This allocator's name, 3 more advisers, 13 more commitments and 8 more dated events
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Taft-Hartley plan in Missouri
Taft-Hartley plan, based in ST. Louis, Missouri, reporting $276M in assets, for 1,595 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $276M
- Funded ratio
- 88.4%
- Fund commitments
- 9
- Managers
- 3
Nothing material in the last 90 days. Last change: 30 Sep 2025, Holding started.
Capital path
who backs this record, through what, into what; each name opens its own path- Long Term Credit Bond Index Nl3 commitments
- Intermed Term Credit Bond Idx Nonsl3 commitments
- Bnym-M Db Nsl Sif2 commitments
- Blackrock Institutional Trust Company, N.A.10 commitments
- BNY Mellon4 commitments
- State Street Global Advisors Trust2 commitments
Size, funding, policy and commitments, with their basesTaft-Hartley planShowHide
- Interest-bearing cash 4.4%
- Common/collective trusts 91.1%
- Bank of New York Mellon Custodianthrough Sep 30, 2023 Form 5500
- State Street Bank & Trust Company Custodianthrough Sep 30, 2023 Form 5500
- Willis Towers Watson US LLC Actuarythrough Sep 30, 2023 Form 5500
+3 more consultants and advisers advise this allocator
Every name, record and relationship behind this count, with the source on each.
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- Blackrock Institutional Trust Company, N.A.10 rows, latest Sep 30, 2025
- BNY Mellon4 rows, latest Sep 30, 2024
- State Street Global Advisors Trust2 rows, latest Sep 30, 2024
- Blackrock Institutional Trust Company, N.A.plan years
- Blackrock Insti. Trust Company, N.Aplan years
- State Street Bank & Trust Companyplan years 2024
- Sep 30, 2025Holding started
- Sep 30, 2025Holding endedinference
- Sep 30, 2025Holding endedinference
- Sep 30, 2025Holding endedinference
- Sep 30, 2025Holding started
+8 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 Sep 30, 2025 | BLK Msci Eafe Eq Idx Non-Lendcollective trust | Blackrock Institutional Trust Company, N.A. | Pooled vehicles | $15.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Sep 30, 2025 | Intermediate Govt Bond Index Nl Fdcollective trust | Blackrock Institutional Trust Company, N.A. | Fixed income | $24.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Sep 30, 2025 | Long Term Credit Bond Index Nlcollective trust | Blackrock Institutional Trust Company, N.A. | Private credit | $35.4M held | Disclosed holding | askebsa.dol.gov |
+13 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 Sep 30, 2025 | 1,595 | Not disclosed | Not disclosed | n/a | $276M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Sep 30, 2024 | 1,646 | Not disclosed | Not disclosed | n/a | $274M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Sep 30, 2023 | 1,710 | Not disclosed | Not disclosed | n/a | $234M | Not disclosed | Not disclosed | Not disclosed |
- The Segal Company codes 11 17 50 $173,114 PY2024
- BNY Mellon codes 18 19 28 50 $166,140 PY2024
- Zenith American Solutions codes 13 50 99 $121,349 PY2024
+42 more service providers
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Provenance
Record history
- Holding in a pooled vehicle started2025-09-30source
- Holding in a pooled vehicle ended2025-09-30source
- Holding in a pooled vehicle ended2025-09-30source
+10 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
+10 connections on the graph
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