This allocator's name

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Taft-Hartley plan in Pennsylvania

Taft-Hartley plan· Pittsburgh, Pennsylvania

Taft-Hartley plan, based in Pittsburgh, Pennsylvania, reporting $12.5M in assets, for 179 participants.

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

Assets
$12.5M
Funded ratio
72.9%
Managers
1
Open searchesAllocation 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: 31 Dec 2024, Manager relationship started.

Size, funding, policy and commitments, with their basesTaft-Hartley planShow
Taft-Hartley plan
Assets
$12.5M
Total assets, Dec 31, 2024 reported
Funded
72.9%
Jan 1, 2024
Private markets target
no policy read
policy Dec 31, 2024
Commitments
0
1 manager on Schedule C
Plan sponsor: this allocator
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 1.7%
  • Non-interest-bearing cash 0.9%
  • Registered investment companies 96.5%
Consultants and advisers
2 firms
  • Xpyria Investment adviser (plan)through Dec 31, 2022 Form 5500
  • Cowden Associates Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
2 managers on Schedule C
From Schedule C (investment management, code 28)
What changed
5 events
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
No fund commitments are on the tape for this allocator. The tape holds the plans that publish their own private-markets reports; a plan that publishes one and is not here is a gap we can close.
Size and funding
30 readings
Total assets
$12.5M Dec 31, 2024 reported Form 5500
$11.6M (2023-12) · $9.9M (2022-12)
Plan assets
$11.6M Jan 1, 2024 reported Form 5500
$9.9M (2023-01) · $11.1M (2022-01)
Net assets
$12.5M Dec 31, 2024 reported Form 5500
$11.6M (2023-12) · $9.9M (2022-12)
Funded ratio
72.9% Jan 1, 2024 reported Form 5500
72.0% (2023-01) · 70.0% (2022-01)
Participants
179 Jan 1, 2024 reported Form 5500
185 (2023-01) · 151 (2022-01)
Contributions
$845,374 Dec 31, 2024 reported Form 5500
$1.3M (2023-12) · $1.3M (2022-12)
Benefits paid
$711,115 Dec 31, 2024 reported Form 5500
$701,415 (2023-12) · $575,281 (2022-12)
Net investment income
$855,332 Dec 31, 2024 reported Form 5500
$1.7M (2023-12) · -$1.2M (2022-12)
Investment management fees
$46,750 Dec 31, 2024 reported Form 5500
$45,446 (2023-12) · $45,826 (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 2024179Not disclosedNot disclosedn/a$12.5MNot disclosedNot disclosedNot disclosed
2023 to Dec 31, 2023185Not disclosedNot disclosedn/a$11.6MNot disclosedNot disclosedNot disclosed
2022 to Dec 31, 2022151Not disclosedNot disclosedn/a$9.9MNot disclosedNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • CW Breitsman Associates LLC codes 13 $52,685 PY2024
  • Xpyria codes 28 $34,976 PY2024
  • Cowden Associates codes 11 $23,021 PY2024

+16 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 15, 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: fund commitments.

Record history

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

+2 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.

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+5 connections on the graph

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