Form 5500
$20.8M (2023-11)
Plan assets
$20.8M Dec 1, 2023 reported Form 5500
$21.2M (2022-12)
Net assets
$22.9M Nov 30, 2024 reported Form 5500
$20.8M (2023-11)
Funded ratio
104.6% Dec 1, 2023 reported Form 5500
102.0% (2022-12)
Participants
189 Dec 1, 2023 reported Form 5500
198 (2022-12)
Contributions
$950,582 Nov 30, 2024 reported Form 5500
$932,493 (2023-11)
Benefits paid
$1.6M Nov 30, 2024 reported Form 5500
$1.6M (2023-11)
Net investment income
$2.1M Nov 30, 2024 reported Form 5500
-$389,838 (2023-11)
Investment management fees
$147,833 Nov 30, 2024 reported Form 5500
$168,774 (2023-11)
Form 5500 filings
2 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2023 to Nov 30, 2024189Not disclosedNot disclosedn/a$22.9MNot disclosedNot disclosedNot disclosed
2022 to Nov 30, 2023198Not disclosedNot disclosedn/a$20.8MNot disclosedNot 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.
Capital chain

This record sits on 3 traced paths of capital across the graphs.

Consultant to allocator to manager

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

4 dated events on the change ledger, latest first
  • Holding in a pooled vehicle started
    2024-11-30source
  • Holding in a pooled vehicle ended
    2024-11-30source
  • Funded status changed
    2023-12-01source

+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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+13 connections on the graph

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