This allocator's name and 1 more commitment

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Taft-Hartley plan in Connecticut

Taft-Hartley plan· Wallingford, Connecticut

Taft-Hartley plan, based in Wallingford, Connecticut, reporting $24.2M in assets, for 660 participants.

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

Assets
$24.2M
Funded ratio
60.7%
Fund commitments
4
Managers
2
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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: 31 Dec 2023, Manager relationship ended.

Capital path

who backs this record, through what, into what; each name opens its own path
Taft-Hartley plan in Connecticut
Funds committed to
All 4
Managers
Size, funding, policy and commitments, with their basesTaft-Hartley planShow
Taft-Hartley plan
Assets
$24.2M
Plan assets, Nov 1, 2023 reported
Funded
60.7%
Nov 1, 2023
Private markets target
no policy read
policy Oct 31, 2023
Commitments
4
2 managers on Schedule C
Allocation policy
Form 5500, as of Oct 31, 2023
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 0.3%
  • Non-interest-bearing cash 2.9%
  • 103-12 investment entities 78.0%
  • Common/collective trusts 16.4%
Consultants and advisers
3 firms
  • Segal General consultantActuarythrough Oct 31, 2023 Form 5500
  • Segal Marco Advisors Investment adviser (plan)through Oct 31, 2023 Form 5500
  • Comerica Bank Pension consultantthrough Oct 31, 2023 Form 5500
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)
What changed
2 events
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
4 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Oct 31, 2023Multi-Employer Property Trustcollective trustNEW Tower Trust CompanyReal estate$2.8M heldDisclosed holdingaskebsa.dol.gov
as of Oct 31, 2023Fixed Income Group Trust103 12 ieSegal Advisors, Inc.Fixed income$6.6M heldDisclosed holdingaskebsa.dol.gov
as of Oct 31, 2023Invesco Macro Allocation Strategycollective trustInvesco Trust CompanyPooled vehicles$1.2M heldDisclosed holdingaskebsa.dol.gov

+1 more commitment

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

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.

Size and funding
18 readings
Total assets
$24.3M Oct 31, 2023 reported Form 5500
Plan assets
$24.2M Nov 1, 2023 reported Form 5500
$23.8M (2022-11)
Net assets
$24.2M Oct 31, 2023 reported Form 5500
Funded ratio
60.7% Nov 1, 2023 reported Form 5500
57.3% (2022-11)
Participants
660 Nov 1, 2023 reported Form 5500
638 (2022-11)
Contributions
$3.0M Oct 31, 2024 reported Form 5500
$3.6M (2023-10)
Benefits paid
$3.5M Oct 31, 2024 reported Form 5500
$3.6M (2023-10)
Net investment income
$3.8M Oct 31, 2024 reported Form 5500
$419,253 (2023-10)
Investment management fees
$73,484 Oct 31, 2024 reported Form 5500
$86,989 (2023-10)
Form 5500 filings
2 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2023 to Oct 31, 2024660Not disclosedNot disclosedn/aNot disclosedNot disclosedNot disclosedNot disclosed
2022 to Oct 31, 2023638Not disclosedNot disclosedn/a$24.3MNot disclosedNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)

+21 more service providers

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

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.

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 9 traced paths of capital across the graphs.

Consultant to allocator to manager

DFX traced 9 paths of capital through this record

Every record on each path, what it committed or lent, and as of when.

Includes 3 days of DFX Intelligence. Then $299/month unless canceled.

Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.

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Record history

2 dated events on the change ledger, latest first
  • Funded status changed
    2023-11-01source
  • Manager relationship ended
    2023-12-31source

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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+8 connections on the graph

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